An SOP builder in four moves: size it, write it, approve it, keep it

An SOP builder is worth using for four moves and no more: size the procedure from its steps and roles so it is the right length, hold the seven-section structure while it is written so nothing is missed, record who approved it, and keep the current version with a review date so the old one retires. The free standard operating procedure template on this site is the first move; RunbookDesk Pro is the other three.

Size it

Twelve steps, three roles, two decision points and three systems is a procedure of a known number of sections, a known run time, a known reading time and a known number of training minutes across the team. The builder prints those before a word is written, so the procedure is planned at a length the team can follow.

Write it in the structure

Purpose, scope, roles, materials or systems, the numbered steps with the role first, the records, the history. The builder holds the shape so the writer spends the effort on the steps and the decision points, which are the lines that make the document worth following.

Approve it, and record who did

A procedure carries authority because someone accountable signed it. The builder that records the approval, with the date and the version, is the one that turns a draft into an SOP; a builder that stops at the document has built a template.

Keep one current version

The most common failure is two versions in circulation. A builder that retires the old version when the new one is approved, and reminds the owner when the review date arrives, is keeping the procedure standard. That part is the subscription on this site.

Questions people ask about sop builder

Is the SOP builder on this site free?

The sizing tool is free with no account and prints the structure. Writing inside it with approvals, versions and review reminders is the paid product.

Can the builder write the steps?

No. The steps come from a walkthrough with the person who does the task; the builder sizes and structures them.

What does the builder cost elsewhere?

From the vendors' own pages on the day they were read: SweetProcess is $99 per month for a team with up to 10 members billed monthly, or $82.50 billed yearly, with each additional member at $5 per month; Scribe's Pro Team plan is $17 per seat per month and its Pro Personal plan $35; Tallyfy's Full Seat is $30 per month and its Light Seat $10. RunbookDesk Pro is $99 per month for the whole team.

Sources

Related answers

Start RunbookDesk ProGet RunbookDesk Pro, $99 a month