Hiren Kanani

Hiren Kanani

January 2, 2023 8 minutes to read

How to Create Work Instructions

How to Create Work Instructions

To achieve operational success, providing employees with clear and effective work instructions plays a pivotal role. Work instructions serve as documented guidelines that precisely outline how to carry out tasks or assignments. By offering step-by-step descriptions, they mitigate potential setbacks, minimize damages, and ensure a smoother workflow. These instructions are also referred to as work guides, job aids, or user manuals.

To achieve optimal results from work instructions, we can remember the acronym “RECS,” which encapsulates the key outcomes of well-articulated guidelines: Reliability, Efficiency, Confidence, and Safety.

Various industries heavily rely on work instructions, including manufacturing, healthcare, science and research, hospitality, and transport. This highlights their universal significance in streamlining processes and promoting consistency.

In this post, we will discuss how to create work instructions that genuinely work! First, we’ll explore the relationship between work instructions and standard operating procedures (SOPs), gaining valuable insights into how these two components complement each other to enhance organizational efficiency.

The difference between Work Instructions and SOPs

It’s so easy to get confused between these two since they both serve the purpose of communicating essential processes, they play distinct roles in guiding employees.

SOPs serve as comprehensive roadmaps, outlining step-by-step instructions to complete a task from its initiation to conclusion. On the other hand, Work Instructions provide a more focused perspective by describing how individual steps within the SOP should be executed. Essentially, Work Instructions offer the “how” to carry out the “what” laid out in the SOP.

One common question that arises is whether every SOP should be accompanied by Work Instructions. The answer is no. Not every step in an SOP requires detailed Work Instructions. Instead, it’s best to focus on those process steps that demand more than a couple of sentences of elaboration. By providing Work Instructions only when necessary, we avoid cluttering SOP checklists and prevent confusion among workers, reducing the risk of crucial steps being overlooked.

To achieve an effective and efficient documentation process, a practical approach is to first outline the SOP steps thoroughly. Once the SOP is complete, it’s time to revisit the document and craft Work Instructions for specific items that require further clarification. This systematic order ensures a cohesive understanding without any gaps, resulting in a seamless workflow.

Recognizing the unique purposes of SOPs and Work Instructions allows organizations to improve their communication and documentation strategies.

Why are work instructions and SOPs important?

1. Continuity in Key Personnel Absence

Work instructions provide a valuable safety net in case of key personnel departure or absence. When individuals with critical knowledge leave, documented work instructions ensure that essential tasks can still be carried out effectively, minimizing disruptions and ensuring business continuity.

2. Risk Reduction

Having clear and well-structured work instructions reduces operational risks within an organization. Employees can follow established guidelines, avoiding deviations that could lead to errors, accidents, or compliance issues. This risk reduction enhances the overall stability and reliability of business processes.

3. Error Prevention and Accountability

Work instructions act as a roadmap for employees, guiding them through tasks in a standardized manner. By following these instructions, employees are less likely to make mistakes, reducing the occurrence of errors and inaccuracies. Additionally, having documented procedures fosters accountability, as deviations from the instructions can be easily identified and addressed.

4. Time Savings

Having readily available work instructions accelerates task completion and decision-making processes. Employees can quickly access step-by-step instructions, avoiding time-consuming searches for information. This time-saving aspect translates to increased productivity and allows employees to focus on other essential tasks.

5. Enhanced Training and Onboarding

Work instructions play a pivotal role in employee training and onboarding. New hires can efficiently familiarize themselves with their roles and responsibilities, as well as the organization’s processes. Having comprehensive work instructions aids in a smoother and quicker transition into their new roles, contributing to higher efficiency and reduced learning curves.

6. Improved Consistency and Quality

Consistent and standardized procedures outlined in work instructions lead to consistent outcomes. Employees follow the same set of guidelines, ensuring that tasks are performed uniformly, leading to improved quality across products or services. This consistency helps build a positive reputation for the organization and fosters trust among customers and stakeholders.

7 Traits of Good Work Instructions

Creating good work instructions is essential for ensuring smooth operations within an organization. To avoid misinterpretation and promote productivity, there are seven essential characteristics to aim for when developing work instructions:

1. Clarity

Work instructions should provide clear, precise, and comprehensive directions on how to perform tasks. Employees should be able to understand the instructions immediately upon reading them. Avoid using acronyms, complex technical terms, or jargon without proper explanation.

2. Brevity

Strive to explain complex tasks succinctly. Understand the tasks thoroughly to describe them in a few words. Brevity leads to simplicity and easier comprehension.

3. Accessibility

Ensure that work instructions are easily accessible to employees, both on-site and off-site. Utilize digital task-management systems or other means to provide easy access to SOPs, work instructions, and work orders, even from mobile devices.

4. Consistency

Maintain consistency in work instructions, ensuring they align with employees’ assigned skill sets and follow a standardized methodology, terminology, and layout. Consistency fosters familiarity and reduces the likelihood of errors.

5. Accuracy

Work instructions must be accurate and credible, reflecting the reality of employees’ work experiences. Consulting more experienced employees during the development process helps capture important details and practical insights.

6. Visual Elements

Incorporate visual media like infographics, images, and photos whenever possible. Visual information is processed 60,000 times faster than textual information, making it easier for employees to comprehend and follow instructions.

7. Collaboration

Developing work instructions should involve input from various stakeholders. Multiple perspectives ensure all the above characteristics are met, and potential issues or gaps are addressed.

By adhering to these key elements, organizations can develop work instructions that empower employees to perform tasks efficiently, reduce errors, and enhance overall productivity. Remember, well-written work instructions are a collective effort that benefits from the insights and expertise of different team members.

How to Write Work Instructions?

Writing work instructions and standard operating procedures (SOPs) can seem overwhelming, especially when breaking down complex processes into smaller, actionable steps. To create clear and concise work instructions, follow this sequence:

Step 1: Write a Clear Title

Begin by creating a straightforward title that precisely conveys the task at hand. For instance, “Disinfecting Countertops: Restaurant Opening Procedures.”

Step 2: Introduce with Context

Provide a brief introduction that sets the stage for the task. Identify task owners and explain the purpose behind the instructions. For our example, the goal is to maintain a safe environment for patrons and adhere to OSHA requirements.

Step 3: Detailed Task Explanation

Thoroughly describe how workers should perform the task. Use clear language and include a list of approved materials needed. Enhance understanding by incorporating images, flow charts, and tables where appropriate.

Step 4: Format for Clarity

Choose a consistent design format for the entire document. Break down complex tasks into numbered steps, with each representing a single action. Use visual aids alongside textual explanations for better comprehension. Optimize information processing by placing images on the left and text on the right. Utilize bold, italics, and uppercase text to highlight essential information.

Step 5: Review and Revise

Edit your draft for clarity and readability. Remove unnecessary words, simplify complex sentences, and maintain consistency in terminology usage. Consider providing a glossary for abbreviations and technical terms. Utilize affordable editing software for added assistance.

Step 6: Offer Additional Resources

Enhance the instructions by providing footnotes or an appendix with relevant resources and reading materials. This allows employees to access supplementary information as needed.

Step 7: Test for Effectiveness

Before implementing the work instructions company-wide, conduct tests to ensure their effectiveness. Have a colleague or employee follow the instructions to perform the associated task. Observe the process and identify any gaps that require clarification or improvement.

Once you have fine-tuned the work instructions, integrate them into relevant SOPs and work orders to ensure consistency across procedures.

Work Instruction Example

We will take an example of quality inspection of the automobile manufacturing process. Quality inspections are critical to ensuring that vehicles meet the highest standards of safety and performance before they are released to the market.


  • Prepare for inspection with necessary tools and a clean work area.
  • Check vehicle components using inspection checklists.
  • Verify critical measurements and tolerances.
  • Perform functional tests on essential systems.
  • Document and report defects or non-conformities.
  • Re-inspect after repairs or adjustments.
  • Record all findings accurately for reference.
  • Obtain approval from the supervisor.
  • Maintain equipment and a tidy work area.

Work instruction checklist

For the sake of understanding it easily, here is the summarised version of Work Instruction checklist:

  • Identify the process the task belongs to.
  • Define the purpose of the task.
  • Understand the scope of the task.
  • Assign responsibility to specific individuals.
  • List the necessary tools for the task.
  • Include any relevant safety requirements.
  • Choose an appropriate and effective format.
  • Incorporate helpful visual aids.
  • Ensure simplicity and brevity in language.
  • Eliminate unnecessary jargon and technical terms.
  • Validate by testing with a colleague.

Streamline Management task with Plutomen free work instruction template

Now it’s time to put work instruction into practice! It is needless to say that every organization has a different set of work instructions. To ensure consistency and streamline processes, having a reliable work instruction template is essential. We offer a ready-to-use template that caters to diverse needs, empowering your team to excel in their tasks.

Get your comprehensive Work Instruction Template now, and elevate your organization’s performance to new heights!

Download our free digital work instruction template Now!


Work instructions should be written by subject matter experts who possess a deep understanding of the task or process being documented. These experts may include experienced employees, supervisors, or process engineers familiar with the intricacies and best practices of the task.

Work instructions should include a clear title, introduction with contextual background, step-by-step task explanation, required tools and safety requirements, a consistent format, visual aids, simple language, and validation through testing. Additionally, they should align with the related standard operating procedures (SOPs).

Work instructions should be structured in a systematic and coherent manner. They typically begin with a clear title, followed by an introduction, detailed steps, and relevant visuals. Consistency in format, language, and the use of visual aids enhances readability and user understanding.

Work instructions should be reviewed periodically to ensure accuracy, relevance, and compliance with any changes in processes or regulations. Frequent updates may be required when significant changes occur, while routine reviews can be scheduled annually or semi-annually.

Yes, various software tools are available for creating work instructions, which streamline the documentation process. Examples include Microsoft Word with templates, process mapping software like Lucidchart, and task management systems like MaintianX that offer collaborative features and mobile accessibility.
Hiren Kanani

Hiren Kanani

CTO, Cofounder of Plutomen

With 10+ years' experience of Hiren Kanani has helped Plutomen ensure smooth communication between the company and the client for swift project delivery with fewer iterations. He is CTO & founder at Plutomen.

Recent Blog

Check out our latest blogs and news on all-things in Work Instructions.

Work Instructions Software: The Ultimate Buyers Guide

As industry 4.0 initiatives continue to evolve, it becomes increasingly challenging to assist your team members to focus on work, communicate effectively, and be productive without causing any redundant human error. To increase efficiency and productivity, many organizations are turning to work instructions software to help their teams stay aligned and focused on their goals. […]

March 1, 2023

Streamline Lean Manufacturing with Standardized Work Instructions

What is the most efficient method for performing a task? Still searching for the perfect answer? Well, many manufacturing workers who lack proper training and struggle to decipher the handwritten instructions are left to navigate the complexities of their tasks. What’s the solution, how can this problem be addressed? It is through standardized work instructions. […]

June 23, 2023

What are Digital SOPs and how to create them

Poorly made SOPs can prove cumbersome for manufacturers in industrial training. A survey by the International Association of Operational Excellence Professionals found that 80% of organizations have SOPs in place but only 40% of them are effective. Poorly written, outdated or hard to understand SOPs can lead to confusion and mistakes among employees, resulting in […]

January 24, 2023