Create Visual SOP Documents that Drive Process Optimization, Not Just Peace of Mind
Go beyond satisfying auditors to drive process improvement, consistent IT operations, and effective knowledge transfer.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.When SOPs are undocumented or undefined:
- It’s difficult to delegate tasks, key staff are a bottleneck, knowledge transfer is inconsistent, and onboarding takes longer and provides less value.
- Automation will lead to inconsistent results.
- Audit preparation is an extremely onerous task.
- Effort and resources may be allocated inefficiently to solve problems and breakdowns.
Document SOPs to:
- Delegate routine tasks to junior staff.
- Automate processes efficiently.
- Make compliance audits manageable.
- Increase transparency and identify process breakdowns.
- Decrease costs by assigning work to the lowest level of support cost, improving operational efficiency, and avoiding expensive process malfunctions.
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Module 1: Prioritize, Optimize, and Document Critical SOPs
The Purpose
- Identify undocumented critical processes, and review the SOP mapping process.
Key Benefits Achieved
- Create usable SOP documentation and identify opportunities to improve those processes.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Prioritize undocumented SOPs and review methodology. |
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| 1.2 | Review the visual approach to SOP planning. |
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| 1.3 | Conduct a tabletop planning exercise. |
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| 1.4 | Conduct a gap analysis to identify solutions to issues discovered during SOP mapping. |
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Module 2: Establish a Sustainable SOP Documentation Process
The Purpose
- Review your documentation process and other SOPs to identify potential improvements.
Key Benefits Achieved
- Optimize your SOP documentation and maintenance processes.
- Assign action items to SMEs to improve the documentation process.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Prioritize projects to address process gaps. |
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| 2.2 | Define the process for documenting and maintaining SOPs. |
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Module 3: Decide on an Appropriate Content Management Solution for Your SOPs
The Purpose
- Review content management solutions.
- Plan and run an SOP working session.
Key Benefits Achieved
- Choose a content management solution that meets your needs.
- Put a dent in your documentation backlog.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Run an SOP working session with SMEs. |
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| 3.2 | Review options for a content management strategy. |
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