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Free practical checklist

Procedure review.
Reality check.

Use this prompt set with the people doing the work to test whether a procedure is accurate, useful and focused on what matters.

How to use:Yes reflects the workPartly needs improvementNo material gapN/A not applicable
01

Start with the real work

Observe and discuss the task before judging the document.

Review promptAssessmentEvidence, gap or action

The procedure describes the task as it is actually performed.

Workers who perform the task were involved in this review.

Normal variations, interruptions and changing conditions are recognised.

Tools, equipment, materials and work environment match current practice.

02

Test the risk and controls

Check whether attention is placed on credible events and effective controls.

Review promptAssessmentEvidence, gap or action

The serious or credible unwanted events are clearly identified.

Critical controls are easy to distinguish from general precautions.

Control requirements are specific enough to verify in the field.

The procedure explains what to do when a critical control is unavailable or ineffective.

03

Check usability

A technically correct procedure still fails if people cannot use it.

Review promptAssessmentEvidence, gap or action

The sequence is logical and follows the way the task unfolds.

Language is direct, familiar and appropriate for the people using it.

Important warnings and decision points are easy to find.

The length and level of detail are proportionate to the task and risk.

04

Clarify decisions and accountability

People should know who decides, who checks and when work must stop.

Review promptAssessmentEvidence, gap or action

Roles and responsibilities are clear at each important stage.

Required competencies, authorisations and supervision are stated.

Hold points, approvals and stop-work triggers are unambiguous.

Escalation and communication expectations are practical and understood.

05

Plan for change and recovery

Review what happens when the work does not go to plan.

Review promptAssessmentEvidence, gap or action

The procedure addresses foreseeable abnormal and emergency conditions.

People know when to pause, reassess or use a different process.

Isolation, recovery and return-to-work steps are clear where relevant.

The procedure identifies when it must be reviewed or updated.

Review outcome

What should happen next?

Important: This checklist supports a practical review. It does not replace competent advice, consultation, legal duties, risk assessment or formal document-control requirements.