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7FA SOP Example

Operations

Team — Capacity Planning

What

Section titled “What”

TODO — the model that turns active client load into a predictable hiring signal, rather than reacting after burnout shows up.

Who owns it

Section titled “Who owns it”

TODO — Director of Operations.

Steps

Section titled “Steps”
  1. TODO — define the hours-per-client benchmark for each service line.
  2. TODO — total active client load monthly, compare to team capacity, project the next 90 days.
  3. TODO — open the role when projected utilization crosses 85%, not after it crosses 100%.

Definition of done

Section titled “Definition of done”

TODO — no role opened in panic, average team utilization between 70% and 85%, no client onboarded into a team already over capacity.