Fieldnotes Lab

Writing

Writing checklists that explain themselves

A checklist is most helpful when it makes a decision easier.

Use a verb at the beginning of each step, and describe a result that can be observed. “Check the backup” is ambiguous. “Open the saved copy and confirm that the latest note is present” explains what completion looks like.

Put the reason nearby

A short explanation helps the next person adapt a step without losing its purpose. A checklist should support judgement, rather than replace it with a sequence that no one understands.

Keep dependencies visible

If a step needs something from an earlier step, say so. Put independent work alongside other independent work. Separate preparation from the point at which a change takes effect.

Review after use

The best time to improve a checklist is just after following it. Remove a step that no longer serves a purpose, clarify the sentence that caused hesitation, and preserve the observation that caught a real mistake.

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