Deep dive · module 57 of 100
Writing checklists and procedures
Turn a task into a clear checklist or procedure.
After this lesson
You ask for a step-by-step plan that someone else can follow.
In view · Step by step
A procedure that someone can follow
Describe how you can tell the task is complete.
Request numbered steps with clear actions.
State how you know a step has been executed correctly.
Part 1 of 3 · Final result
Your preference for less movement is on. Choose each part yourself.
Describe the goal
What should be ready at the end?
Ask for order
Numbered steps often work best.
Add checkpoints
How do you know a step has been performed correctly?
New practice example
From explanation to a usable result.
A procedure makes every step executable and also describes when you must stop or ask for help.
Fictional practice situationA fictitious desk wants a procedure for publishing an activity. Sometimes the confirmation of the location is missing.
View a possible solution
This is how it can be done
Order: collect source facts; mark missing fields; create draft; have facts checked by a colleague; publish after approval. If the location confirmation is missing, the draft remains and a question is sent to the organiser.
Why this works
A procedure without a stop condition can automatically push incomplete information further. Proof of approval belongs to the publication step.
Make it slightly more difficult
Add a correction step for an already published incorrect time. Who checks the change and how do you know the correct version is visible?
Extra practice, at your own pace. You do not need to submit anything. This does not count towards an automatic assessment.
Your workplace · learning by doing
Make something. See what changes.
Checking the AI connection… You can already view the written example.
Present your assignment to Ende.
Read the answer, change one thing, and compare.
Previously held
New version
You remain in control
What do you want to improve in your next attempt?
On this device only. AI answers remain only in this page memory. This is self-review, not a grade.
Why this approach works
A procedure without a stop condition can automatically push incomplete information further. Proof of approval belongs to the publication step.
A step further
Add a correction step for an already published incorrect time. Who checks the change and how do you know the correct version is visible?
Try & discover · no obligation
Put the steps in a workable order
Move the steps with the arrows. Check whether each step has its necessary input and control.
What does a step depend on?
- Determine the goal must precede Create a concept
- Collect permitted source information must precede Create a concept
- Create a concept must precede Check the concept
- Check the concept must precede Use the result
Move a step and then check the sequence. The arrows also work with your keyboard.
This model checks dependencies, not duration, capacity, or actual execution. With multiple agents, the human decision remains a separate step.
This trial works locally with fictitious data and does not count towards your lesson completion. It starts anew with a new lesson or reload.
A prompt to get you started
Create a checklist of a maximum of 7 steps for [task]. Each step begins with a verb. Add a short checkpoint to two of the steps.
Apply it
A procedure says only: check the result and proceed. A new colleague does not know what is good enough.
Which approach best fits this situation?
- Add concrete control criteria and a stop or escalation step.
- Omit control to make the process faster.
- Replace check with check thoroughly without criteria.
With JavaScript, you can check your approach and receive immediate feedback.
Test your insight
What makes a AI checklist useful?
- As many steps as possible.
- Clear, actionable steps in a logical order.
- Only large goals.
Extra practice
Choose a recurring task and write the prompt to turn it into a checklist.
Task: onboarding a new colleague. Prompt asks for numbered steps with checkpoints.
