Free templates business procedures

Use this SOP template in Word to detail approved vendors and processes for ordering material, catalog where shipments are received, document how deliveries should be verified before acceptance, and keep track of how paperwork such as packing slips and labels is processed.

IT standard operating procedures may be required by your organization for compliance with financial and technical regulations and standards.

This IT standard operating procedure template in Word provides a reminder not only to define and document troubleshooting, security events, and setup procedures, but also to create maintenance schedules, procedure checklists, and configuration notes and diagrams. Use this SOP template in Word to detail HR processes from recruitment to hiring and termination for such matters as employee conduct, computer and phone policy, and more.

Also, consider these employee onboarding checklists. Undoubtedly, the most important SOP a restaurant of any size can publish concerns food safety. This restaurant food safety SOP template in Word is essentially a manual that covers employee hygiene, food storage, correct cooking and cooling procedures, utensil use, and more.

A restaurant SOP should also specify who inspects for correct procedure, logging practices, and record archiving routines. Pharmacy Standard Operating Procedure Template. The goal of a pharmacy SOP is risk management. Use this pharmacy template in Word to detail definitions, responsibilities, and procedures.

In this template, you describe what to clean, how to clean it, and who should clean it. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.

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In This Article. Keep your employees connected, informed, and engaged with Smartsheet. Here are the main characteristics of an SOP: Written not lore or word of mouth Structured in an approved template Numbered and titled so that it can be easily located Added to document control Sponsored and signed off by management Used in day-to-day activities Reviewed regularly Archived An SOP generally includes two parts: identifying information document control information and content, which includes the procedures and supporting information.

How Do You Write a Procedure? Find an industry or department-specific standard operating procedure template, or choose an appropriate format for creating a new template. Consider the audience for the document and write for them. Include the advice of potential users of the SOP as you write procedures. Decide whether you want a manual of many procedures or individual procedures. Consider the scope of the document — not only in terms of what personnel or departments and activities it applies to, but also in terms of the individual procedure level.

Determine where a procedure begins and ends to eliminate overlap and inefficiencies. Use language and tone appropriate to your audience and the function of the document.

Also, in any documentation, use proper notation for your field. Consider any risks involved in your procedures to encourage safety and to understand the extent of your liability. Verify the procedures to ensure they are correct and streamlined. One of the key aims of construction policies and procedures is to ensure worksite safety.

Construction documentation provides for such things as employee safety training, inspections for hazards, and managing emergencies. Complete this template and train all employees in its provisions so all staff are prepared before an incident occurs. Smartsheet is a cloud-based platform that enables HR teams to manage everything from job applicant tracking to new hire onboarding and employee performance reviews.

See Smartsheet in action. Watch a free demo. A policy provides guidelines and overall direction for an organization. Policies offer structure for consistency, and also ensure compliance with organizational values and goals as well as regulations and standards.

Policies are generally set by upper management. A policy document should describe what the policy does and why it is necessary. It should also explain which individuals, roles, or departments are responsible for writing, reviewing, implementing, and managing the policy. A procedure describes how policies should be implemented. Procedures are usually performed by employees and describe who should perform specific activities and how to complete a task.

A policy sets the overall tone for your company, and a procedure describes the steps employees should take to enact a specific policy. By contrast, a process describes how procedures across the entire company align with one another in order to realize a product or service.

Processes should also detail who is responsible, and ensure that the necessary tasks are completed properly and on time. Rendering policies and procedures distinct from one another is important, but combining a policy with a related procedure in the same document may be desirable for ease of reference.

Policies can also help your organization reduce or avoid risk. In addition, policies can guide the way to regulatory compliance. Procedures show the steps that employees must take to implement those policies. They can give clear guidance on what to do in particular sets of circumstances in order to avoid improvising solutions.

Policies and procedures can take a long time to develop and perfect, but you can expedite the experience by following a few developmental and structural steps. Policy and procedure templates can help. Use language and tone appropriate to your audience. If your organization keeps a style guide and in-house glossary, use it. Consider these tips:. If your documents are easy to find and read, users will be more inclined to read and reference them. Consider the following structural tips for your policies and procedures:.

Your company may publish policy and procedure templates on the company website, which can help reduce the need to consider design and formatting, and provide hints about content to include.

Certain standards and fields also publish templates online. Your organization may also specify references to keep tone and language accessible and inclusive as well as clear, correct, and concise. For legal questions, you can include a contact email with the policy and procedure templates you post online. Depending on your industry, certain content may be mandatory in policies and procedures.

However, in general, the document should serve your organization, not the other way around. Customize your content to support your situation. You may have separate policy and procedure documents or one large document. The following are some of the possible policy topics:.

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

Try Smartsheet for free, today. In This Article. Sample Policy and Procedure Templates Professional associations and government departments frequently publish policies and procedures as well as sample templates for example, consider these tips for nonprofits and small businesses.

IT Policy and Procedure Template. Keep your employees connected, informed, and engaged with Smartsheet. What Is a Policy? What Is a Procedure? What Is a Process? What Separates Policies and Procedures? With the help of these templates, there is no need to worry about margins, fonts, outlining, etc. In addition, you can use any format that you want. Let us discuss how to create these templates in MS Word;. Firstly, define your goals.

Take an initiative by thinking about what you wish to achieve by the SOPs. Determine what procedure will complete in the end. This step helps you to identify either the process needs SOPs or not. If you know what you want to achieve at the end then you can write a detailed standard operating procedure. After knowing about the goal, select the format that best suits your company or organization. The most general formats are simple step format, hierarchical steps format, and flowchart format.

Next, include the relevant teams together. Your team members may include management, employees, and other people that you want to stick to the SOPs. If you want that your SOPs make sense for your team then include them in its formulation. For writing, include the relevant stakeholders and select the right format. You must include the following things in your document;.

In the end, after writing the SOPs in detail, give them to your team members to review it. The document accuracy, extensiveness, and cohesiveness should be checked.

After the approval, make it accessible for anyone who requires it to perform their particular task. Furthermore, the SOPs must be updated and maintained once a year. You should also check Policy Brief Template.