Resource

Assistant SOP handoff checklist

Use this before you give Filipino talent access to an inbox, CRM, customer queue, or admin workflow.

Laptop beside an open notebook used to map an assistant handoff — Keep the first handoff visible: task, tool, example, stop rule, and review time.

The checklist

1Write the outcome in one sentence.

2List the exact tools the assistant may use.

3Record one example or screen walk-through.

4Set red lines: refunds, legal advice, payments, medical data, or customer promises.

5Start with three days of daily review, then weekly scorecards.

6Keep owner approval for anything risky until trust is proven.

Access ladder

Watch. Draft. Then run.

A good handoff does not start with every login. Move a Filipino assistant up one level only after the last level is clean and easy to review.

01Watch

Show the work first

Let the assistant watch the task and read a finished example. Keep every account in view-only mode when the tool allows it.

Plan an inbox lane

02Draft

Review the first attempts

Ask the assistant to prepare drafts or update a test record. A named manager checks the work before anything reaches a customer.

Plan a CRM lane

03Run

Open only proven steps

Give the smallest access needed for the approved task. Refunds, payments, passwords, and final promises still stay with the owner.

Scope a Filipino assistant

Control note

NIST recommends limiting access to what each person needs for their work. Read the NIST Cybersecurity Framework, then write the rule in plain words for your team.

Copy-ready handoff note

"Please do this task using the checklist below. If a customer asks for a refund, discount, legal answer, medical answer, password change, or account decision, stop and tag me before replying."

Weekly scorecard

AreaScoreWhat to check

Accuracy1-5Did the assistant follow the example?

Speed1-5Was the work done on time?

Judgment1-5Did they ask before risky steps?

Philippines staffing

Build a clearer work lane.

Share the role, tools, schedule, and approval needs. We will use those details to shape a practical Philippines staffing request.