Welcome to bizmanualz, the worlds number one
business process policies and procedures templates
company. We're gonna look at how to create an SOP standard operating
procedure
template. Why create an SOP Template?
Well first, it communicates your procedure format,
building consistent procedures across your organization. Next, it
defines your procedure styles, saving time selecting fonts
and margins, and lastly, it provides a handy
starting point so nobody is staring at a blank page when they have to create a procedure.
There are 5 steps to an SOP template. Were going to create the template file,
define a format, add elements, finalize styles
and tell everyone about new SOP Template.
First let's create a template file. Most people use Microsoft Word,
but you could use OpenOffice, a free open source application.
Either way we'll name it SOP Template.
Next, we define the format. We're gonna look at the control block,
a 3 by 4 table for required configuration management information.
The two most important fields are the effective date and the approved by,
to ensure we're using the most current procedure and
its the official --approved procedure.
Next, we're going to look at the header
and footer. The header is at the top
and the footer is at the bottom. The top margin is good for department or company
name.
The bottom margin is good for procedure name and page numbers
providing identification for each page. For page margins we use 1 inch all the way around.
1/2 inch gutter margin is good if you
are binding, otherwise we can leave that zero.
Next we add common elements. Meta Data at the top for our policy, purpose, scope,
descriptive information. Followed by
the procedure itself step-by-step instructions you want people to follow
and then next, our optional criteria:
for references, process maps, effectiveness
followed by the revision table that will record all the changes
that will occur to this document. then we need to finalize our SOP
styles. So styles include things like your easy reading font.
Text fonts for Times Roman twelve-point or Calibri twelve
point are a good starting.
Heading fonts: arial twelve-point or for more emphasis go to
14-point. And then those header and footer at
the top and bottom. 10 point times or arial will work well for that.
Next, we have our styles.
The actual heading style, So we use heading 2
for procedure activities, those are the 1.0 elements.
for the 1.1 type elements, those are the tasks and the other text.
Normal works fine and then set your paragraph styles which is a
spacing at six-point after each paragraph, maybe line spacing at
twelve-point. We turn on widow and orphan control
and keep next, keep with next is good for
headers. Then save your template file. Put
it on a share drive. Make sure its read-only
so that nobody corrupts your template file. And then save a copy,
in case something happens to it. Let everyone know where that template file is if
you want them to use it. You have to get out there and
tell them. So that's our Standard operating procedure SOP template.
Communicates your format building consistent procedures across your organization.
It defines your procedure styles, saving time
selecting fonts, margins, and spacing. And it provides
a starting point --no more staring at a blank page.
for more free sample procedure templates go to the worlds number one business
process policies procedures template company.
bizmanualz.com
Thank you. Let's go to bizmanualz.com the world's number one business processes
policies and procedures
company.