But for your organization to be successful and productive, those several parts must be operating in sync with each other.
Like a 2008 Honda CRV that still runs like new, routine checks, tune-ups, tests, and everyday care are imperative to keep teams operating at their best capacity.
But how do you keep all members of every team on the same page at all times?
Enter: your standard operating procedures (SOP).
Having a thorough, accessible, and digestible SOP is more than an employee handbook or lengthy document defining the company’s “rules.”
It’s a resource to align and inform team members on basic expectations and how to apply their efforts in the most productive way.
Creating a detailed SOP that employees can easily navigate is no small feat, but luckily, there are ways to check that all of your SOP ducks are in a row. 🦆
Say hello to standard operating procedure templates.
Read along to access 10 free SOP templates for ClickUp, Google Docs, and Microsoft Word. Plus, some critical SOP FAQs, benefits, and tips.
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Summarize this article for me pleaseA standard operating procedure (SOP) is a set of mid-to-high level instructions that document how an organization or team should accomplish specific tasks. Think of your SOP as a step-by-step guide that defines a specific process—much like the instructional manual that came with your Ikea dresser. 🔨 The main goal of a standard operating procedure is to boost team efficiency and coordination by reducing miscommunication and ambiguity in everyday processes. I mean, you wouldn’t expect new team members to succeed and stay ahead of their workload without any form of instruction to guide them, right? Of course not! They’ve got to learn the ropes first. But SOPs aren’t just for new team members, they’re for everyone. 🤝
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Summarize this article for me pleaseCreating a clear SOP is the first step in effective workflow management as it lays out team expectations and clear-cut instructions for members to refer back to at any time. By writing SOPs for each process within a workflow, you can help your team deliver quality results, faster. Here’s a breakdown of other significant SOP benefits: Increased compliance across the board Think of your SOP as a source of truth for reinforcing best practices that team members should be following at all times. This not only cuts out extra or unnecessary steps in a process but verifies that your company is on par with critical compliances and guidelines. Improved onboarding processes SOPs are particularly helpful when onboarding new team members—employees who understand the expectations in their roles are ultimately happier, more comfortable, and more productive with that level of transparency upfront. Facilitate quality control If your SOP is well-written and easy to follow, then it doesn’t matter who’s on the job on any given day. Digestible instructions on process details help members hold themselves accountable for the work they produce each day and keep the team’s long-term goals at the forefront of each project. Standardized training SOPs set the bar—they define the steps and responsibilities involved in a process so it can be performed in the same manner every time. While they’re helpful for those carrying out a particular task, they’re also assets for those training new team members. Especially for routine action items, it’s easy to forget recent updates or small details. SOPs then become a how-to guide when walking a new team member through a task you’ve done for years.
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Summarize this article for me pleaseSOPs set the standard for business processes, but they are not restricted to a single format. There are several types of SOPs and depending on your purpose, work style, team size, and audience, your SOP could take many forms.
Checklist SOPs are easy to write, easy to understand, and easy to complete. One major advantage to this SOP style… Checklists don’t have to be followed in a specific order. What matters most is that all the items on the list are checked off and verified before moving on. This SOP format is particularly helpful for simple business processes or as the last run-through before sending a project over for final approval. ✅
A step-by-step list is similar to a checklist but requires that the process follows a specific order. The entire procedure is described from beginning to end using short, easy-to-follow steps. Teams that perform straightforward but time-sensitive processes benefit greatly from this SOP format. ⏱
So if your processes often involve subtasks, multiple approvals, or task dependencies, this format may be a good fit!
Flowcharts are highly visual representations of your workflow and as an SOP format, help the team understand how each step in a process relates to one another.
Not only does a flowchart give employees better insight into how the overall process works, but also helps them understand how their piece of the process contributes to the big picture.
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Summarize this article for me pleaseStarting an SOP from scratch can be daunting, but it doesn’t have to be. Even if you’ve been writing standard operating procedures for years, SOP templates are an excellent way to get the team moving faster, help you gain a fresh perspective on the process, and ensure that your bases are covered. Plus, tons of them are free! 💸 Here are 10 of our favorite standard operating procedure templates for ClickUp, Microsoft Word, and Google Docs. These templates support a variety of use cases and are equipped with the must-have features for all of your SOP needs.
This user-friendly SOP template by ClickUp is perfect for getting things going fast. 💨 Whether you’re looking to implement a new procedure across a close-knit team or an entire company, this SOP template is for you. With a high-level outline that covers all possible angles, this ClickUp Folder will help you organize your SOPs in a simple, manageable way. In this SOP template, you’ll find four sections denoted by Overview, Who, Where, and When, so anyone accessing this SOP will know exactly how to navigate it, even at first glance.
Download Standard SOP Template
If you’ve been paying any attention to the latest HR automation trends (guilty), then you know that Human Resources (HR) is facing crucial and exciting changes. A department that has long been dominated by manual business processes is starting to embrace new ways of automating repetitive tasks. 🙌🏼 Having a flexible HR template like this HP SOP template by ClickUp is an excellent way to quickly define newly automated new hire processes and distribute the information to the entire department. This SOP template organizes all of your HR duties from recruitment through offboarding using ClickUp’s digital Whiteboards.
Download HR SOP Template
Every successful marketing campaign is made up of countless efforts. Seriously—it takes a lot of time, effort, and careful thought to deliver a thorough and engaging marketing strategy. With so many elements, an SOP is key. This Marketing SOP template by ClickUp is perfect for simplifying complex campaign procedures into structured ClickUp Docs that any team member can easily reference at any time. This SOP template gives you the bones of a detailed and clear SOP for marketing project management, packaged in ClickUp’s collaborative and engaging document editor. ClickUp Docs are rich in styling, customization, and formatting features to bring your team all of the information and resources they need to deliver consistent quality across any marketing project.
Download Marketing SOP Template
What better way to bring your SOP to life than through a standardized template that’s as elaborate as it is visually stunning? The Non-Profit SOP Template by ClickUp is that template. This beginner-friendly ClickUp Doc helps you establish a comprehensive plan for an impactful non-profit project execution. It’s about time you and your team said goodbye to those “What do we do now?” questions once and for all.
Download Non-Profit SOP Template
There’s no better way to organize and visualize restaurant SOPs than through this Restaurant SOP template by ClickUp. This customizable SOP template serves as the ultimate source of information for the effective and successful operation of a restaurant.
Download Restaurant SOP Template
If you’re currently leading a team of medical technicians, a template like this Medical Technician SOP template by Microsoft Word will help you establish your complex internal processes in a way that’s easy to follow.
Download Medical Technician SOP Template
The Standard Operating Procedure template in Microsoft Word covers all the areas you’ll need to include when communicating procedures for your team. Simply edit the example provided in the Word document to customize the SOP template to your specific use case.
Download Word Standard SOP Template
The Company SOP template by Microsoft Word was designed to serve multiple use cases. Whether you want to lay down the ground rules for reviewing anything from medical equipment to marketing operations, this SOP template can make it happen. This resource acts as both a writing template and a user guide with highlighted text in each section that explains how to approach each task. Very nice touch, Microsoft Word.
Download Company SOP Template
And for all of our G Suite teams out there… This Google Docs SOP Template is simple and straightforward. 🙌🏼 …It’s also essentially the one-for-one competitor to the Microsoft Word SOP template listed above it. It comes with an attractive and intuitive formatted table with well-laid-out subsections for Procedure Details, Purpose, Scope, and Revision History—ideal for roles that require step-by-step oversight.
Download Google Docs Standard SOP Template
This Google Docs SOP template is divided into seven sections with clear instructions on how to fill those sections out. The segments include Purpose (what the process is called), Scope (who it’s intended for), and Responsibilities (members of staff responsible for handling the most crucial aspects of the SOP), to name but a few.
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Summarize this article for me pleaseSOP templates are a great way to get started writing operating procedures quickly. They provide the basic structure that you can fill out and customize as needed—but what should your standard operating procedure (SOP) actually say? If you’ve never created one from scratch before or don’t have the option of SOP templates at your disposal, this is the question of the hour. ⏰ Luckily, we’ve already done our homework in that department too. Here are a few tips that can help you develop your user-focused SOP: Know your goal: Ask yourself what it will bring to the team, how it will improve your team’s experience, and if it will comply with company standards. Knowing what you want to achieve with your SOP will help you identify a handy starting point. Define the end-user: AKA, know your audience. Who is this SOP for? Make it a collaborative process: The best SOPs are written as a team. Feedback will only make your SOP stronger and more detailed. What’s more, you’ll likely end up with better ideas about how to complete tasks more efficiently. Determine the scope and format of the SOP: The complexity of the procedure you’re defining in the SOP will dictate its format. The best course of action is to think basic—how can you break down your process in the simplest way possible? Start with an outline: An outline will help you establish the key points your SOP needs to hit before you start drafting. It will also help you stay on track and possibly cut out a few rounds of edits before your SOP is approved! These tips will help put you in the right mindset for creating a comprehensive SOP even with the help of a template, but if SOP templates aren’t your jam, there are also a few necessary elements to keep in mind. Bonus: Employee handbook software
Especially if you’re creating the first draft or outlining a rather simple process, following these nine SOP document elements will get the job done well. If you’re ready, open up a ClickUp Doc and follow along!
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