Back to Get It Out of Your Head
Operations

Notes to SOP

Turn a rough description of how you do a task into a clean, step-by-step procedure anyone could follow.

Beginner10 minchat / a doc

What you'll need

  • A task you do regularly, described in your own words
  • Any AI chat assistant

The steps

  1. Talk or type how you do the task, start to finish — messy is fine.
  2. Paste the prompt, then paste your description.
  3. Review the steps and fill any gaps it flags.
  4. Save it where your team can find it.

The prompt

Turn my rough description below into a clean Standard Operating Procedure (SOP) someone else could follow.

The task: [what it is]
Who'll use it: [you / a new hire / a VA]

Format it as: a one-line purpose, what you need before you start, then clear numbered steps in plain language. Flag anything I left vague as a question for me to answer. Here's how I do it:

[paste your messy description here]

Add a checklist

Now condense this SOP into a quick checklist someone can tick off while doing the task.

What you'll get

A clean, shareable SOP (plus a checklist) that gets the task out of your head and into something you can hand off.

If it's not quite right

  • It made assumptions? Add "Don't guess any steps — ask me about anything unclear."
  • Want screenshots noted? Add "Mark where a screenshot would help."