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IT SOP Template

This document provides a template for creating a standard operating procedure (SOP) for information technology processes. The template includes 19 sections to cover: description and purpose of the procedure; scope; policies; budget; roles and responsibilities; definitions; operations; equipment; resources; the step-by-step procedure; maintenance; service continuity; monitoring; service reviews; risk assessment; training; revisions; and final approval. Using this comprehensive template will help ensure all important aspects are addressed when documenting an IT SOP.

Uploaded by

Margelatu Semintar
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
382 views

IT SOP Template

This document provides a template for creating a standard operating procedure (SOP) for information technology processes. The template includes 19 sections to cover: description and purpose of the procedure; scope; policies; budget; roles and responsibilities; definitions; operations; equipment; resources; the step-by-step procedure; maintenance; service continuity; monitoring; service reviews; risk assessment; training; revisions; and final approval. Using this comprehensive template will help ensure all important aspects are addressed when documenting an IT SOP.

Uploaded by

Margelatu Semintar
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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ADD YOUR SOP Title: Click to fill Version #: Click to fill

LOGO HERE SOP #: Click to fill Effective Date: Click to fill


SOP Owner: Click to fill Last Reviewed Date: Click to fill
SOP Approver: Click to fill Page #: 1 of 3

IT Standard Operating Procedure:


Click to fill title (be straightforward and clearly define what the doc covers)
1. Description

Give an executive summary of what is in the document.

2. Purpose

Background and rationale to help a reader understand why the IT SOP was implemented. This might
include the standard or policy the SOP fulfills or who requested the documentation.

3. Scope

Which procedures are covered and excluded? What departments, groups or individuals does the
document apply? This is important to avoid mission creep.

4. Policies

Define key rules or constraints that apply.

5. Budget

Identify relevant financial expenditures.

6. Roles and Responsibilities

Stakeholders of the system and procedures, and a responsibilities matrix of who will be executing each
activity.

7. Definitions

Define ambiguous terms, acronyms and jargon unique to your organization.

8. Operations

Map the procedures to the larger IT service catalog as well as the business functions that the process
impacts.

9. Equipment

Add an inventory of relevant equipment, hardware and software.

10. Resources

Any knowledge base, tools, technology and supplemental materials the user may need. Include any
external sources — like manuals, documentation, policies, regulations, other SOPs — that are relevant.
Be sure to provide information about what the resources are used for and where they are stored. Links
can be very helpful.
ADD YOUR SOP Title: Click to fill Version #: Click to fill
LOGO HERE SOP #: Click to fill Effective Date: Click to fill
SOP Owner: Click to fill Last Reviewed Date: Click to fill
SOP Approver: Click to fill Page #: 2 of 3

11. Procedure

Outline the activities step-by-step in chronological sequence. Be sure to include the actual configuration
of the systems impacted by the procedure. Often checklists can help ensure accuracy and completeness.
Flowcharts and diagrams are also practical and helpful additions.

a. Warnings: Clearly communicate precautions and lessons learned.

b. Handling incidents and troubleshooting procedures: Detail aspects of the expanded incident
lifecycle. You should also include a comprehensive escalation path.

c. Testing mechanisms: Include the evaluation criteria to confirm the procedure’s success.

12. Maintenance

Schedules of maintenance and the tasks required, plus all related equipment warranties. Links to the
materials can be very helpful.

13. Service Continuity

Describe the system resilience, including backup and restored tasks. Be specific about how service
continuity is implemented in the event of system failure.

14. Monitoring

How are issues detected, collected and referenced? Include metrics against which the IT SOP can be
judged, including dashboards and KPIs.

15. Service Review

Include notes about the previous and current review periods, including current and peripheral issues.

16. Risk Assessment

Identify the risk methodology and the latest assessment.

17. Training

Describe how new employees are trained on the systems and procedures.

18. Review and Revisions

Identify review dates. Detail how records are maintained and stored for future reference. Identify how
changes are made to the systems and procedures. List revisions as the document evolves and when the
changes were added.
ADD YOUR SOP Title: Click to fill Version #: Click to fill
LOGO HERE SOP #: Click to fill Effective Date: Click to fill
SOP Owner: Click to fill Last Reviewed Date: Click to fill
SOP Approver: Click to fill Page #: 3 of 3

19. Approval

Name: Click to add


Title: Click to add

Signature:

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