Audit the record before the record audits you.

0 of 24 checks complete

Selections stay in this open page. Print a copy to retain your review.

01 / Scope & authority

The boundary is explicit.

Named outcomeThe project or work package has a specific intended outcome and measurable acceptance basis. Controlled scopeThe current scope source, revision, effective date, authorizing parties, inclusions, and exclusions are identifiable. Decision authorityMaterial decision classes have named owners and approval limits, rather than only departments. Interface ownersEvery cross-discipline, cross-company, vendor, operator, and owner interface has an accountable coordinator. Reliance declaredInputs supplied by others and the permitted basis of reliance are recorded. Escalation pathUnassigned work, disputed scope, missing input, and unsafe or blocked decisions have a defined escalation route.

02 / Decisions

The reasoning can be reconstructed.

Stable decision IDsConsequential decisions have unique identifiers linked across records and revisions. Basis preservedRequirements, constraints, assumptions, evidence, and unresolved uncertainty are recorded at the decision date. Alternatives visibleCredible options and the reasons for rejection are captured proportionately. Approval authenticatedThe person approving had authority, and the approval is tied to an exact state, revision, purpose, and conditions. Outcome reviewedThe actual result is compared with the expected result without rewriting the original decision record.

03 / Evidence continuity

The record is findable and explainable.

Authoritative repositoryIssued records have one known source of truth with controlled access and ownership. Provenance retainedAuthor, date, revision, status, source system, and authenticity can be established for material records. Evidence classes separatedObserved fact, supplied record, missing evidence, and inference are visibly distinct. Recovery testedThe organization has restored or exported critical records with usable metadata and permissions. Retention intentionalRetention, privacy, disposal, and hold rules are defined and appropriate for the record type.

04 / Change, handover & review

Responsibility survives transition.

Change trigger recordedEach material revision links to the request, condition, risk, or evidence that caused it. Impact mappedDependent designs, configurations, procedures, cost, schedule, safety, security, and approvals are identified. Superseded state preservedOld issued records remain in the archive while being removed or marked at points of use. Informal decisions closedMaterial calls, chats, and meetings are converted into controlled confirmation records. Handover contents definedExact assets, records, access, open items, assumptions, and limitations are listed. Acceptance recordedThe receiving authority, conditions, date, and point of operational control are explicit. Competing explanations testedReviews document credible alternative causes and disconfirming evidence. Independent questions routedLegal, professional, safety, privacy, insurance, and regulatory conclusions are referred to qualified reviewers.

What a completed checklist means

It means the project has located evidence for twenty-four controls. It does not certify the project, prove compliance, assign liability, or guarantee that the records are complete. Sample the evidence and test the highest-consequence decision chain end to end.