Checklist for Creating Procedures

Keep this checklist of questions handy when writing a procedure:

1. What is the objective of the process? Know its purpose before starting.
2. Which activities are part of the scope? Agree on the coverage of activities.
3. Who is responsible for these activities? Identify the key process players.
4. What are the inputs and who supplies them? Identify the inputs and suppliers.
5. What are the outputs and who receives them? Identify the outputs and customers.
6. What is referred to as an information source? Identify any reference documents.
7. How are the activities performed? Interview users and observe operation.
8. Which departments use the process? Know readers and users of the process.
9. What reports or records are generated? Identify records for process.
10. What forms are used? Don’t overlook forms used to collect information.
11. When and where is the work performed? Identify timing and location of work.
12. What products are covered by the process? Define its applicability.
13. What process documents already exist? See if documents can be adapted.
14. What is the logical sequence of steps? Organize the steps in a logical way.
15. What are the requirements of the process? Know user and organization needs.
16. What is the quality criteria? Identify the acceptance criteria for the process.
17. How is workmanship judged? Identify any workmanship standards.
18. What are the related procedures? Ensure compatibility with other processes.
19. Which tasks have or need instructions? Add or refer to the needed instructions.
20. How might the process be audited? Be able to demonstrate conformity.