SOP Review Checklist Template

Review, update, and distribute standard operating procedures on a regular cycle.

This free operations checklist template includes 5 tasks organized into 2 sections. Use it to streamline your sop review process.

Review

  1. Identify SOP for review

    Select the SOP that is due for review. Note the current version, last review date, and the reason this review was triggered (scheduled, incident, process change).

    • SOP Title (required)
    • Current Version (required)
    • Review Trigger (required) — Options: Scheduled Review, Process Change, Incident / Near-Miss, Regulatory Update, New Tool or System

  2. Gather stakeholder input

    Collect feedback from team members who use this SOP day-to-day. Ask what is working, what is outdated, and what steps are missing or unclear.

    • Stakeholders Consulted (required)
    • Key Feedback Summary (required)

  3. Update document

    Revise the SOP based on stakeholder feedback. Update steps, add missing information, remove outdated content, and increment the version number.

    • New Version Number (required)
    • Summary of Changes (required)

Distribution

  1. Approval sign-off

    Route the updated SOP to the appropriate manager or compliance officer for final approval. No distribution should happen until sign-off is received.

    • Approved By (required)
    • Approval Date (required)
    • Approval Decision (required) — Options: Approved, Approved with Minor Edits, Sent Back for Revision

  2. Distribute and train

    Publish the approved SOP to the document repository and notify all affected team members. Schedule a brief training session or walkthrough if the changes are significant.

    • Distribution Channels (required) — Options: Document Repository, Email Announcement, Team Meeting, Training Session, Intranet / Wiki
    • Effective Date (required)