SOP capture and review

What the work starts with

• One bounded process and its accountable owner.
• Current instructions, an authorized walkthrough and representative examples.
• The intended reader, output requirements and approval boundaries.

How the review is structured

1. Capture inputs, actions, decisions and evidence of completion.
2. Separate observed practice from approved policy and unresolved questions.
3. Draft the SOP with source references and explicit exceptions.
4. Record the owner’s walkthrough findings and incorporate accepted corrections.

What acceptance checks

• The owner can trace substantive instructions to evidence or a recorded decision.
• A representative walkthrough identifies the required output and escalation points.
• The accepted version names its owner, review date and change history.

Scope limits

This scope documents and reviews the agreed process. It does not include process redesign, team training, recruitment or production automation. Any derived agent instructions need separate permission and behavior checks.

The collection, permissions, sample coverage and acceptance owner must be agreed for the specific work. Private customer material is not reused across engagements.

Explore the method

• SOP capture workflow
• Operations and SOP stack