Executive Office SOPs

Why This Exists

This document defines SOP areas for repeatable Executive Office work.

Owner

The owner is the Chief Product Officer and Enterprise Architect.

Business Value

SOPs make executive coordination repeatable, auditable, and consistent across customers and Practices.

SOP Catalogue

SOP ID	SOP	Purpose	Primary Digital Professional
EXEC-SOP-001	Daily Executive Briefing SOP	Prepare, deliver, and record daily executive briefing.	Ari and Ava
EXEC-SOP-002	Approval Coordination SOP	Route, remind, escalate, and record approval workflow status.	Ava
EXEC-SOP-003	Escalation Coordination SOP	Triage and coordinate urgent blockers and risks.	Ari and Ava
EXEC-SOP-004	Board Room Decision SOP	Prepare strategic decisions and record outcomes.	Ari
EXEC-SOP-005	Strategy Review SOP	Review and update procurement priorities.	Ari
EXEC-SOP-006	Executive Report SOP	Coordinate reporting pack and executive summary.	Ava and Pulse
EXEC-SOP-007	Practice Performance Review SOP	Review Practice KPIs and improvement actions.	Ari and Pulse
EXEC-SOP-008	Executive Administration SOP	Manage schedules, documents, reminders, and follow-ups.	Ava

SOP Execution Flow

flowchart TD
    Trigger[Trigger]
    SOP[SOP]
    Inputs[Source references and context]
    Action[Coordinated action]
    Record[Decision, follow-up, or report]
    KPI[KPI impact]

    Trigger --> SOP
    Inputs --> SOP
    SOP --> Action
    Action --> Record
    Record --> KPI

SOP Rules

• SOPs must identify inputs, outputs, roles, approval points, and records.
• SOPs must reference source domains instead of copying their ownership.
• SOPs must define when Ari leads and when Ava coordinates.
• SOP outputs must be visible in reports, follow-up actions, or audit records.