Introduction:

We've developed this collaborative standard operating procedure (SOP) template to offer a solid framework that you can use to build your own SOPs.

All you need to do is add this template to your Process Street account and you'll have access to all of our features and be able to customize the template in however way works best for you and your company.

Our features include:

  • Adding, editing, or deleting tasks
  • Supplementary media or text 
  • Form fields to record information
  • Role assignment to easily collaborate with team members
  • Conditional logic to allow for variables in the procedure
  • Linking the template with other softwares you may already be using for better process automation

This particular template structure focuses on the main aspects of building standard operating procedures.

Throughout the template, you'll find form fields to record necessary data.

Some parts of the procedure will offer more informational content, and other parts will provide more actionable tasks that are integral to an SOP.

You have the choice to run this checklist within Process Street for your employees to use, or you can also export the template as a PDF if you would like to keep a physical copy.


Resources related to standard operating procedures

We'll provide information on three different areas of interest:

  • The basics of SOPs and building procedures
  • Adhering to SOPs and standards such as ISO
  • How to most effectively utilize Process Street for SOPs

The basics of SOPs and building procedures

Adhering to SOPs and standards such as ISO

How to most effectively utilize Process Street for SOPs


What is the "Collaborative SOP Structure Template"?

This SOP template is part of a series of innovative SOP structure templates, designed to make building, implementing, and following SOPs easier for everyone involved.

The name of this template refers to how it uses role and task assignments together with approvals helps create the ultimate collaborative SOP template. You'll never have to worry about inter-departmental SOPs or work approvals again with this example.

Check out our article for more SOP examples, and to see the other templates for SOP innovation.


In the Related Checklists section, we've provided a list of all of our related standard operating procedure templates. Many of the procedures can be used by marketing agencies. We offer procedures spanning industries such as marketing, design, accounting, agile management, etc. 

These templates are all great examples of Process Street's capabilities.

They're also publicly available for use. All you need to do is add them to your Process Street account, and you're free to customize them in whichever way best meets your needs.

Summary:

Edit this template to change the text in this section

[Procedure Title]

Revision:

DateYou can enter the date manually or use the date form field

Doc Number:

ScopeDescribe when the procedure starts, when it finishes, and what other limitations are applied to the expected workflow.

PurposeDescribe the output of the procedure and explain why it is constructed the way it is.

Details:

Edit this template to change the text in this section

Revision and Approval

  • [revision number] - [date] - [nature of changes] - [approved by]
  • [revision number] - [date] - [nature of changes] - [approved by]
  • [revision number] - [date] - [nature of changes] - [approved by]
  • [revision number] - [date] - [nature of changes] - [approved by]

ResponsibilityNote who is responsible for this procedure and why it is their responsibility.

DefinitionsUse this section to explain any acronyms or technical terms which are used throughout the procedure. You can use bullet points.

  • TT - Technical terminology
  • ISK - Industry specific knowledge
  • ETC - Et cetera

Step 1 [Rename to reflect action]

Rename the title of this step to reflect the action required.

A good first step at the beginning of a procedure is to include some of the details of who is undertaking the task.

Using Process Street's Role Assignments feature, you can assign specific tasks to various roles on your team.

See the example form fields below:

Our Approvals feature allows you to optimize any of your processes that require authorization by another member of your team. 

Including information like this at the beginning means people are held accountable for their work.

Step 2

A task may include subtasks

For subtasks you could use bullet points:

  • Step 1
  • Step 2
  • Step 3

However, a more actionable route might be to use the subtask field:

  • 1
    Step 1
  • 2
    Step 2
  • 3
    Step 3

Step 3

Tasks in a procedure should not contain too much information. 

For some tasks explanatory work instructions are important. 

You can use image or video fields to display rich media if that will help the employee complete the task to the best of their ability.

Step 4

If the standard operating procedures will be completed inside Process Street, it is wise to use form fields to collect information.

Below you can see 3 example styles of fields you can use:

  • Long text fields
  • Dropdown fields
  • Multi choice fields
  • 1
    Option 1
  • 2
    Option 2
  • 3
    Option 3

Step 5

If your employees are following standard operating procedures inside Process Street, then you can also add other features. 

You could add conditional logic so that the linear order of the procedure changes based on the information entered into the checklist.

You could add Stop Tasks which enforce the order of a procedure and prevent the user from continuing with the process until the right steps have been completed in the right order. 

Or you could connect with Zapier to automate actions in other apps and webapps based on the completion of items in your Process Street checklist. Via Zapier, Process Street integrates with over 1,000 other products.

You can see some examples below:

Approval: Final Approval

Will be submitted for approval:
  • Step 1 [Rename to reflect action]
    Will be submitted
  • Step 2
    Will be submitted
  • Step 3
    Will be submitted
  • Step 4
    Will be submitted
  • Step 5
    Will be submitted

Overview:

Include a diagram here to illustrate the flow of the process. See the example uploaded below.

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