{"id":102011,"date":"2022-07-30T05:39:31","date_gmt":"2022-07-30T05:39:31","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=102011"},"modified":"2025-11-06T10:35:43","modified_gmt":"2025-11-06T15:35:43","slug":"sop-template-standard-operating-procedure","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/project-management\/sop-template-standard-operating-procedure\/","title":{"rendered":"Free SOP template + how to write a standard operating procedure"},"content":{"rendered":"<p>A document outlining your company&#8217;s standard operating procedures helps ensure that all employees carry out routine tasks consistently. Adhering to an SOP can improve efficiency and produce high-quality results for your team. An SOP document provides clear guidance and acts as a reference point for your staff.<\/p>\n<p>In this article, you&#8217;ll learn how an SOP document can benefit your team and improve efficiency. We&#8217;ll also share monday.com&#8217;s free, fully customizable SOP Template (Standard Operating Procedure). This template provides a starting point for you to outline routine procedures in your workplace.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047069\" target=\"_blank\">Get template<\/a><\/p>\n<h2><strong>What is an SOP template?<\/strong><\/h2>\n<p>A standard operating procedure (SOP) document outlines &#8220;how-to&#8221; processes and provides directions on the best or expected way to complete a task. An SOP template helps you organize these guidelines in a way that&#8217;s easy to understand and helps employees stay on track. The three common formats for SOP templates are step-by-step guides, hierarchical steps, and flowcharts. Each of these formats has unique advantages \u2014 step-by-step guides and hierarchical steps offer more detail, while flowcharts visually lay out the steps in an operating procedure.<\/p>\n<blockquote><p>monday.com&#8217;s SOP Template (Standard Operating Procedure) provides your employees with a clear guideline for company best practices, reducing the risk of human error.<\/p><\/blockquote>\n<h2><strong>Why use an SOP template?<\/strong><\/h2>\n<p>Implementing standard operating procedure templates in your workplace has countless benefits. An SOP template:<\/p>\n<ul>\n<li>Provides a guideline for achieving consistency<\/li>\n<li>Improves quality assurance<\/li>\n<li>Supports company safety standards<\/li>\n<li>Saves you time and money by preventing errors<\/li>\n<li>Simplifies company audits<\/li>\n<li>Reduces employee training times<\/li>\n<li>Helps you adhere to legal requirements<\/li>\n<li>Transfers work seamlessly between team members<\/li>\n<\/ul>\n<p>You can increase the advantages of an SOP template (standard operating procedure) by customizing it to meet your specific needs. The monday.com SOP Template lets you change your SOP document and create an intuitive layout for your team.<\/p>\n<h2><strong>What are some types of SOP templates?<\/strong><\/h2>\n<p>Several types of SOP templates can be useful for outlining standard operating procedures for your employees. The best format for your company and project depends on the nature of the work, the operating procedure you are outlining, and how much time employees have to review the material.<\/p>\n<h3><strong>Flowchart<\/strong><\/h3>\n<p>A flowchart is useful for an SOP template when the standard operating procedure can produce multiple possible outcomes. When a task&#8217;s result isn&#8217;t predictable, it&#8217;s a good idea to use a flowchart to map out the various ways to proceed. Each step in the flowchart provides a directive for what to do next depending on the results.<\/p>\n<h3><strong>Hierarchical steps\u00a0<\/strong><\/h3>\n<p>The hierarchical steps format of an SOP template is ideal for outlining a procedure where order is important.\u00a0For example, you might lay out this format as steps 1 a), 1 b), and 1 c) or 2.1, 2.2, and 2.3. In this SOP template format, the order of completion for the steps is critical to the outcome.<\/p>\n<h3><strong>Checklist<\/strong><\/h3>\n<p>An SOP template in checklist format is simple to create, and you can use it for a variety of applications, from individual preparation for a task to project completion and preparing deliverables. Most people are familiar with the checklist format, which provides a list of tasks or factors to refer to. Individual items help you determine if you&#8217;re on track for completing a project or prepared for an event. You can use checklists for everything from technical work (such as a checklist for powering up a device or logging into a software program) to managerial tasks (such as a checklist outlining points to cover in a meeting). SOP templates that take on this format are highly customizable and flexible.<\/p>\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\"> SOP templates (standard operating procedure) are useful tools for keeping your team on task and increasing its efficiency. <span><\/span><\/a>\n<p>monday.com&#8217;s SOP Template is extremely intuitive for reducing the time spent training employees and provides reassurance that your employees can complete tasks with the necessary accuracy when they follow your best practices.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047069\" target=\"_blank\">Get template<\/a><\/p>\n<h2><strong>Outline best practices with monday.com\u2019s SOP Template<\/strong><\/h2>\n<p>With monday.com&#8217;s powerful Work OS, team members from around the globe can work together in a digital space without ever setting foot in the same office. monday.com&#8217;s Work OS is simple and intuitive, empowering teams to run project workflows with confidence.<\/p>\n<p>The operating system adapts to your team&#8217;s evolving needs and lets you connect with colleagues and employees to promote transparency and efficiency. monday.com&#8217;s Work OS eliminates the need for repetitive manual tasks by letting you automate your workflows when using the SOP template and other related templates.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047069\" target=\"_blank\">Get started<\/a><\/p>\n<h2><strong>Related templates to SOP templates<\/strong><\/h2>\n<p>A well-laid-out SOP template helps minimize employee training times and ensures team members understand what steps to take to adhere to company policies. In addition to using SOP templates to achieve these outcomes, you can use other templates to increase efficiency and support employee development.<\/p>\n<h3><strong>Customizable Workflow Template<\/strong><\/h3>\n<p>monday.com&#8217;s <a href=\"https:\/\/monday.com\/blog\/project-management\/workflow-template\/\">Customizable Workflow Template<\/a>\u00a0provides a central tool for visualizing and coordinating various project aspects and ensuring everyone on the team has access to changes in real-time. Our Workflow Template is highly customizable, so you can adapt it to your business and match the workflow features to your team&#8217;s needs.<\/p>\n<p>A reliable workflow template helps prevent bottlenecks, facilitates planning, and creates transparency among team members. The template lets you assign as many owners as you need for your project, ensuring each team member knows which tasks they&#8217;re responsible for completing.<\/p>\n<h3><strong>Employee Training Plan Template<\/strong><\/h3>\n<p>monday.com&#8217;s <a href=\"https:\/\/monday.com\/blog\/task-management\/employee-training-plan-template\/\">Employee Training Plan Template<\/a>\u00a0helps you manage the process of training new hires. Our free template speeds up the onboarding process and your training plan development. In addition to onboarding and outlining company policies, this Employee Training Plan Template covers topics such as safety protocols, executive training, and diversity training. There&#8217;s some overlap between employee training plans and SOPs, so combining these templates can effectively manage new hires.<\/p>\n<p>These additional templates help you develop a stronger SOP document for your company. When considering the most important components to include in an SOP template, check out the answers to some frequently asked questions regarding standard operating procedures and related templates.<\/p>\n<h2><strong>FAQs about SOP templates<\/strong><\/h2>\n<h3><strong>What five elements should you include in standard operating procedure documents?<\/strong><\/h3>\n<p>You should include five critical elements in any standard operating procedure for clarity. A good template for developing SOPs will have a title page, table of contents, purpose, procedures, and quality control measures.<\/p>\n<h3><strong>Why is it critical to follow SOPs?<\/strong><\/h3>\n<p>Following standard operating procedures is critical for ensuring teams complete tasks and larger-scale projects on schedule. If you adhere to a template for formatting your SOPs, you can save time and money while ultimately boosting your team&#8217;s productivity.<\/p>\n<h3><strong>Who is responsible for writing the SOPs?<\/strong><\/h3>\n<p>The person writing your standard operating procedure should have experience with creating workflows and procedures at a high level. Other team members can review the completed document or offer contributions to the SOP, but you should only let someone with direct experience executing the procedure outline it within the template.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A document outlining your company&#8217;s standard operating procedures helps ensure that all employees carry out routine tasks consistently. Adhering to an SOP can improve efficiency and produce high-quality results for your team. An SOP document provides clear guidance and acts as a reference point for your staff. In this article, &#8230;<\/p>\n","protected":false},"author":219,"featured_media":136230,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Free SOP Template + Guide To Create Your Own SOP Template","_yoast_wpseo_metadesc":"Our SOP template guide describes how to write your standard operating procedure documentation, and offers a free SOP to get started with.","monday_item_id":18041291687,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13904],"tags":[],"class_list":["post-102011","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"landing_page_layout":false,"cluster":"","display_dates":"updated","featured_image_link":"","banner_url":"","main_text_banner":"","sub_title_banner":"Join the 152K+ customers who use monday.com","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","activate_cta_banner":false,"post_date":"20230829","sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p>If you\u2019ve found the perfect way to execute your internal business processes, it makes sense to document the steps required so you can repeat the successful workflow again and again. To do so, businesses use standard operating procedure (SOP) documents which improve efficiency and ensure compliance with industry regulations, too.<\/p>\n<p>In this article, we show you how to turn your own processes into an actionable SOP. We also share monday.com\u2019s customizable, free SOP template, so you\u2019re all set to start documenting routine procedures in your workplace.<\/p>\n<p style=\"text-align: left;\"><span data-sheets-root=\"1\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;&lt;a data-title=&quot;&quot;Hey&quot; data-subtitle=&quot;Enter your details to begin download&quot; data-formid=&quot;&quot;bf000d6e-71a0-4c35-aed7-f1fd0e276798&quot;&quot; class=&quot;cta-button gated-cta-button blue-button&quot; aria-label=&quot;Get the template&quot; href=&quot;&quot;https:\/\/learn.monday.com\/hubfs\/SEO%20Blog%20Gated%20Content\/Policy_Procedure_1719129241.xlsx&quot;&quot; target=&quot;_self&quot;&gt;Get the template&lt;\/a&gt;&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\"><a data-title=\"Hey there!\" data-subtitle=\"Enter your details to begin download\" data-formid=\"bf000d6e-71a0-4c35-aed7-f1fd0e276798\" class=\"cta-button gated-cta-button blue-button\" aria-label=\"Get the template\" href=\"https:\/\/learn.monday.com\/hubfs\/SEO%20Blog%20Gated%20Content\/Policy_Procedure_1719129241.xlsx\" target=\"_self\">Get the template<\/a><\/span><\/p>\n"}]},{"main_heading":"What is a standard operating procedure (SOP)?","content_block":[{"acf_fc_layout":"text","content":"<p>A standard operating procedure (SOP) acts as a reference point for your staff and a formal explanation of \u201cthe way we do things around here.\u201d Far from being extra paperwork, following an SOP ensures consistency and produces high-quality results for teams.<\/p>\n<p>For example, an events management company might use an SOP as a roadmap for organizing and executing events, such as conferences, corporate meetings, or weddings. The SOP would outline the steps required for tasks involving:<\/p>\n<ul>\n<li>Client consultation<\/li>\n<li>Budgeting<\/li>\n<li>Venue selection<\/li>\n<li>Vendor coordination<\/li>\n<li>On-site logistics<\/li>\n<\/ul>\n<p>By following an SOP, events team members use a standardized process when planning events, allowing them to deliver high-quality experiences for clients. This approach also ensures efficient resource management, reduces the likelihood of errors, and ensures all safety requirements are met during events.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":236076,"image_link":{"title":"","url":"https:\/\/auth.monday.com\/users\/sign_up_new","target":"_blank"}},{"acf_fc_layout":"text","content":"<h3>What is an SOP template?<\/h3>\n<p>A standard operating procedure (SOP) document outlines internal processes by providing crystal-clear directions on the best or expected way to complete your tasks. An SOP aims to create a repeatable, standardized process to use every time you execute a particular type of workflow. You could use an existing SOP template to create your documentation or save your new SOP as a template to use for future internal processes.<\/p>\n<p>To document procedures, companies use an SOP template to organize their guidelines in a way that\u2019s easy to understand. You might present the template as a checklist, step-by-step guide, hierarchical list, or flowchart, depending on the complexity of your procedure. In each case, the SOP will include a written set of steps that explain the task in detail and provide resources for additional information.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137551,"image_link":""}]},{"main_heading":"Why use an SOP template?","content_block":[{"acf_fc_layout":"text","content":"<p>Implementing standard operating procedure templates in your workplace has countless benefits for your business processes. Here are some results you can expect from implementing SOPs in your organization:<\/p>\n<ul>\n<li>Provides a guideline for achieving consistency<\/li>\n<li>Improves quality assurance<\/li>\n<li>Supports company safety standards by avoiding hazards<\/li>\n<li>Saves you time and money by preventing errors<\/li>\n<li>Simplifies company audits<\/li>\n<li>Reduces employee training times<\/li>\n<li>Helps you adhere to legal and compliance requirements<\/li>\n<li>Transfers work seamlessly between team members<\/li>\n<\/ul>\n<p>You can increase the advantages of an SOP template by customizing it to meet your specific needs. monday.com\u2019s Policy Procedure Template is easily customizable, allowing you to design an intuitive layout for your team to document any procedure.<\/p>\n"}]},{"main_heading":"How to write an effective SOP: a step-by-step guide","content_block":[{"acf_fc_layout":"text","content":"<p>No two SOPs are identical, and must be customized to the specific business processes you need to document. However, the process of writing an effective SOP follows a similar set of steps, as follows:<\/p>\n<h3>1. Consider the purpose of your SOP<\/h3>\n<p>The main purpose of your SOP will be to provide clear and consistent instructions to a relevant audience on how to carry out a specific task in your organization. Consider what this means to you by defining who will read your procedure document and your overall goals for creating it.<\/p>\n<p>For example, if your Human Resources department requires an SOP for employee onboarding, this should include specific steps for your people team to get new hires up-to-speed with the company as quickly and easily as possible.<\/p>\n<h3>2. Include the key elements of an SOP<\/h3>\n<p>Each standard operating procedure should include:<\/p>\n<ul>\n<li><strong>Title<\/strong>: Use a distinct title that ensures your SOP document is easily identified.<\/li>\n<li><strong>Scope and purpose:<\/strong> Outline what the SOP covers and who it\u2019s intended for.<\/li>\n<li><strong>Roles and responsibilities<\/strong>: Highlight who is responsible for completing each task mentioned in the SOP.<\/li>\n<li><strong>Procedure<\/strong>: List the steps required to execute your procedure, which will form the bulk of your SOP.<\/li>\n<li><strong>Related documents<\/strong>: Provide access or links to supporting documentation, such as training guides that the reader may require to understand the SOP.<\/li>\n<li><strong>Definitions<\/strong>: Avoid using jargon unless you\u2019re confident the reader understands it. Spell out abbreviations or acronyms to avoid confusion.<\/li>\n<li><strong>Turnaround times<\/strong>: Include expectations around how long each procedure should take.<\/li>\n<li><strong>Quality standards<\/strong>: Detail the industry standards your organization or process must follow.<\/li>\n<li><strong>Revision history<\/strong>: Date your SOP to clarify how recently you\u2019ve updated it. This timestamp highlights whether the document is still relevant to your reader.<\/li>\n<li><strong>Approval signatures<\/strong>: Add approval signatures to your revision dates to promote accountability.<\/li>\n<\/ul>\n<h3>3. Choose your SOP format<\/h3>\n<p>The best format for your company and project depends on the nature of the work, the operating procedure you are outlining, and how much time employees have to review the material. Here are the four main types of SOP to choose from:<\/p>\n<h4>Checklist<\/h4>\n<p>SOP templates in checklist format are flexible, highly customizable, and suitable for various applications, from individual preparation for a task to project completion and preparing deliverables. You don&#8217;t need to complete individual items or tasks in a specific order. However, getting through the list determines whether you\u2019re on track to complete a project or prepare for an event.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137641,"image_link":""},{"acf_fc_layout":"text","content":"<h6>(<a href=\"https:\/\/venngage.com\/blog\/standard-operating-procedure-checklist\/\" target=\"_blank\" rel=\"nofollow noopener\">Image source<\/a>)<\/h6>\n<h4>Step-by-step<\/h4>\n<p>Unlike your standard checklist, a step-by-step SOP requires that you complete tasks in a specific order. This is a useful SOP format for short, simple procedures requiring timeliness and precision. You can number each step that corresponds to an actionable task. Here are some examples of when you might use a step-by-step SOP:<\/p>\n<ul>\n<li>Troubleshooting technical problems<\/li>\n<li>Outlining manufacturing processes with strict rules on how to operate them<\/li>\n<li style=\"text-align: left;\">Designing research protocols, such as data entry and analysis<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137647,"image_link":""},{"acf_fc_layout":"text","content":"<h6>(<a href=\"https:\/\/toggl.com\/blog\/how-to-write-a-standard-operating-procedure\" target=\"_blank\" rel=\"nofollow noopener\">Image source<\/a>)<\/h6>\n<h4>Hierarchical<\/h4>\n<p>Hierarchical SOPs are similar to step-by-step formats in that order is still important. However, they&#8217;re more suitable for more complex workflows requiring multiple task dependencies, subtasks, and approvals.<\/p>\n<p style=\"text-align: left;\">For example, you might use a hierarchical SOP to document the approval process for making an organizational change. You could display this format as steps 1a), 1b), and 1c) or 2.1, 2.2, and 2.3.<\/p>\n<p style=\"text-align: center;\"><span data-sheets-root=\"1\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;&lt;a data-title=&quot;&quot;Hey&quot; data-subtitle=&quot;Enter your details to begin download&quot; data-formid=&quot;&quot;bf000d6e-71a0-4c35-aed7-f1fd0e276798&quot;&quot; class=&quot;cta-button gated-cta-button blue-button&quot; aria-label=&quot;Get the template&quot; href=&quot;&quot;https:\/\/learn.monday.com\/hubfs\/SEO%20Blog%20Gated%20Content\/Policy_Procedure_1719129241.xlsx&quot;&quot; target=&quot;_self&quot;&gt;Get the template&lt;\/a&gt;&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\"><a data-title=\"Hey there!\" data-subtitle=\"Enter your details to begin download\" data-formid=\"bf000d6e-71a0-4c35-aed7-f1fd0e276798\" class=\"cta-button gated-cta-button blue-button\" aria-label=\"Get the template\" href=\"https:\/\/learn.monday.com\/hubfs\/SEO%20Blog%20Gated%20Content\/Policy_Procedure_1719129241.xlsx\" target=\"_self\">Get the template<\/a><\/span><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137669,"image_link":""},{"acf_fc_layout":"text","content":"<h6>(<a href=\"https:\/\/econoshift.com\/wp-content\/uploads\/2015\/06\/53-SOP-Competed.jpg\" target=\"_blank\" rel=\"nofollow noopener\">Image source<\/a>)<\/h6>\n<h4>Flowchart<\/h4>\n<p>A flowchart provides a visual representation of your SOP. This format is useful for complex tasks with multiple steps and possible outcomes, such as troubleshooting technical issues or deciding how to proceed with a task based on various factors. When a task\u2019s result isn\u2019t predictable, using a flowchart to map out the various ways to proceed is a good idea.<\/p>\n<p>Each step in the flowchart directs what to do next, depending on the results. You can structure flowcharts like hierarchical SOPs but present information visually through symbols, arrows, and diagrams.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137659,"image_link":""},{"acf_fc_layout":"text","content":"<h6>(<a href=\"https:\/\/www.zenflowchart.com\/guides\/sales-process-flowchart-all-you-need-to-know\" target=\"_blank\" rel=\"nofollow noopener\">Image source<\/a>)<\/h6>\n<h3>4. Write your SOP procedure<\/h3>\n<p>Building an outline is always smart before you start writing, as it allows you to collect all the details you need before drafting your procedure.<\/p>\n<p>Before you start writing, ensure you\u2019ve interviewed all relevant stakeholders so you know the exact procedure to document. Ensure you understand the process&#8217;s start and end point so it doesn\u2019t overlap with other procedures that require separate SOP guides. With all the pieces in place, it\u2019s time to write your SOP template.<\/p>\n<h3>5. Review and adjust your SOP<\/h3>\n<p>Your standard operating procedure is only effective if it remains relevant. The tiniest change to your process must be updated in your SOP so it continues to make sense. Depending on the process in question, this may also be necessary for compliance. <a href=\"https:\/\/www.linkedin.com\/posts\/jodene-v-a08b2a1bb_highperformance-businessstrategy-activity-7101906426008068096-pn53\/?utm_source=share&amp;utm_medium=member_desktop\" target=\"_blank\" rel=\"nofollow noopener\">Jodene van Lienden<\/a>, Founder and CEO of Open Mind Coaching &amp; Consulting, explains,<\/p>\n<blockquote><p>\u201cSOPs are living documents that adapt with evolving needs. Regular reviews foster a culture of improvement, driving innovation and refining processes.\u201d<\/p><\/blockquote>\n<p>Determine how often you\u2019ll review your SOP, then set reminders and notifications to keep track of documenting any change. For example, you might use monday.com to schedule automatic reminders to update your SOP once a quarter or annually.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a>\n"}]},{"main_heading":"7 types of SOP templates ","content_block":[{"acf_fc_layout":"text","content":"<p>Depending on the industry, role, or process you\u2019re writing an SOP for, a customized template is a great jumping-off point for drafting your guide. Here are a few SOP template examples you can create with monday.com.<\/p>\n<h3>IT SOP template<\/h3>\n<p>IT teams need an SOP template to execute day-to-day tasks like troubleshooting, bug reporting, security events, setup procedures, maintenance schedules, and asset management. Due to the fast pace of technology, make sure to update your IT procedures frequently, committing to reviews after every upgrade, system update, or software change.<\/p>\n<h3>HR SOP template<\/h3>\n<p>HR teams use standard operating procedure templates to document processes like onboarding new hires, delivering performance reviews, or reviewing employee benefits. This HR SOP template enables you to track these processes from beginning to end so your team can see who is responsible for each step and when to complete them. Keeping this information organized is key to building positive workplace relationships and enhancing the employee experience.<\/p>\n<h3>Manufacturing SOP template<\/h3>\n<p>Manufacturing is an incredibly detail-oriented field that requires strict adherence to safety regulations, production deadlines, and quality assurance processes. By outlining instructions for each task in the template, your team can work quickly and accurately on any project while remaining protected.<\/p>\n<h3>Restaurant SOP template<\/h3>\n<p>Running a restaurant involves liaising with multiple parties to ensure a smooth operation, particularly regarding food safety and quality control. Your SOP template could outline procedures for ordering supplies, daily cleaning and sanitation protocols, or even customer service expectations. This will help maintain consistency in staff training while ensuring your kitchen is well-stocked with everything needed to satisfy customers.<\/p>\n<h3>Retail SOP template<\/h3>\n<p>Retail stores must carefully document processes for customer service, inventory management, and store operations. Create separate procedures for routine tasks like handling refunds, running sales, or customer complaints. This ensures customers receive a consistent service regardless of which store manager is on duty on any particular day.<\/p>\n<h3>Sales SOP template<\/h3>\n<p>Sales teams need an SOP template to track leads, conversions, and deliver an exceptional customer experience. A sales SOP template could highlight how to score leads, when to progress leads to the next sales funnel stage, and who will be responsible for each process step. This will help your team work quickly and efficiently while delivering a streamlined customer experience.<\/p>\n<h3>Customer service SOP template<\/h3>\n<p>Regardless of the industry, any customer-facing business should create an SOP to provide clear instructions on customer service processes. Your customer service SOP template could outline protocols for responding to customers within X working days, resolving inquiries, and providing feedback.<\/p>\n<p>Create any of these templates and many more by using monday.com\u2019s <a href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047069&amp;_ga=2.78067860.1236308933.1693207288-1222147636.1692699621\" target=\"_blank\" rel=\"noopener\">Policy Procedure Template<\/a> as the foundation of your process. Available from our Template Center, this is a highly customizable framework for outlining the routine procedures you use in your organization.<\/p>\n<p style=\"text-align: left;\"><a class=\"cta-button blue-button\" aria-label=\"Get template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10047069\" target=\"_blank\">Get template<\/a><\/p>\n"}]},{"main_heading":"Features of monday.com\u2019s SOP template","content_block":[{"acf_fc_layout":"text","content":"<p>monday.com offers a Policy Procedure Template that makes an excellent foundation for your SOP Template. It provides your employees with a clear guideline for company best practices, and reduces the risk of human error. Here are the main features you&#8217;ll love when using our template to organize your internal workflows:<\/p>\n<ul>\n<li><strong>Team planning<\/strong>: All stakeholders involved in creating your SOPs can easily come together in a single place, sharing notes and updates, so everyone has the information they need to create thorough documentation.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137634,"image_link":""},{"acf_fc_layout":"text","content":"<ul>\n<li><strong>Views<\/strong>: The Policy Procedure Template includes a board and document view, so stakeholders can visualize the data in the way that makes most sense to them. For example, you might use the at-a-glance Timeline View to see your upcoming tasks.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137628,"image_link":""},{"acf_fc_layout":"text","content":"<ul>\n<li><strong>Automations<\/strong>: Set up automatic notifications to stay on top of reviewing your SOPs. For example, you might build an automation that sends an email to an SOP reviewer six months after the last review.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image_type":"normal","image":136156,"image_link":""},{"acf_fc_layout":"text","content":"<ul>\n<li><strong>Integrations<\/strong>: monday.com offers 72+ integrations with other tools in your tech stack, so you can access all the information you need without switching screens. For example, you can link monday.com with Gmail or Slack to keep communication in one place, with Google Calendar to manage diary items, or with Microsoft Word to view, write, or edit your SOPs.<\/li>\n<\/ul>\n<p>The Policy Procedure Template is simple and intuitive, empowering teams to lay out project workflows confidently. To learn more about how monday.com can keep your team on task and increase efficiency, sign up for a free trial below.<\/p>\n<p style=\"text-align: left;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\n"}]},{"main_heading":"Related templates to SOP templates","content_block":[{"acf_fc_layout":"text","content":"<p>A well-laid-out SOP template helps minimize employee training times and ensures team members understand what steps to take to adhere to company policies. In addition to using an SOP template to achieve these outcomes, we also offer other templates to increase efficiency and support employee development.<\/p>\n<h3>Project Workflow template<\/h3>\n<p>monday.com\u2019s <a href=\"https:\/\/monday.monday.com\/solutions\/use_solution\/biggame\/10232625\" target=\"_blank\" rel=\"noopener\">Project Workflow Template<\/a> provides a central tool for visualizing and coordinating various project aspects, ensuring everyone on the team can access real-time changes. Our Project Workflow Template is highly customizable, so you can adapt it to your business and match the workflow features to your team\u2019s needs.<br \/>\nA reliable workflow template prevents bottlenecks, facilitates planning, and creates transparency among team members. The template lets you assign as many owners as you need for your project, ensuring each team member knows which tasks they\u2019re responsible for completing.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137616,"image_link":""},{"acf_fc_layout":"text","content":"<h3>Training plan template<\/h3>\n<p>monday.com\u2019s <a href=\"https:\/\/monday.monday.com\/solutions\/use_solution\/biggame\/10232548\" target=\"_blank\" rel=\"noopener\">Training Plan Template<\/a> helps you manage the process of training new hires. Our free template speeds up the onboarding process and your training plan development. In addition to onboarding and outlining company policies, this Training Plan Template covers topics such as safety protocols, executive training, and diversity training. There\u2019s some overlap between employee training plans and SOPs, so combining these templates can effectively manage new hires.<\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":137622,"image_link":""},{"acf_fc_layout":"text","content":"<p>These additional templates help you develop a stronger SOP document for your company. When considering the most important components to include in an SOP template, check out the answers to some frequently asked questions regarding standard operating procedures and related templates.<\/p>\n<div class=\"accordion faq\" id=\"faq-sop-template\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs about SOP templates <\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-sop-template\" href=\"#q-sop-template-1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is an SOP format?         <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-sop-template-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-sop-template\">\n      <p>A standard operating procedure format refers to the structure of the SOP document and the way you present the information. For example, you may choose to use a hierarchical, flowchart, checklist, or step-by-step guide. Whichever format you select, your SOP should start with a brief overview of the process or procedure, followed by an outline of the steps and a summary of related documents and resources. The right SOP format will depend on the process or procedure you\u2019re outlining in the document.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-sop-template\" href=\"#q-sop-template-2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Who is responsible for writing SOPs?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-sop-template-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-sop-template\">\n      <p>The person writing your standard operating procedure should have experience with creating workflows and procedures at a high level\u2014typically, it will be the company\u2019s management team, but may also include people in specialist roles. SOP writers don\u2019t need to be directly involved in the specific process being documented, although this would be a bonus. Where required, other stakeholders can lend their experience or offer contributions to ensure the SOP is accurate. <\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-sop-template\" href=\"#q-sop-template-3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What is the difference between an SOP vs. a policy?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-sop-template-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-sop-template\">\n      <p>An SOP is a document that describes how to carry out specific operations and tasks. On the other hand, policies are rules or principles laid down by management that define acceptable behavior within an organization. While policies may be more general than SOPs, you should still make sure your SOPs adhere to all relevant company policies. <\/p>\n    <\/div>\n  <\/div>\n  <script type='application\/ld+json'>{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What is an SOP format? \",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>A standard operating procedure format refers to the structure of the SOP document and the way you present the information. For example, you may choose to use a hierarchical, flowchart, checklist, or step-by-step guide. 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The right SOP format will depend on the process or procedure you\u2019re outlining in the document.<\/p>\n"},{"question":"Who is responsible for writing SOPs?","answer":"<p>The person writing your standard operating procedure should have experience with creating workflows and procedures at a high level\u2014typically, it will be the company\u2019s management team, but may also include people in specialist roles. SOP writers don\u2019t need to be directly involved in the specific process being documented, although this would be a bonus. Where required, other stakeholders can lend their experience or offer contributions to ensure the SOP is accurate. <\/p>\n"},{"question":"What is the difference between an SOP vs. a policy?","answer":"<p>An SOP is a document that describes how to carry out specific operations and tasks. On the other hand, policies are rules or principles laid down by management that define acceptable behavior within an organization. While policies may be more general than SOPs, you should still make sure your SOPs adhere to all relevant company policies. <\/p>\n"}]}],"disclaimer":"","parse_from_google_doc":false,"show_contact_sales_button":"0","show_sidebar_sticky_banner":false,"custom_header_banner":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Free SOP Template + Guide To Create Your Own SOP Template<\/title>\n<meta name=\"description\" content=\"Our SOP template guide describes how to write your standard operating procedure documentation, and offers a free SOP to get started with.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/monday.com\/blog\/project-management\/sop-template-standard-operating-procedure\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta 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