This document provides a reusable SOP template designed for operations managers, virtual assistants, and team members. It explains two ways to populate the template: manually or by using an AI assistant (Claude) with a recording or transcript of the task. The guide includes a full prompt for AI generation, a detailed breakdown of each template section (SOP name, owner, trigger, last updated, outcome, tools, video walkthrough, step-by-step actions, definition of done, watch‑outs, and who to ask), and a worked example for a "New client onboarding" process that demonstrates a complete, well‑structured SOP. The example illustrates how to specify outcomes, required tools, video links, actionable steps, checkable completion criteria, common pitfalls, and escalation contacts. The overall purpose is to enable clear, concise SOPs that new team members can follow without clarification, and to surface any omitted steps or assumed knowledge when using AI assistance.
Topics
SOP Template Overview: Structure and Required Fields
Describes the core sections of the SOP template, including name, owner, schedule, last updated, outcome, tools, video walkthrough, steps, definition of done, watch‑outs, and who to ask.
AI‑Assisted SOP Generation Prompt and Workflow
Provides the exact prompt to give Claude (or similar AI) a recording/transcript and generate a complete SOP, emphasizing brevity, clarity, and post‑generation review for hidden assumptions.
Worked Example: New Client Onboarding SOP
A fully populated SOP example that walks through onboarding a new client, illustrating each template section with concrete content, steps, definitions of done, watch‑outs, and escalation contacts.