What Is an SOP?

How a recurring process is done — who owns it, the steps, and the records.

Definition and examples

A Standard Operating Procedure (SOP) is a documented, repeatable procedure for a recurring business process. It typically includes: purpose, scope, roles and responsibilities, definitions, step-by-step procedure, records to keep, and revision history.

SOP for issuing customer refunds.
SOP for monthly financial close.
SOP for clinical patient intake.

Frequently asked questions

How is an SOP different from a checklist?

SOPs are the full process specification; checklists are the simplified day-to-day execution of one or more SOPs.

How often should SOPs be reviewed?

At least annually, and whenever the underlying process changes materially.