Writing an Effective Procedural Checklist

Checklist Writing InstructionsYour goal is to break down a task into logical steps and describe those steps so clearly that a reader can do the task.My writing . . .

identifies the task and lists all the parts, materials, and tools needed.explains step by step what to do and how to do it.uses accurate measurements of time, distance, length, height, and so on.includes clear and appropriate warnings, cautions, and notes.

opens with a clear title and introduction that identify the procedure.has a middle with numbered steps: each step has a single, clear action.includes a conclusion that summarizes or clarifies the process.

writes clearly and confidently about the subject.addresses sensitive issues directly, but tactfully.

uses words appropriate for the situation and reader.identifies parts using the same terms in lists, steps, and illustrations.states notes, cautions, and warnings clearly, without alarm.

states steps in crisp phrases or sentences using command verbs.includes clear transitions where needed.

cites accurate specifications, names, titles, quotations, and figures.includes error-free grammar, punctuation, capitalization, and spelling.

uses headings, numbers, and graphics to organize information.includes illustrations that are labeled, readable, and set off with white space.uses correct format for signal words such as notes (regular type), cautions (boldface), and WARNINGS (boldface and caps).

Ideas

Organization

Voice

Words

Sentences

Correctness

Design

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