Introduction:

The goal of this enforced standard operating procedure (SOP) template is to act as an effective jumping off point from which to build your own procedures.

When you add this template to your Process Street account, you'll be able access our broad range of features to edit it to better suit your needs. Some of our features include:

  • Adding, removing, editing, and rearranging tasks
  • Adding additional text or media to your tasks to help build context for the user
  • Using form fields to take down important information
  • Assigning specific roles for your team members for a more collaborative experience
  • Using conditional logic to pave varying outcomes for a more realistic and dynamic process
  • Better automate your processes by syncing the template with software you're already using

This SOP template covers all of the core basics needed to create effective procedures. 

Throughout the template, we've included prompts to add necessary information. 

The structure provides sections that cover a more broad scope of the process to build context, and also sections that include more direct, actionable steps necessary to effectively move forward.

When you're finished working on your template, you have the choice to either run it as a checklist inside of the Process Street platform, or you can export the template as a PDF.

Further information about SOPs

SOPs and what you need to know when building processes

SOPs and following standards like ISO

How to use Process Street to optimize your SOPs


What is the "Enforced 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 enforces a strict, linear set of instructions. Need to make sure the process is followed to the letter, with no deviation in order? This one's for you - it uses stop tasks to keep the process laser-focused on the task at hand.

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


We've included, at the end of this structure, a list of links to all the the standard operating procedure examples we've created for various use cases, including a number of templates that can be used by a marketing agency. No matter what industry you're in, we've most likely built an SOP template that will work for you.

These templates also showcase the potential of Process Street's platform.

All of the SOP templates we've created are available for public use. Just remember to add them directly to your Process Street account and customize them accordingly to what best suits 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.

See the example form fields below:

This procedure utilizes 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. 

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.

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:

Overview:

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

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