Bilingual SOP Template Pack
Everything you need to turn tribal knowledge into a Standard Operating Procedure that a qualified operator can execute on the first read — in English and Spanish. The pack runs the full sequence: capture the procedure from the person who actually does it, draft with Claude, translate for the workforce, and post it where the work happens.
1. Capture first. Fill in Section 1 with real notes from observation and interview. Do not skip this. The quality of the SOP is set here, before Claude sees anything.
2. Draft with Claude. Paste the prompt in Section 2 into Claude, appending your capture notes. Let Claude flag gaps — then go back to the floor and close them.
3. Fill the templates. Sections 3 (English) and 4 (Spanish) are editable — type directly into each field, save as Markdown, or print for handwritten use. Section 5 shows a complete worked example.
Capture Notes Worksheet
Before you open ClaudeUse this before you write a single line of SOP. The five steps mirror Module 04 §3 — watch, interview, photograph, capture edge cases, organize. The quality of your capture sets the ceiling on the quality of the SOP.
The Drafting Prompt
English + BilingualPaste this into Claude with your capture notes from Section 1. The prompt asks for the full 10-section SOP anatomy, flags any gap where your capture is incomplete, and produces a parallel Spanish translation for the workforce. The "flag gaps — do not invent details" line is load-bearing; do not edit it out.
ROLE: You are a process documentation specialist supporting a manufacturing operations consultant. You write SOPs to a professional standard — the kind that gets printed, laminated, and posted at the workstation. CONTEXT: [Describe your operation — industry, plant/site, the specific task, the environment. Who executes the procedure and what they already know. Regulatory requirements that apply — ISO, FDA, GMP, HACCP, OSHA, etc.] CAPTURE NOTES: [Paste your complete capture notes from Section 1 here — procedure + scope, observation, interview, artifacts, edge cases. Raw and complete. Include operator quotes verbatim where you have them.] TASK: Draft a Standard Operating Procedure using these sections in order, with these exact headings: 1. Title & ID 2. Purpose (one sentence) 3. Scope (where / when / who — and where it does NOT apply) 4. Definitions (any term, abbreviation, or equipment a new operator might not know) 5. Materials & Tools (quantities, part numbers, PPE) 6. Safety (hazards, LOTO, PPE, regulatory references — prominent, not buried) 7. Procedure (numbered steps; each step = action + responsible party + verification) 8. Quality Checks (how the operator verifies the work was done correctly before moving on) 9. Records (what gets logged, where, by whom) 10. Sign-off (owner, approval, revision history, next review date) STANDARD: This will be printed and posted at the workstation. Use direct, unambiguous language. Assume the reader is qualified but unfamiliar with this specific task. Write each procedure step so a first-time operator can execute it correctly without asking questions. Flag anywhere my capture notes are incomplete or ambiguous — do not invent details. At the end of the draft, list every gap you flagged as a bulleted "Capture Gaps" section so I know exactly what to go back and get. BILINGUAL: Immediately after the English SOP and the Capture Gaps list, produce a complete Spanish translation for a [Mexican / Central American / regional] workforce in [manufacturing / construction / field service]. Use the formal usted form throughout safety-critical instructions. Use industry-standard Spanish terminology for equipment and procedures — where a term varies by region, prefer the Mexican convention. Keep numbering, formatting, and section structure identical to the English version so operators can cross-reference line-by-line.
After Claude responds, your first move is to read the Capture Gaps list — not the draft. Go back to the operator, close every gap, then return to the conversation with the new information. Ask Claude to revise. The SOP is done when the Capture Gaps list is empty.
SOP Template — English
10-section anatomyFillable template matching Module 04 §2 anatomy. Paste Claude's draft directly into the fields, or write by hand in print. Each section is structured so you cannot accidentally skip a required element.
Plantilla POE — Español
Procedimiento Operativo EstándarVersión en español de la misma plantilla — numeración y estructura idénticas, de modo que los operadores puedan comparar línea por línea con el documento en inglés. Use la forma formal usted en todas las instrucciones críticas de seguridad.
Worked Example · Ejemplo Completo
Daily Line 2 Start-UpA complete, realistic SOP rendered in both languages — the kind of document you can post at a workstation. Use it as your reference for register, depth, and formatting when you fill in Sections 3 and 4 with your own procedure.
LOTO — Lockout / Tagout. Personal energy-isolation procedure.
CP-L2-01 — Asset tag for the Line 2 control panel.
• Badge (operator's personal ID)
• PPE: safety glasses, hearing protection, closed-toe work shoes
• No tools required for normal start-up
Confirm the safety guard door is closed and seated before energizing. Two audible clicks required.
PPE required at all times within the line perimeter. OSHA 29 CFR 1910.212 applies.
2. Line Lead presses the blue RESET button on the HMI. Verify: HMI status line reads "READY" with no active faults.
3. Line Lead closes the safety guard door. Verify: two audible clicks; the guard LED turns green. If the LED stays amber, re-open and re-close until two clicks are heard.
4. Line Lead checks compressed-air gauge at the regulator. Verify: reading is 90–110 psi. If below 90 psi, hold start and notify Shift Supervisor.
5. Line Lead presses green START. Verify: conveyor initializes; cycle indicator lights solid green.
6. Line Lead runs three empty-cycle test passes. Verify: no alarms; cycle time within 2.8–3.2 seconds on the HMI counter.
7. Line Lead signs and dates the Start-Up Checklist (FRM-L2-SU-R3) and clips it to the board at the workstation.
R1 — 2025-02-10 — Added step 4 air-pressure verification — J. Ramirez
R2 — 2026-03-01 — Clarified two-click guard verification — W. McCann
Approved: Production Manager · Date: 2026-03-01
Next Review: 2027-03-01
LOTO — Bloqueo y Etiquetado. Procedimiento personal de aislamiento de energía.
CP-L2-01 — Etiqueta del activo del tablero de control de la Línea 2.
• Gafete (identificación personal del operador)
• EPP: lentes de seguridad, protección auditiva, calzado de seguridad cerrado
• No se requieren herramientas para un arranque normal
Confirme que la puerta del guardián de seguridad esté cerrada y asentada antes de energizar. Se requieren dos clics audibles.
Use EPP en todo momento dentro del perímetro de la línea. Aplica OSHA 29 CFR 1910.212.
2. El Líder de Línea presiona el botón azul RESET en el HMI. Verifique: la línea de estado del HMI indica "READY" sin fallas activas.
3. El Líder de Línea cierra la puerta del guardián de seguridad. Verifique: dos clics audibles; el LED del guardián cambia a verde. Si el LED permanece en ámbar, reabra y vuelva a cerrar hasta escuchar los dos clics.
4. El Líder de Línea revisa el manómetro de aire comprimido en el regulador. Verifique: la lectura está entre 90 y 110 psi. Si es menor a 90 psi, detenga el arranque y notifique al Supervisor de Turno.
5. El Líder de Línea presiona el botón verde START. Verifique: el transportador se inicializa; la luz indicadora de ciclo se ilumina en verde fijo.
6. El Líder de Línea ejecuta tres ciclos de prueba en vacío. Verifique: ninguna alarma; tiempo de ciclo entre 2.8 y 3.2 segundos en el contador del HMI.
7. El Líder de Línea firma y fecha la Lista de Verificación de Arranque (FRM-L2-SU-R3) y la coloca en el tablero de la estación.
R1 — 2025-02-10 — Se añadió el paso 4 de verificación de presión de aire — J. Ramírez
R2 — 2026-03-01 — Se aclaró la verificación de los dos clics del guardián — W. McCann
Aprobado: Gerente de Producción · Fecha: 2026-03-01
Próxima revisión: 2027-03-01
Every procedure step has a verification. "Action + responsible party + verifiable outcome" — never just the action. If an operator can execute a step and not know whether it worked, the step is unfinished.
Edge cases are inline, not in an appendix. "If the LED stays amber, re-open and re-close" lives in Step 3, where it's needed. A separate troubleshooting section at the end loses the operator.
The Spanish is parallel, not translated literally. "Safety guard door" becomes "puerta del guardián de seguridad" — industry register, not textbook. Numbering and formatting match exactly so operators can cross-reference.