This SOP template is adapted with permission from Smartsheet: Intelligent Work Management Platform. SOP templates can be found at Free Standard Operating Procedures (SOP) Templates
| SOP number | |
| Department | |
| Effective date | |
| Review date | |
| Prepared by | |
| Version |
Briefly describe why this SOP exists and the value it provides to the business.
Define where and to whom this SOP applies. List departments, roles, or business functions included, and note any exclusions.
Provide a short summary of the process in plain language. Include the goal, the high-level steps, and who benefits from this SOP.
| Role | Responsibility | Impact on stakeholder |
| Inputs (triggers that start the process) | (triggers that start the process) |
1. Step One
2. Step Two
3. Step Three
4. Step Four
List measurable indicators to assess the success of this SOP (e.g., response time, cost savings, error rate, customer satisfaction).
Document potential risks or bottlenecks, along with the controls or safeguards in place.
Cross-reference any other SOPs that interact with this one (e.g., “Sales SOP – Lead Management” or “Finance SOP – Invoicing”).
Capture lessons learned, improvement ideas, or feedback from staff using this SOP. Update during reviews.
Specify what forms, logs, or reports are associated with this SOP, and where they should be stored.
| Version | Date | Description of change | Author | Approver |
| Name | Role | Signature | Date |
The original of this template and many other templates can be found at Smartsheet: Intelligent Work Management Platform
Information and programs provided by admin@mcmassociates.io.