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📋 Processes & SOPs3 min read2026-05-17

Process Versioning — How to Update an SOP Without Breaking Active Work

Updating a live process is dangerous if you're not careful. Versioning rules + the right rollout pattern keep both old and new instances safe.

The instance you started yesterday should finish on yesterday's process. Tomorrow's instances pick up the new one.
  • Active instances freeze the template they started on — no surprise mid-flight changes.
  • New instances pick up the latest published template — no manual switch.
  • Version notes on the template — what changed, why, and the migration path for in-flight instances if one exists.
Staleness dashboard — sort by 'last reviewed' to find what's overdue.
Staleness dashboard — sort by 'last reviewed' to find what's overdue.
A process you change without versioning is a process you broke without knowing.

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