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

Easily create the ultimate SOP process with this interactive template. Add videos, checklists, instructions, and quizzes. Start with this free template.

Every business depends on the effectiveness of its processes and its people. Research shows that both business and people need consistency to perform optimally. Employee productivity suffers when they can’t rely on a consistent procedure for their work. When you lack a standardized procedure, you can expect inconsistent results in work outcomes.

When to create a SOP process

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. 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 effective and engaging. Lay out all the roles, conditions, and specific steps in the process. No matter how complex the task, effectively guide your staff through the process. Create a reusable process that your team can easily follow.

How a SOP process can help you train new employees

Training staff takes 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 process, to accelerate learning and reduce the amount of tedious text in the document. Learn more about the best ways to create an SOP.

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

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 process when they need it on their device of choice – mobile, tablet, laptop, computer. Use image and video content to provide easy-to-follow reference materials and guidance whenever they are needed.

How to get started with the standard operating procedure process template:

  • Document and Share the Process
    Get started with the standard operating procedure template. Tailor the outlined process. Add roles, assignments, relative due dates, timelines, tasks, forms, videos, images, and details to meet your needs. Share your documented process online with business managers or share printed or PDF copies.
  • Automate Workflow Processes and Checklists
    Usually aspects of your operation involve a lot of intricate components 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 process, 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 moving 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 teams, and your whole business time and resources while enabling you to execute flawlessly. Track and view progress on dashboards. Drill down into 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 valuable clients. Avoid the inconsistency with a dependable standard operating procedure process.

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