SOP Writing: How to Create, Implement, and Maintain User-Friendly SOPs

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Course Description 

In the world of clinical research, it would be difficult to find someone who hasn’t heard of Standard Operating Procedures (SOPs). Yet there remains great mystery in how to create an SOP. SOPs require a lot of explanation: What are the basics? How many are enough? How many are too many? Who creates them? Who monitors them? How do we train them? How often do we train them? How do we document that training? Where should SOPs live?
Should they be controlled documents, or is a Note to File sufficient? All of these questions leave many of us overwhelmed and wondering what to do. So we procrastinate, we ignore, and we find other projects that are much more rewarding. But the SOP can be a very powerful tool. To begin, all it takes is understanding the purpose of the SOP. From there we can write it, train it, follow it, and update it regularly. When done well, we will have robust SOPs that will serve us for a very long time. However, many fall short of fulfilling the directives they should provide. As a result, we hear chatter within the industry that
we really don’t need SOPs or that too many SOPs kill productivity. But both the FDA and Office of Human Research Protections (OHRP) have published expectations of what they should find during an inspection. This hands-on workshop will de-mystify writing Standard Operating Procedures, and will focus on how to create a well written SOP that will provide
continuous support and value to its users. Participants will be provided with guidelines and templates that ensure that new and updated SOPs are uniform and user friendly.  

Learning Objectives 

  • Define a Standard Operating Procedure 
  • Examine FDA Warning Letters to recognize the expectations of SOPs 
  • Review and discuss recent case histories for documentation and implementation issues 
  • Distinguish how to conduct an assessment of your SOP needs 
  • Review the elements of a well written SOP 
  • Design an SOP from the templates provided 
  • Describe SOP maintenance practices 

Who Should Attend  

  • SOP Authors/Reviewers 
  • Quality Assurance Auditors 
  • Clinical Monitors 
  • Site Managers 
  • Line Functions Heads 
  • Project Managers 
  • Research Practice Administrators 
  • Study Coordinators 


The course will be led by one of the following instructors: 

Jackie Stader, C.O.T., C.C.R.C. 

Click here for complete trainer biographies 

Course Outline 

Day 1: 9:00 a.m. – 4:00 p.m. 

SOP Definitions and Standards
SOP Needs Assessment
Elements of an SOP
SOP Development
SOP Index

Interactive Activities 

  • Definitions of industry SOP standards 
  • Review case scenarios: FDA Warning Letters with interactions of SOP options that could have prevented the Warning Letter 
  • Using tools to help conduct an assessment of needed SOPs 
  • Review each element of a well-written SOP including the modification log, purpose, scope, responsibilities, and general procedures 
  • Applied practice skills with hands-on creation of an SOP
    Creating the SOP index
  • How to document SOP training: Best practices, who and how often How to maintain the SOP 


Registration Fees 

Registration fees include assorted breakfast items that will be available each day ½ hour prior to the start of the seminar. Also included is a Networking Lunch that will be served each training day. 

Special rates are available for multiple attendees from the same organization.  Contact Melissa Dolen at 781-972-5418 to discuss your options and take advantage of the savings. 

Click here for our seminar cancellation policy 

Accreditation Information 

ACPE LogoBarnett International is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.  Participants will receive 6 hours (0.6 CEUs) of continuing education credit for full participation, including the completion of a pre-test, post-test and program evaluation.  Barnett International will mail ACPE statements within three weeks of program completion.  ACPE# 0778-0000-14-048-L01-P. Released 2/14. 

Hold this course at your company! 

For more information, contact Naila Ganatra at (215) 413-2471.