Intro to Standard Operating Procedure (SOP) Template:

Standard Operating Procedure (SOP) Template Structure

The purpose of this standard operating procedure (SOP) template is to provide the necessary structure from which to create your own procedures.

Add this template to your Process Street account and you can customize all aspects of its design, including:

  • Adding or removing tasks
  • Adding explanatory text or rich media
  • Adding form fields to gather information
  • Assigning the procedure to other members of your organization
  • Adding conditional logic to create different pathways for execution
  • Connecting the template with the other software you use to enable automations.

Process Street has a broad range of functions and features but this structure focuses on the core purpose of creating procedures. 

Within the structure of the template you will see prompts for where to add information. 

Some sections operate as header information. Other sections are completable tasks which constitute the steps of the procedure. 

You can either run this template as a checklist inside Process Street for your team to follow, or you can export the template as a PDF.

Read on through the template to see what information should be included where. 

More information about standard operating procedures

We have three different areas of interest which we'll provide further content for below:

  • Standard operating procedures and the basics of building processes
  • Standard operating procedures and adherence to standards like ISO
  • How to make the most out of Process Street for standard operating procedures
Standard operating procedures and the basics of building processes
Standard operating procedures and adherence to standards like ISO
How to make the most out of Process Street for standard operating procedures

At the end of this template you will find links to a range of example standard operating procedures. We have included a large number of procedures which may be used by a marketing agency. From marketing procedures to accounting procedures, to design procedures, to agile management procedures. 

These procedures can act as useful examples for best practice within the Process Street platform. 

They are all publicly available procedures, meaning you can add any of them directly to your Process Street account and edit them accordingly to suit your needs. 

Summary :Front of House

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: The customer journey with Front of House Team

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.

Definitions: Use 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

Pre- guest Arrival

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:

With these details there will be:

Which Lodge they have been allocated.

Resort Map showing where all Lodges are Situated

Welcome pack information with optional upgrades.

Dining/Takeaway/Bar Information

Leisure Opening Times and procedures for booking slots for swimming etc.

House Rules:

  •  All contact with Reception Team via telephone ( Once on Resort) only in an emergency should direct contact be made.
  • Card details will be taken on arrival, these will be held against accommodation and anything purchased will be charged directly to that card at the time of ordering.
  • Entry into the main manor is via a one way system only.
  • Any guests entering the Main Building to wear a mask.
  • 2 Metre Social Distancing is to be maintained at all times
  • On entering and leaving any areas hand washing/hand sanitising to be undertaken every time.

On Guest Arrival

A task may include subtasks. 

For subtasks you could use bullet points:

  • Guests to call reception from out side of their Lodge.
  • If their Lodge is ready, Reception to take Card details and add to Secure Trading section on TSW. Everyone has to give card details.
  • Any guests who have dogs booked into the lodge, to have fee charged at that time.
  • Reception to then give the Key Box access number to the guests.
  • Explain that their registration card and arrival information will be placed on their dining table.
  • Re-iterate that Takeaways/ picnics have to be booked by calling Reception, payment will be taken at the time, and their order will be delivered to outside of their lodge after a call to confirm from Reception.

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

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

Checking - Out

All items ordered during guest stay will be charged at the time of the order. Guests will receive a copy of their invoice ( For the duration of their stay) by 9pm the evening prior to departure.

Please call reception when departing from the lodge ( There is 24/7 cover ) and leave the keys in the key box. ( Charges for keys not left will be £ 25 per set directly to your accommodation).

Once you have departed and if your invoice is not queried, we will then close your account.

An example image

Housekeeping or Maintenance Requests during a guests stay

  • If any guests require additional linen - due to accidents HK Team will place the clean Linen in a sealed bag, if the guests can then place the dirty linen in this bag and leave outside of their lodge - letting reception know by phone.
  • Housekeeping will not be entering accommodation, while guests are within.
  • If Maintenance is required urgently, please ask guests to vacate the lodge.
  • If this is not possible, please ensure that they are in an area away from where maintenance have to access to resolve the urgent issue.
  • Anything non-urgent will need to wait until the end of their stay/ or when they go out.
  • All non-urgent maintenance requests will try to be resolved by a telephone call first from Maintenance to try to determine the severity of the problem.
  • 6 feet social distancing between staff and guests must be maintained at all times.

Maintenance Requests during a Guest Stay

  • 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:

Overview:

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

Standard operating procedure workflow diagram example

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