For the Person Running the Work

    A procedure that points to the steps, not away from them.

    The person running the work needs the whole procedure in front of them, not ten guides open at once. An SOP holds that order, and embeds each guide where the step calls for it.

    The Whole Procedure

    An SOP lays out the order of the work for the person running it, start to finish.

    Guides Embedded Inline

    Where a step needs detail, the SOP embeds the guide instead of repeating it.

    One Source

    Change the guide once, current everywhere it is embedded.

    Because publishing places a guide rather than copying it, there is only ever one of it to edit. Fix it once, and every SOP that embeds it is current — with nothing left to reconcile.

    Edit in One Place

    Update the guide, and every SOP that embeds it shows the change.

    Nothing to Reconcile

    No hunting for the other copies, because there is only ever one guide.

    Guide or SOP

    Two documents, one for each reader.

    A guide is for the reader doing one task. An SOP is for the person running the whole — it pulls in the guides it needs, and its internal sections stay in your account, never on a hub.

    A Guide Does One Thing

    A Guide walks one person through one task, step by step.

    An SOP Runs the Whole

    An SOP runs the whole procedure and pulls in the guides it needs.

    Ready to write it once?

    Capture a process, publish it as a help center under your own name or a client's, and answer the repeat questions from what you published.