Delegation-Ready SOP for Recurring Tasks
Turns a task that lives in your head into an SOP a new VA or contractor can run solo, with decision rules, a done-check, and a handoff plan.
Before & after
Same prompt, same agent — the only difference is the skill.
Creating an SOP for onboarding is a great way to enable delegation. A good SOP typically includes: - A clear title and purpose - Step-by-step instructions - Who's responsible - Tools and resources needed - Expected outcomes - Common issues and fixes Write it clearly enough that someone new could follow it without asking questions. Screenshots or examples help. Walk me through your current onboarding process and I'll help structure it into an SOP.
SOP — designed to be DELEGATED, which means written for someone who
wasn't there when the process was invented. That's the bar, and it
changes how every step reads.
CLIENT ONBOARDING SOP
PURPOSE: get a new client from signed to active in 5 business days.
OWNER: account manager. TIME: ~3 hours across 5 days.
STEP 1 — Kickoff email (Day 0)
→ Send the welcome template (in /templates) within 2 hours of signing
→ DONE WHEN: client has the welcome email and a booked kickoff call
→ COMMON SNAG: no calendar link in template → use the booking link,
not "reply to schedule"
STEP 2 — Access setup (Day 1)
→ Add to project tool, shared drive, Slack channel
→ DONE WHEN: client can log in to all three (have them confirm)
STEP 3 — Kickoff call (Day 2) ... etc.
WHAT MAKES IT DELEGATABLE (and most SOPs aren't)
• Every step has a DONE-WHEN — a checkable end state, so the new hire
knows they finished, not just "did something."
• The SNAGS are pre-answered — the questions they'd otherwise Slack you
are already in the doc. That's the difference between an SOP that
removes you and one that still routes through you.
• Tools and templates linked in place, not "ask someone where it is."
THE TEST
Hand it to someone who's never done onboarding. If they finish without
asking you a question, it's a real SOP. If they Slack you, that gap is a
missing DONE-WHEN or SNAG — add it.
Walk me through your current process once, and I'll turn it into this
format in your voice.About this skill
You've done the task fifty times, so you skip the parts that feel obvious. Then the VA does it differently, messages you six times, or ships something you have to redo, and you decide it's faster to keep doing it yourself. This skill finds the judgment calls you make without noticing, turns them into rules someone else can follow, and gives you an SOP a new person can run without you.
What it does
- Rebuilds the process from the last time you actually did it, so the steps you'd forget to mention end up in the doc
- Turns "use your judgment" into decision tables with criteria, a default, and a permission level (Just do it / Do it and tell me / Ask me first)
- Defines "done" as something a reviewer can check, plus a quality bar with a good and a bad example
- Lists the access and templates the new person needs before step 1, so the first run doesn't stall on a login
- Records the failures that really happen, with the symptom, the fix, and who to tell
- Adds a 4-stage handoff plan so you know when to stop checking their work
What you get
A finished SOP in a fixed, skimmable format (trigger, done-check, prerequisites, imperative steps, decision table, quality check, troubleshooting, reference), plus a short handoff plan and a list of gaps only you can fill.
Best for
Solo founders, creators, coaches, agency owners, and small teams handing recurring work to a VA, contractor, or first hire.
SKILL.md preview
---
name: delegation-ready-sop
description: Turns a recurring task that lives in the owner's head into an SOP a new VA, contractor, or hire can run without help. It rebuilds the steps from the last real run, turns judgment calls into decision tables with permission levels, defines an observable done-check, and adds a supervised handoff plan. Use when the user says "write an SOP for how I do X", "I need to hand this off to my VA", "turn these notes into a process doc", "my assistant keeps doing this wrong", "every time I delegate this I end up redoing it", "document our onboarding so anyone can do it", "review this SOP", or "I'm the bottleneck on everything".
---
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