This sample shows how IDCI writes operating procedures that let a program run the same way whoever staffs it. It presents one complete procedure from a set of six that we delivered.
SOPsWork InstructionsKnowledge Transfer
This excerpt comes from a delivered engagement. A large utility ran a supplier development academy that paired small firms with mentors over a program year. Staff changed from year to year, and the program needed procedures that would let a new team member run each stage in the same way as the previous team. We removed the sponsor’s name and staff names before publishing these pages.
1 · Our approach
One procedure per stage
We write one procedure for each stage of the program year.
One template throughout
Every procedure follows the same template, so staff always know where to find the purpose, the steps, and the person responsible.
Disciplined Project Management
Each procedure names its areas of responsibility, its escalation path, and its key decision criteria.
Information Systems Expertise
The procedures live on the program portal as controlled documents, and a printed copy states that it is uncontrolled.
Business Acumen
We write for continuity: each procedure must survive the departure of its author.
2 · The work product — excerpt
The viewer shows the first procedure of the set in full, from its approval page to its revision history.
The six-procedure set for one program year
1Plan the Program Year
2Recruit and Select Participants
3Tailor the Program to Each Participant
4Plan and Conduct the Kickoff
5Manage Program Execution
6Plan and Conduct Graduation
Procedure 1: Plan the Program Year
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The excerpt pages are available for viewing at idcinc.net/worksamples/program-operating-procedures.html and are not reproduced in print.
3 · What the sponsor gains
✓
Consistency. The program runs the same way from year to year, whoever staffs it.
✓
Faster onboarding. New team members become productive quickly.
✓
Visible authority. Auditors and executives can see how the team makes each decision and who holds that authority.
4 · How we work, and what we will not do
Procedure set
One controlled procedure for each stage of the program year.
Shared template
Purpose, scope, steps, responsibilities, escalation, measures, and revision history in the same place every time.
What we will not do
We do not write procedures for steps no one performs, and we do not hand over a procedure until the program team has walked through every step.
Questions about any of this?
If your program depends on the people who run it today, the fastest way through is a conversation. Bring the program calendar, the current procedures, or the part of this sample you want tested. Thirty minutes is usually enough to establish whether we are the right fit for the work.