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How to Find An Executive Champion

Many companies dedicate a high-level executive to champion the SOP process. This ensures that the project is given the attention it deserves and that line managers give the procedure writers access to their staff when necessary.

While not every company will have an obvious champion, see if there is someone you can ˇ®butter up' and help get the project started. See who would benefit most if there were accurate processes in place. Show them the cost savings, faster turnarounds, and other pain points that could be reduced.

But, I don't know how to get started

If you are new to procedure writing, then it's hard to know where to start. There seems to be some many tasks that need attention. Well, the first thing to do is talk to those who currently use the process. This is also called the As-Is process. In other words, this is how the process works  ¨C warts and all ¨C right now.

One of the barriers that procedure writers face is getting ˇ®face-time' with those who understand how the procedure works and those who helped define the current as-is process. Sometimes they may have left the company and then you have to dig around as best you can.

If the original people are still there, try to contact them in person. Don't email them or leave a voicemail. Walk over to where they work and introduce yourself.

'Sorry, I'm too busy.'

You'll hear this a lot. It's understandable. They are already under pressure from other projects and don't need another to-do added to their list.

Remember the Champion?

See if you can get the Champion to drop over and give them five minutes. If you can show the SME that they're not doing this for you but for someone much higher up the food chain, they may be more willing to help.

Also, the Champion will ˇ®bend the arm' of those who are holding up the project or slow to review the material, ensuring that the project is delivered on time.

As you can see, if you don't have an executive sponsor, your team are likely to suffer at the hands of unhelpful colleagues. It can be very demoralizing for the procedure team to chase SMEs who drag their heels when reviewing the documents. This is likely to lead to the project missing its targets and running over budget

Next Steps

Once you have backing from an executive level is becomes much easier to drive the project forward. The endorsement of a senior figure gives your team that clout to open doors and ˇ®encourage' others to attend meetings.

Mentioning that the status reports go all the way to executive level is usually enough to motivate folks to attend workshops or give time to your team.

Tomorrow we will look at how to start putting your team together. We will also outline the skillsets they need and the type of non-writing activities involved in procedure writing.

Confused? It will all make sense tomorrow.

Table of Contents

  1. Before you Start Writing Your Standard Operating Procedures
  2. How To Find Procedure Writers
  3. How to Get a Budget
  4. How To Cost The SOP Project
  5. How to Get Management Support For Your SOP Project
  6. How to Find An Executive Champion
  7. How To Setup the Procedure Writing Team
  8. How To Define Roles in the Procedure Writing Team
  9. How to Create SOP Writing Guidelines
  10. How to Organize the Information Gathering Phase
  11. How to Test the Current As Is Business Process
  12. How to Examine Alternatives To The Current As Is Process
  13. How to Write Standard Operating Procedures
  14. How to Write Your First Procedure
  15. How to Number Each Step in the Procedure
  16. How To Capture Exceptions in Procedures
  17. How to Use If Then Tables For Complex Procedures
  18. How to Test Standard Operating Procedures
  19. How to Get SMEs to Test Procedures
  20. How & When to Sign Off the Procedure
  21. How to Publish the Standard Operating Procedures
  22. How to Control Documents
  23. How to Use Track Changes
  24. How to Use Naming Conventions
  25. How to Convert SOPs to PDF
  26. How to Upload SOPs to the Document Management System
  27. How to Create a SOP Document Archive
  28. How to Backup SOPs Archives & Store Offsite
  29. How to Implement Procedures
  30. How to Schedule Assessments
Standard Operating Procedure Template - Download Now Standard Operating Procedures (SOP) Template
Standard Operating Procedures (SOP) Template Standard Operating Procedures (SOP) Template

Document Control

  • Process Improvement - writing SOPs provides opportunities to refine current processes. Feedback received during this activity helps identify limitation of the current processes and potential problems that may arise.

Document Control

  • Regulatory requirements - SOPs help address legislative and regulatory requirements. Developing and maintaining SOPs is an effective way to address safe work practice regulations.
  • Staff Performance - SOPs clearly describe what staff are expected to perform in the workplace. SOPs remove ambiguity and provide an objective mechanism for evaluating their performance.
  • Standardization - SOPs identify roles and responsibilities. SOPs clarify decision-making requirements and chain of commands.

Clarifications Spreadsheet

  • Training material - SOPs can be used in training programs, workshops and exercises. SOPs improve the understanding of work requirements and identify potential problems.

Buy this template

Download the SOP Template Pack

The templates included in this pack are in Microsoft Word and Microsoft Excel format. You can download all templates online for only $9.99.

More details about the SOP template pack are here.

The template pack includes the following documents:

SOP Template (Detailed) 7 pages Download Word template
SOP Single Template 1 pages Download Word template
SOP Guidebook 11 pages Download Word template
Sample - RFP Pre-Issuance Procedure 7 pages Download Word template
SOP Log Book 7 pages Download Word template
SOP Document Control 3 pages Excel templates
  • Standard Operating Procedures (SOP) Manual - this is used for writing and maintaining multiple SOPs, for example, all SOPs for the HR Department.
  • Standard Operating Procedures template - this is used for writing and maintaining standalone SOPs.
  • Standard Operating Procedures Guidebook - this describes how to write SOPs. The guidebook includes the following sections:
    • Planning
    • Requirements
    • Writing Standard Operating Procedures
    • Level of Detail
    • Consistency
    • Writing Style and Language
    • Writing Conventions
    • Numerical Information
    • Component Information
    • Procedure Titles
    • Headings
    • Step Numbering
    • Procedure Organization
    • Revision Status
    • Precautions and Limitations
    • Prerequisites
    • Terms, Definitions, Acronyms, and Abbreviations
    • Writing Action Steps
    • Writing Conditional Action Steps
  • Standard Operating Procedures Log Book - this is used for controlling new SOPs, numbering SOPs, and ensuring that all SOPs are authorized before creation.
  • Excel spreadsheets - these 3 Excel files will help you manage document control, clarifications that arise during the analysis phase and monitoring roles and responsibilities.
  • Sample template - this sample template documents the pre-issuance procedure when developing Request for Proposals.

Document Control

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Supports Windows 98, 2000, 2003, 2007, 2010, XP, Vista & Apple Mac

* Note: All prices are in US$ and for a single user license.

FAQs

Q: What file formats are the templates?

A: Microsoft Word and Excel. The files work in Word 97-2010. They also work on Apple Macintosh. 

Q: How soon can I download them?

A: You can download the files instantly.

After you pay online, you are automatically sent to a page where you can download the templates online.

Q: What is the End User License Agreement?

A: You can read the License Agreement here

Need to know more?

Drop me a line at ivan at klariti dot com and I'll get back to you asap.



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