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AI Tools for Everyday Work / Module 9

Module 9

Module 9 Activity: Reusable Checklist Builder

Activity ID: AIT-M09-A01 Estimated active time: 35-50 minutes

Purpose

Use AI support to create and review a practical checklist for one repeated safe task.

Use safe, fictional or public material throughout. Nothing in this activity requires a real name, account, record or figure.

Activity Steps

Part 1: Choose a repeated task.

Something you do at least monthly. A checklist for annual work will not be used often enough to improve.

Part 2: Define purpose, audience, and success criteria.

Say what the checklist is protecting against — which step is easy to do and easy to skip.

Part 3: Ask for a checklist with required, optional, and review items.

Keep the required list short. Anything not required goes in the other two groups.

Part 4: Review for missing people, approvals, dependencies, risks, and privacy.

Ask specifically for what is missing, including who must agree and how long they take. A general review returns comments on what is already there.

Part 5: Shorten or revise the checklist until it is usable.

Use it once for real, then delete any item you ticked without checking.

What good looks like

A strong response is short enough to survive a busy week, and every required item is answerable in seconds.