Key Elements of the Perfect Standard Operating Procedures (SOPs)

Standard Operating Procedures (SOPs) are written step-by-step instructions that cover an organization’s regularly occurring work processes.

While this description makes them sound like simple assets to set up, SOPs take far more time and commitment to bring to fruition than many business owners realize.

Likewise, they also convey far more benefits to businesses that invest in their creation than their simple concept might suggest.

What should a good SOP do?

Sources like the EPA and the Penn State University Extension program have done excellent write-ups on Standard Operating Procedures, including their purpose. An SOP should serve as a training resource and go-to reference for your employees whenever they have questions about their work.

At the very least, this should reduce the need to stop what they’re doing and hunt down a relevant supervisor with minor questions about a task.

Penn State suggests you have a specific business goal before working on the SOP.

What does your business hope to gain from the procedure? Merely completing the prescribed task is not enough. Seeking to complete the task with a certain level of efficiency, quality, and safety is.

A well-written SOP should meet the above criteria of being a training and general reference, as well as helping to accomplish a specific business goal.

A poorly written SOP is likely to fail all criteria.

We will go into more detail on what separates well-written SOPs from poorly written ones later in this article.

It may be tempting to assume that a company doesn’t need an SOP if they already follow published operation materials. These could include a variety of things, from manufacturer-provided instructions for their machinery to OSHA-mandated Safety Data Sheets, which are documents containing important safety and handling information for various industrial chemicals and substances. 

This assumption, however, is incorrect.

Not only do organizations using pre-published methods still need Standard Operating Procedures, the SOPs should have more detail about procedures than published materials provide.

SOPs should also detail how the organization’s procedures may differ from published methods.

What other benefits does an SOP bring?

The chief benefit of Standard Operating Procedures is that they help to reduce work effort, improve credibility, and ensure compliance with the law. In a previous post, we provided a brief overview of this topic, but here we will go into greater detail.

The various benefits of adopting SOPs include, but are by no means limited to:

  • Improving quality control over labor and products by improving the consistency of your processes. An SOP cuts down significantly on variation among workers carrying out the same task. If written with a specific business goal in mind, it also sets a tangible standard for those performing the task to meet, eliminating the ambiguity of what should be considered “good enough.”
  • Insulating your workforce against losing knowledge to changes in the guard. As mentioned above, there is no reason why a well-written SOP shouldn’t also serve as a foundation for training programs. Having written step-by-step instructions is an excellent way to get new hires acquainted with your processes and speed up the training process. Not only this, but Penn State also suggests that existing hires should undergo retraining whenever a new SOP is introduced. This ensures that everyone on staff is familiar with the new procedure and can carry it out properly.
  • Providing easy evidence of compliance. SOPs not only provide step-by-step instructions for your employees but also serve as evidence of your commitment to comply with the law. Making sure the steps in your SOP also respect any government regulations that may apply to your industry makes it simpler and easier to enforce those same regulations in your facilities. Government inspectors may even check against your SOP when performing audits.
  • Addressing safety concerns before they become safety concerns. This benefit goes hand in hand with the aforementioned compliance. Ensuring the steps outlined in your SOP follow all necessary safety protocols of your industry doesn’t just make compliance enforcement easier. It also helps prevent accidents before they happen and lowers the potential liability to your business.
  • Cutting down on potential miscommunication. A good SOP should contain the answer to any foreseeable question an employee might have about their tasks. This cuts down on the need to consult a supervisor. Not every manager will give the same instructions every time they are consulted, nor will every subordinate interpret said instructions the same way. By implementing SOPs, you cut down on at least one factor that leads to miscommunication about tasks.
  • Boosting worker motivation and camaraderie. Writing SOPs is a process that takes the input of many different people. From the SMEs who provide the information about the procedures and help develop the steps to those who review the drafts, test the steps, and give suggestions and feedback. As Penn State sums it up: People typically support what they helped create. The development of your SOP can also double as a team-building exercise.

What are the steps to creating a Standard Operating Procedure?

There are generally three main steps to developing any SOP: preparation, testing and approval, and regular review.

Preparation

During the preparation stage, the organization determines which procedures and processes need to be documented. This is also the best stage to determine the specific business goal of your SOP, as mentioned above.

Once the procedure and goals are identified, the authors of the SOP begin making a detailed list of the procedure’s steps in the order they are performed.

One way to achieve this is by observing as a Subject Matter Expert (i.e., someone familiar with the process) carries out the task and writing down everything they do.

Ideally, the recorded steps should be detailed enough that a person with limited knowledge or experience, but a basic understanding of the procedure, can replicate it unsupervised.

In the preparation stage, many businesses make a costly mistake: assigning their Subject Matter Experts the task of writing the SOP. While it may appear the most logical and cost-effective route on paper, it is less than optimal in practice.

To learn more, please refer to this article’s sister post “How Can a Writing Agency Work With SMEs to Develop SOPs?”.

Testing and Approval

During the testing and approval stage, at least one other person with training and experience with the procedure should test and validate the SOP.

While technically, only one individual is required for this process, Penn State suggests giving a copy of the draft to each worker who performs that documented procedure. Ask them for feedback on how easy it is to understand, how accurate it is, and how they might improve it.

This can, in turn, be a valuable step to ensuring employees develop a sense of ownership in the SOP. If employees see their input was incorporated into the final version, they’ll be more likely to respect it.

If the organization has any external consultants, it’s advisable to have them review the SOP, depending on the relevancy of their expertise. For example, a telecommunications company developing an SOP for securely accessing customer data on their servers may have their cyber security consultant review it.

The final step is for the relevant managers to review, sign, and date the SOP. For example, an SOP for a senior living facility’s dishwashing procedure would likely be reviewed, signed, and dated by the director and assistant director of dining services.

Once approved, the final draft should be posted wherever appropriate. These are generally the workspaces where the procedure in question is carried out. In the previous example, the dishwashing SOP would be posted in the dish room.

Review and Revision

Once a Standard Operating Procedure has passed the primary review stage, it should receive an annual or bi-annual review, regardless of any procedure changes. The SOP should always document the last date it was reviewed.

Whenever a procedure changes between these regular reviews, the SOP should be updated and re-approved to reflect this. Only the pertinent sections need to be modified, along with the date and number of the revision.

For example, let us assume an SOP that was first approved on August 1, 2020, was reviewed again on September 7, 2021, and given a revision to one of its sections. The section which received the revision should specify it is now on revision 2, made on September 7, 2022.

How should a Standard Operating Procedure be written?

An SOP should consist of concise, easy-to-follow steps in chronological order. Bullet points or basic numbering formats are preferable to whole paragraphs.

Visual references illustrating the procedure, such as flow charts, are recommended for more complicated procedures.

Following the organization’s style guide (font size, margins, colors, and other requirements) is also advised.

The SOP should use plain speech, avoiding jargon as much as possible. Readers with little to no experience will have more difficulty following the steps if every other term is foreign to them.

For example, a machine may have one common name known to the general public. To an engineer, it may be known by one or more technical names. In such situations, the SOP describing the operation of said machine should always adopt the more commonly used term.

Likewise, the document should be kept short and simple. Rambling or providing superfluous details and trivia in the steps are not helpful to the reader. If a detail is not essential to successfully carrying out the described procedure, it most likely should not be included.

For example, it is essential for the employee reading the SOP to know that before operating the dishwasher, the temperature gauge must read above 180℉ to ensure proper sanitization of the dishes.

Informing them in exhaustive detail of the eight different settings on the dishwasher’s user interface screen, nearly all of which are used exclusively for maintenance or deep cleaning purposes, is not essential to them successfully carrying out the described procedure.

Lastly, the SOP should be written in the second-person imperative mood. Studiobinder has an excellent article on the uses of second person perspective in media and advertising, but the most relevant one to our purposes is the imperative mood. The second-person imperative mood implies the word “you” instead of directly using it. It uses action verbs, such as “go” and “run,” to issue commands to another person.

There are countless examples of the second-person imperative mood, many of which we encounter every day:

“Take out the trash.”

“Email me the details.”

“Do the laundry.”

“Leave the door open.”

“Mow the lawn.”

“Walk the dog.”

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A Final Thought

These are just a few of the things to keep in mind while writing your SOPs. After reading this article, the task may sound much more demanding than anticipated. While developing SOPs can indeed be time-consuming and laborious, one of the best ways to go about it is to consider hiring a writing agency.

And if you have not already, we suggest reading this article’s sister post, which you can find here.

How Can a Writing Agency Work With SMEs to Develop SOPs?

There’s no denying that Standard Operating Procedures (SOPs) are a valuable investment for any business. But getting them written, and written well, can often be quite daunting.

Sometimes it’s tempting to leave the task of writing them to your resident Subject Matter Experts (SMEs): They’re already on the payroll and do the documented tasks every day, so why not?

There are various reasons why letting your SMEs write your Standard Operating Procedures is a less than optimal idea. In this article, we’ll detail the reasons and discuss how you can avoid them by hiring a writing agency to write your SOPs.

Reason 1: They don’t have the time.

You may think your SMEs have enough time. They may even think so, too. But chances are, you’re both mistaken.

Writing a good SOP isn’t as easy as jotting down a few key notes, including opening up a Word doc and hammering it out in an afternoon.

“When people try to do it internally, they typically underestimate the time involved to write quality material that is helpful to anybody,” says Wintress Odom, who has written hundreds of SOPs as the owner and editor-in-chief of The Writers For Hire. “And they rarely have any dedicated resource for that.”

Because of this lack of dedicated resources, full-time employees who already have a host of responsibilities are often assigned the extra task of documenting them for the SOP.

This does not work in most cases as there’s not enough time in the workday to complete their regular responsibilities and work on this special project.

Managers tasked with it will inevitably try to delegate parts to their subordinates.

While this approach might work on paper, it makes the SOP even messier in practice.

It decentralizes the project, introducing authors with varying amounts of free time.

Most will only be able to carve out a few hours a week to dedicate to it, and everyone is bound to be on a different page as to how much they’re supposed to contribute.

“Then it’s always this backburner project that never gets done or gets done in fits and bursts,” Odom says. “By the time any volume has been completed, the initial stuff they did is outdated.”

Reason 2: They probably aren’t strong writers.

Everyone writes. But not everyone writes well.

Your SMEs may be excellent at their jobs, but they’re probably only average when it comes to the written word. Developing a good SOP demands more than just being average, and it’s inevitable that your SMEs will make basic mistakes. Mistakes like skipping steps.

“Especially if they’ve been doing it for a long time,” Odom says. “It’s hard for them to back up and really slow down and explain all of the steps that a new user would need to do to complete the process they’re documenting.”

A few more common mistakes include making the SOP too wordy, failing to simplify things into clear steps, and neglecting best practices for instructional materials—like sticking to shorter paragraphs and using bulleted lists.

Odom elaborates: “[Not] making it easy to scan…forgetting to bold things to make it easier for people to grab the information they need…[and] drifting from topic to topic, that’s another one.”

SMEs with ample experience in their field are especially vulnerable to talking shop in the SOP.

Often, Odom has seen SMEs fall back on what they know and begin using terms whose meanings are clear to them, but utterly indecipherable to inexperienced readers.

“That is a huge issue,” Odom says, “and then flip-flopping terms is something you see them do a lot too…and they may even be purposely trying to switch up the terms because they think that that makes them a better writer because in other types of writing you want to use different words for the same thing because it makes it more interesting.”

Reason 3: Not all SMEs are made equal.

There are three broad categories Subject Matter Experts tend to fall into.

There are those whose strongest asset is their skill, those whose strongest asset is their knowledge, and those whose strongest asset is their understanding.

Each of these three brings their own strengths and drawbacks to the process of working on an SOP, but they are not equal in how useful they are to an SOP.

To explain why, we’ll have to define the difference between skill, knowledge, and understanding.

Knowledge is theoretical. Skill is practical.

As explained by The Difference Between, knowledge involves the learning of concepts, principles, and information about something. Skill, meanwhile, is the ability to apply said knowledge in a specific context. It concerns tangible procedures and results and requires practical exposure to develop.

A SME whose greatest asset is their skill will likely have an easy time laying out the practical steps for a procedure. Said steps will probably be laid out plainly, and even a layperson will understand them because a skill-focused SME is less likely to devolve into trade jargon through their explanation. Their comparatively lesser knowledge and understanding, however, means that they’re likely to leave out bits of the broader context that may be required for the task.

These SMEs are likely to be present in lower-level jobs in an organization where knowing how something works is often less important than knowing how to make it work. What does this mean?

Joshua is an entry-level dishwasher for a restaurant.

He’s held that position since graduating from high school four years ago and has become skilled at efficiently getting dishes through the machine and back out to the kitchen.

His entire shift consists of clocking in, firing the dish machine up, and keeping the cycle of dirty and clean plates flowing until the end of the night.

If you asked Joshua to handle a large batch of dishes after a hectic night, he’d find a way to manage it by closing.

If the machine jams as a cook tries to use it, he can fix it in two minutes flat because he’s done it a thousand times before.

But if you asked him to explain how to fix the machine’s conveyer mechanism after it breaks down entirely or how to do preventative maintenance on it, the best he can do is give you a blank look.

His boss is much more comfortable calling authorized technicians to handle such tasks rather than relying on Joshua; thus, he has never had to acquire such in-depth knowledge of his workstation. He gets by just fine without it.

Joshua would likely be great at laying out the step-by-step process for how to load and send dishes through the machine. But he doesn’t know much about calibrating the machine (temperatures and other settings) to run most effectively.

Because of that lack of knowledge, any SOP he writes for it will miss important context.

However, Joshua’s coworker, Sam, does pay attention to such things. He’s practically memorized the machine’s manual over the years.

Given Sam’s extensive knowledge, he could probably go on at length about the different settings and the optimal temperatures to ensure the plates are spotless and sterilized.

But chances are his explanation of the step-by-step loading process will be lacking compared to Joshua’s because Sam is more focused on the context than the task itself.

No matter whether Joshua or Sam writes the dishwasher’s SOP, something will be lacking.

So, where does that leave SMEs whose greatest asset is their understanding?

Understanding runs deeper than knowledge.

As also explained by The Difference Between, knowing something is the same as having knowledge about it.

To understand something is to go beyond merely knowing it: It involves conceptualization and association, becoming aware of the connections between the pieces of information which comprise one’s knowledge.

Understanding generally takes longer to develop than knowledge, and one must first understand data and information before explaining, interpreting, and summarizing it.

For this reason, SMEs whose greatest strength is their understanding are rarer than those defined by their skill or knowledge. They tend to have more experience than either of the other two categories and are likely to occupy higher levels in an organization’s hierarchy because of said experience.

Of the three, they’re the most likely to succeed in breaking down processes into individual steps and providing the reader of your SOPs with necessary context, rather than just skill or knowledge.

For example, Nathan, the general manager for the restaurant where Joshua and Sam work, has been in food service for 30 years.

He has worked his way up from dishwasher to waiter to cook and eventually manager. He understands the ins and outs of every job in a typical restaurant and can step in to cover them or train new employees as needed.

Nathan is a precious asset to the business and is quite frankly the largest reason things have operated smoothly for years.

His version of the SOP will likely impart to the reader the bigger picture of why proper dishwashing matters: ensuring food safety.

But both his context and step-by-step instructions will be more generalized than Sam’s or Joshua’s, respectively.

While he can operate the dishwasher just fine when he has to, Joshua and Sam both, however, do the task more regularly and have a better idea of the specific steps and information required to operate their model of dishwasher.

Okay, but how will a writing agency help my SMEs?

A writing agency’s entire business typically revolves around the management of complex documentation projects, and they’ll have the experience your SMEs sorely lack.

Your SMEs will thus save a lot of time and energy because someone better qualified will be handling the writing of your SOP, with your SMEs providing the required materials and information.

A writing agency can work in ways that suit your business’s operations schedule, from on-site interviews and observations of your SMEs at work to remote screen captures as your SMEs walk the agency through their digital tasks.

Your SMEs also gain a safety net by working with a writing agency. The agency is more likely to catch any deficiencies in the information your SMEs give than if your SMEs wrote the SOP themselves.

This helps to avoid common mistakes SMEs make, like forgetting to mention specific steps of a process or being too technical in their descriptions.

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Lastly, should you choose to adopt SOPs for your business, you will need multiple versions to cover all your regular procedures. Hiring the same writing agency to handle all of them is a much more efficient option than letting your SMEs go it alone.

Rather than having SMEs from different departments individually struggling to document their tasks, you can have the writing agency organize them into an overarching project. This can include the agency doing a full audit of your current documentation, determining which tasks still need to be recorded, and then making a timeline of which SOPs to complete first.

The agency can also help you choose the templates and formatting that will be best for your SOPs, maximizing their effectiveness.

Ultimately, hiring a writing agency to write your SOPs will save your SMEs time and headaches, and provide a much higher quality SOP.

5 Reasons Why Companies Should Hire a Writing Agency for Their Standard Operating Procedures

Successful companies, big and small, live by clear and consistent instructions. These instructions are the building blocks of Standard Operation Procedures (SOPs).

Companies use SOPs to guide virtually every facet of their operations. Therefore, SOPs must communicate precisely what staff members must do in order to achieve the company’s objectives.

The challenge, however, is communicating these instructions so that everyone can easily grasp them.

In this article, we will explore five reasons why companies should consider hiring a writing agency for these Standard Operating Procedures.

But, before we get started, let’s dive into what SOPs are and why companies need them.

What are SOPs?

The Merriam-Webster dictionary defines SOPs as “established or prescribed methods to be followed routinely for the performance of designated operations or in designated situations.” Thus, the purpose of SOPs is to take the guesswork out of regular tasks.

SOPs aim to facilitate work so that staff members can be as productive as possible while minimizing risks and mistakes.

As a result, it makes sense to craft SOPs clearly and concisely.

SOPs, after all, become the backbone of a successful organization.

In a manner of speaking, SOPs are the playbook companies use to guide them to victory.

Why are SOPs critical to company success?

Since SOPs are the backbone of any successful company’s game plan, their importance goes without saying. However, companies tend to overlook one crucial factor: SOPs must be easy to understand and implement.

How so?

For instance, employee handbooks contain SOPs. When employee handbooks are clear and concise, there is little room for error.

In contrast, using complex prose in SOP drafting may cause staff members to miss the point of what SOPs intend to communicate.

The challenge for companies is to produce SOP texts that are straightforward and clearly articulate what staff members need to do.

Nevertheless, communicating complex procedures in plain language can often become a considerable challenge. The challenge magnifies when SOPs cover an extensive area of knowledge, such as entire systems.

Moreover, highly detailed technical processes require careful attention to detail.

When companies set out to formulate their SOPs, relying on their Subject Matter Experts (SMEs) is a given. Nevertheless, while SMEs are the go-to referents for technical knowledge, they may need a helping hand in producing the text end-users will engage.

Thus, it is worth looking into how a writing agency can help companies produce their SOPs.

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Five Reasons Why Companies Should Hire a Writing Agency for Their SOPs

Hiring a writing agency can make the entire SOP formulation process straightforward when in doubt. Here are five key reasons why companies should hire a writing agency.

1. SMEs have the technical know-how but lack writing experience.

SMEs know their business. They are experts, after all. Nevertheless, SMEs may lack writing experience.

How so?

SMEs master their domain through years of training, study, and experience. While writing may be a part of their training, their focus is generally on technical documentation.

Consequently, technical documentation typically utilizes complex terminology which might not be easy to follow by non-experts.

Ultimately, an SME’s job is not necessarily to write documentation. Their job is predominantly focused on accomplishing specific organizational goals.

Thus, SMEs may lack the overall experience needed to produce documentation consistently.

2. Producing texts is not part of SMEs’ job.

Most technical job descriptions do not include producing content. However, most SMEs or staff members produce documentation regardless.

They do so because producing documentation is a part of the company’s processes. However, the issue arises when writing is not an explicit part of a staff member’s position.

Please note that staff members will go the extra mile to produce documentation. However, when producing texts is not a part of their job description, it becomes an additional task that may take away from a staff member’s core tasks.

As a result, staff members, including SMEs, may become overburdened. Overburdening may then lead to core tasks falling behind schedule.

It is, therefore, crucial to understand each staff member’s core tasks so they can focus solely on them.

3. Producing documentation is time-consuming.

Producing high-quality documentation is time-consuming. It is even more so when staff members must capture long and complex processes in black and white.

Consequently, companies may need to hire additional staff members to handle writing tasks. In doing so, producing documentation may take longer than anticipated.

Furthermore, producing top-notch documentation is not only about writing. Producing high-quality materials requires revision, editing, and proofreading.

These are all processes that require careful dedication and attention to detail.

Unless companies have a dedicated writing team, staff members may find it difficult to cope with their regular workload in addition to writing and editing tasks.

4. Having an in-house writing team is costly.

When companies opt to have dedicated, in-house writing teams, they soon find it becomes costly.

The cost involved in having a writing team goes beyond wages. A dedicated writing team may entail hiring them as part- or full-time employees. This approach means the company needs to pay benefits, insurance, or bonuses. Thus, the price tag on a writing team can get quite high.

If a company chooses to hire freelance writers, it may find itself dependent on a single person. If this writer, for any reason, chooses to leave the project, the company may need to scramble to find an alternative solution to complete the project.

In short, hiring a freelance writer may not be the best answer either.

5. The core business of companies is not writing.

Unless a company’s main purpose is producing documentation, writing does take away from its real core business.

For instance, a software company’s core business is producing software, not documentation.

Indeed, a software company must produce documentation to accompany its software releases. Nevertheless, this documentation is not their core business. Therefore, dedicating time and effort to producing documentation takes away from the company’s main objectives.

Companies need to devote their time and attention to boosting their core business in today’s competitive marketplace.

Otherwise, distractions may cause companies to lose ground with their competitors.

Consequently, outsourcing writing tasks is a great way to cut away from non-core functions. This approach allows companies to focus specifically on what they do best.

The Benefits of Hiring a Writing Agency

Companies have five key benefits when they work with a writing agency to produce their SOPs.

A writing agency is a team of experienced professionals.

Working with an individual writer is a good way to ensure high-quality documentation. However, there is one considerable drawback: Relying on a single writer may cause delays if the writer runs into any type of obstacles. If the writer leaves the project for any reason, the company will need to find someone else to pick up the slack quickly.

Delays essentially go away when hiring a writing agency.

A writing agency is a team of professionals that support one another and can pick up the slack when needed.

Additionally, a writing agency helps companies save time and effort because the agency has the experience and know-how to produce texts within a shorter timeframe.

In other words, the SMEs provide the materials and the writing agency puts pen to paper. This combination facilitates producing accurate, high-quality information in a much shorter turnaround time.

A writing agency is a multifaceted team.

Writing agencies often have a multifaceted team consisting of writers with diverse backgrounds. This combination of talent allows writing agencies to tackle any number of projects, regardless of topic, requirements, length, or specifics.

The secret lies in building a team of writers with a mix of experience and academic credentials.

Thus, company SMEs easily communicate with writers to produce the right documentation.

As a result, writers can easily communicate with SMEs to capture the essence of SOPs and translate the SOPs into language that everyone in the organization can grasp.

Please note that this is not about “simplifying” things. It is about articulating complex systems and procedures in a broadly appealing format.

Consequently, all stakeholders can find common ground, thereby facilitating communication across the board.

Furthermore, SMEs no longer need to go beyond their core functions. They can confidently focus on their tasks while the writing agency takes care of producing top-notch documentation.

A writing agency saves time and money.

In today’s business environment, time is money. Companies, therefore, seek to save on expenses without cutting corners. Unfortunately, some companies view hiring a writing company as an added expense.

In reality, hiring a writing agency saves time and money in the long run.

Consider this example:

What do most people do when a water pipe breaks?

Do they try to fix it themselves? Perhaps, if they have the time, knowledge, and tools.

Do they hire a full-time employee to fix the pipe? Most likely, not.

Most people call an expert, that is, a plumber, to fix the pipe. The plumber comes in, does the job, and leaves.

So, why do companies feel the need to ask their full-time employees to write, especially when it is not their area of expertise? Additionally, why do companies feel compelled to hire full-time employees to handle writing tasks?

Hiring a writing agency saves time and money by reducing the time needed to produce high-quality documentation.

Additionally, a writing agency’s fees reflect the project itself. There is no need to pay wages, benefits, insurance, and other associated expenses. A writing agency comes in, does its job, and sits back until the next project.

A writing agency allows companies to use their resources efficiently.

A writing agency helps companies cut down on time, money, and effort. Consequently, a writing agency allows its client companies to make more efficient use of their resources.

Consider this situation:

A company’s money invested in an in-house writing team could be better invested in bolstering its SME team, equipment, research, and operations. In the end, a writing agency can become part of the investment needed to take a project to fruition.

A writing agency allows companies to free up resources by eliminating the need to commit resources indefinitely, as would be the case with an in-house writing team.

Indeed, a writing agency helps businesses’ bottom lines financially and logistically.

A writing agency helps businesses focus on their core functions.

A writing agency’s core business is writing. So, it would make sense to delegate writing tasks to someone whose core business is writing.

By delegating writing tasks, companies can focus solely on their core business. This approach allows SMEs to devote more time and attention to what they do best.

Most important, hiring a writing company avoids overburdening staff members with tasks that may go beyond the regular scope of their functions.

Overall, a writing agency is the best way that companies can produce high-quality SOPs without needlessly overwhelming their staff.

One Last Thought

Professional writing agencies can help companies produce outstanding SOPs and first-rate documentation. However, the question might be, “How can companies find a reputable writing agency?”

Unfortunately, plenty of companies out there claim to be the best. So, here are three things to consider when looking for a professional writing agency.

  • First, professional writing agencies are transparent. They are willing to work with their clients to ensure the best possible results. Moreover, they do not shy away from revising and reviewing work until it meets the necessary standards.
  • Second, a reputable writing agency is clear about its limitations. Professional writing agencies recognize when a project does not fall within their area of expertise. In such cases, they will be upfront about it. Moreover, professional writing agencies will find a way to help even when they do not do any writing.
  • Lastly, a respectable writing agency is realistic. Good writing agencies are honest about timeframes and costs. They do not overpromise by offering low-cost solutions. Plus, great writing agencies never cut corners. Ultimately, going with the lowest cost may end up costing far more in terms of revisions, editing, and rewrites.

A great place to start is through word-of-mouth. References are key. So, companies looking for a great writing agency would do well to ask around and take their search from there.

How to Effectively Distribute Your Standard Operating Procedures (SOPs)

There’s no denying that Standard Operating Procedures (SOPs) are an integral part of maintaining business operations. After all, a good set of instructions goes a long way to promote efficiency, effectiveness, and success for any business. 

But a good set of instructions does no good if they aren’t being properly disseminated to the people who need to use them.

In this article, we explore the reasons why you not only need SOPs and a good distribution system for them, but also how you can find the system that’s right for your company. 

What is an SOP?

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According to the IBM Knowledge Center, “A standard operating procedure is a set of instructions that describes all the relevant steps and activities of a process or procedure. Standard operating procedures are essential to an organization to deliver consistent, measured, high-quality responses to complex and unpredictable events.”

The SOP is a document that is used to describe the nuts and bolts of a process. A step-by-step road map of how to get from point A to point B.

It is often more fluid than a policy or procedure and can be changed to accommodate any revisions to a process as they happen.  

For example, the SOP might spell out who would be responsible for a given task or set of tasks in a process. Should the person responsible for completing the task ever change, the SOP could easily be updated to reflect the change in delegation of responsibility or authority over a process. 

Having a set of easy-to-follow, step-by-step instructions is vital to ensuring that business tasks are performed consistently and efficiently. SOPs expand upon the information contained in a job description to help employees better understand the steps needed to fulfill job requirements. 

Aside from helping to streamline internal processes, SOPs may also be a regulatory requirement, depending on the industry. This is especially true in cases where accreditation status is concerned, requiring SOPs be followed to the letter.

How do we get the word out and stress why it’s important?

While having clear and concise SOPs is essential for any company, having a way to disseminate those SOPs and ensure that they are understood and followed is just as important.

Without access to clear instructions, employees may not be able to complete tasks correctly or on time. Having an SOP to refer to is key to keeping systems moving effectively and efficiently.

SOPs can be distributed in a number of ways.

Whichever method you choose, it needs to be one that fits your business and the flow of work for your employees.

Paper Copy Distribution

Depending on the size of the company, one might be tempted to simply disseminate copies of SOPs on paper to the employees who need to be made aware of the steps for a given process. 

The benefit of paper distribution is that employees have a hard copy that they can keep handy for easy reference.

This option isn’t as environmentally friendly as digital copies, but, depending on how often the SOP needs to be accessed, it can be helpful to have a hard copy available.

While this method may sound enticing, it is not the most effective way to distribute SOPs.

Paper copies can easily get misplaced or thrown out, leaving employees scrambling to get their hands on another copy.

Additionally, paper copies quickly become outdated when any updates are done to the SOPs. This can lead to confusion if employees are not using the most up-to-date version of the SOP.

Email Distribution

If the document needs a broader audience, employers might send it out through an email distribution list in Microsoft Office or whatever email server the company uses. 

The advantages of sending SOPs via email include broad distribution and quick delivery as well as a digital history of document distribution. 

On the other hand, issues with email communications, such as employees not reading emails quickly or at all, problems with broken email address links, or other technical glitches could hinder the distribution process.

Email distribution also poses issues when it comes to storing the SOPs for easy access.

Unless employees are very organized and have a method for storing important documents in their email accounts, attempting to locate the email with the SOP attachment may be difficult.

And, as with paper copies, SOPs stored in employee emails can also cause issues with version control.

Workflow Portal Distribution

For companies that have multiple departments or more than one location, the use of a workflow portal or a document storage program should be considered.

Programs like Microsoft SharePoint allow for document assignments to move through a workflow from the draft stage to the distribution stage, often allowing for the process to be automated so that the information doesn’t fall through the cracks. 

The benefits of using systems like SharePoint to organize and disseminate SOPs are that you have a digital history of the document’s distribution as well as an easy, automated process for getting the documents out to employees.

Additionally, any time an SOP is updated, the most recent version can be found in the portal.

The downside to workflow portals is that you often need a dedicated staff member to administer the site. Or, at the very least, employees need to be trained on how to access files in the document portal. This can take time and resources that the company may not have.  

Despite the cost and training requirements, workflow portals are the most effective way to distribute SOPs. Not only do they allow for the SOPs to be automatically sent out to all of the users, they also act as a cloud-based file storage where the most up-to-date documents can live and be found quickly and easily.

Other Options to Consider

According to Workflow.com, there are a number of apps like SharePoint that can be used to drive the distribution process for SOPs. Some of these include: WorkZone, Box, Confluence, Wrike, Intranet Connections, Igloo, Liferay Social Office, Nuxio, and more. 

These programs include either workflow capabilities or a simple cloud storage system that can organize information and make it accessible to employees who have permissions to access them.

Cost is measured either by the number of users or the amount of bandwidth needed to run the program.

And some of these programs can even be accessed for free.

There are also a number of vendors who specialize in designing document management programs that are tailored to companies’ specific business needs.

You can often find these by doing a quick internet search for document management systems.

Companies may choose a vendor to work more closely with them to personalize their document management system rather than purchasing a program that offers cookie cutter features. 

How do I know the SOP was received and is being used?


Depending on the company culture, requirements, or regulatory commitments, it may be necessary for you to set up a document receipt process. This can be anything from having employees sign paper receipts or attaching a read receipt code to your email when you send out a new SOP. 

Paper receipts are best for smaller companies where the signed receipt can easily be placed into an employee’s personnel file.

If you prefer electronic acknowledgements, requesting a read receipt in your email app is usually fairly simple and provides a time-stamped record of when the document was received by each employee and opened.

The intricacy of this process is completely up to the company’s leadership. 

In addition to making sure employees receive the information, many employers may opt to have employees complete a quiz or assessment to show that they have read and understand the information provided. 

This can be done on paper or through an online training portal as well.

Best Practices

The main thing to remember when working with SOPs is that it does no good to create an SOP if no one is reading it or using it. 

Clear communication is always the key to successfully creating and implementing any business document. Be sure to research your options before selecting an SOP dissemination process so that you can choose the right program to fit both your company’s and your employees’ needs.

Using Content to Retain Knowledge Within Your Business

Given the aging workforce in the United States, an employee nearing retirement may be the first thing that comes to mind when you think of losing knowledge within a business.

Truth is, knowledge can walk out the door at any time, leaving an organization scrambling to rebuild a key position to what it once was. Tweet this

Businesses that proactively plan the transfer of knowledge for key positions reap benefits beyond a faster recovery from an unexpected employee loss, including:

  • Better onboarding for new hires
  • Overall increase in productivity
  • Faster ramp-up during employee transfers or promotions
  • Time freed up for busy subject matter experts as knowledge is transferred down
  • Identification of skill gaps or redundancies as they look to replicate the best and brightest across the organization

There are a variety of ways to share business knowledge, from less-formal tactics such as mentoring and job shadowing, to using technology to capture employee knowledge, to more purposeful programs that identify and document certain practices.

Regardless of the chosen method for knowledge transfer, information gleaned can only be shared and useful for the future if it is recorded, and that is where content comes into play.

Turning Content Into Shareable Knowledge

As with most successful activities within a business, achieving effective knowledge transfer requires a plan. While the process will vary some for every business, it should include the basic steps of identifying what to capture, how to document it, how to gather it and where to share it.

1. Identify Knowledge to Capture

Some areas of greatest priority for knowledge transfer may be obvious, such as the case of planned retirements, while others may take more digging to determine.

To help identify knowledge to document and transfer, take a look at:

  • Key subject matter experts
  • Employees nearing retirement
  • Company goals and the generational “backlog” to achieve them
  • Profit-driving products and processes within the business
  • Fast-growing departments
  • Silos and one-person areas of expertise

The knowledge transfer consultants at The Steve Trautman Co. use a matrix that helps organizations analyze their available knowledge and understand which areas are most at risk of being lost.

“Our Knowledge Silo Matrix helps the organization ask its managers who does what best,” says Sonja Gustafson, director of marketing. “From the examination of these key experts will arise skillsets that may need to be transferred.”

Image courtesy of The Steve Trautman Co.

Businesses may also consider soliciting employee questions to identify key knowledge gaps. If you already have an employee Q&A, forum or blog mechanism in place, scouring it can offer a wealth of ideas for knowledge that may need to be more formally captured.

2. Determine Best Content Format

There is good news and bad news when it comes to content. On the bright side, the choices are plentiful, but on the other hand, that can make more difficult the job of choosing a medium.

Consider this list of some popular content types in today’s workforce:   

  • Blogs
  • Case Studies
  • Ebooks
  • FAQ Lists
  • Fliers
  • Online Forums or Q&As
  • Podcasts
  • Presentations
  • Training & Procedures Manuals
  • Videos

Further complicating the matter is that there is not necessarily one solution: A mix of content is often the most effective way of communicating with a diverse staff.

The key here is considering the type of information and with whom it is being shared. Think about factors such as:

  • How employees prefer to learn
  • Whether information is time-sensitive or quickly outdated
  • Generational differences of the workforce
  • How to make information digestible
  • Whether the workforce is off or onsite
  • How frequently and quickly information will need to be referenced
  • The technology available to employees
  • Whether the physical work environment is conducive to alternatives such as audio and video

Image by Pexels

3. Gather Knowledge

Once the “who” to include and “what” to do with it is determined, next comes the “how” to get knowledge out of the heads of subject matter experts and into a useful format.

Here are four content-driven methodologies to consider for documenting knowledge:

  • Use of employee-driven technology: There is no shortage of tools available to help capture information from employees, from social-based sites such as Facebook Workplace, to custom intranet solutions, to robust software applications like these. While this may seem like an obvious and straightforward option, relying on employees to adopt such practices in a consistent and meaningful way is no easy endeavor, so be prepared for an ongoing effort to encourage use and participation.
  • Conducting interviews: Businesses can look to writers inside or outside of the organization to conduct interviews that can be documented and turned into useful content. Placing the task with individuals who enjoy and have a knack for writing can give you more control over the process, providing for smoother task completion and better content quality.
  • Tasking experts and trainees: At The Steve Trautman Co., consultants have found pairing an expert with a trainee and tasking the trainee with documentation to be most effective, as this protocol places less burden on a busy subject matter expert while putting the responsibility of skill development into the hands of those who need it.
  • Curating from existing material: Many businesses have a plethora of data sitting on drives, in online forums or applications, and within employee manuals. While it may not be as comprehensive as needed, it could be a good place to start documentation.

Photo by Daria Shevtsova from Pexels

4. Store & Share Knowledge

Here is where the hard work to document knowledge pays off – the sharing of content and reaping of the benefits.

Where content resides will depend on the chosen format and the communications framework established within the organization. Online intranets and network drives are popular, but some content types and business environments may require printed materials.

Whatever your chosen content combination, knowledge transfer efforts are wasted if information is not accessible and properly communicated.

Some ideas for storing, sharing and repurposing content to get the most “bang for the buck” include:

  • Do not forget to tell (and remind!) employees the content is available, and where
  • Post it on an intranet or network drive
  • Consider multiple uses – i.e., can a video be transcribed into an online blog, can an ebook be broken apart into smaller pieces and used another way
  • Use it for in-house training and webinars
  • Feature popular subjects in employee newsletters and communications
  • Insert key pieces into the employee on-boarding process
  • Make it highly searchable with keywords and a table of contents, where applicable
  • Use employee forums and Q&As as a source for future content ideas, then repurpose the information into other usable formats such as ebooks, fliers and FAQs

Knowledge Transfer Best Practices

The practice of transferring knowledge within a business can be overwhelming. The Steve Trautman Co.’s Gustafson offers a few parting words on putting it to use effectively:

  1. Do not make it up as you go along – having a plan and a process is critical
  2. Aim to use verbs and action words in content, especially where goals are concerned
  3. Set deadlines within the plan so steps can be met without overwhelming content contributors

PART 2: THE SIX MUST-HAVE ELEMENTS IN STANDARD OPERATING PROCEDURES

Remember when your English teacher introduced the idea of an introductory paragraph? She said you need to include certain information to help the reader immediately identify what your essay or story is about. And what made that lesson so memorable was the inclusion of Who, What, When, Where, and Why.

All those W’s stuck in your brain. Well, those W’s are going to help you in writing Standard Operating Procedures (SOPs) as well. But this time, we’re also going to add an H with “How.”

“How” turns out to be the most important of the six, but we’ll get to that later. Here’s the list of key elements along with the questions they should answer.

Image by Gerd Altmann from Pixabay

 “Front Matter”

Where?

Title Page and/or Header. The title page should clearly indicate where the operating procedures are performed. The “where” might simply refer to the department in which the procedure is followed.

Of course, some companies have multiple locations. Each location may have different functions within the larger company, so each location will develop its own SOPs.

Some companies may have multiple locations performing the same operations, but they would likely still need separate SOPs. For example, the machinery and hardware at one location might be older than the other locations’ hardware, and more aggressive inspections at more frequent intervals might be required.

Additional items on the Title Page and/or Header:

  • The name of the document
  • The approval date or date of revision and revision number
  • The document number

What?

a. Scope. The scope identifies the process to be addressed and which activities are included. An SOP focuses on a single repetitive process or routine procedure.

Your company should have multiple SOPs, but each should be limited to its own document.

Scope-Safety Culture suggests that, in addition to defining the process or procedure in the document at hand, you may need to define what is not addressed and refer the reader to another document.

For example, you have an SOP for required housekeeping procedures for the craftsmen in your shop. In 2020, you needed an SOP to capture housekeeping procedures during a global pandemic. If so, the Scope section of each document should state that the SOP does not include the requirements contained in the other document, and it should refer the reader to that document.

b. Quality Assurance. After identifying the exact procedure your SOP will cover, you should address the way in which the procedure will be monitored for quality.

Identify the method, actions, or inspections that will serve as quality control for your product, service, system, or process. Will your product undergo testing by an independent lab? Will your customer service calls be recorded and monitored by a supervisor? Will there be inspections or monthly audits? It is important for employees to be aware from the outset that the results of their efforts will be evaluated.

When?

Schedule. Are the steps in this SOP to be performed daily, weekly, monthly, or semiannually? Are there inspections to performed at less frequent intervals? If so, these intervals must be clearly defined.

Perhaps these steps occur when a certain situation arises. For instance, your SOP may be about certain situations in customer service, such as the steps in deescalating customer frustration about particular issues.

Your SOP might also outline the repair of machinery or equipment when there is a malfunction or damage. The situation in which the procedures are to be implemented must be clearly defined as well.

Why?

Purpose. We’ve talked about the importance of SOPs and the ramifications of not having them. So, this section is where you tell your employees why it’s important to the company and why it should be important to them. Is its purpose to make clear to everyone in a particular department or group what to do and what tasks are mandatory? Is it for the employee’s personal safety and the safety of their coworkers?

Is it for workers in the field whose actions impact smooth operations and the safety of personnel and equipment?

Who?

Responsible Parties. This section identifies the group of employees who will perform the actions, such as workers in a particular office, members of a particular trade, etc. This section also identifies and anyone who bears responsibility when those actions are not followed or when a situation arises that needs special attention. This includes foremen, supervisors, inspectors, and managers.

Optional, but Potentially Critical Elements of “Front Matter”

Acronym Lists.

For short documents and documents that use the same acronyms throughout the document, it suffices to define the acronym upon first use (spell out each word and follow them with the acronym in parentheses) and use the acronym thereafter.

In an SOP, it’s more likely that there are a significant number of pages between an acronym’s first use and subsequent usage. If that’s the case, the reader will probably forget what it means. That may spark a lengthy hunt for where it was first mentioned.

If the document has a more than a few acronyms, a new employee may have difficulty keeping up with them. So, it’s helpful to have a separate list of acronyms.

List of Definitions.

Some businesses place key importance on certain words. These words may take on meanings and nuances that are specific to the company or the industry. For example, in companies guided by the Occupational Safety and Health Administration (OSHA) safety guidelines, there are “incidents” and “accidents.” To a new employee, these may sound interchangeable, but they are not.

A list of definitions will include the industry-specific meaning and what distinguishes the term from other words that seem to be synonymous. Senior Project Manager Michael McBride, who formerly managed SOP development at a major engineering technical professional services firm, provided his insight for this article. McBride says simply, “The List of Definitions should include any meanings beyond Webster.”

Not surprisingly, OSHA lists the following words as candidates for inclusion in SOPs: Risk, Personnel, Consequence, Summative assessment, and Work Control Plan (WCP).

Does your business have words that make a difference in your workplace?

The Meat: The Body of the Document

How?

Steps. Of the five sources consulted for this article, four used the word “unambiguous” to describe the language to use in the steps in an SOP. An example of “unambiguous” is the use of certain words, including shall, should, must, and may.

The FDA Group points out that using the word “may” gives personnel decision-making power and/or flexibility, and “must” is always mandatory.

Shall and should work the same way. While “shall” is mandatory, “should” is used when noncompliance is permissible under certain circumstances.

McBride emphasized that the explanation as to when deviations/noncompliance are permissible should be described within the steps themselves. He stressed that deviations must be addressed in detail:

  • When might it be ok to deviate from the procedure?
  • Exactly what are the circumstances?
  • What form or forms might be required?
  • Who approves the deviation?

Use “shall” and “should” to precede your steps.

You should:

1: Number your steps.

2: Start each step with a verb.

3: In instances where there is a phrase that helps qualify the actions in the step, begin the sentence with that phrase. For example: “If there is any obstruction in the line, clear the obstruction before you proceed.”

  • If there is an SOP for clearing the line, refer to that SOP.
  • If the method is simple, provide the steps beneath—indented in outline fashion.

4: Keep it simple. Use language that is easily understood.

5: Be consistent. If you mean the same thing, say it the same way.

Qualifications.

McBride suggests that the required qualifications for the individuals performing the tasks should be included after the steps that they are to perform. This is so that the employee understands the responsibilities they will have after earning the required designation. Perhaps, after reading what the foreman does, they may decide not to go that route. Alternately, Qualifications may be included in the section called Responsible Parties.

Often Included at the End

Checklists.

Checklists are often included at the end of an SOP. They may be for employees to use to ensure that they perform their tasks according to steps outlined in the SOP. Others may be used by supervisors, managers, or inspectors in their QA checks.

In its Guidance for Preparing SOPs, EPA.gov reminds readers that these checklists are NOT the SOP. They are included for reference. Often the checklists included are marked “For reference only” or with the watermark “SAMPLE.” Checklists are often modified more often than the SOP is updated. It’s critical that employees use the latest version of the checklist available from either their supervisor or an electronic storage system accessible to employees.

What’s the Key to Clarity, Synergy, and Compliance?

Accessibility.

The EPA says it best in its Guidance for Preparing Standard Operating Procedures:

“Current copies of the SOPs . . . need to be readily accessible for reference in the work areas of those individuals actually performing the activity, either in hardcopy or electronic format. Otherwise, SOPs serve little purpose.

This means you will need a system for document storage that ensures employees are operating according to the latest version of each procedure.

A Note about Hardcopies.

A document control system ensures that the most recent version of each document is available. However, once printed, there’s no control. The employee who prints the procedure, keeps it in their desk, and pulls it out for reference a month or two later runs the risk of operating from checklist or a set of procedures that has been revised. The sooner your company is able to provide a system that enables employees to view procedures in an electronic format in the work area the better.

The Occupational Safety and Health Administration (OSHA) recommends including “Uncontrolled when printed” in the footer.

So Much To Do!

You may be:

  • Starting a small business,
  • Or a new manager facing the challenge of getting a division of employees to adopt new processes,
  • Or someone whose company is coping with inventory shortages, product quality issues, or accidents in the shop.

You’ve got a LOT on your plate!

Words like “must-have,” “up-front effort,” “stakeholder team,” “document control system,” “written procedures” and the idea of having hardware or devices to provide employee access in every work area may be daunting—even overwhelming. You know that it makes perfect sense, and you know it must all be done, but you may simply be spread too thin.

Bringing in a team of professionals to interview key stakeholders and draft the SOPs can relieve you of a lot of the burden. You can leave the team meetings and the review and approval process to your key stakeholders and the writing professionals. Then you simply review the document for final approval.

What are the Benefits of Standard Operating Procedures?

It’s likely that if you’ve been in business for long, you understand the need for Standard Operating Procedures (SOPs). You may have even discovered the need for them when faced with a problem that resulted from not having them. The problem may have been so severe that you’ve become a real cheerleader for SOPs.

But for the sake of a budding entrepreneur or someone in an existing business without them, let’s review why SOPs are so important.

SOPs are important in:

  • Avoiding confusion and chaos.
  • Ensuring that your customers are all treated in the same manner.
  • Ensuring the safety of your employees.
  • Ensuring efficiency and timeliness.

SOPs help avoid:

  • Production shutdowns.
  • Lack of materials.
  • Returns.
  • Injuries.
  • Loss of reputation, lawsuits, and fines.

Poor customer service can be the death knell for a company that sells its services or products directly to consumers. Employees must know just how to manage a variety of specific situations, so they aren’t caught flat-footed and react poorly. Negative experiences with your customer service representatives can directly affect your ability to garner repeat business.

Or, if you’re in a business that provides products for intermediary sellers, poor quality and production delays come at a tremendous cost to your reputation. If businesses that procure your products can find other sources with fewer delays or higher quality, you’re in for losses in income.

And no matter what kind of business you have, the potential for accidents exists. Even in an office, trips, slips, and falls can occur.

In fact, according to the National Safety Council, trips, slips, and falls account for 27.5 percent of all lost time injuries in the workplace. If your business has a warehouse or shop, your risks go up dramatically. The absence of procedures for how to deal with these kinds of situations, and the failure to reinforce existing procedures, can result in injuries leading to fines, lawsuits, and the loss of business.

How Can You Use SOPs to Your Advantage?

Senior Project Manager Michael McBride was consulted for his perspective on the importance of SOPs and the elements to include in them. Michael is a degreed engineer who works for an established Engineering Procurement and Construction (EPC) company. He focuses on procuring contracts in the 300-to-500-million-dollar range. His career experience includes time spent managing SOP development.

Michael enumerated the advantages of developing and re-evaluating SOPs.

  1. 1. Consistency of work. We’ve talked about the benefits of consistency in customer service, in manufacturing and production, and in terms of safety. Michael cautions, “Safety lapses occur when people are off on their own—not following standard procedures.” Then, he identified one more benefit to following a clearly defined procedure: Once you have an SOP in place, you can identify what needs to be changed.
  2. 2. Predictability. After consistency has been established, you have a record of how long it takes to complete your procedures. These metrics enable you to predict the work hours to use in bidding new projects or justifying price increases.
  3. 3. Efficiency. By following the same process over and over, you increase profitability. Efficiency in production is what made Henry Ford rich—and the countless other companies that followed his business model.
  4. 4. Quality control. Once you have established what processes yield quality results, you can build a Quality Assurance (QA) group to flesh out all the areas in and junctures at which to require QA checks. The group can also develop the qualifications your employees must have to perform their duties.
  5. 5. Interchangeability. If the processes within your company are consistent, certain individuals can step in when needed without disrupting efficiency in your operations.
  6. 6. Identifying core competencies. If your company’s operations depend on procuring contracts to use your services and you have succeeded in establishing repeatability, you can intelligently choose the work you want to pursue. You can identify work that is outside your core competencies. As Michael explained, “When you are considering whether to bid a job, you can easily decide when you are in ‘innovation territory.’” If you are, you must decide whether to add it to your core competencies or to pass on pursuing the contract.
  7. 7. Certifications. Michael pointed out that most entities that certify businesses (ISO, Lean Six Sigma, the Environmental Protection Agency (EPA), etc.) require that businesses have Standard Operating Procedures.

SOPs require up-front effort, but the payoff is enormous.

The SOP process itself helps you mine, gather, and utilize what’s in the minds of your experts. It also helps you vet the procedures you already have in place, enabling you to recognize things in your process that aren’t really valuable.

You may identify the reason a step was included in the first place. For example, you may have questioned why the process includes filling out a particular form. As it turns out, it’s needed by the Accounting Department in compiling a particular report.

When Should SOPs Be Developed?

Ideally, SOPs should be developed as soon as possible after you open your doors.

They can be, and will need to be, revised as work progresses and situations arise, but having them in place from the outset will reduce the lack of employee buy-in. (“This company doesn’t know what it’s doing.” Or “How can they expect me to do my job correctly if there’s nothing written down?”)

With all of the things you’re doing to accelerate growth in your new operations, you don’t need to contend with these attitudes.

A suggestion about sequence:

Our expert recommends that after your first successful project, you should document what made it successful and what, if anything, may have hindered progress.  

After two projects or production cycles, you should then develop a roadmap.

Developing Your Roadmap

As the entrepreneur of a burgeoning new business or the manager of a new division, you can identify the novel processes you’ve developed in your business process. Standard Operating Procedures that are not unique to your processes may be found online and adopted for your business. (This writer found that they’re plentiful–particularly on regulatory sites such as OSHA.)

This is where the roadmap comes into play.

A simple documentation roadmap is a strategic plan that outlines your vision for creating your suite of SOPs. Your roadmap can be a document, a graphic, or both. But with a simple documentation roadmap, you should identify:

  • Your novel processes.
  • The operating procedures your team should develop from scratch.
  • The procedures that can utilize and modify an existing SOP.
  • The order in which the SOPs should be developed.
  • A projected timeline for document delivery.
  • The Subject Matter Experts (SMEs) who are best suited to each SOP/group of SOPs.
  • The standard parts (elements) you want to include in all of your SOPs.

ProductPlan, a planning tool that enables your team to create roadmaps in minutes, recommends that you not call your roadmap a “document,” as it will signal to you and to others in your organization that it is finished. It’s documented. It’s static.

But it’s not.

The roadmap should change as your processes and ideas for expansion mature. ProductPlan writes: “A roadmap is more of a process than a thing. You might even think of your roadmap as a strategic conversation.”

There are free graphic templates for roadmaps that are customizable to your needs available on the Office Timeline site.

“But wait, there’s more!”

There are more comprehensive roadmap systems that capture your plan for SOPs, other company documentation, and much more. These tools are called “product roadmap software” or “project management software.” These tools enable you to capture your:

  • Strategic plan.
  • Continuous Improvement Program (CIP).
  • Project development process.
  • Workflows.
  • Documentation development process.
  • Quotes, and invoices.

The roadmap can be shared with the entire workforce. Most are customizable to your specific needs, and you can choose a roadmap tool that is compatible with your company’s software suite. While there are a lot of software options out there, here are some of the top-rated roadmap tools that we found.

ProductPlan

ProductPlan helps teams plan, visualize, and share product strategy. It is designed to keep your team aligned with a flexible roadmap that can be accessed across the entire organization.

Aha!

The world’s No. 1 roadmap software was developed by Aha! Labs. Aha! helps you set strategy, prioritize features, and share visual plans.

Monday.com

Project Management software Monday.com allows you to choose from several pre-made, customizable templates to develop a high-level visual of your strategic initiatives. Multiple features enable you to know where things stand against your key milestones.


There are lots of online reviews of the leading roadmap and product management tools. Captera.com provides a list of products that can be filtered by features, pricing, deployment method, and number of users.

Whether you develop a separate roadmap for document development or utilize a tool to capture a roadmap for multiple company processes, just be sure to include your SOP development process in your company’s early strategic planning.

When you have a roadmap for developing SOPs for your novel processes, it’s time to move forward. Your SMEs develop the details and, in this way, they capture the hard work you’ve done in establishing the processes that set your business apart.

What’s the First Step in Developing an Individual SOP?

You’ve identified the SMEs that support and oversee the various processes within your company and included those experts in your roadmap. Now it’s time to assemble the team for the first SOP or, if multiple SOPs are to be produced at the outset, assemble your teams. Each team is made up of the experts who know how the process should work and the line manager of that process—your “stakeholder team.”

Then it’s time to chug through the writing process. An alternative is to employ the skills of a technical writer who can facilitate the process and start drafting the SOP as soon as the team meetings begin.

As the document process evolves, the team must agree on the scope, the methods of ensuring quality assurance (inspections, testing, reports), the purpose, the responsible parties and their required qualifications, the steps themselves, and the ramifications of non-compliance.

Sound daunting? Stay tuned for part 2 of this blog, which will lead you and your team through the six elements your team should include in a comprehensive and effective SOP.

Document Management – How To Make Sure Employees Can Find Critical Business Info When They Need It

Let’s be honest…document management is probably not on the top of your priority list. You may even have an “old school” filing cabinet, where your company stores copies of personnel files and HR paperwork.

You have to admit, though, that digging through physical files (or even unorganized files on your computer desktop) is not exactly an efficient business practice. The good news is, you’re not alone.

Many companies have problems organizing their documents and making information easy to access.

Fixing this problem gives you a competitive advantage in terms of efficiency and the ability to promote synergy across the company.

Businesses of all sizes naturally end up with a ton of documents to manage, from job applications and employment forms to client data.

Just imagine being able to access all of the legal and marketing documents employees create, even after employees transition into new jobs with new companies. You wouldn’t have to waste time trying to find or recreate documents.

Implementing a document management system could be the solution for total organization and transparency within your company.

This guide is an overview of document management systems and some product recommendations for software that you can use.

What is a Document Management System?

A document management system is a software program that is used to store, manage, and provide access to digital files.

Sometimes referred to as DMS, versions of document management systems can be found in businesses, schools, and homes. Document management systems are designed to streamline the process of creating storing and accessing files.

Examples of Document Management Systems

Technically, you could have a document management system that exists without cloud-based software.

If you scan physical files into your office’s computer and label each digital file with identifying information so you can find it easily when you need it later, you created a rudimentary document management system without having to pay for a cloud-based system.

While this may work for some businesses, large companies, or companies the same files from separate locations, need a more interconnected system.

Cloud technologies make it easier to share files among computers, even if they are in separate locations. Many companies rely on cloud-based document management systems to store all company-related documents.

Some ways that document management systems can be used include storing:

  • Signed NDA agreements
  • Client files
  • Client contact information
  • Marketing files
  • Legal documents
  • Contracts

Advantages of Document Management Systems

There are many advantages to implementing a document management system. Depending on your company’s pain points, certain benefits might have more impact than others.

Here are some of the primary advantages of document management systems:

Paperless

Document management systems make it possible to have a paperless office where you don’t need to maintain filing cabinets of documents.

This can make your operations more sustainable and reduce your office-supply expenses for paper and ink.

Constant Access

Using a cloud-based document management system means that your team will have constant, real-time access to stored files.

This provides the ability to access files from personal computers at home, or mobile devices while on the go. In the event that a client asks for specific information during a meeting, you will have immediate access to the files.

Save Money

There are many surprising ways that using a document management system can save your company money.

First, employees won’t waste paid time looking for or re-creating files. If your team worked with a graphic designer to create a flyer or event logo, you will always have access to it.

More Secure

Document management systems are more secure than other alternatives.

Physical documents can easily get lost or destroyed. Files stored on individual computers, tablets, and smartphones can become compromised when employees leave or if the devices are lost.

Access to the document management system can be limited to only those that need it. This means that your executive team can have secured access to files that administrators and temps won’t have access to.

Scalability

Scaling your business is much easier when you have existing processes in place.

A document management system can provide the tools, documents, templates, and processes your growing team needs.

Less Wasted Time

As previously mentioned, your team will waste less time looking for or re-creating files after implementing a document management system.

However, there are other ways it will save you time. As more files are created within the document management system, no one will need to spend time printing or scanning physical papers.

Less Redundancy

A document management system can reduce the amount of redundancy within your organization by allowing for one file that everyone can access.

By contrast, emailing a document to several recipients creates multiple versions of the same file.

If you ask for feedback on a document, you will no longer need to compile several different files.

Steps to Creating a Document Management System

Creating a document management system doesn’t have to be complicated.

The process includes an assessment of what your company needs in terms of document management, who will be responsible for uploading printed documents, and file-naming conventions that you can rely on.

For most companies, the process of creating and managing a document management system is based on the following steps:

Determine Which Documents You Need

The first step in choosing a system is to simply figure out what documents you want to store.

This can include proposals, standard operating procedures, marketing materials, internal employee documents, and more.

You may decide that it isn’t practical or necessary to store every document your team interacts with.

Figure Out Who Needs Access

Next, you will need to think about who needs access to which documents.

Some programs enable you to partition off access, so employees only have access to the files that they need. Others allow everyone to have access to everything.

The ability to control access to specific files is important for company security, especially for larger, national, and international companies.

Companies generally limit access to files based on the management levels in the company, working areas, departments, and project participation.

For example, the executive management team of a company needs access to personnel files and business intelligence that many base-level employees do not need. The company gives the executive management team access but denies access to everyone else, effectively keeping the information secure.

This can also be helpful for keeping files secure while complying with government regulations. For example, the HR department must keep nearly all of its files secure.

By limiting access in the document management system to the HR department, the company can share a DMS across the company’s infrastructure while keeping the HR department compliant with regulations.

Scanning Paper Documents

If your company has a lot of paper documents, you will need to scan all of the paper documents into the system.

This can probably be done using the document management system you choose or your computer’s built-in scanning program.

You will need to think about who will be responsible for uploading the documents and when they should upload them. Does an administrator upload files each week? Or only as needed?

Labeling Files

The method that you use to label the files is probably the most important step in the entire process.

This method should be used by every member of your team so that it is easy for everyone to find the files that they need. When all of the files are labeled correctly, it is easy to find and sort everything.

The file name labeling process can include:

  • Business Name
  • Client Name
  • Client Number
  • Project Name
  • Version Number
  • Date
  • Department Name
  • User Name
  • Creator Name
  • Product Name
  • Types of Data
  • Location

In practice, this can look something like: “Client Name Document Location Date” or “Widgets Company Business Plan United States 2020.”

It is enough information to understand what the document is later. When the naming conventions are the same across all documents, it is much easier to find documents you need.

Deletion Policies

How long will you need to store the files? At what point do you need to delete the files?

Be prepared to think about what would serve as reasonable deletion policies for your organization. In most cases, there are files that you will not need access to forever.

Internet Security

Once you migrate company files into a cloud-based document management system, cybersecurity measures become even more important.

This includes antivirus programs and strong passwords.

Your company maintains responsibility for confidential customer information, private internal files, and financial data. If an unauthorized user gained access to this data and exploited it, your company could be held responsible. Customers could even lose confidence in your company.

Many document management systems have security features built-in to protect files from outside access and for limiting internal security risks as well.

How to Choose a Document Management System

When it comes to document management systems, you can either create your own system or you can use an existing software program that is commercially available.

For most teams, choosing a ready-to-use solution is the preferred choice, as you will be able to implement it without having your IT department spend the time and resources needed to develop a custom solution.

Some things to consider when deciding which document management system is best:

  • The size of your team
  • Need for restricting access
  • Type of access needed
  • Types of devices and platforms in use
  • Security and privacy needs
  • Types of files to be stored

Overview of DMS Software Options

There are dozens of different document management systems available on the internet, from free solutions to paid subscription-based tools.

Each program has its own pros and cons, from ease of access to the depth of their customization options.

The needs of each company are different, which makes investigating a wide range of DMS important. These DMS cover the needs of a majority of companies in different areas and with different focuses.

OnlyOffice

OnlyOffice makes it possible to work on documents at the same time, which is important for teams that like to collaborate.

In essence, it creates a small cloud-based within your company’s IT infrastructure, removing the need for access to an external cloud system. That way, you have full control over its security, redundancy, and disaster recovery systems since it is located on your company’s servers instead of in a third-party server system.

The biggest benefit that OnlyOffice provides is the integration with Microsoft Office tools.

If your company uses Microsoft Office, then OnlyOffice makes these tools available through the cloud system. You won’t need to invest in training for the editing tools in whichever DMS you use or to acquire a new system that makes document editing easier in a DMS.

With the ability to edit files using Microsoft Office through OnlyOffice, OnlyOffice makes Microsoft Office function more like online tools like Google Drive. There is no limit to the number of people working on a document at any time unlike using Microsoft Word on a single computer.

OnlyOffice integrates with other document management systems, too.

If you already have systems in place, like SharePoint, Nextcloud, or Confluence, your company can add OnlyOffice on to those programs. It gives other DMSs access to Microsoft Office’s document editing tools. OnlyOffice integrates with a range of other programs, making it possible to add cloud data management functionality to the systems and processes that you already have in place.

OnlyOffice is a cost-effective solution, even though it isn’t free. While it does have some compliance features, this may not be the best solution for companies that have to deal with a lot of regulatory compliance concerns.

SharePoint Online

SharePoint has long been used by corporations as a way to share and organize files.

For companies that are already heavily invested in Microsoft programs such as Microsoft Office 365, it is an intuitive program that is easy to integrate with other programs.

SharePoint gives your company more modularity in file sharing. You can create spaces within SharePoint for different business units, making it easy to share information among specific groups and reducing information exposure and overload for units in other parts of the company.

You can also share resources across all business units to speed up critical information sharing.

One of the most useful features that SharePoint offers is the SharePoint Mobile app. It extends SharePoint onto mobile devices, like smartphones and tablets, so that your staff members can stay connected anywhere.

While SharePoint is one of the leading options, it also has its drawbacks.

One of the major disadvantages of SharePoint is that it is fairly expensive compared to other DMS available. The price can limit the extent to which your company can deploy SharePoint, making it a better option for large corporations with high technology and infrastructure budgets.

Rubex

If your company needs to continue to use physical documents, then you may need a system that works more effectively with physical documents.

If sharing physical documents is more important than editing documents online, eFileCabinet’s program called Rubex could be a good option.

One of the features that makes Rubex stand out is its optical character recognition function. It can scan physical documents with a high degree of clarity, ensuring that sharing your documents with other staff members will still produce high-quality documentation.

Once scanned into the system, staff members can share the online version of the document instantly, while maintaining the physical copies that they need.

The ability to scan files in high definition is also important for companies that need audit trails.

Companies in the legal, accounting, human resources, and insurance sectors are good examples of companies that can use Rubex to its fullest potential.

HR departments must keep physical copies of documents under lock and key to maintain compliance. However, Rubex makes it possible to securely share copies of documents within the department without compromising the security of the physical copies.

While Rubex is useful for document management, it is not particularly well-suited for mobile devices.

OpenDocMan

For a free option, OpenDocMan is an open-source web-based DMS that works on many different operating systems.

This is because OpenDocMan is built using PHP, the same programming software as other leading programs and web-based systems including WordPress. Because of this, it also works for any file type.

OpenDocMan is designed for security and efficiency, with a deep focus on privacy standards for web-based programs. It has detailed file access control to make sharing more secure.

The system uses the same type of cloud-server-based systems that websites use, so it has a built-in recovery infrastructure in case of disasters and emergencies.

OpenDocMan supports automatic system maintenance. The program will manage its own updates, including installing security updates and new features when they are available. This prevents the need to dedicate a lot of time and effort to system maintenance.

OpenDocMan is an effective way to share files to make information sharing more efficient, but it doesn’t have strong collaboration tools or one-on-one training options. In fact, its only training is through webinars and third-party tutorials.

If your team requires more support to learn a new program, this wouldn’t be a good fit.

Confluence

Confluence is a document management system that offers other resources to help companies stay organized and increase efficiency.

Confluence uses a template system to help staff members create documents. Then, they can be accessed by other users making it easier to share information with effectively designed documents.

While Confluence focuses on document creation and sharing, you can also create other forms of information sharing.

Most notably, it has a feature for creating knowledge bases, blogs, and social features. It essentially creates a database of company knowledge that can be used for daily operations, training, and communication enhancement

The biggest drawback to Confluence is that it doesn’t seem to support documentation outside of the program. If your company already has systems in place that Confluence won’t replace, this may present some challenges.

Optix

Optix is another option that focuses on replacing all of your company’s internal documentation systems. It is designed to make information management and document creation more efficient with online tools.

This reduces printing costs and physical systems overhead.

Another feature that Optix uses to reduce costs is automation. It has many automated functions that both collect data from documents and create documents.

Optix uses a drag-and-drop system to help staff members create templates that automatically collect data needed for different operations.

Perhaps the biggest drawback to Optix is that most of its efficiency gains comes from being the only system that your company needs to create and manage documents.

If your company continues to use systems outside of Optix, like Microsoft Office or Google Drive, then the gains that it promises may not materialize.

Employee Buy-In

Cultivating employee buy-in can be just as important as choosing the right software program.

Implementing a document management system will only be successful if you can get employees and contractors to follow the process and use the program.

Creating use cases and demonstrating how a new system can improve performance can help to position the document management system as a worthwhile solution. When employees can see how a new program will help them, they are more likely to be invested in implementing it.

In addition, having access to effective training can have an impact on employee buy-in.

This can be training provided by the company that sells the document management system or that you create for your staff.

If you are torn between two different software programs, choosing the option that has existing training videos, live help, and tutorials could be a good choice.

Getting a Handle on your Business Documents

Policies. Procedures. SOPs. Instructions. Standards. These aren’t just fancy buzzwords tossed around the office. These are documents that, when written well and used correctly, will save you mounds of time, money, and frustration.

Defining the differences

All of these documents are different and serve various functions.

If you are not familiar with their differences and use the terms interchangeably, you run the risk of confusing yourself, your leadership, and your team.

Below are simple definitions of each of these documents and their distinctions.

All of them should be written clearly, so everyone across your organization can read and comprehend them regardless of age, position in the company, education, knowledge, or skill level. 

Policies

Painting a picture of what is and what is not acceptable

Derived from the Old French term, “polici,” which means “civil administration,” policies serve as the overall guidelines to govern your business or organization.

Policies help leaders make decisions by defining what is and what is not acceptable in the workplace. 

A dress code, for example, is a type of policy.

It outlines what kinds of dress are and are not acceptable in the workplace and provides management and leadership guidelines, ensuring your workforce is presentable in front of customers and clients.

Most organizations also have policies that address drug and alcohol in the workplace, as well as ones for attendance and tardiness.

Having these policies helps management decide when — and to what degree — a manager should administer disciplinary action if an employee breaks them.

Simply stated, policies allow a manager to respond to a workplace problem consistently and confidently. And, at the end of the day, help employees be more productive. 

When it comes to writing a policy, there are some questions you should ask yourself:

1. Is it clear? Policy definitions need to be concise and comprehensive.

For example, if you are writing a policy about bullying in the workplace, using terms like “physical aggression, intimidation, or verbal abuse” helps paint a picture of what bullying at your company or organization looks like.

You also need to include to whom the policy applies. Is it only for staff? Or is it for volunteers and contractors? 

2. Are you communicating policies effectively? A policy serves you no good if you’re not reaching your intended audience.

There are many ways to communicate your policy, including an article on your company’s Intranet, reviewing it in a town hall or other type of staff meeting, and including a link in a learning management system.

Policies are not just for new employees, either. Tenured employees should review them often as well.

3. Do they reflect your company’s core values? When writing your policies, they should reflect the values you’ve established.

They should be specific to your culture and what you expect from your team members. 

Standard Operating Procedure 

Providing a roadmap to success

A standard operating procedure or “SOP” acts as a roadmap for teams to follow when carrying out specific processes or a flow of activity. It provides a basis to ensure that services and products are delivered consistently. 

In the pharmaceutical industry, for example, SOPs cover the proper way to carry out activities such as dispensing of medications and checking expiration dates. The SOPs help pharmacists avoid errors in getting medicines to patients, thus keeping them safe.

Without having this go-to guide, several different team members may approach the same task in several different ways.

However, if there’s a protocol in place for them to follow, the chances of them making a mistake decreases, saving you time and money.

When writing an SOP, you may want to consider including the following elements: 

  • A title of the procedure 
  • An SOP identification number
  • A publication or revision date
  • The name of the role, organization, division, or agency that the SOP applies to
  • Names and signatures of those who prepared and approved the procedures outlined in the SOP

Here is an example of an SOP from Iowa State University on food preparation and safety: 

A tool for outlining expectations related to quality control, an SOP also includes company standards, which are written with “musts” and “must-nevers.”  

A standard does not tell you how to carry out the process; instead, it tells you what you must — and must not — do.

Thriving Small Business provides a great example of how a call center may create a set of standards for its team members to provide exceptional customer service. These standards may include:

  • MUST answer the phone within two rings.
  • MUST identify themselves when they answer the phone.
  • MUST take down the customer’s name and phone number.
  • MUST NEVER hang up the phone first.  

These standards help ensure consistency when carrying out the work, and team members should be held accountable to them.

Work Instruction

Giving step-by-step instructions

Finally, work instructions specifically spell out the correct way to perform a task.

They are not the same as an SOP, even though you may reference them in your SOPs.  

For example, an SOP may instruct team members to maintain good personal hygiene, with a step stating they must wash their hands before starting each shift.

A work instruction, on the other hand, gives step-by-step instructions on HOW to wash them.

You can think of a work instruction like a recipe. They should be: 

  • Clear
  • Easily accessible to those performing the task
  • Consistent
  • Short
  • Explanatory, providing the “whys” behind each step 

Operational Excellence Consulting provides an excellent example of a work instruction here: 

“All of these documents serve an important purpose to streamline how you do business,” said Carolyn Olivarez, retired vice president of quality for LifeGift, the organ, eye, and tissue recovery agency in Houston. “Establishing and organizing these documents is particularly critical when you are managing multiple offices in various geographic locations.”

It is great to have all of these documents clearly written and organized, but they will not serve your business or organization if they are not communicated to your team and often.

SOPs, policies, instructions, and standards should not be left to collect dust.

Your business documents can quickly become obsolete as your business evolves.

Have a plan in place for a regular review of policies, make the appropriate updates, and, most of all, make sure they communicated to your employees. 

For more guidance on how to write and organize your critical business documents, here are links to some suggested reading:  

Best Practice for Distributing SOPs

So, your standard operating procedures (SOPs) are ready to go—you’ve written them, had them reviewed and tested, and incorporated feedback. Now all you have to do is distribute them. That should be the easy part, right?

Well, you’re probably dealing with a lot of SOP content, and it can be hard to know exactly who needs to receive what information or how to get it to them in an efficient manner.

Here are a few things to know and do to make your SOP distribution organized and efficient (and headache free).

Know When SOPs Need Distributing

First, it’s useful to know when SOPs need distributing. (Hint: it’s not just when something new has been written).

SOP distribution needs to happen for several situations, including newly written SOPs, changes/updates to existing SOPs, new hire training, and scheduled training. SOP access is also required for things like general employee reference, issue resolution, and updating training materials.

Also, people need to have consistent access to pertinent information. It shouldn’t take complex chains of communication and approval processes occurring over several days for employees to get the information they need.

Know Who Needs to Receive/Have Access to Which SOPs

Obviously, different employees will require access to different SOPs depending on the content. Remember, not everyone needs to see everything. (Accountants don’t need to read detailed SOPs about operating forklifts.)

Updated or newly written SOPs may need to go to every employee or only to particular departments and/or specific employees.

New hires need company-wide SOPs that apply to all employees, like human resources SOPs on time keeping and safety procedures, as well as any SOPs specific to their departments and/or positions.

Scheduled training can require a range of different SOPs depending on the type of training. For example, company-wide review sessions will likely require more than quarterly internal department trainings.

Having different SOP requirements for different people requires you to keep track of information, such as:

  • Every department within the company
  • Every position within each department
  • Every SOP cross-referenced with its recipient departments and/or positions/titles
  • Every individual employee cross-referenced with his/her position/title
  • Every individual’s contact information

Yeah, that’s a lot of data to keep organized and current, let alone put to use in order to distribute all SOPs to the correct people in a timely and efficient manner.

While it may be tempting to just send everything to everyone and be done with it, completing heavy admin/data input early on can significantly improve employees’ information retention and compliance, and reduce your workload in the long run.

Thinking about sorting through and organizing so many details can easily cause overwhelm (and nausea at the thought of the required admin). But never fear—where there’s a will to work smarter, there’s a way.

Utilize Technology to Organize This Information and Distribute SOPs

What’s the best solution for distributing SOPs in an efficient, reliable manner? Put technology, particularly data organization and automation, to work for you.

There are different options available to suit your needs and limitations, all of which depend on factors such as the size of your company, the amount and speed of company growth, budget/financial resources, the amount of SOP content, and the level of prioritization placed on SOP content management by the top decision makers.

Humble Beginnings – Necessity Is the Mother of Spreadsheets (and Tagging Systems)

Many SOPs contain an overall list of recipients at the beginning of the document— the typical “this policy applies to” section—but you need more specific information to make sure the SOPs get exactly where they need to go.

While it’s not an ideal or long-term solution, using a spreadsheet can be a useful place to start if you’re just starting to organize information and build a formal process. You can use a spreadsheet to store, sort, and export department, position/title, employee name, and contact information.

You can also include information about what SOPs each department and position/employee needs in your spreadsheet. A document tagging system can help with this part.

You can create and use a tagging system to label the SOP documents themselves with the recipient departments and employees/positions.

By adding metadata tags to your documents, you can quickly find the documents you’re looking for and easily cross-reference them with others documents and information. You can read more about creating and using a tagging system in our previous blog post.

To distribute the SOPs using this information, you can export contact information from the spreadsheet or, even better, create and use group email accounts like [email protected] and [email protected] so that a single message will go out to everyone added to that group.

Overall, this is a relatively crude system that should only be used as a starting point and upgraded to keep up with demand.

Moving on Up – Shared File Systems and Intranet

A step up from using email distribution is using a shared file system or an intranet (perhaps along with a tagging system). Shared file systems and intranets give all employees constant access to what they need.

You can create specific folders or pages with different access permissions in shared file systems and intranets. This way, you’ll know where the information for each department and/or employee goes, and distribution is as simple as placing the content in the system and, if necessary, granting access. In other words, this eliminates some of the cross-referencing work.

The Whole Enchilada – Specialized Systems/Software

Using a specialized kind of system/software can make storing, organizing, and using your employee and cross-referencing information and distributing your documents easier, faster, more user friendly, and more automated.

There are many different kinds of systems available, and each company’s needs determine which kind will work best for that company.

If you’re looking for a new system to start using, worry less about the names of the system (system name terminology is often used interchangeably and can quickly become confusing) and focus on functionality. DocuPhase’s 7 Features to Look for in an SOP Management System can give you an idea of what functionality features to pay attention to during your research.

In general, document management systems and SOP systems focus more on the creation and management of the documents themselves and help with things like document storage, editing, change tracking, version control, and user access.

Project management systems, on the other hand, are more process oriented while offering document management features.

An example of a document management system is Templafy. Templafy helps streamline and standardize document creation by storing documents and assets/content in one place.

According to their website, Templafy provides you with “full control of your document management ecosystem” and allows you to “distribute to employees in real-time from the cloud without the need for IT resources.”

To get an overview of some of the most popular document management systems available, check out articles like TechRadar’s Best document management software of 2019: DMS systems for managing files and more.

An example of an SOP system is Process Street. Process Street stores documents and assets and offers detailed task, workflow, and data capture functions. According to their website, you can use their system to “manage multiple organizations and teams,” “control who can edit documents,” and “make sure your employees only see what they’re supposed to.”

To find out more about popular SOP systems, you can read Predictive Analytics Today’s Top 13 Standard Operating Procedures (SOP) Software and other similar articles.

An example of a project management system is Wrike. Wrike offers many features including detailed task and workflow functions, document and asset storage, and version control. Some of its main focuses include communication and collaboration, both of which are important for efficient SOP distribution.

To find out more about popular project management systems, check out articles like Project-Management.com’s Top 10 Best Project Management Software & Tools in 2019.

These systems share many common features, and any of them used effectively can make distributing SOPs much easier and more automated, sustainable, and streamlined. You can store recipient information and documents in the same place, automate distribution and set up recipient alerts, and utilize workflow features and functions.

Success!

Distributing SOPs can be difficult task. However, with a little understanding of who needs what, organization of content and recipient information, implementation of set processes, and assistance from technology, getting the right SOPs to the right people can be less of a stressor and more of an SOP logistics win.