Procedure and Checklist Builder.

Turn each chosen process into the shortest instrument that reliably produces the right result, usually a checklist, sometimes a short procedure, built from how your best performer does it and tested by someone else.

After picking what to standardize. Build from the best version, then test.

Draft from your best performer

Process

Person who does it best

The steps that matter, in order (keep it short; capture the steps people skip when rushed)

The few points where getting it wrong causes real trouble, flagged so they are not missed

Choose the form

A checklist, if the work is a sequence of do-not-skip steps; a short procedure, if it needs a little explanation of how, not just what

Test it with someone else

Have a person who does not usually do the work try to follow the draft. What confused them or was missing?

A good standard is short, followable by someone other than its author, and focused on the steps that actually matter. Keep it to the shortest version that still gets the work right. Feeds the Process Owner Assignment and the Put-It-Into-Use Guide.

Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.

Back to Make Your Core Work Repeatable, or start over from the welcome page.