We can work with you to provide technical information, screenshots, and documentation that you can use to help create your own standard operating procedure (SOP) or documentation for your team. We can also help you to craft instructions to help you resolve problems with an automation (such as when exceptions occur).
How do I create SOPs for my team?
There are many different ways to create a standard operating procedure (SOP). At its root, a SOP is a document that provides detailed, step-by-step instructions on how to perform a specific task or process. You can use software tools that help your team follow SOP instructions, such as ticking off the steps as they complete them. Some software tools allow you to attach automated tasks to each step in a process, which helps to ‘do some of the work’ needed for a process.
SOP Software tools
Example software tools include:
- You could document your process using Microsoft Word, Mac Pages, or Google Documents
- Process Street – a software tool for creating documented processes including attaching automations to key steps of the process
- Trello with a Processes Powerup – Tello is a task management tool, but can be used to create processes for your team too.
Software tools to help you with the documentation process that we love and use:
- Sketchwow – a software tool that helps you to create hand-drawn diagrams
- SnagIt – a very versatile screen-capture tool that makes it easy for you to add arrows and notes to your screenshot images
- Loom – A simple low-cost video recording tool that makes it simple and easy to record face-to-camera or desktop videos, with AI-based transcription. The best feature of this tool is that it creates a link to a video that you can share in emails. You can also embed the videos within web pages too.
An example SOP: Standard Operating Procedure for Making a Cup of Tea
SOP No: TEA-01
Date of Creation: June 21, 2023
Table of Contents
- Title Page
- Table of Contents
- Equipment and Supplies
- Safety Precautions
- Document History and Approval
The purpose of this SOP is to ensure a standardized approach to making a cup of tea. This will ensure consistency in taste and quality and also make the process more efficient.
- Kettle: A small kitchen appliance used for boiling water.
- Teabag: A small, sealed bag containing tea leaves, used with boiling water for making tea.
- Mug: A cylindrical cup with a handle used for hot beverages.
- The person making the tea is responsible for following the SOP and ensuring cleanliness and safety during the procedure.
Equipment and Supplies
- Electric Kettle or Stove
- Teapot or Mug
- Teabag or Loose Tea Leaves
- Measuring Spoon
- Sugar (optional)
- Milk (optional)
- Lemon (optional)
- Start by filling the kettle with fresh water. If you are making one cup of tea, 250ml (1 cup) is enough.
- Turn on the kettle and bring the water to a boil. If using a stove, place the kettle on the stove and heat until the water is boiling.
- If using loose tea leaves, measure out approximately one teaspoon of tea leaves.
- Place the teabag or loose tea leaves in the teapot or mug.
- Once the water has reached a rolling boil, pour it over the teabag or tea leaves in the teapot or mug.
- Allow the tea to steep for 3-5 minutes. For a stronger taste, let it steep for a bit longer.
- If you are using a teapot, pour the tea into a mug.
- Add sugar, milk, or lemon to taste.
- Stir well, and the tea is ready to be enjoyed.
- Clean up any used equipment and ensure that the work area is tidy for the next user.
- Ensure that the handle of the kettle is not over the flame if using a stove.
- Be cautious when handling boiling water to prevent burns.
- Ensure that electrical appliances such as electric kettles are in good working condition to prevent electrical hazards.
Document History and Approval
|Description of Changes
|June 21, 2023
Note: This document is for educational and illustrative purposes.