C4B Practice
Browse by Chapter
#84Chapter 08 — Playbooks by Role
I need to document a standard operating procedure. Here's the process as my team described it:

[Paste a messy, conversational description of the process — record yourself or a team member walking through it]

**Process name:** [What this process is called]
**Who does it:** [Roles involved]
**How often:** [Daily/weekly/triggered by an event]
**Tools used:** [Software, forms, equipment]
**What goes wrong most often:** [Common failure points]

Turn this into a clean SOP with:
1. Purpose — Why this process exists (one sentence)
2. Scope — Who this applies to and when
3. Step-by-step procedure — Numbered steps, each with: the action, who does it, what tool they use, and what the expected output is
4. Decision points — Where someone needs to make a judgment call, explain the criteria
5. Exception handling — What to do when things don't follow the normal path (use the common failures I listed)
6. Quality checks — How to verify each critical step was done correctly

Write this so a new employee on their first week could follow it without asking questions. If a step is ambiguous, flag it — don't guess.
Claude for Business
Claude for Business

These prompts are excerpts from the book. Get the full collection with explanations and use cases.

Get the Book