
Write procedures like you would explain them to a smart friend. Begin with purpose, then steps, then pitfalls. Include screenshots, examples, and a quick checklist. Keep documents short, link deeper references, and revise after each cycle. Living SOPs reduce confusion and empower assistants to solve small issues without waiting for permission.

Centralize credentials in a password manager, use role-based permissions, and enable two-factor authentication. Share least-privilege access and revoke promptly after trials. Standardize tools for scheduling, documentation, and file management. A secure foundation respects client data, prevents accidents, and builds trust, allowing delegated work to accelerate rather than introduce unnecessary risk.

Specify what completed means with examples: formats, naming conventions, recipients, and timing. Add quality checks like link verification or double-confirming calendar time zones. Create a brief handoff summary template with highlights and open questions. When “done” is unmistakable, review cycles shrink and outcomes feel dependable, even during busy periods.
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