Checklist for writing a procedure manual

How to Write a Procedure Manual by Karen Ellen - Updated September 26, A procedure is like a recipe—a set of instructions that clearly states who does something, when it should be done, how it's done and what the result should be. List each step in the order it must be completed.

Checklist for writing a procedure manual

Beyond training, an SOP manual gives existing team members a resource for less-frequently used procedures, ensuring procedures are done with the correct protocol, maintaining quality control. Writing a standard operating procedures manual requires having a clear understanding of the steps involved in any particular process.

How Do I Write a Standard Operations Procedures Manual? | initiativeblog.com

Define Core Processes Look at all of the core processes that your company has. Start to define which processes will be outlined and mapped in the SOP maual. While you might not map every last process, it is important to establish the most fundamental and important ones.

For example, a restaurant might define core processes as to how a particular signature dish is made. Just as important is the process for cleaning the restaurant. Create a list of your core processes so you can integrate each one into the SOP manual after mapping it.

Map Each Process Each process is defined by the steps needed to complete the process. Missing a step could mean a lost or delayed order or a defective final product.

Mapping is drawing out the workflow. For example, say you are creating an SOP for the sales process of an internet inquiry.

First, map how the lead is initially contacted after requesting information: Map how many times your sales team conducts follow-ups if the prospect can't be reached initially, with specific scripts for each contact.

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Map a different script for when the prospect is reached, as well as a set of follow-ups depending on whether the prospect buys your product or service or decides to hold off.

Once mapped, write out the process in simple steps. Create Checklists and Forms For any process, it is easier for team members to follow a form or checklist. Develop a comprehensive template based on the mapped process.

If you need to collect specific information at the client intake, make sure the template has all required information laid out succinctly. Don't assume team members remember everything in the SOP, especially when a client is sitting in front of them.

Integrate the checklists and forms as an addendum to your process map and steps. Organize the manual based on departments. Each section would then be broken down further into the core processes of that department, generally in the order each core process takes place in the overall delivery of goods.

checklist for writing a procedure manual

In the "Distribution" section, you could have several core processes that include "Getting the Order," "Packaging for Delivery," "Shipping" and "Follow-Up. You might even include tabs for team members to easily flip through the manual, to help them locate pertinent SOPs in their departments.A procedure is like a recipea set of instructions that clearly states who does something, when it should be done, how it's done and what the result should be.

List each step in the order it must be completed. Compile multiple procedures in a manual that's organized by job description, department, function. Dec 17,  · It sounds daunting, but it's really just a checklist. See Step 1 to get the ball rolling.

Steps. Part 1. To write a Standard Operating Procedure, or SOP, start by describing the purpose of the process, its limits, and how it is used. "Trying to establish a writing procedure manual for a 88%(). Writing a procedure that is accurate, brief, and readable isn't always easy.

But, with a bit of knowledge and practice, you can learn effective procedure-writing skills, and identify great opportunities to improve the quality of the things you do. What's the purpose of a procedure manual?

It can achieve a number of benefits for your organization such as improving employee training time and more. New Release of “How to Write a Policies and Procedures Manual” is now available. business process documentation, guide (i.e. style guide), checklist, workflow, rule, or standard.

This template is designed to adhere to the ISO Quality Mini-Manual standards. If you export this template, it will be structured with a title at the top followed by . Writing a standard operating procedures manual requires having a clear understanding of the steps involved in any particular process.

Define Core Processes Look at all of the core processes that.

How to Write a Standard Operating Procedure: 15 Steps