We’ve included Microsoft Word templates and Process Street ones too. https://www.process.st/checklist/standard-operating-procedure-sop-template-structure/. This template helps to standardize the approaches for applications. I hope this helps! One which assesses policies: The same as the above other than the fact that policies and procedures will be judged on different things and it makes more sense to separate that out. It's easily customizable, and shouldn't be much trouble to edit inside Word if you want to include more or fewer boxes / pages. And that template can then guide you through making your first standard operating procedures. 6 Server Setup Checklists for Sysadmins (Apache, Ubuntu, Proxy, FTP, and More) Best of luck with it all, and we’re always happy to point you in the right direction if there are other things you need a hand with. Process Street is a simple, free and powerful way to manage your team's workflows, recurring checklists and procedures. Or do you mean like language exchange systems of pairing up students on a regular basis to help them learn each other’s language? A revision date would be updated every time additions or improvements are made to the process. are the main stages or segments of your process, whilst. The real detail lies in the procedures which you can write to fit your specific needs. Click where you see the words “Blank Template” in the top left corner, and change this to your desired template name. Could you give me a little more info about some of the potential procedures you might be thinking of? We have two templates specifically geared for risk assessing standard operating procedures plus one example document to show you how the finished version might look. https://www.process.st/checklist/unit-plan-template/, Or, if your focus is more on booking rooms/centers then perhaps some of the inspection templates would be useful for you to show you take safety seriously: We book examination centres for clients looking conducting large scale computer based exams in different parts of the country. I have been tasked with creating and scheduling the annual review process for our Campus Security Department’s policies and procedures. Additional Information. There’s not an ideal workaround right now, but we’re looking into letting users store static documents in Process Street folders, too. With Process Street, you dodge that barrier and increase the chance of someone following the procedures correctly. Do you perhaps have any SOP templates for an foreign exchange system that i can make use of? We have a structure template you can work from, and an example completed template too. I would like to get a SOP for Accounting for a Plumbing Equipment Production Company. In this sense, document acts like both a writing template and a writing guide; clearly and concisely guiding the user through the document. Yes, we have lots of example SOPs for content creation. But it also means that you can export the mini-manual as a document to have a physical paper copy you can show people. It would be really a great deal of help. – Construction checklists: https://www.process.st/construction-templates/, Hi Adam, Thank you! Do you have anything that would work with fund raising structured around non profit’s? That particular password management system is designed for very large companies who limit access to highly sensitive data. We have purchased a new static rock-breaker and I am to write an SOP for its operation, can you please advise me on how to write it. Download Your Free Microsoft Word Checklist Template | Process Street | Checklist, Workflow and SOP Software. It seems like a good area to build more processes for – particularly as we are a software company so can show off some of our internal processes for this too. Given that it can be intimidating writing standard operating procedures, we have provided a number of industry-specific examples plus suggestions for how you can pull together basic SOPs even if they’re not documented according to ISO standards. But if you want some you can start with straight away and simply make small edits to, I would check these packs out: And I see you’re in HR, so here’s a whole load of HR-related processes which we don’t have compiled in a single pack at the moment: I hope some of these can be useful for you! Click here to open the Diversity Hiring Process Template in a new tab! I have been tasked with creating SOP and processes that will maximize host as well as renter satisfaction. Can you give me a little more detail about what you would use the process for, who would use the process, what the scope of the process might be, and what kind of things you would hope the process would include? https://www.process.st/how-does-a-franchise-work/, Alternatively, if you want to create new templates for yourself from scratch, here’s a short article I wrote on how to create these processes even when it feels like you have no time at all: I hope some of this can be useful for you! Here’s an article on the system and workflow we use at Process Street: Content Creation Workflows: Why You Need One and How to Build It. However, the general-purpose could be very easily reimagined for the purposes of submitting investment applications, tendering for government contracts, or any similar process. In each of these templates, you’ll find a section at the end called Related Checklists which should show you a bunch more templates on this theme. Filter. Because it is intuitive and incredibly simple to use , anyone can update a template and push the new design live in seconds, faster than with any other tool. https://www.process.st/inspection-checklists/. These are the general rules which guide our actions. Hi Mounica, we have 3 related checklists in our inspection pack which you could check out for inspiration. Yes! The first template we’ll present is one of the most useful. Once you recognize the shared structures between different templates, you can begin to see what are essential elements and what are optional inclusions. It will be structured so that it has an overview of the steps in the SOP at the top (like a contents section) and then it will be followed by each step in the process with any text boxes or clarifying information included. ), 8 Remote Team Tools for Maximum Collaboration and Productivity, How Scotland’s Best Burritos Cured My Work From Home Loneliness, One which tracks progress: You create a big checklist with lots of different sections which correspond to sections in your existing policies and procedures (plus at least one section at the end for new policies or procedures). Simple pricing for more efficient workflows. Process Street User Guide. You need to be able to see the “New Template” button in the top left corner of your screen to be able to create new templates. I think it’s worth checking out a few of these articles and the templates which are in them. I’m not sure 100% whether we have exactly what you’re looking for as I’m not sure what kind of database you use. Once the template gallery is open, you can search the template library by typing a keyword or phrase into the search box shown below, or click on a category from the menu on the left. However, you could use this structure template to begin creating your own: Can you please help me with Software Testing SOP document ? I have been asked to prepare an SOP for office facility management, facility check, maintenance policy and procedure for my company. Once your blank template opens up, you can give it a name. Process Street December 1, 2015 . Hi Adam, I need a SOP for Automobile Servicing Industry. But, I think you might find these templates I designed for electrical inspections useful: https://www.process.st/electrical-inspection/ They’re meant to illustrate how you could convey inspection processes for technical matters within an actionable checklist which could be followed on-site. One which assesses procedures: For each individual procedure you assess, you can have a checklist to guide the assessment. Click here to open the Holiday Leave Application Template in a new tab! To help you make use of your templates once … You can find our procedure manual structure template here: If you want some more SOPs to help you with some of your email marketing and outreach to potential, new, or existing customers, then try checking out this article too: https://www.process.st/email-marketing-templates/. Inside the template editorÂ you can type task names into the blank tasks shown below, change the name of your template and add a description for your process. This means that people can easily follow the procedures by using the software. If your processes are well documented then you’ve made a good start. Try building one and exporting it to see how it would look. Hopefully, by now, you’ll feel fairly comfortable with what is required from your standard operating procedures and how you can approach them. You can also find a fully filled-out completed version of that template here: Being a template, you can edit it as you please and replace the text you’re prompted to replace. As you should be able to see in the preview image above, this standard operating procedure template is structured to systemize the archiving of important documents. We don’t have any materials specific to that use case. You could check out this little collection too: 17 Ecommerce Processes to Set Up, Maintain and Promote a Successful Store. You can edit them to make them fit the exact needs of your business too. More specifically, you can choose among our linear, circular, or alternating processes. Templates. In terms of content to go into that template, we have a bunch of premade procedures which you can add to your Process Street account or just view in your browser. Hi Adam, Do you mean SOPs for sending kids abroad in groups – like travel SOPs? You can use them as they are or customize them to suit your needs. If you are viewing the template you just clicked on from the gallery, make sure you can see the right-side menu. Hi Bruce; I am looking at setting up SOP’s within the Country Club industry; however they range from Receiving of gifts to Supply Chain, to every aspect. Please, could you assist on what format to use and how to generally go about it? If you work in a high-risk single location then this template could prove to be useful for your needs. This will provide a clean copy of your SOPs with the task list structured as being a table of contents from which other sections follow. Process Street December 1, 2015 . That should do well for you. Syed Mohamed Ariff. Navigate to the instructions on how to add tasks and headings to see how to use the task menu in the bottom left corner of the editor, and how to multi-select sections of your template. Sorry, by mistake a posted the same question again, it didn’t appear to me at first. Great article. Great article and resource. As for your second point, you would just run a checklist of the SOP and assign it to the employee you want to train. You can also create a “New Blank Template” via the button at the bottom of the gallery, which allows you to build a template from scratch. https://www.process.st/checklist/iso-9000-marketing-procedures/, A simple structure template for writing a standard operating procedure for a sales process is here: Sorry, your blog cannot share posts by email. Writing standard operating procedures in 16 steps. Right now neither of the approaches you suggest seem to fit the bill. Create templates Click the “New Template” button in the top left of your screen. Math. There are endless use cases for templates and processes, including: Essentially you can have templates for every recurring task or SOP that you can imagine! As much as it can be intimidating when you begin writing standard operating procedures for the first time, we hope these templates, explanations, and examples have made the task at hand a little clearer. Process Street December 1, 2015 . Below are a couple of examples of these processes which you can import and track using our app. Find out how to add the following content or form fields into your templates: Learn how to build out or change your templates further, in our Getting Started Guide below. Browse our extensive collection of process diagrams for PowerPoint and Google Slides. Thanks. Edit the template to either save or discard your latest round of template edits. They then go through and check off the items in the list. I am often asked for an SOP from the prospective clients. Is there one tailored to the restaurant/ catering industry? If you opened the template gallery while already inside a folder, the template will be added to that folder (you can always move your templates later if needed). It gives me good information on how to developed SOP. Free ISO 9000 Self-Audit Checklist (ISO 9004:2018), Agile ISO: How to Combine Compliance with Rapid Process Improvement, Agile ISO: A Holistic Business Process Management Framework, Enterprise Password Management Checklist Template, National Health Service South Tees Clinical Commissioning Group, https://www.process.st/electrical-inspection/, https://www.process.st/construction-templates/, The 11 Agile Processes We Use to Run an Efficient Software Team, 6 Server Setup Checklists for Sysadmins (Apache, Ubuntu, Proxy, FTP, and More), 34 Linux Server Security Tips & Checklists for Sysadmins, 7 Documented Processes for IT, MSPs and System Administrators, https://www.process.st/accounting-processes/, https://www.process.st/checklist/iso-9000-structure-template/, https://www.process.st/checklist/forklift-inspection-checklist/, https://www.process.st/checklist/vehicle-inspection-checklist/, https://www.process.st/checklist/pretrip-inspection-checklist/, https://www.process.st/checklist/iso-container-inspection-checklist/, https://www.process.st/checklist/restaurant-employee-onboarding-checklist/, https://www.process.st/marketing-process/, https://www.process.st/web-design-process/, https://www.process.st/case-study-iq-food-co/, https://www.process.st/how-does-a-franchise-work/, https://www.process.st/checklist/standard-operating-procedure-sop-template-structure/, https://www.process.st/checklist/unit-plan-template/, https://www.process.st/checklist/expense-management-process/, https://www.process.st/checklist/iso-9000-marketing-procedures/, https://www.process.st/account-management/, https://www.process.st/checklist/travel-checklist/, https://codingsans.com/blog/scaling-development-processes, 11 Checklists to Optimize Your Accounting Processes, 7 Construction Templates to Improve Processes, Standards, and Client Relations, 8 Electrical Inspection Checklists to Keep Your Workspaces Safe, 12 Inspection Checklists to Maximize Safety in the Workplace, 8 Office Management Checklists for Astounding Operational Efficiency, 5 AppFolio Checklists for Core Property Management Workflows, 5 Buildium Checklists for Superior Management of Core Rental Processes, 5 Propertyware Checklists for Keeping Rental Processes Running Smoothly, 7 Small Business Accounting Templates To Secure Business Success, What is Customer Support? Custom Workflows Build no/low-code and quick to deploy workflows that suit your needs. I’ve included this Process Street Privileged Password Management template here to provide a contrast between different approaches one can take for utilizing standard operating procedures for managing controlled substances or access. Fair warning. The template gallery opens up, and from here you can click “New Blank Template”, shown below. Design: https://www.process.st/web-design-process/, We do have a case study of a Canadian healthy-eating fast-food company which has used Process Street to boost performance and has grown its operations to multiple cities: Well, you could create a mini manual like the one embedded above in this article: https://www.process.st/checklist/iso-9000-structure-template/. This opens the template and adds it to your home dashboard. This includes the front office, Customer Service, Sales, Buying etc. https://www.process.st/inspection-checklists/, And then other general things like expenses and such could be included in your manual: But here are some quicklinks in case you don’t want to scroll: To help you make use of your templates once you’ve downloaded them, we’ll give you these 16 steps to writing effective standard operating procedures. The closest I can see is Google Docs – potentially to Google Sites. Run multiple instances of the template as checklists . You can just message them from inside the app, and I’m sure they’d be happy to run through how other customers make the most of certain features! Can you please help me with the same. Thank you for your attention!!!! It’s a nice read, but the more interesting tidbits for you might be toward the end in regards to how McDonalds systemized their operations, and then there’s a bit showing how Toyota approach systemization in a practical easy-to-replicate kind of way: Do you have any further thoughts on how to achieve this? Process Street is a super cool automation and collaboration tool. https://www.process.st/checklist/standard-operating-procedure-sop-template-structure/, We do have this unit planning template which would be a good inspiration for devising a new module for students to be tested on: ... "They have some of the good templates for cold emails." – 5 Propertyware Checklists for Keeping Rental Processes Running Smoothly. In short, running your SOPs through Process Street helps improve process adherence. its a construction and interior design company. Rgds, Lalit, You can check out a couple of our sales processes here: https://www.process.st/sales-processes/. We don’t have a great deal of premade templates for a catering business in particular. I don’t have anything that specific, but you can find some similar examples which might be useful to you here: – Electrical inspection checklists: https://www.process.st/electrical-inspection/ However, sometimes these practices need to change or be adapted after they’ve already been put in place. Next you can add tasks and headings into your template. So, it’s maybe more about how to leverage that. This template is from the National Health Service in Britain and was designed by researchers from the University of Oxford. The goal is to record each time you have ran a test and to track the processes with the table provided. I don’t think we have anything specific for fibre optics, but perhaps some of our inspection checklists might be useful for your supporting activities: General inspection checklists: Standard Operating Procedure (SOP) Template Structure. Thank you and best wishes, Click here to open the AB Testing Template in a new tab! However, we have a couple of machinery related ones which may provide some inspiration. please advise me how I could start writing SOPs for Mechanical & Electrical Installations in Building, Do you have any templates or links to help me specifically on this topic? Can you help me with an SOP for Computer Based Testing industry? Process Street is a SaaS platform that helps companies manage their processes and workflows. Hi Adam, Process Street 2.0. This would be one way of making your template actionable within your organization once the SOPs have been documented. Or, you create SOPs which involve different teams in the company and so different tasks in the process are assigned to different people. There’s also our very own Risk Management Process. As you build out the sections you’ll find it take shape and begin to look like the standard operating procedure manual you always dreamed of. Rather than tackle the entire manual at one time of the year, it is preferred that we look at individual policies and procedures on an ongoing basis. No standard operating procedure is complete, however, until risk assessments have been completed. Perhaps you just want an easier or more formal way to organise these processes? I hope this is useful for you and gives you somewhere to start! You then work through that checklist sequentially, assessing each set of items one by one. Below are our most popular process templates Search results for IT . Dear Sir , You can add that template to your account for free, edit it, and then either run it as a checklist inside Process Street, or export it as a PDF when you have finished. We are a lean, flexible, 100% distributed team that relies on systems to improve output 10x. We have this one as an example of employee onboarding for a restaurant: More than just being a template you can enter information into, this document contains highlighted text in each section which explains to you how to approach each task. When you multi-select tasks, you can bulk-set Task Assignments, Dynamic Due dates, Stop Tasks and Task Permissions, as shown above. Abyssale. Which one should I use?? HR & Operations That’s one kind of approach. You then run the checklist from that template when you undertake the process without it affecting the original documentation. What kind of processes do you have in your business? Hi, Adam, I’m wanting to put the SOP’s into something like a knowledge base where the details of the procedure set up (as per the infographic) and the process street check lists are combined. The policy and procedure mini-manual structure template mentioned above is designed to be ISO 9000 compliant and the way we recommend approaching it is to list each of the individual processes in that manual as separate Tasks and then to provide an overview of each procedure in the detail of that Task, with a link to where the procedure is stored as an actionable business process in your Process Street account. Version: 1.0.4 Updated: March 10, 2017 Size: 6.33KiB Now you can run checklists straight away or start building another template. Or, you have a separate training process which links to the SOPs in question and the employee checks off a task to acknowledge that they have read them. The SOP will help you manage your other SOPs. The same principles generally apply. Click here to open the Construction Proposal Template in a new tab! Hey Adam, Would folks happen to have S.O.P. If we take a look at the BPI plan template provided in our Media Gallery, we basically see four elements of the plan: Initiation – Here you select the process or processes that need to be improved. Though originally geared toward the healthcare needs of the NHS, this provides a valuable template for any organization looking to implement document controls. Best Process Street January 7, 2021 . Do keep in mind there are plenty more templates accessible from our checklist template library! We have a support person on Process Street that's super helpful and responsive to our many questions. I would suggest to start with this one: https://www.process.st/checklist/standard-operating-procedure-sop-template-structure/. https://www.process.st/sales-processes/, Here you’ll find a number of premade templates for account management (more long-term relationship focus): Templates Get started using Pipefy today by selecting a plug-and-play process template for your unique needs. I want to create an SOP dealing with non-profit victims. Action Network. Further down the article, you’ll see some example procedure manuals we’ve created too. Click here to open the Email Server Security Template in a new tab! APIs. Can you help me with an SOP for an online wellness (yoga, meditation etc) classes business? You could either add links to the supporting documents to your Process Street templates, or you could export the Process Street templates and add them as Word documents to your Google Drive folder. Process Street. You can run checklists straight away or edit the template to suit your specific needs. Workflow templates communicate how to handle and carry out a process or project, and the visual flowchart or diagram, providing a structured format, helps to make the process even easier to follow. These are all core features of the Process Street platform, (and really useful when used well) so if you want some further guidance about how they work then I’d recommend reaching out to our customer success team. What suggestions do you have there? Add new tasks by hitting your Enter / Return key, Remove an empty task by hitting your Backspace / Delete key, Transform tasks into headings (and vice versa) by adding or removing a colon, Re-order your headings and tasks by mousing over them on the left side, then drag and drop them into place, Multi-select separate tasks and headings by holding your CMD or CTRL key and clicking on each item youâd like to select, or use the SHIFT key to select a group of consecutive tasks. This is not for an external audit except maybe in case the business gets sold one day. Cheers, Adam, Can you help me with SOP for CRM ( Customer Relation Management), Yes I can – check out this article: https://www.process.st/crm-workflows/. Click here to open the Performance Review Checklist Template in a new tab! We are going to operate it online, so all the process stating from the purchase, scheduling etc is on the web. Process Street is a SaaS platform that lets non-technical teams create powerful, API-driven workflows. Thank you. You use this checklist to make sure the procedure in question adheres to the quality standards you’ve set, that it is accurate, and that it is approved or marked for an update. Headings are the main stages or segments of your process, whilst Tasks are the actual steps that are involved in implementing your process. Startup Due Diligence for a Venture Capitalist. I hope some of this can be helpful for you! Hey! A vehicle inspection one, a pretrip inspection for truck drivers, and a forklift inspection one too. The first is more important than the second. If you’re a company that handles high-level client data, you need to have these kinds of processes in place to demonstrate your commitment to data security compliance. @adam_h_h on Twitter. For sales specific use cases you could see some templates we’ve made. https://www.process.st/checklist/standard-operating-procedure-sop-template-structure/. Click on the “Templates” tab at the top of your screen and then click the “New Template” button to access the template gallery. At its heart, that is exactly what standard operating procedures are in the real world. FTP. These are templates that have already been created, and one could use. This doesn’t necessarily mean you need to standardize methodologies, but you do need to establish how data will be stored, who has access to what data, how to ensure participants can give informed consent, and a whole range of other factors. Glassdoor gives you an inside look at what it's like to work at Process Street, including salaries, reviews, office photos, and more. Hi Lesley! The easiest way to document, track, automate and optimize customer-centric processes. If you would like to use one of our premade templates rather than starting from scratch, we have a template library full of hundreds of examples to help you get started. Before you know it, you’ll have an entire ISO level manual on your hands! You would list the revision dates in order so that there’s a historical list of all the revisions to the process, if you were using the Word doc templates .