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AI for Business Operations

Lesson 4: Build an Operations Playbook with AI

Lesson Objectives

By the end of this lesson, students should be able to:

  • Create an operations playbook with SOPs, checklists, and decision tables.
  • Use AI to draft and organize while confirming every step themselves.
  • Prepare the playbook for staff training.

Lesson Content

An operations playbook includes:

  1. Three to five SOPs for repeated processes.
  2. Checklists for opening, closing, or job completion.
  3. Decision tables for common situations (for example, "customer requests a refund: under $50, staff approves; over $50, owner approves").
  4. Contacts and escalation: who to call for what.
  5. Version and review date.

AI drafts quickly; you confirm every step matches reality before staff use it.

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