SAAS STANDARD OPERATING PROCEDURE — BLANK TEMPLATE
Original ShowMeYourSaaS worksheet. Checked 2026-10-27.
Companion: https://showmeyoursaas.com/articles/standard-operating-procedure-template/
Adapt this document to your actual system, permissions, and escalation arrangements before operational use.

IDENTITY
Procedure ID:
Title:
Owner:
Version / approved date:
Next review trigger:
Linked responsibility matrix:
Linked product behavior / policy:

PURPOSE AND TRIGGER
What repeatable outcome does this procedure support?
What event starts it?
When should it not be used?
What is the intended scope, audience, and environment?

PREREQUISITES AND AUTHORITY
Required access:
How the operator confirms the relevant account or workspace relationship:
Allowed actions:
Actions requiring another authorized role:
Evidence and approved tools needed before starting:
What to do if a prerequisite is missing:

STEPS AND BRANCHES
For each step, record:
1. Starting state or evidence to inspect.
2. Permitted action, with the exact approved tool or system reference.
3. Expected observation.
4. Branch when that observation is absent or different.
5. Point where the operator must stop, preserve evidence, or escalate.
Keep credentials, invitation tokens, and private payloads out of this shared template.

VERIFICATION
What observable result establishes completion?
Which records confirm the effect and any side effects?
What remains unknown?
Which evidence may be retained, where, and under whose access policy?

FAILURE AND ESCALATION
Condition:
Immediate permitted containment:
Owner / route:
Minimum evidence to provide:
Action the operator must not improvise:
How the next operator receives the handoff:

EXECUTION RECORD
Run reference:
Date / operator / environment:
Relevant permitted IDs:
Steps taken and deviations:
Outcome:
Unresolved question and next owner:

MAINTENANCE
Dry-run date and reviewer:
Confusing step found:
Revision and reason:
Trigger for re-review (system change, changed authority, incident, or invalidated assumption):
A completed template is not a claim that anyone has tested the procedure.