{"title":"SOPs \u0026 Checklists","description":"\u003cp\u003ePlaybooks and checklists for running AI in real client and team work.\u003c\/p\u003e","products":[{"product_id":"the-ai-delivery-sop-kit-checklists-for-shipping-ai-assisted-work-clients-trust","title":"The AI Delivery SOP Kit: Checklists for Shipping AI-Assisted Work Clients Trust","description":"\u003cp\u003eAI gets you to a first draft in minutes. Getting a client to trust that draft is another job: Was their data safe? Is that statistic real? Does it sound like their brand, or like a chatbot? Did anyone actually agree to AI being used? The AI Delivery SOP Kit gives freelancers, agencies, and operators ten short standard operating procedures that cover the whole delivery, from the disclosure conversation at kickoff to the prompt library you keep building after handoff. Each one tells you what to do, in what order, what to tick off, and when to stop and escalate.\u003c\/p\u003e\n\u003cp\u003eEvery SOP takes one or two pages. Each has a purpose, numbered steps, printable checklist boxes, a red-flags list, and a fill-in template where writing it down beats remembering it: a client AI policy record with sample clause language, an AI-assisted project brief, a six-part prompt skeleton, a claim log for fact-checking, a voice card, an AI tool inventory, a PR note for AI-generated code, a delivery-note template, a revision log, and a prompt-library entry. A one-page master pre-delivery checklist ties it all together. Use it on your next project as-is, or drop the editable versions into Word, Google Docs, or Notion and make it your team's own.\u003c\/p\u003e\n\u003ch3\u003eWhat's included\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003e24-page PDF\u003c\/strong\u003e (US Letter, print-ready), with cover, contents page, printable checkboxes, and fill-in templates\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e10 SOPs \/ checklists:\u003c\/strong\u003e\u003col\u003e\n\u003cli\u003eAI use disclosure \u0026amp; client policy (with sample clause language; not legal advice)\u003c\/li\u003e\n\u003cli\u003eProject intake for AI-assisted work\u003c\/li\u003e\n\u003cli\u003ePrompt \u0026amp; context prep\u003c\/li\u003e\n\u003cli\u003eFact-checking \u0026amp; hallucination review\u003c\/li\u003e\n\u003cli\u003eBrand-voice \u0026amp; style QA\u003c\/li\u003e\n\u003cli\u003eData privacy: what never goes into a model\u003c\/li\u003e\n\u003cli\u003eCode review for AI-generated code\u003c\/li\u003e\n\u003cli\u003eFinal delivery QA\u003c\/li\u003e\n\u003cli\u003eHandling client revision requests\u003c\/li\u003e\n\u003cli\u003eLogging \u0026amp; reusing what worked (prompt library upkeep)\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOne-page Master Pre-Delivery Checklist\u003c\/strong\u003e with sign-off block\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEditable DOCX\u003c\/strong\u003e with clickable checkboxes in Microsoft Word (opens in Google Docs, Pages, and LibreOffice too)\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMarkdown \/ Notion pack (ZIP):\u003c\/strong\u003e each SOP as its own Markdown file. To-dos import as Notion checkboxes and templates import as tables. Includes a start-here guide with import steps.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eThis kit is practical operating guidance, not legal, privacy, or security advice. Have a qualified professional review any contract language before you use it.\u003c\/em\u003e\u003c\/p\u003e","brand":"Prompt \u0026 Process","offers":[{"title":"Default Title","offer_id":48282611056811,"sku":null,"price":24.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0804\/1535\/9147\/files\/cover-2048_fb88edf3-7c80-4aa6-a20b-167dc95cad42.png?v=1792158005"},{"product_id":"the-ai-agent-launch-checklist","title":"The AI Agent Launch Checklist","description":"\u003cp\u003eGetting an AI agent to work in a demo is the easy part. Shipping it to real users or a team means answering the dull, important questions: what is it allowed to touch, what happens when it is wrong, who notices, and how much can it spend before someone gets paged. The AI Agent Launch Checklist turns those questions into twelve practical sections you can work through before launch and keep running afterwards, whether you are shipping a support chatbot, an internal assistant, or an automation that takes real actions.\u003c\/p\u003e\n\u003cp\u003eEvery section gives you checkbox items, a one-line \"why\" for each item so you can judge whether it applies to your setup, and red flags that tell you to pause the launch and fix something first. It covers least-privilege tool scoping, human confirmation for destructive actions, prompt injection and untrusted input, evals, cost limits, logging, human escalation, and user-facing disclosure, plus a launch-day runbook and a weekly review. It is built to help you catch common problems before your users do. It is practical guidance, not legal, security, or compliance advice, and it does not make any system secure or compliant on its own.\u003c\/p\u003e\n\u003ch3\u003eWhat's included\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003e21-page PDF\u003c\/strong\u003e (US Letter, printable), with:\u003cul\u003e\n\u003cli\u003eHow to use it, including a simple three-tier risk guide (internal helper, user-facing, takes actions)\u003c\/li\u003e\n\u003cli\u003e12 checklist sections: Scope and success criteria · Prompt\/system instructions review · Tool and permission scoping · Data privacy and secrets · Prompt injection and untrusted input · Evals and test set · Cost limits and rate limits · Logging and observability · Human escalation and fallback · User-facing disclosure and copy · Launch-day runbook · Weekly post-launch review\u003c\/li\u003e\n\u003cli\u003e96 checklist items, each with a short why, plus red flags for every section\u003c\/li\u003e\n\u003cli\u003e1-page Master Launch Checklist with exceptions and sign-off\u003c\/li\u003e\n\u003cli\u003eEval test-case template with a worked example and a blank run sheet\u003c\/li\u003e\n\u003cli\u003eIncident log template: severity guide, incident record, and running log\u003c\/li\u003e\n\u003cli\u003eFurther reading (OWASP and NIST frameworks) and a glossary\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEditable DOCX\u003c\/strong\u003e with clickable checkboxes in Microsoft Word\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMarkdown\/Notion ZIP\u003c\/strong\u003e: one page per section with to-do checkboxes, plus CSV files for an eval database and an incident database\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003ePlease note\u003c\/h3\u003e\n\u003cp\u003eThis is a digital product; nothing physical ships. It is practical operating guidance, not legal, security, privacy, or compliance advice. For high-stakes systems, have a qualified professional review your setup.\u003c\/p\u003e","brand":"Prompt \u0026 Process","offers":[{"title":"Default Title","offer_id":48282611089579,"sku":null,"price":17.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0804\/1535\/9147\/files\/cover_fcfbb94d-3057-4263-9297-6323be891628.png?v=1792158046"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0804\/1535\/9147\/collections\/cover_fcfbb94d-3057-4263-9297-6323be891628.png?v=1792158598","url":"https:\/\/promptandprocess.shop\/collections\/sops-checklists.oembed","provider":"Prompt \u0026 Process","version":"1.0","type":"link"}