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Knowledge Base Procedure Template

Updated: Apr 26

A template for capturing procedures in a step-by-step methodical and standardised manner.

Procedure template
Download DOCX • 31KB


Welcome to our digital download page for the Procedure Template.

This robust template guides you through the documentation of various procedures within your organisation, ensuring a structured approach to operational tasks, compliance, and governance.

An example of a procedure template

What is the Purpose of the Procedure Template?

The Procedure Template aims to standardise how procedures are documented and followed within an organisation.

It covers the essential elements required for capturing procedures, ensuring alignment with organisational needs and regulatory requirements.

Where and When to Use the Procedure Template?

This template is ideal for organisations looking to create a repository of standard operating procedures.

It is suitable for all departments and can be particularly useful for quality assurance, employee training, and compliance audits.

The template is also helpful for creating documents that must be verified or approved by relevant authorities.

What's Inside? Additional Information

The Procedure Template comes complete with the following sections:

  • Brief Incident Title: For quick identification.

  • Document Classification: To mark the document's level of sensitivity.

  • Purpose: To define the objective of the procedure.

  • Scope: To describe its applicability.

  • Prerequisites: To list any necessary permissions or required equipment.

  • Required Tools and Materials: To summarise essential items.

  • Roles and Responsibilities: To outline involved roles.

  • Procedure Steps: For step-by-step guidance.

  • Troubleshooting: To offer solutions for common issues.

  • Escalation Process: For unresolved issues.

  • Safety and Security Precautions: For risk mitigation.

  • Document History: To track changes and updates.

Why Choose Our Procedure Template?

  1. User-Friendly: Clear headings and logical structure make it easy to use.

  2. Comprehensive: Includes all critical elements for robust procedure documentation.

  3. Adaptable: Can be customised to fit any department's specific needs.

  4. Risk Mitigation: Safety and security precautions help manage risks effectively.

  5. Accountability: Roles and responsibilities are clearly defined, improving procedure adherence.

Our Procedure Template provides a foundational framework for documenting and standardising procedures, contributing to improved operational efficiency and compliance within your organisation.


About the author

Hi, I'm Alan, and have been working within the IT sector for over 30 years.

For the last 15 years, I've focused on IT Governance, Information Security, Projects and Service Management across various styles of organisations and markets.

I hold a degree in Information Systems, ITIL Expert certificate, PRINCE2 Practitioner and CISMP (Information Security Management).


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