| name | ops-playbook-writer |
| description | Use when the user wants operational knowledge or incident learnings turned into a maintainable SOP, runbook, checklist, or handoff guide for business or technical operators. Do not use for product specs, architecture decisions, implementation plans, or legal/HR policy writing. |
Ops Playbook Writer
Turn messy operational knowledge into a clear, maintainable playbook that another operator can follow without extra context. Keep the work focused on execution, decision points, exceptions, escalation, ownership, and handoff clarity.
Use this skill when the user wants to:
- document an operational process, SOP, runbook, or checklist
- convert tribal knowledge into a repeatable procedure
- capture how to handle routine work, exceptions, or escalations
- make a handoff guide that future operators can actually use
- document a technical operating procedure when the job is execution and recovery rather than system design or implementation
Do Not Use For
- product requirement docs, feature specs, or roadmap planning
- engineering design docs, architecture decisions, or implementation plans
- policy writing that needs legal, HR, or compliance review as the primary task
- general documentation polishing that does not require operational structure
Workflow
-
Define the operational outcome.
- Identify what task the playbook should enable, who will use it, and what success looks like.
- Identify the environment, tools, systems, and ownership boundaries that matter.
- Define the maintenance header: accountable owner, document version or status, last-reviewed date, review cadence or change trigger, and authoritative source location. Use explicit placeholders rather than invented values.
- If the brief is vague, ask for the minimum missing detail that would change the procedure materially.
-
Stabilize the source material.
- Use existing notes, incident reports, chat logs, checklists, or process drafts as the source of truth.
- Separate factual steps from assumptions, opinions, and legacy habits.
- Flag anything that appears out of date, contradictory, or dependent on an undocumented system.
-
Shape the operating model.
- Convert the source into a step order that starts with the normal path.
- Add decision points where the operator must choose a branch.
- Add exception handling, escalation rules, owner handoffs, and stop conditions.
- Call out what is routine versus what needs approval, review, or specialist input.
-
Write for the next operator.
- Use direct, action-oriented language.
- Keep each step small enough that it can be checked off or verified.
- Prefer concrete inputs, outputs, and timestamps over vague guidance.
- Avoid burying critical branching logic in paragraphs.
-
Check maintainability.
- Make ownership, version/status, last-reviewed date, next review or change trigger, and authoritative source explicit so the process can be updated later.
- Add placeholders or notes for fields that will change over time.
- Keep the document modular so sections can be updated without rewriting everything.
- Remove duplicated steps and merge overlapping instructions.
-
Run an operator dry-run pass.
- Confirm each step has an observable input or output.
- Confirm decision branches have criteria, escalations name an owner or placeholder, and stop conditions are testable.
- If a critical step cannot be verified from source material, mark it as a gap instead of smoothing it into prose.
-
Deliver the playbook in the requested shape.
- Match the requested format, such as SOP, runbook, checklist, onboarding guide, or incident playbook.
- Include an assumptions note only when missing details affected the procedure.
- If the source remains incomplete, state the gap clearly instead of inventing a process.
Output Expectations
- A complete SOP, runbook, checklist, or playbook draft in the requested language and tone
- Clear step order with decision points, exceptions, and escalation paths
- Explicit ownership, handoff, and follow-up instructions
- Maintenance metadata: owner, version/status, last reviewed, review cadence or trigger, and source of truth
- Minimal ambiguity and no invented operational facts
- A short assumptions note when missing context materially shaped the draft
- A clear note when verification is incomplete or source coverage is thin
Guardrails
- Do not drift into product strategy or engineering implementation.
- Do not exclude technical operators when the requested artifact is an operational runbook; route architecture or code changes elsewhere.
- Do not hide decision criteria inside generic prose.
- Do not invent owners, tools, or escalation paths that were not provided.
- Do not optimize for polish at the expense of operability.
- Do not flatten exceptions into the main path when they need explicit handling.
- Do not overcomplicate a simple procedure with unnecessary structure.