Resources

Checklist · 10 minutes

SOP checklist

Most SOPs die because they were written for compliance, not for the person doing the work. Use this checklist before you call any SOP done.

Structure

  • One owner named at the top.
  • Last-reviewed date and next review date.
  • Trigger that starts the process in one sentence.
  • Definition of done in one sentence.

Steps

  • Each step is verb-led and under 12 words.
  • Each step names the role responsible.
  • Decisions show their criteria, not just the choice.
  • Tools and templates are linked, not described.

Edges

  • What to do when the trigger doesn't apply.
  • Escalation path with a name.
  • Common failure modes and the fix.
  • Where to record exceptions.

Review cadence

  • Quarterly review owner is set.
  • SOP links back to the workflow it supports.
  • Last 3 changes are visible at the top.