Skip to main content

⚠️ Internal authoring template — do not use directly. This is a skeleton used to scaffold new process checklists. Placeholders like [Process Name], [Name/Team], and YYYY-MM-DD are intentional. To create a real checklist, copy this file, rename it (<topic>-checklist.md), replace every placeholder, and bump status: draft → status: active. If you've landed here looking for an actual checklist, see the 04-operations/templates/ index of named checklists instead.

[Process Name] - Checklist

Document Type: Process Checklist Version: 1.0 Last Updated: YYYY-MM-DD Workflow Owner: [Name/Team]

Purpose​

This checklist ensures consistent execution of the [Process Name] workflow. Use this checklist every time you perform this process to ensure nothing is missed.

Related Documentation:

  • Full SOP: [Link to detailed SOP]
  • Quick Reference: [Link to quick reference guide]

Before You Begin​

Prerequisites Checklist​

Confirm these items before starting:

  • Access & Permissions

    • Access to [System/Tool 1]
    • Access to [System/Tool 2]
    • Required permissions: [Specific permissions]

  • Required Information Gathered

    • [Information item 1]
    • [Information item 2]
    • [Information item 3]

  • Dependencies Complete

    • [Prior task/approval obtained]
    • [Prior task completed]

  • Resources Available

    • [Template/document ready]
    • [Team member availability confirmed]

Phase 1: [Phase Name]​

Owner: [Role] Estimated Time: [Duration]

Tasks​

  • [Task 1.1]: [Brief description]

    • Sub-task or verification step
    • Sub-task or verification step
    • Tool: [System to use]
    • Output: [Expected deliverable]

  • [Task 1.2]: [Brief description]

    • Sub-task or verification step
    • Tool: [System to use]
    • Output: [Expected deliverable]

  • [Task 1.3]: [Brief description]

    • Tool: [System to use]
    • Output: [Expected deliverable]

Phase 1 Verification​

Before proceeding to Phase 2, confirm:

  • All Phase 1 tasks completed
  • [Specific quality check]
  • [Specific quality check]
  • Phase 1 deliverables reviewed by [Role]

Signoff: __________ Date: __________

Phase 2: [Phase Name]​

Owner: [Role] Estimated Time: [Duration]

Tasks​

  • [Task 2.1]: [Brief description]

    • Sub-task or verification step
    • Sub-task or verification step
    • Tool: [System to use]
    • Output: [Expected deliverable]

  • [Task 2.2]: [Brief description]

    • Decision Point:
      • If [Condition A], proceed with [Action]
      • If [Condition B], proceed with [Action]
    • Tool: [System to use]
    • Output: [Expected deliverable]

  • [Task 2.3]: [Brief description]

    • Tool: [System to use]
    • Output: [Expected deliverable]

Phase 2 Verification​

Before proceeding to Phase 3, confirm:

  • All Phase 2 tasks completed
  • [Specific quality check]
  • [Specific quality check]
  • Phase 2 deliverables reviewed by [Role]

Signoff: __________ Date: __________

Phase 3: [Phase Name]​

Owner: [Role] Estimated Time: [Duration]

Tasks​

  • [Task 3.1]: [Brief description]

    • Sub-task or verification step
    • Tool: [System to use]
    • Output: [Expected deliverable]

  • [Task 3.2]: [Brief description]

    • Tool: [System to use]
    • Output: [Expected deliverable]

  • [Task 3.3]: [Brief description]

    • Tool: [System to use]
    • Output: [Expected deliverable]

Phase 3 Verification​

Before proceeding to completion, confirm:

  • All Phase 3 tasks completed
  • [Specific quality check]
  • [Specific quality check]
  • Phase 3 deliverables reviewed by [Role]

Signoff: __________ Date: __________

Completion & Handoff​

Final Quality Checks​

Verify the following before marking this process complete:

  • Completeness

    • All checklist items completed
    • No steps skipped or deferred
    • All deliverables produced

  • Quality

    • [Quality standard 1 met]
    • [Quality standard 2 met]
    • All outputs reviewed and approved

  • Documentation

    • Process execution documented
    • Notes added to [System/Location]
    • Issues or deviations logged

  • Notifications

    • [Stakeholder 1] notified
    • [Stakeholder 2] notified
    • [System updated with completion]

Handoff (if applicable)​

If this process requires handoff to another team:

  • Handoff meeting scheduled
  • Handoff document prepared: [Link or location]
  • Receiving team briefed on deliverables
  • Questions answered
  • Handoff acknowledged by [Role/Name]

Handoff Date: __________ Received By: __________

Final Signoff​

Completion Verification​

  • All phases completed
  • All quality checks passed
  • All documentation updated
  • All stakeholders notified
  • Process can be marked complete

Completed By: __________ Date: __________ Time: __________

Approved By: __________ Date: __________

Notes & Exceptions​

Document any deviations, issues, or notes about this execution:

Date: __________ Note:

Date: __________ Note:

Issues & Escalations​

If you encountered issues during this process:

Issue Description:

Resolution:

Escalated To: __________ Date: __________

Quick Reference​

Key Contacts​

RoleNameContact
Process Owner[Name][Email/Phone]
Escalation Point[Name][Email/Phone]
[Other Role][Name][Email/Phone]

Key Resources​

  • Full SOP: [Link]
  • Templates: [Link]
  • System Access: [Link/Instructions]
  • Training Materials: [Link]

Success Criteria​

  • ✅ [Success criterion 1]
  • ✅ [Success criterion 2]
  • ✅ [Success criterion 3]

Common Issues​

Issue: [Brief description] Solution: [Quick fix or link to troubleshooting section]

Issue: [Brief description] Solution: [Quick fix or link to troubleshooting section]

Appendix: Checklist Usage Guide​

How to Use This Checklist​

  1. Print or Open Digitally: Use whichever format works best for your workflow
  2. Review Prerequisites: Ensure all prerequisites are met before starting
  3. Follow Sequentially: Complete phases in order unless specified otherwise
  4. Check Off Items: Mark each item as you complete it
  5. Verify Quality: Don't skip verification steps
  6. Document Issues: Note any problems or deviations
  7. Sign Off: Obtain required approvals

Tips for Effective Use​

  • ✅ Do check off items as you complete them
  • ✅ Do document any deviations or issues
  • ✅ Do refer to the full SOP if you need more detail
  • ❌ Don't skip verification steps
  • ❌ Don't mark items complete before they're actually done
  • ❌ Don't proceed if quality checks fail

Metrics Tracking (Optional)​

Track these metrics to improve the process:

Execution Date: __________ Start Time: __________ End Time: __________ Total Duration: __________

Phase Durations:

  • Phase 1: __________
  • Phase 2: __________
  • Phase 3: __________

Issues Encountered: __________ (count) Escalations Required: __________ (count)

Quality Score:

  • All requirements met: ☐ Yes ☐ No
  • Completed on time: ☐ Yes ☐ No
  • No critical issues: ☐ Yes ☐ No

End of Checklist

Document History​

VersionDateAuthorChanges
1.0YYYY-MM-DD[Name]Initial creation

Next Review Date: [Date] Review Owner: [Name/Role]