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How to Write SOPs That People Actually Follow

How to Write SOPs That People Actually Follow

By A Foundery•

A standard operating procedure that nobody follows is worse than no SOP at all. It gives you a false sense of security. You think the process is documented. But if the team is not actually following it, you have nothing.


The reason most SOPs go unused is that they are written wrong. They are too long. Too detailed. Too corporate. Written by someone trying to cover every possible scenario instead of someone trying to help a team member do good work.


Here is how to write SOPs that people actually use.


Write them for the person doing the work. Not for your manager. Not for an auditor. For the team member who is going to follow these steps every day. Use simple language. Avoid jargon. Write like you are explaining the task to a smart friend.


Keep each SOP to one page. If you cannot fit it on one page, break it into multiple SOPs. A forty page operations manual will never be read. Twenty one page SOPs will each be used when needed.


Use numbered steps. Every SOP should be a numbered list of actions. Step one, do this. Step two, do that. People can follow numbered steps. They cannot follow paragraphs of prose.


Include visual aids. Screenshots, diagrams, flowcharts. Anything that makes the process clearer. A screenshot showing where to click is worth a hundred words of description.


Note the common mistakes. At the end of each SOP, include a short section on what typically goes wrong and how to avoid it. This is gold for new team members.


Make them easy to find. An SOP buried in a shared drive nobody checks is useless. Put SOPs where people work. In the project management tool. In the communication channel. Wherever the team goes to do their daily work.


Update them regularly. An SOP that was accurate six months ago might be wrong today. Build a habit of reviewing and updating SOPs after any process change.


Test them with new people. Give a new team member the SOP and watch them follow it. Where do they get confused? Where do they make mistakes? Those are the gaps in your documentation.


Good SOPs make good teams. It is that simple.