VIRTUAL ASSISTANT STANDARD OPERATING PROCEDURE (SOP)
Copy this worksheet into a company-controlled document and replace the prompts.
Do not place passwords, recovery codes, or unnecessary personal information here.

SOP title:
Document owner:
Assistant / backup owner:
Version:
Effective date:
Next review date:

PURPOSE AND RESULT
Why does this workflow exist?
What does a complete and correct result look like?

TRIGGER AND COVERAGE
What starts the task?
How often does it run?
What are the working hours and response deadlines?

INPUTS AND SOURCE OF TRUTH
Which approved records, instructions, and tools should be used?
Where is the authoritative policy or source document?
Which permissions are required? Refer to the access owner, not a password.

PROCEDURE
Step 1:
Step 2:
Step 3:
Step 4:
Step 5:

QUALITY CHECK BEFORE COMPLETION
[ ] Information checked against the approved source.
[ ] Names, dates, recipients, and links verified where relevant.
[ ] No unapproved promises, payments, or account changes.
[ ] Completion status and evidence recorded.
[ ] Any unresolved follow-up has a named owner and due date.

DECISION AND APPROVAL BOUNDARIES
Assistant may do independently:
Assistant may draft, but owner must approve:
Assistant must not do:
Escalation contact:
Backup escalation contact:
Urgent escalation window:

OUTPUT AND HANDOFF
Where is the result stored?
Who receives an update?
What is the required handoff format?

EXCEPTIONS
Missing source information:
Conflicting requests:
Privacy or security concern:
Tool outage:
Deadline at risk:

WORKED EXAMPLE
Sample input (synthetic or redacted):
Acceptable completed output:
Example of an issue that must be escalated:

CHANGE LOG
Date / version / change / approver:

TRIAL AND REVIEW
Tested by:
Representative test case:
Corrections needed:
Approved by:
Next review date:

For context, read:
https://virtualassistant.com.ph/blog/virtual-assistant-sop-template