How to Create SOP Templates: Complete Guide with Examples
SOPs (Standard Operating Procedures) turn tribal knowledge into repeatable processes.
Key Takeaways
- What: Documented step-by-step processes
- Why: Consistency, training, scaling
- Format: Simple > complex (text, checklist, video)
- Tools: Notion, Google Docs, Process Street
SOP Template Structure
Basic Template
# [Process Name]
## Purpose
Why this process exists.
## Scope
When to use this SOP.
## Prerequisites
What you need before starting.
## Steps
1. Step one
2. Step two
3. Step three
## Troubleshooting
Common issues and solutions.
## Owner
Who maintains this SOP.
## Last Updated
[Date]
SOP Examples
Customer Onboarding SOP
# Customer Onboarding
## Purpose
Ensure consistent, positive onboarding experience.
## Steps
1. Send welcome email (use template)
2. Schedule kickoff call
3. Complete intake form
4. Set up account in [system]
5. Send credentials
6. Complete kickoff call
7. Send follow-up summary
## Tools
- CRM for tracking
- [Dewx Portal](/features/portal) for communication
- Calendar for scheduling
Invoice Processing SOP
# Invoice Processing
## Steps
1. Receive invoice
2. Verify against PO
3. Check for errors
4. Code to correct account
5. Get approval if >$1,000
6. Enter in accounting system
7. Schedule payment
Best Practices
| Do | Don't |
|---|---|
| Keep simple | Over-complicate |
| Use visuals | Walls of text |
| Update regularly | Let SOPs go stale |
| Get feedback | Write in isolation |
| Make findable | Bury in folders |
Tools for SOPs
| Tool | Best For |
|---|---|
| Notion | Flexible wiki |
| Process Street | Checklists |
| Trainual | Training |
| Confluence | Enterprises |
| Google Docs | Simple, free |
| Loom | Video SOPs |
FAQ
How detailed should SOPs be?
Detailed enough for a new hire to follow. Not so detailed they're overwhelming.
Who should write SOPs?
The person who does the process. Then review with manager.
How often update?
Review quarterly. Update when process changes.
Need process documentation? Start with your most repeated tasks and document one per week.
