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Performance Performance. A template saves users time by eliminating the need to format the document with fonts, styles, and colors.
More importantly, it reminds users of the types of information they must include to create an effective document. If you are creating a new SOP template or customizing one for your organization, follow these steps:. No matter your line of business, help desk SOPs guide your customer service staff to process online and telephonic customer problems and questions, providing consistency and structure to staff responses.
Complete this help desk SOP template to describe such things as information to collect during first contact with a customer, prioritization of issues based on a predefined priority matrix, troubleshooting steps for known issues, and customer follow-up processes. Standard operating procedures are crucial to maintaining consistency and quality of service in a hotel.
An SOP can form the basis of a checklist for daily tasks and provides training material for new employees and refresher material for existing employees. A hotel usually has multiple short SOPs covering everything from the check-in process to bill disputes to evening bed turndown. This Word template helps you describe how bell desk staff should greet new guests on arrival, move luggage, gather luggage, assist guests on checkout, and organize and store guest items in long-term storage.
Standard operating procedures are crucial to the efficiency and safety of any laboratory. Although not every process or chemical is governed by law, SOPs help employees, students, and others in a lab work safely with chemicals and processes that can cause injury or workspace damage. Laboratory SOPs in particular should be collaborative efforts that leverage the expertise of people who work daily in your facility.
Also, augment your own processes by using data sheets and manufacturer documentation to understand and describe substances and equipment. Use this Word template to comply with all the SOPs for working in a lab. Order and routine are important in any warehouse, but if your facility handles regulated material, well-considered procedures may be necessary for compliance.
Use this SOP template in Word to detail approved vendors and processes for ordering material, catalog where shipments are received, document how deliveries should be verified before acceptance, and keep track of how paperwork such as packing slips and labels is processed.
IT standard operating procedures may be required by your organization for compliance with financial and technical regulations and standards. This IT standard operating procedure template in Word provides a reminder not only to define and document troubleshooting, security events, and setup procedures, but also to create maintenance schedules, procedure checklists, and configuration notes and diagrams.
Use this SOP template in Word to detail HR processes from recruitment to hiring and termination for such matters as employee conduct, computer and phone policy, and more. Also, consider these employee onboarding checklists. Undoubtedly, the most important SOP a restaurant of any size can publish concerns food safety. This restaurant food safety SOP template in Word is essentially a manual that covers employee hygiene, food storage, correct cooking and cooling procedures, utensil use, and more.
A restaurant SOP should also specify who inspects for correct procedure, logging practices, and record archiving routines. Pharmacy Standard Operating Procedure Template. The goal of a pharmacy SOP is risk management. Use this pharmacy template in Word to detail definitions, responsibilities, and procedures. In this template, you describe what to clean, how to clean it, and who should clean it. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done.
Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Then, write down the specific steps and modify them, if necessary, before finalizing the steps into a shareable SOP. The observation process encourages team involvement and offers a direct view of how people do their work.
A collaborative process makes it more likely that staff will find the SOPs useful. As far as formatting your hotel standard operating procedures, some may be simple checklists, while others are numbered steps or bulleted lists, or even made up of multiple components and paragraphs of instructions. In the case of more intricate SOPs, you may consider using a flowchart to help staff quickly assess the right path to take.
The SOP format really depends on the complexity of the procedure, as well as how your team will be accessing it e. When in doubt, test it out. To illustrate how this plays out in a real hospitality operation, let me share a bit about the hotel SOPs we use at my properties. My husband and I run hotels in Peru, Germany, and Spain. Each country has its own culture, which is reflected in how rigorous our SOPs are. In Germany, for example, staff expect more structure, so we give our employees there more guidance on day-to-day procedures than we may do elsewhere.
When we took over the hotels, one of the first things we did was change the hotel management software to Cloudbeds because we found the system to be so modern and easy-to-use.
We had to completely change our SOPs and retrain our staff, which might seem like a hassle, but since the system is more intuitive and the processes are shorter, it was actually a pleasant experience for us and our employees. Our SOPs relate mostly to emergencies, regulations, legal liability, and guest experience. Operational SOPs relate to day-to-day operations, such as guest interactions, and reflect both the needs of individual properties and the local regulations.
For example, in both Spain and Peru, we need to hand in a police report every night Isting all the guests staying in the hotel. So at those two properties, we have specific SOPs on how to check in a guest and request their passport, as well as how to submit the police report. They deal with happy and unhappy guests and need to know how to react, especially in emergencies. The Front Desk team is also the most difficult to train in our experience.
Our operational SOPs include:. As you can see, there are many tasks and procedures that can be outlined in a hotel standard operating procedure. You must determine which ones are the most relevant for you. The general rule is to focus first on high-visibility and high-liability areas. Ensuring a consistent process in these cases will always provide the best return for independent hotel operations.
One final step: remember to revisit your hotel SOPs regularly! A standard operating procedure in hospitality must adapt to changing terms and conditions, strategic updates, and new technologies.
This change will require a complete overhaul of our SOPs. When it comes to updating standard operating procedures in hospitality, the workforce is the best resource to advise you when procedures are out of date.
You can be proactive about it by having a yearly meeting with each department to review your SOPs. Staff is far less likely to use SOPs that seem out-of-date, inaccurate, or irrelevant! When you set up your staff for success, you give them the tools they need to do their jobs well, day in and day out.
With 3 properties spread across Germany, Spain, and Peru, Kristy has extensive experience implementing hotel standard operating procedures. Interested in streamlining your hotel procedures?
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