SOP template
SOP template
| SOP no. | Version | Effective date | |||
|---|---|---|---|---|---|
| Owner | Approver | Review date |
Purpose
Why does this procedure exist? Say in one or two sentences what it makes sure of, for example: “To make sure every refund is checked and approved before money leaves the business.”
Scope
Who and what does it cover, and what does it not cover? Name the roles, sites and situations.
Responsibilities
List each role involved and what it does in this procedure, for example: “Store manager: approves refunds over $100.”
Definitions
Explain any term, acronym or system a new starter might not know.
What you need
List the equipment, systems, forms and access someone needs before they start.
Procedure
Number the steps in the order they’re done. Start each step with a verb (“Check”, “Enter”, “Call”), keep one action per step, and add a caution where a mistake could cause harm or cost money.
Records
What evidence does the procedure produce, where is it kept, and for how long?
Related documents
Name the policies, forms and other SOPs that go with this one.
Revision history
| Version | Date | What changed | Approved by |
|---|---|---|---|
