Three sheets, and no form.
The paper versions of how we scope a pod. Print them, fill them in with your team, and use them whoever you end up handing the work to.
The boring stuff audit worksheet
The eight questions on paper, with the tally at the bottom. Useful when the answer should come from the team rather than from you alone.
Open the worksheet Sheet 02 · two pagesThe SOP template
What an operator writes in the handover: the trigger, the steps, the decisions that need a human, and what done looks like.
Open the template Sheet 03 · two pagesThe pod scoping sheet
The ten scoping questions, then the three columns to fill in: what the operator owns, what the agents carry, and what stays with you.
Open the sheetwhy only three?
Because these are the three we actually use. A library of twenty downloads is a content operation, and we would rather run the pods.
The tools do the same thing on screenIn that order, on paper.
The worksheet finds the function. The scoping sheet splits that function into what a person has to decide and what a machine can carry. The SOP template is what gets written once the work starts moving, and it is the artefact that makes the handover survive whoever wrote it.
Nothing here asks for an email, and nothing here is a lead magnet with the useful part removed. If you use all three and never speak to us, they still did their job.
Or let someone else fill them in.
That is what an operator does in the first weeks: watch the function, write it down, and take it over piece by piece.