Playbook page 3: the project path from lead to warranty, with each SOP, its owner and tools

SOP & Operations Playbook

CA$129
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Playbook page 3: the project path from lead to warranty, with each SOP, its owner and tools
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  • Playbook page 3: the project path from lead to warranty, with each SOP, its owner and tools
  • All 24 pages of the operations playbook
  • Playbook page 5: who does what, a RACI chart for every SOP activity
  • SOP register on a tablet: fourteen SOPs with stage, owner, tools, version, review dates and flags
  • Playbook page 3: the project path from lead to warranty, with each SOP, its owner and tools
  • All 24 pages of the operations playbook
  • Playbook page 5: who does what, a RACI chart for every SOP activity
  • SOP register on a tablet: fourteen SOPs with stage, owner, tools, version, review dates and flags
SOP & Operations Playbook
Back-Office

SOP & Operations Playbook

CA$129

Launch price until January 15, 2027. Prices in Canadian dollars. Any tax that applies is shown at checkout.

A 24-page operations playbook with fourteen standard operating procedures, from the first enquiry to warranty service, and an Excel workbook for the SOP register, roles, weekly routines and onboarding. PDF, editable PowerPoint, Word and Excel.

  • Playbook 24 pages, 14 SOPs, PDF, PPTX and Word
  • RACI 26 activities across 8 roles
  • Workbook Excel, eight sheets, example and blank copies
  • Rhythm Routines and a 13-week calendar
  • Start Here 6-page PDF guide

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Operations playbook, 24 pages, letter size (PDF, editable PPTX and Word). How to use it, the project path from enquiry to warranty, roles, the RACI, the fourteen SOPs, the weekly and monthly rhythm, a weekly client update template, a site walk and housekeeping checklist, keeping the SOPs current, and a table of your local requirements to fill in.

Fourteen SOPs. Lead and enquiry handling, estimating handoff, pre-construction meeting, site start-up, weekly client update, change order flow, selections deadlines, trade scheduling and onboarding, site safety walk and housekeeping, invoicing and draws, punch list and closeout, warranty service calls, operating rhythm, and onboarding a new team member.

Operations workbook, Excel (.xlsx), eight sheets, in two versions. SOP Register for up to 40 SOPs with owner, tools, records, version and review dates. RACI for up to 40 activities across 8 roles, with a check for one approver and at least one person responsible. Rhythm for up to 50 routines with next due dates, and a Calendar of the next 13 weeks. Onboarding for up to 40 items counted in days from a start date. Summary puts the counts from every sheet on one page.

Start Here guide, 6-page PDF. What is included, the playbook, the workbook and its flags, making it yours.
Formats
  • PDF, letter size: the playbook (24 pages) and the Start Here guide (6 pages).
  • PowerPoint (.pptx), letter portrait: the playbook in its print layout, for PowerPoint or Keynote. PowerPoint files can be imported into Canva; check spacing and fonts after import.
  • Word (.docx): the playbook with heading styles and tables, the easiest version to edit. Made for Microsoft Word: desktop Word 2016 or later and Word for the web.
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: Excel 2016 and later, Excel for Mac and Excel for the web.
  • Fonts: the PDF and PPTX use Cormorant Garamond and Inter, both free open-licence fonts built into the PDF. The workbook and the Word file use Georgia and Arial, which come with Windows and macOS.
  • Not included: Canva files and page-preview images.
  • Delivery: one ZIP file (about 0.5 MB) holding all six files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the playbook isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Do I need the other Builder's Ledger templates?

No. Each SOP names the tool it uses, and many name other templates in the collection. If you use other software, write its name in their place.

Does it include HR policies or contract wording?

No. The SOPs are ways of working, not policies. There is no employment or contract wording. The safety SOP is a housekeeping routine that points to your own health and safety program, and payment and retainage or holdback steps point to your lawyer.

What is the local requirements table?

A page listing topics such as safety, workers' compensation, payment and liens, warranty and permits, for you to fill in with your own sources. The playbook names no law and restates none.

Which file should I edit?

The Word version is the easiest: it uses heading styles and tables, so SOPs and steps are simple to add. The PowerPoint keeps the print layout. Keep the roles and RACI pages in step with the workbook.

Our team is small. Does a RACI still help?

The roles are roles, not job titles, and one person can hold several. Change the eight roles on the Settings sheet and the RACI headings follow.
A note on tax and retainage

The SOPs describe ways of working and point to your own safety program, contracts and advisers. Fill in the local requirements table with your own sources, and have your lawyer and accountant review any step that touches payment, retainage or holdback, employment or safety duties. Sample documents, not legal or tax advice. Confirm with your accountant and lawyer.