Build an Operations Playbook
8 weeks · 0 milestones
Document every repeating operational process for a function — runbook, checklist, owner, and escalation path — adopted by the team.
Milestone map
Milestone map
3 milestones
Conduct a process inventory for your team or organisation: list all recurring operational processes (weekly meetings, reporting cycles, hiring pipelines, onboarding, incident response, planning cadences, etc.), classify each by frequency and business-criticality, and identify the top five processes where documentation absence creates the highest risk (key-person dependency, quality variance, training difficulty). Validate the prioritisation with at least two other senior team members and document their input.
Proof required
Submit the process inventory (table or structured list covering all identified processes with frequency and criticality ratings) and the prioritised list of five critical processes to document, with rationale and validation notes from at least two senior team members.
What gets checked
- Process inventory covers at least 15 distinct processes — omitting common operational cycles is a gap
- Criticality rating is applied consistently — the submitter can explain the rating method
- Prioritisation is validated by at least two senior team members, not the submitter alone