Standard Operating Procedure (SOP) Checklist

Create a digital SOP template with the mobile app and easily track the performance of your Standard Operating Procedure (SOP).

Go paperless, conduct inspections easily and solve issues quicker with your teammates.

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Standard Operating Procedure Template (Simple Guide)

This Standard Operating Procedure template is used as a guide for creating a simple and easy-to-use SOP.

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Housekeeping SOP Checklist

Use this SOP-template for hotel room inspection.

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Standard Operating Procedure Template (Food Manufacturing)

A food production SOP template is used to assess whether employees comply with food production standards.

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Manufacturing SOP Compliance Template

A manufacturing SOP Compliance Template is used to ensure that workers follow the prescribed SOPs for operations.

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Tablet Compression SOP

A tablet compression SOP template is used to ensure that the correct steps are taken by lab personnel when using the tablet press.

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Kitchen SOP Checklist

Use this template to verify that staff in your company are following standard operating procedures (SOP).

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Kitchen Cleaning Checklist

This checklist for general kitchen cleaning SOP helps to ensure a clean and hygienic restaurant.

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Sanitizing Food Contact Surfaces SOP Checklist

Use this SOP template to prevent food-borne diseases by assuring that all food contact surfaces are cleaned.

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Hotel Duty Manager Checklist

Use this Hotel Duty Manager Checklist to assess the hotel’s staff and amenities.

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Corridor Cleaning and Maintenance SOP Checklist

Use this template for the process of sweeping, dusting, and cleaning of hotels or office corridors

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Lab inspection checklist

This SOP template is used to perform a proper process hazard assessment of hazardous substances and physical hazards before using a chemical laboratory.

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Fumigation Checklist Template

This template shall be used by the responsible official as guidance to ensure effectiveness and safety.

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OSHA Confined Space Entry Procedure Checklist

This SOP form for access to confined spaces is based on the EU-OSHA Standard Operating Procedure.

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Work Activity Inspection (LOTO)

This checklist for blocking tagout SOPs is based on the EU-OSHA Standard Operating Procedure.

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Construction Checklist

This SOP form is used by drilling companies as a general standard operating procedure before performing operational tasks.

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Management of Change (MOC) Procedure Template

A template for the Management of Change helps safety officers to identify and control health and safety risks in the workplace that arise from organisational change.

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Office Inspection

This SOP template is used by Human Resources (HR) professionals in the office to implement standard operating procedures for offboarding employees. Ensure a seamless off-boarding of employees.

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What are Standard Operating Procedure (SOP) examples and what is a SOP template for?


A Standard Operating Procedure (SOP) is a step-by-step guide in which companies define a standardized procedure for their processes (usually in critical areas), for example how they develop products or provide services.


If it is determined that activities involve known hazards that could result in damage or injury, companies should establish SOP patterns to record specific steps and reduce the hazard in the operation. A SOP template ensures easy reproducibility and standardization of a process.


A good standard operation procedures format helps every employee (no matter how experienced) to carry out individual work steps, is precise and easy to understand. In order for employees to be able to remember every detail of a procedure or precise sequence of work steps at any time, SOP templates should be carefully prepared by companies. Remember, SOP templates create measurable processes that provide structured instructions in case of problems or even emergencies.


With strict compliance requirements and in quality and safety management, good SOP templates standardize activities, guarantee consistency, quality and safety and provide a way to make processes measurable and to record any deviations. The records are in turn helpful in the implementation of corrective actions.


SOP procedures are designed in various industries for quality and compliance, routine or highly repetitive activities, high-risk tasks, new processes or business areas or training programs.


This article deals with the topics:


1. A simple SOP template and sketch


2. How to create an effective SOP format


3. Mobile technologies to streamline SOP documentation



The top 4 benefits of implementing SOP with example


Companies often do not invest enough funds to create a standard pperating procedure format for their employees. Frequently cited reasons include the considerable amount of time involved, the limited number of trained employees who can write a SOP template, and the difficulty in tracking whether employees are using and executing it. However, incorporating SOP into a workplace brings significant benefits. This fact should encourage trainers and managers to invest the appropriate time to create an SOP format. Here are the 4 main benefits with SOP examples of why SOP should be used in the workplace:



1. Improves efficiency and quality


Fluctuations in work processes affect quality and work efficiency. Implementing an SOP format helps to prevent this scenario by helping to standardize all critical processes and reduce work fluctuations. SOPs also help to improve quality management systems (QMS) and prepare companies to pass ISO certification and meet legal requirements.


SOP example:


Common SOPs for food production include tasks such as hand washing, cleaning and disinfecting food contact surfaces and the correct packaging process. This applies to all employees working in the plant to ensure food safety and prevent contamination of food, ingredients and packaging materials.



2. Enables the training of employees


SOPs supplement training materials for the training of employees and serve as guidelines for the induction of new employees. Executives with relevant professional experience should be involved in the development of SOP procedures and steps. SOPs are an effective tool to complement and monitor face-to-face training, as employees can perform their tasks step by step at their own pace.


SOP example:


Common pharmaceutical SOPs cover tasks such as delivery, drug procurement and expiration date verification. A SOP format ensures that pharmacists keep an eye on protecting the safety of their patients and reducing unwanted omissions and errors in delivering appropriate medicines to patients.



3. Increases profitability


The following SOPs contribute to ensuring consistent and high quality products and services or delivery. They help to improve and maintain brand standards and customer satisfaction. This is important to ensure smooth business operations and overall profitability.


SOP example:


Common hotel SOPs cover tasks such as general housekeeping, bed-making, food preparation and pest control. This is important to maintain the quality and consistency of service and standards in a hotel and to ensure good customer care and experience.



4. Ensures a healthy and safe environment


SOPs describe in detail how work with hazardous materials, processes, equipment and under difficult conditions can be carried out safely. These procedures help to increase compliance with safety protocols to prevent unforeseen accidents and fatalities.


SOP example:


Common construction SOPs include tasks such as discussions about the tools or preliminary meetings, risk assessments and occupational safety analyses. This is essential to discuss and evaluate high-risk tasks that employees will perform and to develop ways to safely perform these tasks.



A Simple SOP Template and Sketch


Front Page


The title page shall contain the full SOP title, the SOP number, the version number or date of approval, the name and signature of the author, the name and signature of the person authorising the SOP format, and the date of signature.


Table of contents


Enter the page numbers and the total number of pages in the standard operating procedure.


Purpose


The purpose defines the objectives and scope of the standard operating procedure.


Procedure


The procedure provides clear and mandatory descriptions of the individual process steps.


Quality assurance


The quality assurance specifies the criteria for the control of the described product/service, system or process.


References


All associated SOPs of operations used in this SOP.




How to write an effective SOP template


SOP templates come in different forms depending on purpose, industry and target group and can range from process instructions to checklists and flowcharts. However, they should all focus on the following three core areas to create an effective general SOP form:



1. Purpose

This area provides a clear objective of what needs to be achieved and why the SOP is important. In this core area, the following questions are to be answered: "What is the target process?", "What needs to be changed in this process?" and "Why write an SOP template for this process? A clearly formulated purpose is to help employees understand why they should follow relevant SOP procedures and not just perform processes for the sake of the process.


SOP example (housekeeping in the office):


The SOP aims to outline the domestic services and to ensure that the workplaces are free of dirt and disorder. This is critical to maintaining a safe working environment and avoiding minor or major incidents.



2. Scope

This section describes which specific tasks are covered for the target group. This should refer to the persons who should adhere to the SOP and list the relevant tasks and responsibilities covered by the SOP. It may also be helpful to explain what does not fall within the scope of this particular SOP format and to refer to other documents that may be referred to in other tasks.


SOP example (housekeeping in the office):


This SOP is intended to assist facility management personnel in the coverage of the following tasks:


  • Window cleaning

  • Carpet care

  • Dusting

  • Waste management

This SOP format does not apply to the identification of damage to equipment and repair work. Further information on these tasks can be found in the SOP incident report.



3. Procedure


This report shall contain a list of detailed steps to be taken to ensure the effective accomplishment of the tasks referred to. The procedural steps should be written down in an orderly, concise and easily understandable SOP format. All steps should be followed by the staff



How you can digitize standard operating procedure templates with Lumiform:


  • The flexible form builder helps you to convert any individual SOP standard operating orocedure format into a digital SOP format within minutes.

  • Lumiform offers via 9,000 ready-made templates , so that you can quickly and safely go digital.

  • With the super intuitive mobile app you can perform any SOP example with ease and save time.

  • Solve issues collaboratively with your teammates.

  • All Standard Operating Procedure results are automatically summarised in a SOP report and can be sent to stakeholders on-the-fly.

  • Comprehensive analyses help you to uncover inefficient areas in your company faster and thus to improve SOP processes continuously.

What are the concrete advantages of a digital standard operation procedures format with Lumiform:


  • Generate real-time data on SOP processes / standard deviations. By making every standard deviation measurable and visible, you can continuously optimize your SOP processes with the help of data.

  • Get an overview of all deviations from the standard that occur in the field.

  • All SOP reports are generated automatically - this saves you the complete postprocessing .

  • Increase the efficiency of your internal SOP processes: Through more efficient communication within the team as soon as standard deviations occur, you can not only report problems immediately, but also solve them up to 4 times faster than before.

  • Spare time by easier analysis of all standard deviations and faster identification of areas that need your attention.

  • The intuitive mobile app and it's guidance through the SOP process leaves no margin for error by inspectors in the field. The app offers less complexity when documenting or filling out SOP patterns.