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SOP Submission Form

Name
Explain the required outcome from the process e.g. to take a lead and turn it into a client.
What core values are we applying to this process?
Explain what the task is. If it's an acronym, explain what it stands for.
Explain why this task is important and its impact on the business.
Specify the staff member’s title responsible for this task.
Explain what the task involves, such as calls or meetings, and the ideal time required.
Explain how often this task should be performed (e.g., daily, weekly, monthly and when it happens)
Explain how and when you know this task has been done right.
Include any important information a new staff member should know about this task.
List all necessary equipment or supplies required to complete this task.
List any necessary access details, such as websites, where to find usernames and passwords, etc.
Explain any terminology that is used when completing this process.
List the potential issues and how to resolve them, who are the key contacts, and links to resources.

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