Give one role
a clear responsibility.

Responsibility

Give this role a specific name.

Name the repeated task.

Describe the result a person will use.

Describe who does this now and how.

State when a person starts this task.

Information

Name the records, team, and period the agent may use.

List the information needed to prepare the result.

State how the agent checks when the information was exported.

State when to ask for information or return a partial report.

Instructions and tools

List the actions the agent may perform.

List the actions outside this role.

Start with supplied text. Add a tool only when a tested task needs it.

Name actions that require a separate human decision.

Output and review

List the sections and source references the result must contain.

Name the person responsible for checking the result.

Define facts, completeness, and action limits that the reviewer will check.

State what stops the run and what the reviewer does next.

State where the reviewer records the result and next decision.

Value

Measure it.

Measure it.

Measure it.

Record incorrect facts, omissions, and unsupported claims.

Record the decision and reason after the trial.