Procedures (SOPs)

An index of our standard operating procedures. Each procedure lives next to the work and tools it describes; this page only points to them. When you write or move a procedure, add or update its line here.

Status: in use (followed on a real release), draft (agreed direction, not yet complete), missing (needed, not written).

Content

ProcedureCoversLives inStatus
Publishing a white paperDraft to live page and launch: gates, where a paper's facts live, release and re-release checklists; scripted PDF and website publishing. Start with the briefing2rbookin use (Wisdom, Oct 2026)
DiagramsHouse style, signature, exports (tight SVG for pages, padded PNG for sharing)design (SoR design system)in use
Launch announcements (papers)Substack and site launch copy for a paper: template and guidance2rbookin use
How we build a paperPDF and web page design: paper anatomy, editorial craft, pipelinedesign (SoR design system)in use
PDF buildMarkdown to typeset PDF (typst/build-paper.sh)pdf-report-publishingin use
Launch imagesCover and social crops (1:1, 4:5, 16:9): artboards, render, checks2rbook (white-paper SOP)in use
Social posts for a paperPosting the crops and captions after launchStep 7 of the white-paper checklistdraft
SoR publication tracksAudio/video: episode vs fast release, packaging, promote stepplanning (content pipeline)draft; needs revising for the one-brand rebrand
Podcast interview prepGuest research and questions before recordingcommsin use
Podcast and video publishingEpisode checklist, shipping to YouTube and feedslip-93f.2.10; rebrand rollout (2606)missing
Substack and CRMNewsletter sending and contact managementcomms#243missing

Process improvements to these live under the content pipeline project and its sub-project, Publications SOP.

Team

ProcedureCoversLives inStatus
Fortnight recapAnswer-first page telling the team what we got done, built from repo changelogsplanningdraft (first run 8 Oct 2026)
Built with LogoFlowershow