Organizational Development for Knowledge Management at Water ...

Instructions: The purpose of this checklist is to provide guidelines for Process Owners and Process Owner Assistants to use
prior to submitting documents for review and/or approval. If there any questions please refer to the Document Control process,
#00002. For additional assistance call the Continuous Improvement Department help line at extension 8-4357 and press #4.
PARENT DOCUMENT Document Title/Unique Number:
OVERALL
The Title of the document is:
£ Descriptive and matches title on QBD
Document Binder screen
£ All CAPITALS
£ 14-pt font £ Centered in header
£ Unique ID # is below Title and matches number in the Profile section.
£ The Page Count matches the actual number of pages of the document.
£ If a Table of Contents is used, all page numbers match actual locations within the
document.
£ Document is formatted and organized to be easily understood by the user (good use of
numbering, bullets, sub-headings).
£ Template has not been altered or changed (no headings added or deleted).
£ Checked spelling and grammar.
PURPOSE AND SCOPE £ Statements are brief and to-the-point and reflect content of the process that follows.
TERMS/ABBREVIATIONS £ All acronyms, abbreviations, and unfamiliar terms are listed and defined.
SAFETY REQUIREMENTS £ Applicable safety requirements are explained.
RESPONSIBILITIES £ Included all persons involved in completing the process.
£ Included key stakeholders critical to successful process implementation.
£ Summarized responsibilities of the involved individuals or groups referred to.
PROCESS £ The process steps are clear and understandable.
PROCESS METRICS /
SERVICE LEVELS
£ Flow charts are complete and logical.
£ The process is written from the perspective of a trainee/new employee.
£ All process metrics for the process are listed in the table.
EQUIPMENT AND TOOLS £ Listed all equipment and/or tools needed to accomplish the tasks that are listed.
RECORDS MANAGEMENT £ Contacted QBD Records Management for records retention information.
£ All records created in the process (for example logs, reports, completed forms) are
listed in the table. See the example below.
©2011 Water Research Foundation. ALL RIGHTS RESERVED.