Template

Sample SOP template for delegated VA work.

Use this as an illustrative structure. Real SOPs should be adapted to client systems, access rules, data sensitivity, and acceptance criteria.

Name the recurring business outcome, owner, systems used, expected cadence, and what good work looks like.

List permissions, prohibited actions, sensitive data limits, and exact actions that require client approval.

Define completed status, required evidence, QA sample size, common errors, and rework path.

Download a simple copy-ready version as a starting point for the first supervised workflow.

Use the Markdown version when you want a cleaner working document with headings and tables.

Use the RTF version when you want an editable document that opens cleanly in Word or Google Docs.

Template fields

What every first SOP should answer.

Short SOPs are easier to run and improve during the supervised first-task cycle.

Field	What to capture	Example
Version	Current SOP version and who changed it last.	v1.0, drafted for supervised first-task review.
Approver	Client or delivery owner who can accept or change the SOP.	Operations Manager approves before the first live batch.
Effective date	Date the SOP becomes active and when it should be reviewed.	Effective 2026-09-15; review after first 25 tickets.
Trigger	What starts the task and where it appears.	New support ticket tagged billing in Helpdesk.
Steps	The repeatable sequence and systems used.	Review account notes, draft reply, attach invoice reference, queue for approval.
Approval point	The decision or action that cannot happen without client approval.	Refunds, account changes, or any promise about billing adjustment.
QA sample	What the delivery owner checks and how often.	Review five drafted replies or 10% of queue, whichever is larger.
Rework path	How errors are corrected and how SOP changes are captured.	Return with note, update checklist, and review next sample.
Escalation	When work pauses and who is notified.	Unclear account status, customer complaint, or missing access.

Next step

Choose a quick inquiry or a saved assessment with this workflow summarized for follow-up.