GLOSSARY
Sales & operations
THE SHORT VERSION
An SOP documents how to carry out a repeatable process. It sets out the steps and responsibilities so colleagues can follow an agreed method. Asana’s guidance describes using procedures to give teams a consistent reference for routine work. Source: Asana: Standard operating procedures
Write for the person doing the task
Choose one process, such as handling a supplier schedule change. Record the trigger, information needed, responsible person, steps and escalation route. Explain how completion is recorded. This gives a colleague enough context to act without reconstructing the process from old messages.
Test it with a colleague
Ask someone who did not write the procedure to walk through a suitable example. Note where they need clarification, then revise the document and add an owner and review date. This checks whether the instructions work in practice and establishes responsibility for keeping them current.
Written and updated by Travelgenix. Sources checked on 19 October 2026. Practical advice and examples are Travelgenix editorial guidance.
Sources
The official pages behind this explanation. This is general information, not legal advice, and rules change, so check the latest version.