What is a procedure? (+ Examples)

What is a procedure? (+ Examples)

What is a procedure?

A procedure is a set of steps or actions that are taken in a specific order to achieve a particular result or goal. Procedures can be written down as a set of instructions, or they can be carried out informally through a series of actions. Procedures are often used in a variety of contexts, including business, scientific research, and everyday life.

For example, a business might have a set of procedures for hiring new employees, which outlines the steps that must be taken in order to recruit and hire new staff. In scientific research, a procedure might describe the steps that must be taken in order to carry out an experiment or collect data. In everyday life, a person might follow a procedure for cooking a meal or assembling a piece of furniture.

Procedures are often used to ensure that tasks are completed in a consistent and reliable way, and they can help to minimize errors and improve efficiency.

When to use a procedure

There are many situations where it can be helpful to use a procedure. Some common reasons to use a procedure include:

  1. To ensure consistency: Procedures can help to ensure that tasks are completed in the same way each time, which can be especially important in environments where consistency is important, such as in manufacturing or scientific research.
  2. To minimize errors: By following a set of steps in a specific order, it is less likely that errors will be made. This can be especially important in tasks that have serious consequences if they are not done correctly, such as administering medications or performing surgery.
  3. To improve efficiency: Procedures can help to streamline tasks and make them more efficient by breaking them down into smaller, more manageable steps. This can help to reduce the time and effort required to complete the task.
  4. To train others: Procedures can be used to train others to complete tasks in a specific way. This can be especially useful in environments where there is a high turnover rate, as it ensures that new employees or volunteers can be trained quickly and effectively.
  5. To communicate expectations: Procedures can be used to communicate to others what is expected of them and how they should go about completing a task. This can be especially important in team environments where multiple people are working on a project together.

Overall, procedures can be useful in a variety of situations where it is important to ensure that tasks are completed consistently, efficiently, and accurately.

How to create the perfect procedure step by step

a. Planification

The first step in creating a procedure is to identify the goal or objective of the task. This will help you to understand what needs to be accomplished and will guide the development of the procedure.

You also need to understand who you are writing this procedure for. The identification of your target audience will determine the level of your procedure and will give you insights about how to make the proper approach. Here you should also identify all related data in the same document such as: name of the creator; purpose of the procedure; date of creation.

Check this other article for additional information about How to Write the Perfect Standard Operating Procedures

b. Break the task down into smaller steps

Once you have identified the goal of the procedure, break the task down into smaller, more manageable steps. This will make it easier for people to follow the procedure and will help to ensure that all necessary steps are included.

c. Creating it

Now that you have identified the steps and the order in which they should be completed, write the procedure. Be sure to use clear, concise language and to include all necessary details.

Make sure to include visuals as support for your explanations, since a lot of text can lose its value if it doesn’t add anything new. So using visuals such as charts, screencaptures, images, representations, diagrams, etc. can be of great help for those reading.

d. Use the proper tools (Uphint)

Always, always consider using technology in your favor. You can use lots of different tools to generate your procedures.

With Uphint you can create instant guides that follow step-by-step instructions of your procedures. Uphint can help you to save 93% of your time spent on such activities. Start creating auto-generated guides right now and add real value to your procedures and your company. You can click here to start.

With Uphint you can create instant guides that follow step-by-step instructions of your procedures. Uphint can help you to save 93% of your time spent on such activities. Start creating auto-generated guides right now and add real value to your procedures and your company. You can click here to start.

Related: How to create an Uphint?

e. Test

Test the procedure before you finalize it. This can be helpful to ensure that it is clear and effective. You can do this by having someone follow the procedure and providing feedback on any areas that are confusing or unclear.

Also review and revise the procedure. After testing the document, review it and make any necessary changes. This may involve adding or removing steps, clarifying language, or making other changes to improve the effectiveness of the procedure. Remember to always have a mindset of continuous improvement.

Examples of procedure

a. Checklists/Worksheets

A worksheet procedure is a set of steps or instructions that are used to complete a task or activity using a worksheet. A worksheet is a document that is divided into rows and columns and is used to organize and analyze data.

Worksheet procedures can be used in a variety of contexts, such as business, education, and personal finance. For example, this is a simplified worksheet for an audit in a manufacturing process:

Example of a Manufacturing Audit Checklist

b. Step-by-step instructions

Uphint is the perfect tool for developing step-by-step instructions. Here you can see a guide we created about how to make a custom dashboard on Salesforce.

c. Procedure of policy for HR department

Example of a Human resources policy procedure

Conclusion

Procedures are an important tool for ensuring that tasks are completed consistently and accurately. Whether you are running a business, conducting research, or simply completing tasks in your everyday life, having a clear and effective procedure can help you to achieve your goals more efficiently and with fewer errors. By following the steps outlined in this article, you can create a procedure that will help you to get the results you want.

Whether you are developing a new procedure or reviewing and updating an existing one, you can always choose Uphint as your tool of preference to create procedures for your company or projects by saving lots of time spent on these documents.

Related Posts