Imagine this: You’re a project manager at a boutique marketing firm tasked with training the new PM and getting them up to speed on how to do their job to meet expectations. To fulfill this request, you probably had to learn a series of actions already set in place. That series of actions is called a standard operating procedure (SOP), and they help to routinize job functions.

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A good SOP is clearly worded and easy to read. Well-written SOPs have steps that are short and simple and are usually presented in a flow chart or clearly labeled document.

示例SOP模板图像来源:process.st

如果您以前从未写过SOP,请看一下如何写一个伟大的one.

1. Create a list of processes

首先,提出深入的列表功能ns employees perform for their jobs that need SOPs. Some departments that could benefit from SOPs include finance, legal, HR, customer service, and IT. Think about those jobs that have a strict protocol; where not missing one step is vital.

For example, a new public relations professional would need to know the processes of writing press releases and securing press for their company. This is a great reason for creating an SOP.

2. Format your process

您可以通过如何介绍SOP来发挥创造力。只要它们易于理解,就可以创建工作流程的范围。最广泛的SOP格式包括:逐步文档,工作流程图,组织图,详细说明和清单。

公共关系专业人士最能获得SOP的哪种格式?最有可能的工作流程图。这将使他们看到为什么必须完成一步才能进入下一个步骤。从顶部编写标题到包含正确的超​​链接,将清楚地注明每个步骤。

3. Communicate

Make sure the process you write is accurate. Talk to the employees who will be using it every day. Ask for their feedback and advice. If they can provide useful edits or tips that would make the SOP easier to understand, include them.

例如,关于如何撰写坚实新闻稿的SOP的可靠来源可能是公司的高级公关人员或经理raybet电子竞技

3.写

通过使用最适合您情况的方法编写SOP。考虑一下您正在写SOP的人以及如何最好地提供信息。这也是弄清楚谁将根据需要更新SOP的好时机。

A public relations professional would most likely benefit from an SOP about how to write press releases that give specific directions about format. For example, “Paragraph one must be 50-60 words introducing the album, the band, and their concept for the record cycle,” and “Paragraph two must be 30-40 words and include short descriptions of 2-3 songs.

4. Implementation

实施后每年至少应每年一次更新SOP。他们应该始终反映当时组织的需求。维护它们很重要,因此员工始终拥有有关日常期望的最新信息。

SOP不是写作最快或最短的指南。但是它们可以成为一个耗时的项目。雷竞技苹果下载官方版软件可以帮助加快写作过程,我们已经汇总了几个超级巨星:

(对列表的格式有点不确定)

1.Trello

Price:Free, $10 a month for Business Class Subscription, $20.83 per 100 users per month

Trello是一种调度工具,允许其用户使用“卡”查看其协作,就像每个板的虚拟粘性笔记一样。Trello可用于组织;从编辑日历到SOP.

使用Trello进行SOP图像来源:Trello

我们喜欢Trello,因为它很容易将所有文件放在一个地方。如果您滚动浏览该办公室管理委员会,则可以看到某些员工的职责列表。

2.HubSpot workflows

Price:Included with Marketing, Service, and Sales Service Hubs with Professional and Enterprise subscriptions.

HubSpot的CRM包括工作流程工具,该工具允许用户在其业务中使用营销自动化技术。工作流将操作和/或命令转换为可自定义的流程图。

HubSpot工作流程示例图像来源:HubSpot

We like the workflows tool for SOPs because it has the option to write out lists into a visual chart.

3.Evernote

Price:Free plan, then $7.99 per month for Evernote Premium, and $14.99 for Evernote Business.

Evernote is a popular note-taking app that lets you do a lot more than take organized notes. It offers numerous organization, collaboration, and administration functions. The app also has a number of templates, including one for SOPs.

在Evernote中创建SOP图像来源:Evernote

We like Evernote because of the compatibility with different operating systems and organization capability.

4.管道

Price:Free plan, then $9 per month for Professional Plan, $18 per month for Business Plan, and contact-based for Enterprise Plan

PipeFy提供了用于过程管reybet雷竞技下载理的资源和工具。从各种各样的选择模板(seriously, there are so many), most of which are offered for free. There are a number of SOP模板这指定了您组织的需求,例如“团队成员入职”。

SOP management in Pipefy图像来源:管道

We love Pipefy because of its abundance of templates available and easy-to-understand template titles.

5.甜蜜的过程

Price:14-day free trial, then $82.50 per month for a team of 20 members, plus $4.17 for each additional user.

SOP写作是Sweetprocess的主要果酱。他们的标语是:“谁说写SOP必须痛苦吗?”因此,您可以保证易于遵循的体验。

用甜蜜的过程编写SOP图像来源:SweetProcess

For more free inspiration, check outHubSpot’s易于使用的模板的部分。

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Originally published Oct 4, 2019 4:00:00 AM, updated January 16 2020

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