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Super Easy Task Instructions for Your Virtual Assistant: Write an SOP

Delegating the task of writing a Standard Operating Procedure (SOP) to your virtual assistant (VA) can be challenging. Articulating your detailed process in writing or finding the time to draft an SOP can be daunting. Without effective communication, the resulting SOP might not meet your standards, leading to inefficiencies and potential errors in your workflow.

Imagine instructing your VA to write an SOP for a critical business process, but the lack of clear guidance leads to a document that is incomplete or inaccurate. Miscommunication can result in a poorly constructed SOP that fails to capture the necessary steps and details, wasting time and compromising your business operations. To avoid such setbacks, it is crucial to clearly convey your expectations and provide your VA with all the necessary resources.

In this blog article, we provide a guide on how to effectively delegate the task of writing an SOP to your VA, ensuring clarity and precision in your business processes.

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What You Need to Prepare:

Before delegating the task, gather the necessary information to empower your VA in writing an effective SOP:

  1. Videos and resources

  2. Outline/Layout preferences

  3. Preferred storage space

  4. Additional details

Note: If providing references or attachments with a heavy file size, reduce/compress the file size before sending to your VA.

What to Send to Your Virtual Assistant:

Use this template to convey your general research instructions:

Trello Card Title: SOP Writing Task

Dear [VA's Name],

I hope this message finds you well. I have an important task for you – writing a Standard Operating Procedure (SOP) for [specific process]. Please find the details below:

  1. Videos or Resources: [Provide links to videos or detailed resources the SOP will be based on]

  2. Outline/Layout Preferences: [Specify any preferred formats or layouts for the SOP]

  3. Preferred Storage Space: [Indicate where the SOP should be stored, e.g., Google Drive, Dropbox]

  4. Additional Details: [Include any other relevant information crucial to the SOP creation]

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Task Timeline Plan:

Task Assignment Date: [Today's Date]

Deadline for VA Submission: [Specify Date - at least 3 working days before the intended publish date]

Feedback/Next Steps: [Insert date for providing feedback or requesting revisions]

Final Deadline: [Specify the final deadline for SOP completion - at least 1 working day before the intended use date]

Don’t hesitate to ask questions/clarifications. Thank you!

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Consider giving your VA at least three days before the intended use date to allow for thorough writing and any necessary revisions. Clearly communicate any specific milestones or checkpoints for review during the writing process.


Effective communication with your VA is essential for successful task delegation. We're interested in learning about the communication challenges you face in assigning tasks or which tasks you find challenging to communicate with your VA. Share your experiences by leaving a comment on this blog or emailing us at Your insights will shape our future articles and help address communication hurdles effectively.

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