The Checklist Set
Seven working checklists. Tickable in the browser, printable on one or two pages, and deliberately shorter than they could be.
Chapter 36 gives the gate entry criteria in their canonical form. These pages are the working versions: expanded where practitioners asked what a criterion means, grouped by the activity rather than by the gate, and usable during the meeting rather than after it.
Gate entry and exit →
G1 to G5, with entry criteria, the decision options, and the exit conditions that are usually skipped.
Risk classification →
Running a scoring session, the anchor questions per dimension, the countersignature, and re-score triggers.
Data readiness →
Sources, lineage, sensitivity, grounding freshness, retention and the questions that block G2.
Assurance and evaluation →
Pass criteria agreed before the run, coverage by tier, adversarial cases, and what a failed evaluation obliges.
Agent readiness →
The eight-link chain as a checklist, plus boundary, kill-switch and verification latency.
Runtime, monitoring and drift →
Control Plane onboarding, the daily, weekly and monthly rhythm, and drift triage by category and tier.
Change, retirement and audit →
Change classification, delta assurance scope, retirement, and an audit-readiness dry run.
How these work
- Ticks are local. Each checklist stores its state in your browser, per page. Nothing is transmitted, nothing is shared between people, and clearing site data clears it. Use it to keep your place in a session, not as a record.
- The record is elsewhere. A completed checklist is not evidence. The evidence is the record the checklist told you to complete.
- Print for the meeting. The print button gives you the checklist without the navigation, sized for one or two pages.
- Shorten them. These are deliberately close to the shortest defensible version. If a line does not change a decision in your organization, delete it locally and say why.
[Practice recommendation] Resist the urge to extend a checklist after every incident. Checklists grow monotonically unless someone owns removal, and a checklist nobody finishes is worse than a short one everybody does. Review length annually and cut.