The Operations Runbook Kit
Four templates for turning work that lives in your head into work someone else can run. Every one came out of a real job — a client intake chain, an executive's calendar, a project coordinator's handover.
They are deliberately tool-agnostic. The value was never the software; it was deciding who owns each step and what “done” means. Nine pages, no signup wall on the content itself — if you would rather just read it, the download link is in the email and there is nothing else in there.
- 01Intake to onboarding Seventeen steps from first enquiry to onboarded client, with owner, tool and a “done when” condition per step.
- 02SOP template The seven fields that make a written process survive contact with reality — including the one everybody leaves out.
- 03Weekly calendar structure Five block types, availability bands, and deadlines held as fixtures. How to protect the work only one person can do.
- 04AI prompt workflows Six prompts on a shared Role / Task / Context / Constraints / Output structure: inbox triage, thread-to-actions, meeting brief, report narrative, reply draft, prospect research.