Standard operating procedure example builder

This builds a worked standard operating procedure example for the department you choose. Pick operations, people and HR, finance, IT and security or sales and customer service, enter the steps in the example procedure, the roles named, the forms, systems or policies it references, how many times it runs a week and the minutes per step, and the page returns the sections the example carries, the controls the department's example needs, the approvals before release, the minutes per run, the hours the procedure consumes a week and a length in words. The department tables are counts for a worked example, not rules from any standard; the figures are yours.

The department decides the controls and the approvals

A finance procedure carries more controls than an operations one, because it moves money: a segregation of duties, an approval threshold, a reconciliation, an audit trail. An IT procedure carries access and change controls. A sales procedure carries one, the CRM record. The page uses a small table of counts per department so the example shows the right shape, and the controls are yours to name.

The example is sized like a real procedure

Eight steps at three minutes is a twenty-four-minute run, five times a week is two hours of the business, and the length in words follows from the steps, the references and the controls. The page prints those figures so the example reads as a procedure that could actually be followed, which is the difference between an example and a template.

Approvals before release are part of the example

A procedure nobody approved is a draft. Finance and HR examples carry two approvals, the owner and a second person, because the procedure binds people other than the writer; operations and sales carry one. The page prints the count so the example's version block has the right number of signature lines.