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Translate a task into an ordered action checklist

A practical brief can look like one big job until you realise you are not sure which step comes first.

On this page
  1. How do you turn a brief into a checklist?
  2. Worked example
  3. The mistake to watch for
  4. Check yourself
  5. Where this leads next

A practical brief is a paragraph; a checklist is the same paragraph broken into single actions in the order you will do them. You meet this skill in every practical task in ICT, and a good checklist also becomes part of your evidence.

It opens practical workflow and software versions because every later skill in the module depends on knowing exactly what you are about to do.

How do you turn a brief into a checklist?

Read the brief once without touching the computer. Then work through these steps.

  1. Underline every verb. Each action word is a candidate step: open, add, sort, format, save, export.
  2. Attach an object and a value. “Format” becomes “format column D as currency with two decimal places”.
  3. Find dependencies. Ask “what must already exist?” before each step.
  4. Put the steps in order, then add a check after any step that changes data.
  5. Finish with the outputs. The last lines name the files you must produce and their exact filenames.

Worked example

Invented brief for Harbour Bakes (a fictional shop):

“Open sales.csv. Add a Total column showing quantity multiplied by unit price. Format Total as currency with two decimal places. Sort so the largest Total is first. Save your work as sales_total.xlsx and also export a PDF called sales_total.pdf.”

Underlined verbs: open, add, format, sort, save, export.

Checklist:

#ActionCheck
1Open sales.csv from 01_source and save a copy in 02_workingOriginal untouched
2Add header Total in D1Header spelled as brief
3Enter =B2*C2 in D2 and copy down to the last rowRow count matches data
4Format D2 to the last row as currency, two decimalsShows two decimals
5Sort all rows by Total, largest firstRows stayed together
6Save as sales_total.xlsx in 03_outputFilename exact
7Export PDF sales_total.pdf to 03_outputReopen it

With quantities 12, 8, 5 and prices 1.50, 2.25, 4.00, the totals are 18.00, 18.00 and 20.00. Check: 12 × 1.5 = 18, 8 × 2.25 = 18, 5 × 4 = 20. After sorting, 20.00 comes first.

The mistake to watch for

A common slip is a vague step that hides several actions.

Mistaken checklist: 1. Open file. 2. Do totals. 3. Make it look right. 4. Save.

“Do totals” does not say which column, which formula or where. “Make it look right” does not say what to format. The student then forgets the PDF export because the checklist never mentioned it.

The correction is to copy each requirement from the brief into its own line, with the exact name, value or location. If a line cannot be ticked as done or not done, it is too vague.

Check yourself

1. Brief: “Add a column called Discount, calculated as 10% of Price, and save the file as price_list_v2.csv.” Write a three-step checklist.

Show answer
  1. Add header Discount in the next free column. 2. Enter a formula such as =B2*0.1 in row 2 (if Price is in B) and copy it down. 3. Save as CSV with the filename price_list_v2.csv. A check line after step 2 is a good addition.

2. Which step must come first: “copy the formula down” or “enter the formula in the first row”? Why?

Show answer

Enter the formula in the first row. Copying down repeats an existing formula, so it cannot happen before one exists.

3. Rewrite “tidy the table” as an action that can be ticked.

Show answer

For example: “Set column widths so all text is visible and align the headers to the centre.” Any version with a specific action and an observable result is acceptable.

Where this leads next

Once the checklist is written, you need to find each action in your own program. That is locating an equivalent feature in your actual software.

To test the whole module, try the practical workflow practice set. The ICT practical task and evidence checker offers short original briefs for turning into checklists.

If you can follow a plan but find it hard to build one, online one-to-one ICT tuition lets a teacher watch you do exactly that and give feedback on the spot.

Questions people ask

How detailed should each checklist step be?

Detailed enough that someone else could do it without guessing. Each step should have one action word, one object and, where it matters, a value. 'Add a Total column in D' is clear. 'Sort out the totals' is not. If a step hides two actions, split it in two.

Should I write the checklist before or during the task?

Before. Spend two or three minutes turning the brief into steps, then tick them as you go. Writing during the task means you plan and click at once, and that is where steps get missed or done in the wrong order.

Does the order of steps really matter?

Yes. Some steps depend on others. A formula must exist before you copy it down, and a file must be finished before you export it. Mark any step that must wait for another one so you do not reorder it by accident.

Updated:

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