Creating a secure, successful product or process requires collaboration, communication and precision. That's why it's important to have a set of standards to measure every step of your workflow. ClickUp's Standard of Work template takes the guesswork out of documenting, tracking and maintaining your standards.
This unique template provides you with the right toolkit to:
- Define and document each standard in an organized fashion
- Assign tasks and build teams around those standards
- Track progress on individual completion goals
With ClickUp's Standard of Work template, you'll be able to make sure that everyone is held accountable for their work—ensuring success in any project!
Benefits of a Standard of Work Template
Having a standard of work template can make sure all employees are working to the same standards and expectations. It can also:
- Provide guidance on how to complete specific tasks
- Create a uniform baseline for performance evaluations
- Set expectations for quality and accuracy of work
- Help ensure consistency across teams and departments
Main Elements of a Standard of Work Template
ClickUp's Standard of Work Template is designed to help you define, document, and track the quality of work expected from a team or individual. This Doc template includes:
- Custom Statuses: Create tasks with various custom statuses to keep track of the progress of each task
- Custom Fields: Categorize and add attributes to manage your standards of work and easily visualize the defined quality
- Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
- Project Management: Improve standards tracking with task dependencies, comment reactions, automated reminders, and more
How to Use a Standard of Work Template
Creating a Standard of Work is essential for any organization to ensure that all employees are working to the same high standard. Follow these steps to create your own Standard of Work in ClickUp:
1. Define the purpose of the Standard of Work
Before getting started on creating a Standard of Work, it’s important to define its purpose. What is the desired outcome of the Standard of Work? What sort of behaviors and expectations do you want employees to adhere to.
Use a Doc in ClickUp to brainstorm ideas for your Standard of Work and define its purpose.
2. Create a list of standards
Once you’ve defined the purpose of the Standard of Work, create a list of standards outlining how employees should behave in the workplace. This list should include expectations around timeliness, work ethic, professionalism, communication, and any other standards that will help employees meet the desired outcome.
Use a Board view in ClickUp to create an interactive list of standards.
3. Set guidelines for each standard
Once the list of standards is complete, create guidelines for each one. This will help provide a clear framework that employees can follow when meeting the standards.
Use tasks in ClickUp to create individual guidelines for each standard.
4. Distribute the Standard of Work
Once the Standard of Work is complete, it’s important to distribute it to the entire team. Make sure everyone has a copy of the document and understands the expectations that have been set.
Create an Automation in ClickUp to send out the Standard of Work to all team members.
5. Monitor and review the Standard of Work
Finally, it’s important to regularly monitor and review the Standard of Work to ensure it is still relevant and up-to-date. Make sure to adjust the document as needed and communicate any changes to the team.
Set a recurring task in ClickUp to review the Standard of Work and adjust it as needed.
Get Started with ClickUp's Standard of Work Template
Employees and supervisors can use this Standard of Work Template to help everyone stay on the same page when it comes to defining expectations and setting goals.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to ensure the highest quality of work:
- Define the standards of work for each team member and project
- Create tasks for each task and assign them to team members
- Collaborate with team members and stakeholders to ensure tasks are completed correctly
- Organize tasks into categories to keep track of progress
- Set up notifications to stay up-to-date on progress
- Hold regular meetings to discuss progress and any issues
- Monitor and analyze tasks to ensure quality is maintained