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.

Onsite Workshop

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.

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.
  • SOP shortlist
1.2 Review the visual approach to SOP planning.
1.3 Conduct a tabletop planning exercise.
  • Mapped current state SOP
1.4 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.

Activities: Outputs:
2.1 Prioritize projects to address process gaps.
  • SOP project roadmap
2.2 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.

Activities: Outputs:
3.1 Run an SOP working session with SMEs.
  • Multiple mapped SOPs
  • SOP Project Roadmap
3.2 Review options for a content management strategy.
  • Identify a content management strategy that fits your needs

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