Scope
Define which message types the SOP applies to, such as press releases, earnings communications, HR notices, product statements, and crisis messaging. Exclusions should also be listed.
A documented SOP clarifies responsibilities, reduces approvals bottlenecks, and creates an auditable trail for regulatory or legal review. It supports consistency across channels and protects the organization by defining authorized spokespeople and review steps.
The SOP is used by staff who create, approve, distribute, or retain business messages, templates, and announcements.
Use the SOP as the single source of truth for version control, signatory authority, and records retention across those groups.
Define which message types the SOP applies to, such as press releases, earnings communications, HR notices, product statements, and crisis messaging. Exclusions should also be listed.
List specific roles with responsibilities: content author, editor, legal reviewer, communications approver, executive approver, and distribution owner, plus backup contacts and delegation rules.
Specify sequential or parallel approval steps, required signoffs for different message classes, maximum review times, and how to escalate overdue approvals.
Maintain approved templates, required legal disclaimers, logo usage, and channel-specific formatting (email, social, press release, website) to ensure consistent brand and legal language.
Define triggers for immediate escalation (legal risk, regulatory notice, customer safety), the chain of command, and emergency contact procedures.
State where final versions, approvals, and distributions are archived, retention periods, version control conventions, and access permissions for audit purposes.
| Field | Configuration |
|---|---|
| Author Field | Auto-assign to document creator; required to submit for review |
| Reviewer Step | Set reviewer role with conditional routing if legal flags are present |
| Approver Step | Require sequential sign-off and enforce maximum 72-hour response time |
| Archive Action | Auto-save final PDF to central repository with audit trail |
Choose platforms that support required authentication, audit trails, and secure archival to match your compliance posture.
Ensure the selected platform can generate an audit trail, export immutable PDFs, and integrate with your document repository for retention and legal review.
The team centralized lease and tenant notices under a single SOP to reduce delays.
Clinical communications were standardized with templates and sign-off rules.
The Communications Manager owns day-to-day operations and template updates, coordinates reviewers, and enforces channel-specific rules. They confirm compliance with branding and coordinate training for content authors.
General Counsel or delegated legal reviewer certifies that required disclosures are present, assesses regulatory risk, and approves any new legal language before it becomes part of the SOP.
Full SOP review at least once per year.
Review within 30 days after any major communications incident.
Update immediately when law or guidance affecting disclosures changes.
Quarterly template verification for branding and legal currency.
Annual training for all approvers and authors.
Submit change request with rationale and draft language.
Legal assesses risk and suggests revisions.
Senior sponsor signs off on material updates.
Publish new version and train impacted teams.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (plan-dependent) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |