Build a checklist from an existing process without letting a rewrite quietly become a policy change. Start with a low-risk administrative task. The worked example below is fictional.
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Task name:
Current process owner:
Trigger:
Approved source/version:
Inputs required:
Current steps in order:
Completion evidence for each step:
Known exceptions:
Stop/escalation rule from approved source:
Reviewer and approval date:
Next review date:
