![]() Visual flow charts: Use to create flow charts, mind maps, and much more (they have free version!) Include both a quick guide and detailed steps Simply click Loom to record and start saving time. No more super long emails that take forever to write. ![]() Loom: For every 10 seconds of video you record it is equivalent to 81 seconds of typing. Video: Use to easily create videos that can be embedded into an SOP. Using visuals and videos will give instructions in ways that will appeal to all types of learners. ![]() ![]() Use visuals and videos as much as you can Including a “Why” summary can feed buy-in and help processes stick. We are also more likely to retain the process and repeat the steps the next time we do that activity. If we understand why something needs to be done, and done a certain way, we are more likely to follow all the steps. Who is Responsible for the steps? Who is Accountable for ensuring the overall process is done and done right? Who should be Consulted about the process or have information to guide the process? Who should be Informed that it has been completed? Include a “Why” summary Define the RACI and nip those questions in the bud. Ownership can be the most complicated part of an SOP, and the part that will cause it to fail if it isn’t clear. Why would someone use this process? Start this off by making it clear when this should be used and what triggers that action. Walk the line of simple but thorough - clear and succinct. The process you create should not be up for interpretation or raise a lot of questions. We want everyone doing the same thing for a specific process to improve overall efficiency, that is the point of an SOP. This will save you time in the long run after execution if you missed a step. Consult an SME (subject matter expert) if that is not you. Make sure you understand the process you are documenting. Use the following 12 tips to start creating effective SOPs for your organization that people will actually follow. SOPs give employees instructions on how to do their job, allowing them the space to really add value. One of the most powerful reasons to adopt SOPs and become an expert at creating them is that it will free up the brain power of your teammates to focus on what they were hired to do.Īccount executives weren’t hired to fill out expense reports, your marketing manager wasn’t hired to find promo vendors, your customer service rep wasn’t hired to set up shipments. If you will perform an activity more than twice, you should create an SOP.Ĭreating consistency in activities performed by multiple employees, fostering continuous improvement, and identifying process holes and training gaps are only a few of the benefits companies receive from having effective SOPs in place. Yes! SOPs will add loads of value to all businesses. SOPs are a necessity for businesses that have to deal with compliance, industry regulations, or state/federal laws to operate, but are they necessary if those situations don’t apply to you? They are a tool to help get business done faster. You get it, Standard Operating Procedures (SOPs) are guides into the unknown. ![]() SOPs are a lantern on a dark night, a clearing in the fog, a bridge across a river, a map in unknown territory. ![]()
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