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6 Essentials to Include in Your SOP Manual

Make your own SOP manual — start here!
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Office Management

6 essentials to include in your SOP manual

Employees often wonder what they should include in their standard operating procedures manuals. The answer is: Everything you need to get the job done.

Never be left scrambling to remember how something should be done. Use this step-by-step guide for creating your own administrative SOP manual.

Be sure to add the following information into your SOP manual:

  • Details about your company — the nature of its business, its mission, vision and goals
  • An organizational chart that shows where your position fits in
  • A company phone list

The more a new person knows about the company, the better she will understand her role.

You should also follow these guidelines when creating your procedures manual:

1. Provide an overview of your position and your boss's, what specific tasks you do for the boss, as well as his or her likes and dislikes.

2. Then document these tasks with procedures on how to accomplish them, including checklists and templates.

3. Include general information, such as hours of work, the people on your team, how to transfer a call, and what to do if you happen to get an upset customer on the line.

4. Many of the topics that are in your manual will be from other departments, and you can easily link to their specific documents or procedures.

5. When you produce a printed manual, it should be in a binder with a table of contents, tabs and numbered pages — in a format where it's easy to find things.

6. If it's electronic, styles should be used for the headings, a table of contents generated and pages numbered.

Creating good step-by-step documentation takes some thought and effort, but the end result is a resource that can be used over and over again by you or anyone who needs it. Start creating your SOP manual today with this step-by-step guide!

Writing a procedures manual ultimately benefits everyone — not only the next person coming onboard, but also you, your team, the boss and the entire organization. Producing a manual will show your employer that you took initiative and leadership in tackling this task and that you are committed to the organization's success.

If you're fortunate enough to be provided with a procedures manual when starting a new job, take the time to read it and use it to help you quickly get into the routine — someone has taken a lot of time to prepare it. If you don't have a procedures manual for your current job, consider creating one. It will be a valuable tool.

Having a procedures manual will drastically cut down on the amount of time it takes to get up to speed in a new job, and that's a win-win for everyone.

Start building your SOP manual binder today!

When you're out of the office, it's nice to be missed. But it's nicer when things can run smoothly so you don't return to a pile of problems or unhandled business.

Creating a Standard Operating Procedures ManualA smoothly operating office is a sign of a prepared and polished professional who has the best interests of his or her co-workers and company at heart — and a solid Administrative Procedures Binder is essential.

Get to work with Creating a Standard Operating Procedures Manual and you'll never be left in the lurch when something happens or scramble to remember how something should be done.

There's no need to reinvent the wheel. You'll have 6 sample documents to follow, from a table of contents to an activity log to an out-of-the-office checklist and more. Get your copy today!
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