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Standard Operating Procedures (SOP) Template - Google Docs, Word

A standard operating procedure (SOP) documents how to complete specific tasks consistently across your team. Use this free template to create clear, step-by-step instructions that ensure quality, reduce training time, and maintain consistency as your team grows.

Join thousands of professionals using this template.

What are standard operating procedures?

Standard operating procedures (SOPs) refer to an organization’s internal documents that describe how specific tasks should be carried out. These documents help organizations ensure consistency, efficiency, and quality in their processes, irrespective of the involved employees. 

Benefits of an SOP

A standard operating procedure helps you document the process for a specific task. As a result, you can expect several organization-wide benefits:

  • Consistent operations: SOPs provide a consistent framework for performing a task. As a result, you get the same output across different teams and individuals. 
  • Smoother onboarding: An SOP is a valuable training resource for any individual who enters an organization, is promoted, or transfers to a different role. It can be critical for employee retention as 71% of business leaders believe that employees leave a job if they don’t get access to the necessary tools and information they need.
  • Easier compliance: SOPs help define roles and responsibilities across the team, which allows an organization to comply with industry regulations, legal standards, and internal quality guidelines.

 

When to use an SOP template?

This free SOP template is designed for businesses documenting critical processes 
as they grow. Use it when you're:

  • Scaling from 1-5 to 5-20 employees: The template is perfect when you're moving from "everyone knows how we do things" to "we need documented procedures for consistency."
  • Documenting 5-20 core processes: Start with your most critical or frequently performed tasks. If you need to document 50+ processes with version control and approval workflows, you'll need knowledge base software.
  • Training new hires frequently: If you're onboarding 1-2 new employees per quarter, documented SOPs dramatically reduce training time and ensure consistency.
  • Experiencing quality inconsistencies: When the same task produces different results depending on who does it, SOPs 
    create standardization.
  • Want to reduce key person dependencies: If critical knowledge exists only in one person's head, SOPs make that knowledge 
    transferable and protect your business from turnover.

 

What does an SOP include?

A standard operating procedures (SOP) document typically consists of several sections—each serving a specific purpose for conveying the essential operational information. That said, here are the five most common parts of an SOP:

1. Title page

The title page is the first page of an SOP. It concisely describes the task or process an SOP covers.

2. Purpose

The purpose section gives an overview of the SOP’s objectives. It provides context and helps employees understand where the procedure fits into the larger organizational framework.

3. Scope

In the scope section, you define the boundaries of the SOP by mentioning its covered tasks, activities, and processes.

4. Procedures

As the heart of an SOP, the procedures section contains step-by-step instructions to perform covered tasks. You may also break down individual steps into substeps and include associated details, such as required resources.

5. Responsibilities

The responsibilities section lists the roles of involved individuals in the process. Plus, you can mention the duties and expectations to establish accountability and coordination.

Frequently Asked Questions

No, Microsoft Word doesn’t come with an SOP template by default. But you can use HubSpot's free SOP template for your business operations.

An SOP format refers to a specific SOP template you use for developing your SOP documents. If you don’t have one, HubSpot’s free SOP template can be handy.

You can write a basic SOP by starting with our free SOP template and populating its sections with your organizational information.

Create SOPs when you experience these signals:

  • Growth signals:
    • Scaling from 5 to 10-20 employees
    • Planning to hire and need to train new people quickly
    • Opening a second location or expanding operations
  • Quality signals:
    • Same task produces different results depending on who does it
    • Errors or inconsistencies increasing as you scale
    • Customer complaints about inconsistent service/quality
  • Efficiency signals:
    • Training new hires takes weeks instead of days
    • Employees frequently asking "How to...?"
    • Critical knowledge exists only in one person's head
  • Compliance signals:
    • Industry regulations require documented procedures
    • Need to pass audits or certification requirements
    • Insurance or legal requirements mandate process documentation
Start with 5-10 of your most critical or frequently performed tasks. You don't need to document everything - focus on processes where consistency matters most.

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These are templates provided for your convenience and use. Nothing on this page creates an attorney client relationship and is not legal advice. If you want professional information, please consult your own attorney.

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