Standard Operating Procedure (SOP) Creation
Turn how your team actually does something into a written procedure.
Critical processes often exist only in one person's head, and if that person is out sick, on vacation, or leaves the company, the knowledge leaves with them — usually at the worst possible time.
We interview the person or team who currently does the work, document the process step by step including exceptions and decision points, and draft a clear SOP in a consistent format, reviewing the draft with your team before it's finalized so it actually reflects how the work really gets done.
What we do
- Interview the person or team who currently performs the process
- Observe or walk through the process where useful for accuracy
- Document each step clearly, including exceptions and decision points
- Note tools, systems, or forms used at each step
- Draft the SOP in a consistent, usable format
- Review the draft with your team before finalizing
What you receive
- A written SOP, formatted for training or reference use
- A process flow or checklist version, if useful for your team
- Notes on exceptions and edge cases identified during documentation
Typical turnaround
A single SOP typically takes 1 to 2 weeks depending on process complexity and availability of the person who knows it best.
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Send it to Trailhead. Tell us what you need done and we'll come back with a scope, timeline and price.