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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.

  • Writing SOPs is the last thing most people want to do, so the work gets pushed down the priority list and the documents become dated.
  • Most organizations know it is good practice to have SOPs as it improves consistency, facilitates process improvement, and contributes to efficient operations.
  • Though the benefits are understood, many organizations don't have SOPs and those that do don't maintain them.

Our Advice

Critical Insight

  • Create visual documents, not dense SOP manuals.
  • Start with high-impact SOPs, and identify the most critical undocumented SOPs and address them first.
  • Integrate SOP creation into project requirements and create SOP approval steps to ensure documentation is reviewed and completed in a timely fashion.

Impact and Result

  • Create visual documents that can be scanned. Flowcharts, checklists, and diagrams are quicker to create, take less time to update, and are ultimately more usable than a dense manual.
  • Use simple but effective document management practices.
  • Make SOPs part of your project deliverables rather than an afterthought. That includes checking documentation status as part of your change management process.

Create Visual SOP Documents that Drive Process Optimization, Not Just Peace of Mind

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should create visual SOPs, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

2. Establish a sustainable documentation process

Create a sustainable documentation process by creating guidelines for naming and documenting SOPs.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.


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SIG Information Technology GmbH

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Port Of New Orleans

Guided Implementation




Toll Brothers Inc

Guided Implementation




Limestone District School Board

Guided Implementation




Onsite Workshop: Create Visual SOP Documents that Drive Process Optimization, Not Just Peace of Mind

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

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.




Prioritize undocumented SOPs and review methodology.

  • SOP shortlist

Review the visual approach to SOP planning.


Conduct a tabletop planning exercise.

  • Mapped current state SOP

Conduct a gap analysis to identify solutions to issues discovered during SOP mapping.

  • Future state SOP
  • Projects/initiatives to address process gaps

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.




Prioritize projects to address process gaps.

  • SOP project roadmap

Define the process for documenting and maintaining SOPs.

  • Document information block
  • Document management checklist
  • Mapped workflow for SOP creation and management
  • Action items to improve SOP creation and management

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.




Run an SOP working session with SMEs.

  • Multiple mapped SOPs
  • SOP Project Roadmap

Review options for a content management strategy.

  • Identify a content management strategy that fits your needs

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

Member Rating

Overall Impact

Average $ Saved

Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Try Our Guided Implementations

Get the help you need in this 3-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership.

Guided Implementation #1 - Prioritize, optimize, and document critical SOPs
  • Call #1 - Identify undocumented critical SOPs.
  • Call #2 - Understand the benefits of a visual approach.
  • Call #3 - Work through a tabletop exercise to document two visual SOP documents.

Guided Implementation #2 - Establish a sustainable documentation process
  • Call #1 - Establish documentation information guidelines.
  • Call #2 - Identify opportunities to create a culture that fosters SOP creation.
  • Call #3 - Address outstanding undocumented SOPs by working through process issues together.

Guided Implementation #3 - Identify a content management solution
  • Call #1 - Review the current approach to content management, and discuss possible alternatives.
  • Call #2 - Evaluate options for a content management strategy, in the context of the environment.


Frank Trovato

Andrew Sharp


  • Gary R. Patterson, Vice President – Technology, Quorum Resources, Inc.
  • Thomas P. Uyehara, IT Director, IndependenceFirst
  • Hoc Le, Technical Lead for Transportation Applications Group, Georgia-Pacific
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