# Turn a process into a team playbook

Builds a practical playbook for a recurring situation: when to use it, the plays, who does what, scripts, templates, and what good looks like.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/turn-a-process-into-a-team-playbook

## Prompt

```text
Turn the process below into a playbook my team can run.

**Process or situation:** [e.g. "onboarding a new enterprise client", "handling a product recall", "running quarterly planning"]
**How we do it today:** [PASTE steps, notes, past examples, or existing docs]
**Team and roles involved:** [ROLES]
**What goes wrong today:** [common failures or delays]
**Tools we use:** [e.g. Teams, Jira, Salesforce, Excel]

The playbook should include:
1. **Purpose and trigger** - when to use this playbook and when not to.
2. **Roles** - a RACI-style table of who is responsible, accountable, consulted, and informed.
3. **The plays** - phases in order. For each: goal, steps, owner, timing, inputs, outputs, and the "done" check.
4. **Decision points** - where the team must choose a path, and the criteria.
5. **Scripts and templates** - the key messages, emails, or meeting agendas needed, drafted briefly.
6. **Variations** - how the playbook changes for common scenarios (e.g. small vs. large client, urgent vs. normal).
7. **Pitfalls** - what usually goes wrong and how to prevent it.
8. **Measures** - 3-5 metrics that show the playbook is working.
9. **Review** - who owns the playbook and when it gets updated.

Keep it practical and scannable. Base it on our process; mark any step you added from general practice as (suggested) and any missing detail as [CONFIRM].
```

## What to fill in

- PASTE steps, notes, past examples, or existing docs
- ROLES
- common failures or delays
- e.g. Teams, Jira, Salesforce, Excel
- CONFIRM

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.