Free download · Markdown, Word, and printable page

VA SOP Template Pack

Four short procedures you can hand to a virtual assistant: how the inbox is sorted, how a meeting gets on the calendar, how the weekly numbers are collected, and how a new task is handed over.

Illustration of a free downloadable guide: a document with download, checklist, inbox and book icons

What's inside

  • The same four templates as Markdown, as a Word file, and as a printable page you can save as PDF.
  • Each template has a trigger, the steps, the tools, and what done looks like, so you fill in your own names.
  • A note on writing one procedure per task, instead of one document that tries to describe the whole job.

Get it free

Enter your name and email, and the SOP template pack opens right here.

We will also send a few short notes about delegating and hiring over the next two weeks. Every email has an unsubscribe link.

Who it is for

Owners handing a repeated task to a virtual assistant who want the steps written once, in a file the assistant can edit when the work changes.

How to use it

  1. Pick one task you did twice last month. Do not start by documenting the whole job.
  2. Copy one template and replace the bracketed lines with your tools, your names, and your definition of done.
  3. Record yourself doing the task once if a step is hard to write, then turn that into the numbered list.
  4. Have the assistant run the procedure and mark the step that was unclear.
  5. Save the file where both of you can edit it. A procedure that lives in chat will be lost.
  6. Review it when the tool or the rule changes, not on a calendar you will ignore.

Ready to hand the work over?

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