Step1
Focus on
Step7 the process,
Review regularly not the tools
Step6
Testyour
SOP 7Stepsfor Step2
Be concise
WritingS0Ps
Steps Step3
Seek input Write for your
from relevant audience
team members Step4
& stakeholders Clearly define
steps & roles
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Step
1
Focus on
tAe preeess,
not the tools
• Unlike work instructions, which are tool-
specific, SOPs are all about the process
• So, guide a customer with simple steps
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Step
2
Be
CeAeise
• Keep your SOP to short, readable segments
that describe how to accomplish a specific
task
• If there are too many steps, split it into
separate SOPs
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Step
3
Write for your
audieAee
• For your SOP to be useful, it must be relevant
& usable for its audience
• Your readers are looking for guidance, so
limit the use of jargon or specialized
terminology
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Step
4
Clearly define
steps & reles
• Make your steps explicit and actionable so
that the reader knows exactly what to do
• And clearly identify the role of the person
responsible so that there is no confusion
about who should take action
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Step
5
Seek input from relevant
;team members &
stakehelders
• It's not necessary for all SOPs, but it's
always good to get feedback from your
team to ensure you' re al I on the same
page
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Step
6
~est
your SOP
• Before you put it in place, test your SOP
to check it's accurate &usable
• That way, you can identify & fix any
issues before it's too late
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Step
7
Review
regularly
• Processes change over time, so your SOP
might have originally been clear, but not
anymore.
• Schedule a review of your SOP every
6-12 months to ensure it is still accurate
&useful.
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Let us know...
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