SOP Templates & Workflow Templates

Free templates for creating professional standard operating procedures, workflow documentation, and training materials

Professional SOP Templates for Every Department

Creating Standard Operating Procedures (SOPs) from scratch can be time-consuming. Our templates provide the structure and format you need, while StepHopper automates the content creation by capturing your actual process with screenshots and AI-generated descriptions.

Whether you're documenting HR procedures, IT workflows, customer support protocols, or operations manuals, we have templates designed for your specific use case. Simply choose a template, record your process, and generate professional documentation in minutes.

Popular SOP & Workflow Templates

Employee Onboarding SOP

Comprehensive template for creating new hire onboarding procedures, including paperwork, system access, training schedules, and first-week activities.

HR Department

Welcome checklist
System setup procedures
Training milestones
Manager responsibilities

IT Procedure Template

Technical documentation template for software deployment, troubleshooting workflows, security protocols, and system configurations.

IT & DevOps

Prerequisites section
Technical specifications
Troubleshooting steps
Rollback procedures

Customer Support SOP

Template for documenting support workflows, ticket handling procedures, escalation paths, and customer communication protocols.

Customer Support

Ticket classification
Response templates
Escalation criteria
Resolution tracking

QA Testing Procedure

Structured template for test case documentation, bug reporting workflows, and quality assurance protocols.

Quality Assurance

Test scenarios
Expected outcomes
Bug reporting format
Regression checklist

Operations Manual Template

Complete template for operations documentation, including inventory management, quality control, and supply chain procedures.

Operations

Process overview
Safety guidelines
Quality standards
Compliance requirements

Training Manual Template

Educational template for creating training materials, course outlines, and learning resources with assessments.

Training & Development

Learning objectives
Module breakdown
Practice exercises
Assessment criteria

Finance Procedure Template

Template for documenting financial workflows like invoice processing, expense approvals, and month-end closing procedures.

Finance & Accounting

Approval workflows
Documentation requirements
Compliance checks
Reconciliation steps

Security Protocol Template

Template for documenting security procedures, access control workflows, incident response, and compliance protocols.

Security & Compliance

Access policies
Incident response steps
Audit procedures
Risk mitigation

Marketing Campaign SOP

Template for documenting marketing workflows, campaign launch procedures, content approval processes, and analytics tracking.

Marketing

Campaign planning
Approval workflows
Launch checklist
Performance tracking

What to Include in Your SOP

A well-structured SOP should include these essential elements:

1. Title & Identification

Clear, descriptive title
SOP ID number or reference code
Version number and date
Department or team responsible

2. Purpose & Scope

Why this procedure exists
When to use this SOP
Who should follow it
Related procedures

3. Roles & Responsibilities

Who performs each step
Approval authorities
Escalation contacts

4. Required Materials & Tools

Equipment needed
Software or systems required
Access permissions
Templates or forms

5. Step-by-Step Procedure

Numbered, sequential steps
Screenshots for each action
Clear descriptions
Decision points and branches
Warnings or cautions

6. Quality Control & Verification

How to verify successful completion
Quality checkpoints
Common errors to avoid

7. Troubleshooting

Common issues
Solutions and workarounds
When to escalate

8. References & Revision History

Related documents
Regulatory requirements
Change log and version history

How StepHopper Simplifies SOP Creation

Creating SOPs manually is tedious and time-consuming. StepHopper automates the process:

Choose Your Template - Select from our library of pre-structured SOP templates
Record Your Process - Perform the procedure while StepHopper captures everything
Automatic Documentation - Every action captured with screenshots and AI-written descriptions
Edit & Customize - Add warnings, notes, quality checks, and troubleshooting tips
Export in Any Format - Download as Markdown, PDF, or interactive web page
Easy Updates - When procedures change, simply re-record and update your SOP

💡 Pro Tip

Use StepHopper's AI to generate your initial procedure documentation, then have subject matter experts review and add context, warnings, and edge cases. This hybrid approach produces high-quality SOPs in a fraction of the time.

Frequently Asked Questions

What is an SOP template?

An SOP (Standard Operating Procedure) template is a pre-formatted document structure that helps you create consistent, professional procedure documentation. Templates include sections for objectives, scope, responsibilities, steps, and quality control - ready for you to fill with your specific process details.

How do I create a good SOP?

Start with a template that fits your needs, then use StepHopper to capture your actual process with automatic screenshots and descriptions. Edit to add context, warnings, or tips. A good SOP is clear, visual, step-by-step, and easy for anyone to follow without additional training.

Are SOP templates free?

Yes! StepHopper provides free SOP templates for common use cases. Create unlimited SOPs using our templates by recording your processes - the Chrome extension automatically generates professional documentation based on your template choice.

What should be included in an SOP?

Essential SOP elements include: clear title, purpose/objective, scope, responsibilities, required materials/tools, step-by-step procedure with visuals, quality standards, troubleshooting guidance, and revision history. StepHopper templates include all these sections automatically.

Can I customize SOP templates for my business?

Absolutely! StepHopper templates are fully customizable. Add your branding, adjust sections, modify formatting, and tailor content to match your organization's style and requirements. Export in multiple formats for easy integration with existing systems.

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