SOP template
Describe how a process works today, however messy. Get an SOP with a RACI and clear steps.
Nothing sends until you start, and you can change anything afterwards.
What you get
- Text in the chat Copy it wherever you need it. Keep chatting to adjust the tone, length, or wording.
Templates
Customer complaints SOP
- A five-step process: acknowledge, investigate, decide, resolve and log
- A refund authority table: the team lead up to 100 dollars, the owner above that
- A set format for the weekly log of repeat issues
- Details it added, such as when repeats go straight to the owner, are marked as draft so you can strike them
Vendor invoice approval SOP
- Purpose, scope, and the assumptions it made, such as a Wednesday noon cutoff before each payment run
- A RACI table with one row per step
- Exceptions such as duplicate invoices, which get rejected and the vendor told
- Metrics with targets, such as 98% of invoices paid by their due date
Exam room turnover SOP
- Purpose and scope, including what it leaves out: surgery suite, kennels and instrument sterilization
- A RACI table for cleaning, restocking and the weekly audit
- Metrics such as the audit done 4 of 4 weeks each month
- Defaults it filled in are flagged: three exam rooms, a room log and a Monday morning audit
How it works
- Start from a template below, or describe the process the way it runs today, paste an existing doc, or just name it. Include who does each part and the exceptions you know about.
- askROI's Document a process tool asks about any gaps, then writes the SOP: purpose and scope, a RACI matrix, a process flow, detailed steps with who, when, how, and the output of each, an exceptions table, and metrics.
- Read the SOP in the chat or as a page in your Library, copy it into your wiki or handbook, or keep chatting to add a step, change an owner, or cover another exception.
What people use it for
- Instead of a blank standard operating procedure template get every section filled in with your own process.
- Knowledge that lives in one head write down a process before the person who knows it goes on leave.
- Onboarding give new team members a step-by-step procedure instead of shadowing.
- Clarifying ownership use the RACI matrix to settle who does, owns, advises on, and hears about each step.
- Handling the unusual cases capture the "usually we do X, but sometimes Y" rules that trip people up.
- Operations and compliance reviews a consistent document with an owner, a last updated date, and a review cadence.
Questions
What goes in an SOP template?
A header with the process owner, last updated date, and review cadence, then purpose, scope, a RACI matrix, a process flow, detailed steps (each with who, when, how, and what it produces), an exceptions and edge cases table, metrics with targets, and related documents.
What is a RACI matrix?
A table that lists, for each step, who is Responsible for doing it, who is Accountable for it, who is Consulted, and who is Informed. It is the fastest way to see where ownership is unclear.
Does my description need to be complete?
No. Start messy: tell it how the process works today and it structures it, asking about anything it needs. The exceptions are the most valuable part to include, and naming the people who do each step today helps get it right.
How is this different from a checklist?
The checklist maker makes a printable PDF of tick boxes grouped by phase, for running through a task. An SOP documents the whole process: why it exists, who owns each step, how to do it, and what to do when it goes off script.
What does it not do?
It does not produce a Word file or a drawn diagram: the SOP comes back as text in the chat or as a page in your Library, and the process flow is written as a simple text flowchart or a step list. It documents the process you describe; it does not decide your policies for you.
Is this SOP template free?
Yes. You can write an SOP on the free plan. Paid plans raise the usage limits and include more credits for Premium mode.