Escalation path
If a checklist step fails twice, escalate to the team lead the same day. Unresolved after 48 hours: escalate to NobleProxy support with the incident notes.
Agency operations playbook
SOP: Monthly capacity review SOP
A copyable SOP for agency teams: review endpoint capacity against client growth every month and order ahead of demand. With a named owner, a trigger, a checklist, and measurable signals.
Quick answer
Monthly capacity review SOP. Owner: operations lead. Trigger: per the cadence below. Work the checklist top to bottom and record every change with a date.
Named owner and trigger
Copyable checklist
Escalation path
Measurable signals
When this is the right fit
- Named owner and trigger
- Copyable checklist
- Escalation path
Who this page is for
A copyable SOP for agency teams: review endpoint capacity against client growth every month and order ahead of demand. With a named owner, a trigger, a checklist, and measurable signals.
Monthly capacity review SOP. Owner: operations lead. Trigger: per the cadence below. Work the checklist top to bottom and record every change with a date.
The checklist
- 1Confirm the trigger and note the date
- 2Gather current records from the runbook
- 3Execute the procedure exactly as written
- 4Record each completed step with operator and date
- 5File exceptions with a follow-up date
Trigger and cadence are set during monthly review.
Playbook facts
| Objective | Monthly capacity review SOP |
|---|---|
| Owner | Operations lead |
| Cadence | On trigger; quarterly or monthly |
| Records kept | Dated log entry per change |
| Escalation | Team lead same day; support after 48h |
Measurable operational signals
- 1Checklist completion rate
- 2Incidents traced to this SOP
- 3Median time from trigger to completion
Sources
Facts last reviewed 2026-09-01.
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Frequently asked questions
Who owns this SOP?
The operations lead owns it; operators execute it.
When do we update the SOP?
After any incident and in the monthly review.
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