How to Create SOPs
Learn how to create sops with our detailed step-by-step guide. Follow our easy instructions to get it done right.
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0 of 6 steps completedStep-by-Step Instructions
1 Step 1: Identify Processes to Document
Step 1: Identify Processes to Document
List all repeatable tasks and processes in your business that should be standardized.
SOP Writing Guide Book
Complete guide to creating standard operating procedures
2 Step 2: Choose SOP Format and Template
Step 2: Choose SOP Format and Template
Select format: step-by-step checklist, flowchart, video tutorial, or combination based on complexity.
SOP Template Pack
Professional SOP templates for various business processes
Process Documentation Software
Trainual or Process Street subscription
3 Step 3: Document Each Step in Detail
Step 3: Document Each Step in Detail
Write clear, specific instructions for each task including what, when, who, and how.
Screen Recording Software
Loom or ScreenFlow for creating video SOPs
4 Step 4: Include Visual Aids
Step 4: Include Visual Aids
Add screenshots, diagrams, videos, or photos to clarify complex steps.
Screenshot Tool Pro
Snagit for annotated screenshots and graphics
5 Step 5: Test and Refine SOPs
Step 5: Test and Refine SOPs
Have someone unfamiliar with the process follow SOP, then revise based on feedback.
6 Step 6: Store and Maintain SOPs
Step 6: Store and Maintain SOPs
Keep SOPs in accessible central location, assign ownership, and update regularly as processes change.
Knowledge Base Software
Notion or Confluence for organizing SOPs