SOP Basics
An SOP should not replace this kind of essential learning experience.
What is in-person training?
First component of an SOP
What is the Title?
Common SOP pitfall
What is being too vague, overcomplicating, or ignoring updates?
The weekly email subject line that kicks off the iEdison spreadsheet automation process is exactly this.
What is “iEdison Extramural Organization Weekly Notification Recap”?
The aviation checklist proved that airplanes weren’t too complex to fly—they were too complicated to be left to this.
What is Memory
Consistency in SOPs
What is ensuring tasks are performed the same way every time?
What component explains why the SOP is needed?
What is the Purpose?
Two (2) processes in IP that need SOPs
The 2 areas you named.
Invention Processing, Billing, Docketing, Annuity Payments, New License Entry, Utilization Reporting, Distributions.......
Simple lists of tasks that need to be completed, often used for routine procedures.
What are checklists?
When did the formal use of checklists in aviation begin?
The presentation warned: “Embrace technology — BUT WAIT!” What crucial step must come before automation?
What is getting IT approval?
Which component outlines who is responsible for what?
What is Responsibilities?
These tools can help create machine-learning-assisted SOPs even without waiting for IT.
What are AI tools (like ChatGPT, Copilot, or Apps Script)?
3 different ways to create SOPs for your office
What are Step-by-Step SOPs?
(Flowcharts?, Checklists? Video SOPs? Interactive SOPs, AI Tools? Manuals?)
The presentation contrasts “prompt engineering” with this humorous, hand-wavy method of coding.
What is vibe coding?
The purpose of this SOP section is to clarify who is accountable for each task.
What is the responsibility section?
What is included in the Procedure section of an SOP?
What are step-by-step instructions?
Ensuring a SOP works
What is test it out?
This motivational phrase became a mantra for taking initiative.
What is “Who better than me?”
In the SOP automation example, missing values in the data were filled with this.
What is zero (0)?
An industry where SOPs are crucial.
My Job
Technology Transfer Office, Paying Annuities, Docketing, Healthcare, Manufacturing, Aviation
The component that tracks changes over time?
What is Revision History?
SOPs complete date
What is NEVER!
Always remember to schedule time to review and update!
Common excuse for not having SOPs
What is I don't have the time?
Great Resource for SOPs for your IP Tasks
AUTM Members!
Organizations with your IP Database