Author: monis

The best SOP tool is almost always the one your team already has open. The criteria that decide it, and the specific exceptions.

What drives cost, the three engagement shapes, and the thing quotes leave out that you should never accept missing: handover.

Be fair to the spreadsheet: it got the agency this far, and part of it should survive the move. What to take, rebuild, and leave.

Board architecture first, then the smallest thing that works. Migrating live client work without freezing delivery for a week.

What breaks at each headcount threshold, what documentation buys you, and the commercial one: a business you can leave alone for two weeks.

The six delivery patterns as Notion databases: relations over duplication, and the template buttons that make the pattern repeatable.

Document the decisions and the exceptions. The happy path is the part your team can already work out for themselves.

What transfers well, what assumes a shape agencies do not have, and how to get the outcome without adopting the whole system.

What to decide before you touch it, the smallest week-one structure, and what to deliberately leave out until the team asks for it.

Document or automate? The test is stability, frequency, judgment and cost of silent failure. Plus the case for skipping documentation.