The checklist for a deliverable

This lesson is still being tested: it improves with learners' feedback. If something is unclear, it is the lesson that needs fixing, not you.

By the end of this lesson, you will be able to

check any deliverable with a checklist of 5 questions;
have the AI proofread first with the checklist, then check yourself;
fix what the checklist reveals, without redoing everything;
finish the module 3 deliverable: a real document, checked.

Why it matters to you

A document prepared with AI often looks flawless. That is exactly the risk: a date chosen at random, an action with no owner or a made-up number goes unnoticed, until the day someone relies on it. Ten minutes of checking, always with the same checklist, avoids that moment. It is the CHECK move, applied to everything you produce.

Before you start


You need	Your assistant, free account; a deliverable from this module (meeting notes, summary, table, presentation, synthesis) or a fictional variant; the checklist (resource)
Cost	€0
Duration	40 minutes
Reminder	For a work deliverable, check what your employer or your client allows you to entrust to the AI

Understand it in 3 minutes

The checklist of 5 questions:

Question	How to check
1. Nothing made up	Every piece of information can be found in your notes, in the document provided, or in a source you opened. Every number is found again, every calculation redone
2. Nothing forgotten	Every important point in your notes appears in the document
3. Contradictions are flagged	If your notes contradict each other, the document says so instead of choosing for you
4. Clear actions	For each action: who, what, by when; what is missing is marked [to be completed]
5. Your success criteria	Each of the criteria written at the start is met

Two rereads, in this order:

The AI rereads with the checklist: it often spots an omission or an incomplete action. It is quick.
You reread with the checklist, your notes beside you: this is the real check. An AI can be wrong with confidence: its reread helps to spot omissions, but it does not replace yours.

A checklist that finds nothing is not a failure. If your 5 answers are “yes”, you now know why you can send it.

Do it together

The notes are fictional: a weekend with friends to organize.

1Step 1: Produce the sheet

Here are my notes for organizing a weekend with friends (the people are fictional). Turn them into an organization sheet: the possible dates, the budget, what is left to book, who does what, and the questions to ask the group.
Rules: use only my notes. If information is missing, write [to be completed]. If two pieces of information contradict each other or remain to be settled, don't choose: put them in the questions to ask the group.
It worked if the group can decide in a single message.

- weekend 14-15 or 21-22 nov ?? Léa can't do the 14th
- max budget €120/person all included (Tom said 100 max ??)
- house near Wimereux seen online, ~€420 for the 2 nights, to be confirmed
- cars: Tom (5 seats), Sarah maybe
- groceries: big shop on arrival
- ask who is really coming, Hugo hasn't replied
- idea: walk at cap Gris-Nez on Saturday
- house deposit €300 ? who pays upfront ?

2Step 2: The AI’s proofread

Reread your sheet with these 5 questions: nothing made up compared to my notes, nothing forgotten, contradictions flagged without settling them, actions with who, what and when, and my success criterion: the sheet must let the group decide in one message. For each question, answer yes or no, and quote the passage that causes a problem.

3Step 3: Your check

Open the checklist (resource), with your notes beside the sheet. Tick each question. What you should find:

Points to clarify: two maximum budgets (€120 and €100: a shared ceiling or Tom’s?), and the date of the 14th, which doesn’t suit Léa. They must be in the questions to the group, not settled.
Nothing made up: the house is “to be confirmed”; if the sheet says it is booked, that is wrong. If the sheet states a price per person, it depends on the number of participants, which the notes don’t give: it is a guess.
Clear actions: “who pays the deposit upfront?” has no answer in your notes: [to be completed].
Your criterion: can the group decide in a single message? In our test, no: the sheet asked 7 questions of the same level, when only three block everything (the date, the budget, who is coming), with no one-line answer format. Ask it to rank them and to add a short answer format (“date: … / budget: … / I’m coming: yes or no”).
The small additions: a day of the week, a time or an activity that your notes don’t give. In our test, the AI’s own proofread found four in its own sheet, including “Your notes don’t mention Friday”.

4Step 4: Fix

Fix the sheet: [what the checklist found]. Don't change anything else.

Reread the whole document, or at least compare before and after: check that the corrected passages are right, and that nothing else has changed.

Your turn

The module 3 deliverable: a real document from your life, prepared with AI and checked with the checklist. Choose according to your profile:

Profile	Suggested deliverable	With what
Everyday	An organization sheet (outing, party, move)	Your notes, or the fictional weekend variant
Work	Meeting notes and their email draft	Your notes, if your employer allows it, or the fictional client meeting variant
Creator	A needs sheet for a small tool, before building it	Your idea, or the fictional club variant

Produce the document with the method from lessons 1 to 5.
Have the AI proofread, then do your check with the checklist.
Note on the checklist what you corrected thanks to it.

Resources to download

Deliverable checklist: the 5 questions, the proofreading request, and room to note your corrections.
Fictional notes to practice with: the three variants, with their traps and the answers.

Check your work

It worked if:

your checklist is filled in: 5 answers, each “yes”, “corrected” or “not applicable” (for example, no action in the document);
you checked yourself, your notes beside you, after the AI’s proofread;
if you took a fictional variant, its trap is spotted;
your document is ready to send or present, and you are the one who sends it.

Common mistakes:

stopping at the AI’s proofread;
checking without your notes beside you: you can’t see what is missing;
redoing everything instead of fixing only the points found;
skipping the checklist because “it looks good”: this is exactly the case where it is useful.

Keep it and pick it up later

Keep the checklist in your request library: it works for all your deliverables, in all modules.
Keep your deliverable with its original notes and your filled-in checklist.

Going further

optional

Add to the checklist a question specific to your job or your life (“the tone suits the client”, “the total budget is under €500”): this is your permanent success criterion.
For a project that lasts several weeks, module 6 teaches you to break it into checkable steps: the checklist will serve you for every deliverable.

New words

4 words explained

Word	What it means
Deliverable	The document you hand to someone: meeting notes, sheet, table, presentation
Checklist	The same 5 questions, asked of every deliverable before sending it
Proofread	The reread done by the AI with the checklist, before yours
Trap	In the exercises, a contradictory or missing piece of information hidden on purpose in the notes