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SOP 07: Assigning a Chef Lead

To assign a project to the appropriate chef once it has been approved and moved into the chef development stage. Assigning a Chef Lead ensures ownership is clear and the project progresses through the development process.

  When to Use

Use this process when:

  • A project has been approved to Gate 2.
  • A project requires chef ownership.
  • Work needs to be allocated to a member of the culinary team.
Before You Start

You must have:

  • Access to the Sample Tracker.
  • Access to the Gate 2 projects.
  • Knowledge of which chef will own the project.
Video Walkthrough

🎥 SOP 07 – Assigning a Chef Lead

Process Steps

Step 1: Open the Sample Tracker

  1. Navigate to the Sample Tracker.
  2. Locate projects that have been approved to Gate 2.

Projects approved to Gate 2 are ready for chef allocation.

Step 2: Locate the Project

  1. Find the project requiring assignment.
  2. Review:
    • Gate Name
    • Project Number
    • Product ID
    • Customer
    • Current Status

Confirm you are working on the correct project before making changes.

Step 3: Navigate to the Chef Lead Column

  1. Scroll horizontally across the tracker if required.
  2. Locate the Chef Lead column.

💡 The video specifically highlights scrolling across the record to locate this field.

Step 4: Assign the Chef

  1. Click into the Chef Lead field.
  2. Select the appropriate chef from the dropdown list.

Example:

  • Emma
  • Nicola
  • Jason
  • Rob

(depending on current team structure)

Step 5: Save the Update

  1. Confirm the chef has been selected.
  2. Wait for HubSpot to save the change automatically.

Verify that the selected chef remains visible in the Chef Lead field.

Step 6: Verify Assignment

Check that:

✓ The correct project has been updated.

✓ The Chef Lead field has been populated.

✓ Changes have been saved successfully.

✓ The project is now assigned to the correct chef.

Best Practice

Before assigning:

  • Review chef workload.
  • Consider project complexity.
  • Check delivery deadlines.
  • Balance work across the culinary team.
Common Mistakes

❌ Assigning the wrong chef.

❌ Updating the wrong project.

❌ Forgetting to scroll across to locate the Chef Lead field.

❌ Leaving the screen before the update saves.

❌ Not checking workload allocation.

Success Criteria

The process is complete when:

✓ A Chef Lead has been assigned.

✓ Ownership is visible within the Sample Tracker.

✓ The correct chef can now see the project in their workload view.

Related SOPs
  • SOP 04 – Creating a Personal View
  • SOP 05 – Adding an Existing View
  • SOP 06 – Editing Columns
  • SOP 19 – Allocating a Chef Lead and Dispatch Date
  • Sample Tracker Overview