- No.
- 4
- Responsible role
- Reviewer
- Time needed (min)
- 10
- Tools and materials
- Review criteria
- Caution
- A second person looks it over.
- Check
- Unchecked
TemplatesWork & projects · Standard procedure
Standard operating procedure
When you write down the steps, roles, tools and watch-outs for a recurring task so anyone can do it the same way
What's inside · Table 3 · Checklist 3
Preview · a new document starts like this
Standard operating procedure
- Procedure owner
- Not set
- Last updated
- Not set
- Next review
- Not set
Say in one sentence when this procedure is used, then adjust the list of steps to the way you work.
When to use it
This procedure shows how to handle a certain kind of request from start to finish. Write it so someone doing it for the first time can follow it with just this document.
Stage
Follow the steps in order. Check each one off when it's done.
Stage
| Stage | No. | Responsible role | Time needed (min) | Tools and materials | Caution | Check |
|---|---|---|---|---|---|---|
| Review | 4 | Reviewer | 10 | Review criteria | A second person looks it over. | Unchecked |
| Handling | 3 | Assignee | 30 | Work tools | Not set | Unchecked |
| Report that it's done | 5 | Assignee | 5 | Message | Not set | Unchecked |
| Check the details | 2 | Assignee | 10 | Checklist | Not set | Unchecked |
| Receive the request | 1 | Assignee | 5 | Request form | If any information is missing, ask right away. | Unchecked |
- No.
- 3
- Responsible role
- Assignee
- Time needed (min)
- 30
- Tools and materials
- Work tools
- Caution
- Not set
- Check
- Unchecked
- No.
- 5
- Responsible role
- Assignee
- Time needed (min)
- 5
- Tools and materials
- Message
- Caution
- Not set
- Check
- Unchecked
- No.
- 2
- Responsible role
- Assignee
- Time needed (min)
- 10
- Tools and materials
- Checklist
- Caution
- Not set
- Check
- Unchecked
- No.
- 1
- Responsible role
- Assignee
- Time needed (min)
- 5
- Tools and materials
- Request form
- Caution
- If any information is missing, ask right away.
- Check
- Unchecked
Common mistakes
| Situation | The right way | CheckCheckbox |
|---|---|---|
| Starting before reading the whole request | Go through the checklist first | Unchecked |
| Marking it done without a review | A second person checks it | Unchecked |
| Not telling anyone it's done | Send the requester a one-line reply | Unchecked |
- Situation
- Starting before reading the whole request
- The right way
- Go through the checklist first
- Check
- Unchecked
- Situation
- Marking it done without a review
- The right way
- A second person checks it
- Check
- Unchecked
- Situation
- Not telling anyone it's done
- The right way
- Send the requester a one-line reply
- Check
- Unchecked
Change log
| DateDate | What changed | Changed byAssignee |
|---|---|---|
| Empty | First version | Empty |
- Date
- Empty
- What changed
- First version
- Changed by
- Empty
☐
Wrote down the responsible role for each step.
☐
Wrote down the common mistakes.
☐
Added a change log entry after each change.