Intermediate level · Module 1: Office Systems and Standard Procedures · Lesson 2 of 3
Writing Standard Operating Procedures
Write procedures anyone can follow to do a task correctly.
In this lesson you will
- Write an SOP in a standard format
- Test an SOP with a new user
Key concepts
SOP formatpurpose and scopestep-by-step instructionsforms and templates
The lesson
A standard operating procedure (SOP) states its purpose, scope, roles, numbered steps, forms used and contacts.
Write steps as short commands starting with a verb: 'Record the visitor's name, organisation and time of arrival in the visitor register.'
Test the SOP with someone who has never done the task, and revise wherever they hesitate.
Step by step
- Draft an SOP from a process map.
- Attach forms and templates.
- Test with a classmate.
- Revise.
Practice activity
Write and test SOPs for the four processes.
Expected result: Tested SOPs that a new staff member can follow.
Check your understanding
-
How should SOP steps be written?
Show answer
As short commands starting with a verb.
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How do you test an SOP?
Show answer
Ask someone unfamiliar with the task to follow it.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.