Use this standard operating procedure to document and automate your business processes.

Easily create the ultimate SOP with this streamlined template. Add instructions, checklists, videos, and quizzes as needed. Start with this free template.

Every business depends on the effectiveness of its people and processes. Research shows that people and businesses both need consistency to perform at their best. When an employee can’t rely on a consistent procedure for doing their work, productivity suffers. When you lack a standardized procedure, different people will execute work in different ways resulting in inconsistent results.

When to create a SOP

All of your recurring process needs to be documented and shared as a standard operating procedure (SOP). SOPs define how your business functions and the best approaches to get things done. SOPs are ideal for both training and on-demand reference purposes. However, lengthy, text heavy SOP documents, may or may not be best for your needs. Today’s online SOPs materials can include forms, images, video and many other interactive elements which can make them more engaging. SOPs from TeamworkIQ can also instantly automate with processes described within the SOP for you. Lay out all the specific steps, conditions, and roles involved. Guide your staff through what needs to get done regardless of complexity. Create a reusable process that your team can easily follow.

How a SOP can help you train new employees

Training staff takes effort and time. An SOP lets a member of your team learn how you want work to be done at their own pace. You will spend less time monitoring and answering questions when the details of your procedures are documented. Add instructions, images, videos, and other materials to your SOP , to accelerate your employees learning. Learn more about the best ways to create an SOP.

How to provide on-demand reference materials with an interactive SOP

No matter the job, an interactive SOP can equip your employees to handle any task the right way. Enable them to access the right SOP when they need it on their device of choice – mobile, tablet, laptop, computer.

How to get started with the standard operating procedure template:

  • Document and Share the Process
    Use the template above to get started. Customize the outlined process to your needs. Add forms, videos, images, details, roles, assignments, relative due dates, timelines, and tasks as needed. Share your documented process online with business managers or share printed or PDF copies.
  • Automate Workflow Processes and Checklists
    Usually aspects of your operation require a great deal of complex details to be done properly. It’s critical that your employees have a reliable procedure to follow. Otherwise, nuances can be missed, producing inconsistent results. When you use an SOP , you can rely on consistent outcomes from recurring tasks. Trackable checklists and tasks help your team members complete any job with clarity and ease.
  • Integrate with Other Systems
    Eliminate the slow speed, effort, and error prone nature of transferring information manually between systems. TeamworkIQ’s integration points let you exchange data and events with the most popular CRM systems and 1000’s of other apps and software systems.
  • Achieve Operational Excellence
    SOPs and automated workflows save yourself, your employees, and your whole business time and resources while enabling you to operate seamlessly. Track and view progress on dashboards. Monitor the details. Get reports when you want them and notifications if issues arise. Archive everything for compliance and record keeping.
  • Avoid Costly Mistakes
    When there isn’t a standardized procedure, employees may skip important aspects of their job. Such errors result in inconsistent quality, which can easily turn away important clients. Avoid the inconsistency with a dependable standard operating procedure .

Use TeamworkIQ’s standard operating procedure to consistently produce quality results.

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