June 26, 2024
How to Create SOPs in 2024

Step 1: Define Your Purpose with Laser Focus

Before putting pen to paper (or fingers to keyboard), step back and clarify the fundamental "why" behind your SOP. If you were preparing for a road trip, you wouldn't just start driving aimlessly; you'd have a specific destination in mind. So before creating your SOPs, ask yourself these critical questions:

  • What specific process does this SOP address? some text
    • Don't be vague. Are you documenting the exact sequence for processing customer returns, the precise steps for calibrating a machine, or the detailed method for onboarding a new client? The more specific you are, the more focused your SOP will be.
  • Who will use this SOP? some text
    • Tailor your language and level of detail to the specific audience. Are you writing for seasoned technical experts who need intricate details or frontline staff who require clear, concise instructions? Understanding your audience will help you create a document that is both informative and user-friendly.
  • What problem does this SOP solve? some text
    • Are you aiming to reduce errors, improve safety, ensure compliance, enhance customer satisfaction, or streamline a complex process? A well-defined problem statement will guide you as you craft the SOP and ensure it addresses your organisation's specific challenges.

By clearly defining the purpose, audience, and problem your SOP will address, you set a solid foundation for a document that truly meets your organisation's needs. This step is not merely a formality; it's a critical first step in ensuring that your SOP is relevant, effective, and impactful.

Example: An SOP for social media management could prevent brand reputation damage by establishing a clear approval process for all posts, ensuring they align with brand guidelines and tone of voice. This SOP would be tailored to the marketing team responsible for social media content creation and management. It solves the potential for inconsistent messaging, inappropriate content, or unauthorised posts that could harm the brand's image.

Step 2: Gather Input from All Stakeholders

Creating an effective SOP is not a solo endeavour. It requires a collaborative approach to ensure you capture all the nuances and critical details of a process. Think of it as assembling a team of experts with unique knowledge and experience contributing to the final product. Here's who to include in your SOP development team:

  • Frontline Employees: These individuals are the boots on the ground, intimately familiar with the process's day-to-day execution. They can provide invaluable insights into bottlenecks, workarounds, and areas for improvement that may not be apparent to those who don't perform the task regularly.
  • Managers and Supervisors: With a broader perspective, managers and supervisors can offer strategic guidance on how the process fits into the bigger picture. They can ensure that the SOP aligns with departmental and organisational goals, contributing to the company's overall success.
  • Subject Matter Experts (SMEs): If the process involves specialised knowledge or skills, such as legal, technical, or safety requirements, consulting with SMEs is crucial. They can help you avoid costly mistakes and ensure your SOP is accurate, complete, and compliant with relevant regulations or standards.
  • End-Users (if applicable): If the SOP impacts customers or clients, getting their input on usability and clarity can be invaluable. After all, the goal is to create a document that is easy for everyone to understand and follow, not just those within your organisation.

When you tap into your team's collective wisdom, you can create a well-rounded SOP that addresses all aspects of the process and meets the needs of everyone involved. This collaborative approach enhances the quality of your SOP and fosters a sense of ownership and buy-in among employees, leading to greater adherence and success.

Example: When developing an SOP for handling customer complaints, gather input from customer service representatives (who interact with customers directly), their supervisors (who oversee the process and have broader insights), legal or compliance experts (to ensure adherence to regulations), and potentially even a sample of customers (to gauge the clarity and effectiveness of the process from their perspective).

Step 3: Choose the Optimal Format

With a comprehensive understanding of the process and your audience's needs, it's time to decide to select the format that best showcases your SOP. Your chosen format can significantly impact how easily your SOP is understood and followed and, ultimately, how effectively it drives operational efficiency.

To make the best choice, consider these format options based on the nature of your process and your target audience:

  • Step-by-Step Text Document: This format is ideal for simple, linear processes where clarity and conciseness are essential. It uses numbered steps, clear headings, and bullet points for easy navigation.
  • Flowchart: When dealing with complex processes that involve multiple decision points, branching paths, or parallel steps, a flowchart can be a lifesaver. This is perfect for complex processes with multiple decision points, branching paths, or parallel steps. A visual representation can help users understand the workflow and identify critical junctures.
  • Checklist: Checklists are excellent for tasks that require verification, inspection, or quality control. They ensure that all necessary steps are completed and nothing is overlooked. Utilising a Client Onboarding Checklist can streamline the process and ensure a smooth transition for new clients.
  • Videos or Screencasts: Some processes are best explained through demonstration rather than words. Consider incorporating videos or screencasts if your SOP involves software procedures, equipment operation, or highly visual or hands-on tasks. These visual aids can provide a dynamic and engaging way to guide users through the process, increasing comprehension and reducing the need for additional support.
  • Hybrid Formats: Don't feel limited to a single format. Often, the most effective SOPs combine elements of different formats to create a multi-faceted learning experience. For example, a text-based SOP might include flowcharts to illustrate complex decision-making processes, checklists for verification steps, and even embedded videos for specific procedures.

The key is to choose the format (or combination of formats) that best suits your specific process and your audience's needs. A well-formatted SOP is more than just a document; it's a user-friendly guide that empowers your team to perform their tasks consistently and efficiently.

Example: An SOP for onboarding new hires might start with a checklist to ensure all necessary paperwork and equipment are in place. Then, it could transition to a step-by-step text document outlining the orientation process, followed by a video tutorial demonstrating the use of the company's software systems. This hybrid approach ensures that new employees receive comprehensive guidance in a format that is easy to digest and follow.

Step 4: Write the SOP with Precision and Clarity

Now that you've gathered valuable insights from stakeholders and selected the optimal format, it's time to translate all that knowledge into a well-structured, actionable document. Think of this step as constructing the roadmap that will guide your team through the process. 

Here's how to ensure your SOP is clear, concise, and practical with these 6 steps:

  1. Title: Make it descriptive and specific (e.g., "SOP for New Employee Onboarding - Marketing Department").
  2. Introduction and Purpose: Clearly state the goal of the SOP and its scope. Who should use it, when should they use it, and what outcome does it aim to achieve?
  3. Materials and Prerequisites: Before diving into the steps, provide a comprehensive list of everything needed to complete the process. This includes tools, equipment, software, access rights, or any prior knowledge or training required. Leaving out essential information can lead to frustration and delays, so be thorough in this section.
  4. Steps: This is the heart of your SOP. Write each step in clear, concise language using an active voice. Break down complex steps into smaller, manageable actions. Use numbered lists or bullet points for easy readability and quick reference.
  5. Visuals: A picture is worth a thousand words. Incorporate diagrams, screenshots, flowcharts, or photos to clarify instructions, especially for technical or visual learners. These visuals can significantly enhance understanding and reduce the risk of errors.
  6. Contingencies: Real-world processes rarely go as planned. Anticipate potential problems or variations in the process and provide clear instructions on handling them. Include troubleshooting tips, alternative steps, or escalation procedures to empower your team to address unexpected situations confidently.

By meticulously crafting each component of your SOP, you ensure that it is a valuable resource that empowers your team to perform their tasks consistently and effectively.

Example: In an SOP for processing customer returns, a contingency plan might address situations where the returned item is damaged or missing components, outlining the specific steps to take to resolve the issue. This proactive approach ensures that even the most unexpected situations can be handled smoothly and efficiently.

To complement your new SOP, leverage our Jensi Client Onboarding Checklist. This resource simplifies and enhances your onboarding process, ensuring your team and new clients experience a smooth and efficient transition. Explore the checklist here to see how it can enhance your SOPs and contribute to successful client integration.

Step 5: Review and Revise with a Critical Eye

Your SOP is taking shape but is not yet ready for prime time. This step involves putting your creation under the microscope to ensure it fits for purpose. Consider it a quality assurance check, where you meticulously examine every detail to eliminate potential flaws.

Here's how to refine your SOP into a polished,

  • Peer Review: Share the draft SOP with a diverse group of colleagues, including those who provided input earlier and others who may have a fresh perspective. Ask for their honest feedback on clarity, completeness, and accuracy. Are there any confusing steps? Are there any missing details? Could any instructions be more concise? Encourage constructive criticism to identify areas for improvement.
  • SME Review: If your SOP involves specialised knowledge or skills, such as legal, technical, or safety requirements, have subject matter experts review it. Their expertise is invaluable in verifying technical accuracy, compliance with industry standards or regulations, and identifying potential risks or liabilities.
  • Pilot Test: Conduct a real-world test run of the SOP with a small group of users. This is your chance to see how the SOP performs in action. Observe how users follow the instructions, gather feedback on their experience, and identify areas where the SOP could be improved. This could involve having employees walk through the steps in a simulated scenario or testing the SOP in a controlled environment.

You increase your SOP's accuracy, clarity, and overall effectiveness by subjecting it to multiple rounds of review and testing. Think of it as refining a diamond – the more you polish it, the more it shines.

Example: If you're creating an SOP for a new software implementation, have a few employees test it in a sandbox environment to uncover potential issues or areas where the instructions could be clarified. This could reveal anything from confusing terminology to re-ordering steps for better flow.

Step 6: Implement and Train for Success

With your SOP polished and ready for action, it's time to introduce it to your team and ensure its successful integration into their daily workflow. Remember, an SOP is only as good as its implementation.  Here's how to make a smooth transition:

  • Comprehensive Training: Don't just hand out the SOP; expect everyone to understand it magically. Invest in extensive training sessions that walk employees through each process step, explaining the "how" and the "why." When employees understand the reasoning behind each action, they are more likely to follow the SOP consistently and with genuine engagement.
  • Accessible Repository: Make the SOP readily available to everyone who needs it. This could be through a shared drive, an intranet, a dedicated SOP software platform, or printed copies strategically placed in relevant work areas. Easy access ensures that employees can refer to the SOP whenever they need guidance, reinforcing its importance in their daily work.
  • Communication and Promotion: Remember the power of communication. Emphasise the SOP's importance and benefits, highlighting how it will improve efficiency, reduce errors, and create a more consistent work environment. Encourage employees to ask questions, provide feedback, and embrace the SOP as a valuable resource rather than a burdensome requirement.
  • Ongoing Support: Even with the best training and communication, questions and challenges may arise. Be prepared to offer ongoing support to answer questions, clarify any points of confusion, and address any issues that may arise during implementation. This proactive approach demonstrates your commitment to the SOP's success and fosters a culture of continuous improvement.

Taking a proactive and supportive approach to implementation ensures that your SOP becomes a valued part of your team's daily routine.

Example: To reinforce a new safety SOP, you might conduct regular refresher training sessions, post reminders in common areas, and encourage employees to report any safety concerns they observe. This multi-faceted approach helps create a safety-conscious culture where everyone feels empowered to contribute to a safer workplace.

Step 7: Monitor, Update, and Evolve

The most effective SOPs are not static documents but living guides that evolve alongside your business. To ensure your SOPs remain relevant and continue to deliver value, make them a part of your ongoing improvement process. Remember: your SOP should not be a static document. It should evolve alongside your business processes and industry landscape. Like this:

  • Regular Review Schedule: Establish a regular review schedule for each SOP. The frequency will depend on the nature of the process and how quickly it is likely to change. For rapidly evolving processes, quarterly or even monthly reviews may be necessary. For more stable processes, an annual review might suffice.
  • Feedback Loop: Actively seek feedback from the employees who use the SOP daily. They are the ones who will encounter any issues or areas for improvement. Encourage them to share their insights and suggestions, and use this feedback to refine and update the SOP.
  • Adapt to Change: As your business grows and changes, so should your SOPs. Update them proactively to reflect new processes, technologies, regulations, or industry best practices. Keep your SOPs relevant, current, and aligned with your organisation's goals.

By embracing a continuous improvement mindset and regularly monitoring and updating your SOPs, you ensure they remain valuable tools for driving efficiency, consistency, and success in your organisation.

Example: An SOP for social media marketing might need frequent updates to reflect changes in platform algorithms, advertising policies, or emerging trends. Staying ahead of the curve ensures your social media efforts remain effective and compliant.

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Jensi simplifies complex processes and ensures your agency remains competitive by optimising operations and client experiences.


In the intricate dance of modern business, where efficiency and adaptability are the keys to success, Standard Operating Procedures (SOPs) emerge as indispensable choreographers. They guide your team's every move, ensuring harmonious task execution and consistent delivery of exceptional results. By meticulously following the seven steps outlined in this guide, you empower your organisation to create SOPs that are not mere documents but living, breathing instruments of operational excellence.

Remember, creating an SOP is not the end but the beginning of a continuous journey of improvement; journeying evolves, and so should your SOPs. Embrace the power of collaboration, leverage diverse perspectives, and never stop seeking ways to refine and optimise your processes. With dedication and a commitment to excellence, your SOPs will become the cornerstone of your organisation's success, guiding you toward greater efficiency, productivity, and growth.

If you want to streamline your client management processes and unlock your team's full potential, Jensi is here to help. Our integrated solutions are designed to simplify client onboarding, communication, project management, and reporting, giving you the tools you need to build stronger relationships, deliver exceptional service, and drive growth.

Visit our client management page at https://www.jensi.io/features/clients-workspace to learn more and discover how Jensi can transform your business.

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