CREATE AN EFFECTIVE PATCH MANAGEMENT SOP

Processes and documentation ensure consistency in your operations and client experience. Every Wednesday, we share an AI prompt to help you turn documentation from an afterthought into an opportunity to improve efficiency. 

The scenario:

Without a bulletproof patch management SOP, patches get missed, and compliance audits become nightmares. Use this prompt to generate a step-by-step SOP for consistent, auditable results. 

The prompt:

You are the operations manager of a growing MSP. You need consistent patch management across Windows, Server, and cloud environments. Create a comprehensive SOP to cover: 

  1. Pre-patching preparation.

  2. Patch evaluation process.

  3. Deployment methodology.

  4. Post-patch validation.

  5. Exception handling.

  6. Compliance documentation.

  7. Client communication templates.

Format as a step-by-step procedure with decision trees for complex scenarios, quality checkpoints, and time estimates for each phase. Include role assignments (L1, L2, L3) and escalation triggers.