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Standard Operating Procedures and Safe Work Practices (SOP & SWP)

sop training

Course Overview

The goal of this course is to develop a general understanding of standard operating procedures (SOPs) and safe work practices (SWPs) and a detailed understanding of how to review systems for risks. Also covered is how to create, communicate and maintain the documents and training associated with these risks. This course addresses general, nonroutine facility SWPs and SOPs designed to keep workers safe.


The Standard Operating Procedures and Safe Work Practices course is designed for operations, safety and maintenance managers; technical, operations and maintenance engineers; frontline supervisors; safety officers; SOP/SWP element leaders and team members; and site process safety management (PSM) committee leaders and team members. The participants need to be familiar with SOPs and SWPs and have enough technical experience to grasp the hazards and risks associated with the work being performed.

Learning Objectives

In order to accelerate skill development, this course features a problem-based learning approach that provides a collaborative job-focused experience. This course begins with a problem scenario that requires the content of the course to solve. As participants work through the problem they will begin to understand the connection between SWP/SOPs and the avoidance of critical failures; recognize when a process needs to have a procedure or safe work practice; create a SOP and SWP for a non-routine task; collaboratively build a personal job-aid to apply back at work; and understand the importance of communicating and training users on SWPs and SOPs.

Length: 2-day course

  • PSM 101: PSM Overview
  • Prior exposure to operations, maintenance, projects
  • Understanding of recommendations from PHA requiring administrative controls

Module 1:

Introduction to SWPs and SOPs
This module gives participants an overview of SWPs and SOPs and their importance.

Module 2:

Understanding Process Risks and Hazards
Participants will explore the process risks and hazards that can come with a lack of understanding of critical SWP and SOP documents and processes.

Module 3:

Operation and Maintenance Scope of Documents
In this module the importance of the SOP document development process will be discussed

Module 4:

Safe Work Practices: Non-Routine and Scope of Documents
This module presents the steps for developing SWPs for operations involving non-routine maintenance and operations tasks.

Module 5:

Training and Communication of SWPs and SOPs
Participants will determine consequences based on the consequence analysis they performed in module 3.

Module 6:

Checking Performance and Job Cycle Checks
This module will discuss the importance of checking performance in relation to the SOPs and SWPs.

Module 7:

Review and Revision of SWPs and SOPs
In this module the processes for reviewing and revising SWPs and SOPs are covered.

Based on our experience, we recommend that companies do the following on an organizational level:

sop training diagram

Results and Path Forward

After completing this course, participants should compile a list of action items based on their learning to apply back on the job. This starts with writing new or upgrading existing procedures. To build competency at the individual level, the participant should identify a coach, apply the updated procedures to two SOPs and SWPs in their area, validate the SOPs and SWPs through field application, get assessed on the competency requirements for applying MOC, and create a plan for developing other SOPs and SWPs based on risk prioritization.

It is critical to focus on the results of process hazard analysis, which is based on risks, when prioritizing the development and implementation sequence of SOPs and SWPs.

It is recommended that participants go through an elearning refresher course once a year and instructor-led refresher training once every three years.

Call 1-800-828-8190 to speak with an account representative.