Use cases / Operations & Scheduling

Write SOPs and training docs from scratch

Editor-reviewed

Summary

Know-how lives in a few experienced people's heads; nothing is written down. Short answer: use Claude (structures long talk-through notes into SOPs). Free option: ChatGPT. The workflow has 4 steps and 2 copy-paste prompt(s); expect a structured SOP with gaps marked QUESTION, plus a quiz and checklist. Main caution: SOPs for equipment, chemicals or safety must match manufacturer instructions and your safety program.

The problem

Know-how lives in a few experienced people's heads; nothing is written down.

All tools mentioned

Step-by-step workflow

  1. Pick one procedure (opening the yard, mower pre-trip inspection, spring irrigation startup).
  2. Have the person who does it best talk through it while you record or take notes.
  3. Turn the notes into an SOP with the prompt; have that person correct it.
  4. Translate for bilingual crews and train in person.

Copy-paste prompts

Prompt 1
Turn these notes into a standard operating procedure for a landscape crew: title, purpose, when it applies, tools/PPE, numbered steps, quality check, common mistakes. Notes: [paste]. Don't add steps I didn't describe; mark gaps as QUESTION.
Prompt 2
Create a 5-question quiz and a one-page checklist version of this SOP for new crew members: [paste SOP].

What to expect

A structured SOP with gaps marked QUESTION, plus a quiz and checklist.

Limits & safety

  • SOPs for equipment, chemicals or safety must match manufacturer instructions and your safety program.
  • Someone who does the job should approve every SOP.

Source / inspired by

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