# Agency SOP template

A starting example from ScaleVirtual. This is not a client SOP; replace placeholders and test it against your own work.

Process: [name]
Owner: [role/person]
Version / last reviewed: [date]

## Purpose and trigger
Why does this process exist, and what starts it?

## Inputs and access
List the information, approved accounts and permissions required.

## Steps
1. [Action, tool and expected output]
2. [Next action and decision rule]
3. [Completion check and where the record is stored]

## Exceptions and approvals
- If [condition], ask [named role] before continuing.
- If information is missing, record [item] in [place] and notify [owner].

## Definition of done
List the checks a reviewer uses to accept the output.

## Test and maintenance
Ask someone unfamiliar with the task to follow the instructions using a safe example. Record where they need help, update the instructions, and assign the next review date.

Workflow support: https://scalevirtual.co/services/workflow-automation