3 Criteria Your SOP Management Software Needs to Meet
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- Опубликовано: 15 авг 2024
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You've documented your processes by creating detailed standard operating procedures - but where and how do you manage SOPs? Do you use a specific SOP management software? Will Google Docs do the trick?
In this video, we're going over 3 criteria to look for in your SOP management software, how to make sure it gives your SOP and processes the credit due, and how to make sure your new SOPs don't just end up collecting digital dust.
Using ClickUp Docs to store your SOPs? See why we switched to using Task descriptions instead: • 5 Reasons I Quit Click...
Here's what we'll cover:
00:00 - Introduction - Where to put SOPs and other documentation
00:24 - Criteria #1: Somewhere cloud-based (or stored on the internet)
00:55 - Criteria #2: In a centralized location
02:03 - Criteria #3: Somewhere easy to edit and update
04:31 - Finding a cloud-based software that fits all of the above
06:04 - Final Tip: Keep it simple!
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Хобби
These are great videos watching them now as I am building SOP
Glad you like them!
Great overview. Your explanation of the "why" for each point as outlined in your video is spot on. Thank you!
So glad you enjoyed it!
Great video - sometimes I need an SOP to organize my SOPs lol. I upload my SOPs into Google Drive because even if I make a video in loom, I use the transcript feature to write them out in a Google Doc just to host the video as well
This is such great insight! Thank you for sharing!
"If we never get it out of our head, because we're obsessing over the tool... "
Stuck in this loop far more often than I'd like to admit haha
You're certainly not alone there!
What about using MS Word and One Drive? Thanks Layla!
Hey Troy! Just getting caught up on comments🙈
You can absolutely use those things, just ensure that you have a way to organize it all and make them easily accessible when needed!
What do you think of Scribe?
Hey! We haven't used it at ProcessDriven so unfortunately can't give our opinion!
Approvals for changes in some cases?
Hey Shelli! Just getting caught up on comments🙈
We always recommend having a second set of eyes on an SOP. So we encourage team members to reach out to another to have them scan the SOP to ensure it makes sense. I hope this helps!
Google Drive
Want to work with me to get your SOPs updated (or created for the first time)? Join me for a live workshop on September 21, 2023.
🔗 Here's where you can learn more: processdriven.co/services/sop