Operations
Operations & Documentation Pack
One real SOP, a handoff note, and a first week that is actual work.
6 prompts 4 automations
About this pack
I wrote this for owners whose business still lives in their head. You get the prompt that turns a brain dump into steps, the handoff, the new-hire week, and the monthly review. A blank wiki is not included, because a blank wiki does not run the shop.
What's included (20 items)
SOP from a brain dump
Turn a voice note or a messy paragraph into steps a new person can follow.
Training one-pager from an SOP
Cut the SOP down to what someone needs on day one.
Process audit questions
Ask the questions that find the step everyone skips.
Handoff when someone is out
Write the note the person covering the shift can use without calling you.
Exception log summary
Turn a month of 'this went wrong' notes into one fix.
First week for a new person
Build the week from the work they will actually do, not a culture deck.
Write one SOP this week
Pick the task that broke last week. Write it. Have someone else run it once.
The handoff
Before a day off, one note: what is open, what can wait, who to call if it cannot.
First week for a new person
They do the real work with a named buddy. They are not parked on videos.
Monthly operations review
One hour. Which SOPs were wrong, which exceptions repeated, what gets rewritten.
How we do this, header
Top of every SOP
I am out, here is the handoff
Email or doc, the day before you are gone
Day-one note for a new hire
Email, before they arrive
Please run this and mark what is wrong
Message to the person reviewing an SOP
The SOP was not followed
Conversation, the day you notice
Exception log entry
One note, the day something breaks the SOP
Is this still true
Quarterly message to the owner of an SOP
Who owns this task
The line you add when a task has no name
An SOP is done when
A document nobody else has tried is a draft.
A day without you
If these are not true, the business still depends on you being in the room.
In the prompt library
This pack is for
Business owners ready to scaleManagersOperations leads