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#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
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