Use this template to create your company SOPs (Standard Operating Procedures) in Notion.
Use this template to create your company SOPs (Standard Operating Procedures) in Notion. A standard operating procedure is a step-by-step set of instructions that helps employees perform their tasks in an efficient manner. To put it plainly, a SOP documents the steps involved in performing a particular task and is a common example of process documentation. It’s especially important to have a written procedure for a complex task that needs to comply with regulations.
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An SOP manual is a document that contains all the standard operating procedures (SOP) for your business. It should be concise and easy to understand, but also contain enough information so that you can follow it without having to refer back to other documents. The most common way of creating one is by using Microsoft Word, Google Docs or Notion.
The first step in creating an effective standard operating procedure is to identify all the processes that will be affected by it. This can be done by asking yourself questions like these:
Once you’ve identified what needs to be documented, you should also consider who will be responsible for writing, reviewing, publishing and maintaining the document. It may be appropriate to assign different people with specific responsibilities depending on their level of experience and expertise. For example, if you have a new employee joining your team, you might want to give them some training before assigning them the responsibility of writing and updating the SOP.
Once you know which processes require standard operating procedures (SOPs), you must decide how best to write and maintain those documents. The following tips can help you plan your approach:
Before you start writing, you’ll need to collect information about the processes that will be covered by your SOP. Here are some examples of things you might want to include:
Once you’ve collected the necessary information, it’s time to write your SOPs. Start by creating a draft version of the document. This allows you to get feedback from others and incorporate their suggestions into the final product. After you’re satisfied with the content, you can share it with others within your organization. You can also post it online for public viewing. Finally, once you’ve reviewed all comments and incorporated any suggested revisions, you can publish the document.
It’s important to keep your SOP up-to-date and accurate. To do this, you’ll need to regularly review the document and make updates when necessary.
You can accomplish this task in one of two ways:
If you choose option #1, you may find it helpful to automate the process by setting up a recurring calendar event to send yourself an email reminder. For example, if you have a monthly meeting scheduled, you could schedule the reminder to go off 30 days before the date of the meeting.