Write your first standard operating procedure, step by step.
You’ll write your first SOP from start to finish. You’ll follow a fictional Canadian trucking company, Quarlow Freight, as it turns its morning truck check into a clear SOP, and you’ll build your own alongside it, one short lesson and one fillable Word worksheet at a time. No HR team or experience with SOPs needed. Created by the Standardize It team.
6 short lessons with fillable Word worksheets, about 75 minutes in total. Ongoing access to the course after purchase. Also included in Pro and Team memberships.
What You’ll Learn
- Lesson 1, What an SOP Is (and Isn’t): what an SOP is, what it isn’t, and how to spot tasks that need one.
- Lesson 2, Choose the Right Process to Document: use four quick tests to pick the process worth documenting first.
- Lesson 3, Plan Your SOP on One Page: plan your SOP’s purpose, scope, role, resources and finish line before writing steps.
- Lesson 4, Write Steps Anyone Can Follow: turn your plan into clear, action-first steps, including decision points.
- Lesson 5, Test and Improve Your SOP: test your draft with a real user, find the gaps and fix them.
- Lesson 6, Launch Your SOP and Keep It Current: store, name, own, share and review your SOP, then plan your next one.
What You’ll Accomplish
By the end of this course, you’ll be able to:
• Recognize which tasks need an SOP, and which don’t
• Choose the right process to document first
• Plan your SOP’s purpose, scope, roles and finish line on one page
• Write clear, action-first steps, including decision points
• Test your SOP so someone else can follow it without your help
• Launch your SOP, give it an owner and keep it current
You’ll walk away with one finished, tested SOP for your business, a reusable workbook and a simple process for the rest.
Course Details
- Time: About 75 minutes, at your own pace
- Level: Beginner (no experience with SOPs needed)
- Format: 6 short lessons, each with a scenario, a 3-question Quick Check, an activity and a fillable Word worksheet
- You’ll need: One real, repeatable task from your business
- Access: Sign in with the account you used at checkout to open the course
