How to Structure a Standard Operating Procedure

Published: 08 July 2023
on channel: Klariti Templates
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How to Structure a Standard Operating Procedure

In this tutorial, you'll learn how to structure your next Standard Operating Procedure.

The main sections on your SOP should include:

1. Introduction
Provide single line high-level description.
Keep the SOP to 3-5 sections: purpose; instructions; document history.

1.1 Purpose
Identify main purpose and benefits to user.

1.2 Scope
What's included and excluded from scope of document. Is this procedure mandatory?

1.3 Training
Who will train staff to apply this procedure? How they will they be trained/assessed?

1.4 Definitions
List definitions used in this document in alphabetical order.

1.5 Precautions
Identify warnings, safety measures, and other related SOPs.

1.6 Responsibility
Identify individuals responsible for activities identified in this procedure.

1.7 Equipment
Identify equipment and supplies required to perform this procedure in alphabetic order.

2. Procedures

Provide step-by-step instructions. Describe how each task should be completed. Link to related checklists.

For Steps
Create a specific step for each action.
-Number each step for traceability.
-Do NOT groups actions.
-Avoid wordiness.
-Write in Active Voice - avoid passive voice.
-Use Action verbs, e.g. Start, Run, Turn, Stop etc.

Action
List actions in the order in which they must be performed.

1 Outline the goal of the procedure.
1.1 Enter the first sub-procedure.
1.2 Enter the second sub-procedure
1.3 Enter the third sub-procedure etc.
1.3.1 Enter the first sub-sub-procedure...

3. Reference Documents

List documents cited in the procedure.
Use a consistent document naming structure.

Get the template at: https://klariti.com/product/standard-...


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