How to Write a Procedure: 13 Steps to Eclipse Your Competition

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Knowing how to write a procedure is a key skill for anyone looking to build a successful business. Procedures are vital to consistent success for many of the same reasons that processes are important – they let you reliably repeat your successes, isolate and correct your mistakes, and create a business model that lets you scale your operations.

If you don’t know how to write a procedure then you’re dead in the water. Get it right, and the resulting efficiency boosts can put you on track to eclipse your competitors.

This Process Street post will cover the following topics to help you write effective procedures:

Read on to learn the 13 steps to writing your business’ procedures effectively, in a way that they will actually be followed instead of getting read once and then forgotten.

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Ultimate SOP Guide: Standard Operating Procedures Made Easy (Free Templates!)

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SOPs (often pronounced S-O-P) are basically just another way to think about processes. Specifically, with a focus on formally defining the best way of doing something.

In business terms, that means saving time and money by building a clear, concise set of instructions for all of your internal processes. Policies (or standards) are important too; SOPs are kind of like a hybrid of policy and procedure.

Traditionally, SOPs were useful in principle, but often suffered from being difficult to maintain and crucially, hard to enforce. What good is an SOP if it lives its life sat on a dusty stack of paper forms? Your SOPs should be actionable, and that’s where BPM software like Process Street comes in.

If you understand how to build, maintain, and optimize SOPs with software, you can supercharge your standard operating procedures.

In this article, we want to give you everything you will ever need to know about SOPs, including:

Each section will be as concise as possible, with links out to further reading wherever appropriate. Let’s start with the basics.
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7 Insightful Company Policy Tips from Basecamp’s Employee Handbook

company policy

While we were writing our guide to writing an employee handbook, it was striking how few public employee handbooks there were out there to read. Obviously, most companies don’t want to expose their internal workings, and that’s sometimes for a good reason. However, you can usually trust startups (excluding Uber and Zenefits) to be transparent about their operations.

And, when it comes to transparency, Basecamp’s handbook is an amazing example. It’s both a useful resource for companies looking to write their own policies from scratch, and a genuinely interesting read. In fact, it might be the first interesting company document I’ve ever read.

The handbook got a good amount of buzz and even persuaded 1Password to build an added security feature based on how Basecamp uses the tool abroad. And so, since Process Street is passionate about keeping companies running smoothly (and yes, that does include documented policies and procedures), I thought I’d share with you a few things you can learn from Basecamp’s handbook.

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