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How to Write an SOP That Actually Works

(without wasting time)

Most SOPs Don't Get Used.

 

They're too long. Too generic. Buried in folders. Written once, forgotten fast.

Ask anyone who's worked in a small team or growing business, and they'll tell you the same thing: the SOP exists, but no one follows it.

Not because people are lazy. Because the SOP doesn't fit how they actually work.

We’ve worked with teams who had entire drives full of SOPs, yet no one could find the one they needed in the moment. Others had beautifully written docs that were completely disconnected from the way the team actually operated.

We even saw one company document a 15-step internal order process… for a task the team actually completed in four steps. The disconnect wasn’t just annoying, it caused mistakes.

 


Here's Why SOPs Usually Fail:

 

  1. They're built in isolation. Someone writes it without input from the person doing the task.
  2. They're overloaded with detail. Ten steps of theory when you only need three steps of action.
  3. They're treated as documentation, not tools. People reference them once (maybe) and then go back to gut instinct.

 


What makes an SOP actually work?

 

The best SOPs are:

  • Short enough to scan and follow in real time
  • Task-specific (not "How we do marketing" but "How we send the monthly email")
  • Written by the person who actually does the work
  • Reviewed every few months (or killed if unused)

Think of a good SOP like a checklist on the wall or a pinned note in your team chat. Fast, practical, built for use.

We usually start with a one-pager, simple and fast, then evolve it if the task gets more complex or high risk. Your SOP might eventually span multiple pages (like ours), but it should always start with something usable.

The Biggest Mistake? Thinking you need to write a perfect SOP library before you start. One usable doc beats ten polished PDFs no one opens.

When we documented a customer onboarding handoff in under 10 minutes, we cut first-week errors by 30%, without adding any new tools.

 


A Simple SOP Format That Sticks:

 

Title: Name the action clearly ("Weekly Stock Reorder")

Owner: The person responsible for following and updating this SOP

Tools Used: List links or platforms involved (Word, SharePoint, forms, internal tools)

Steps: Keep them clear and sequential

Edge Cases: Any common issues or exceptions

Trigger: When this SOP should be used (e.g. "Every Friday by 12PM")

If you want to take it up a level, add a date, version number and have it signed.

We’ve used this exact format in fast-paced environments where no one had time to read a full doc, and it worked. It helped someone take over a role in under 30 minutes with no prior handover.

That structure takes 10 minutes to fill out. If it takes more, it's too long (for version 1).

 


How To Start (Today):

 

  1. Pick one recurring task that frustrates you or gets missed.
  2. Open a blank doc and use the format above.
  3. Share it with the team. Pin it somewhere visible.
  4. Use it once this week. If it works, repeat. If not, adjust.

SOPs are systems, not artifacts. If they don't get used, they don't survive. That’s a feature, not a flaw.

 


 

Common SOP Mistakes to Avoid:

 

  • Writing too much context, not enough action
  • Making it pretty instead of practical
  • Assigning it to "the team" instead of one owner
  • Letting it rot without review

If you're building structure into your team or just trying to get out of the daily fire-fighting, SOPs are one of the easiest wins. But only if they're built to work.

 

FAQs About SOPs

(That Actually Get Used)

How long should a good SOP be?


Most SOPs should start as a one-pager, simple, testable, and usable. Some will evolve into longer documents over time as the process matures or the risk increases.

Always the person doing the task, or at least with their input. They're closest to the reality, not just the theory.

Every 2–3 months is ideal. We recommend setting a recurring review task inside your weekly ops rhythm.

You can, but only if it's easy to access and update.

We’ve seen more success using Word templates stored in a shared folder than with expensive tools no one opens.

Make it easier to use.

Shorten it.

Clarify ownership.

Ask for feedback. If it’s not usable, it won’t get used, and that’s on the system, not the people.

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