Standard Operating Procedure Template

Use this template to outline an internal process for your team and identify the problem it solves.

[Title—Include a clear, descriptive title here]

Purpose

[In 1-2 sentences, explain the purpose of this SOP. Example: How to service customers who call in with a billing question.]

Context

[In 1-2 sentences, explain the appropriate way to use this SOP so the user knows how it relates to the above purpose and what problem(s) it solves.]

Definitions

[Use this optional section for more complex processes that require a glossary.]

Tools and Equipment

[List any tools or other materials required to complete the procedure. For required software, be sure to include login information and links to related instructions.]

How To [Insert Process Here]

[Replace this section with instructions for the internal process, including a numbered list for a sequential process.]

1. Step one instructions here
2. Step two instructions here
3. Step three instructions here
4. Step four instructions here

For more information, contact [insert contact information for additional information on this process].

Documentation

[Include (or link to) instructions on how to record data, maintain logs, or fill out forms associated with the procedure.]

References

[Link to any supporting documents, guidelines, or regulatory standards related to the procedure.]

Approval and Revision History

[Show who approved the procedure, the date it started, and any changes made to the document. Note: Guru updates this information automatically.]

Note: This template is just a starting point. Feel free to add, remove, or adjust any sections to meet the unique requirements of your SOP.