SOP โ€บWork & Process โ€บDocumentation Standards

Documentation Standards

Write every task so a client could read it.

The rule โ€” Write task names a client could understand. The monthly report is generated from Asana, so internal shorthand becomes the client's report.

  • โœ— "FB Plugin"
  • โœ“ "Replaced Facebook Comments Plugin with Custom Solution โ€” Energy Blueprint Masterclass Pages"
Before marking any task complete
  • Task name is descriptive โ€” no internal shorthand
  • Hours are logged (minimum 0.5)
  • Status reflects the real state of the task
  • Review-tool link is on every initiative parent task
Last updated 2026-06-11ยทSource: SGA workflow deckโœŽ edit via Claude Code