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playbooks/operations/review-checkpoint-worksheet

Review Checkpoint Worksheet

A worksheet that makes the human review step explicit for any AI-assisted workflow — who reviews, against what criteria, and what they sign.

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review-checkpoint-worksheet.mdWorksheet · 4 min

Contents

  1. 01What this worksheet pins down

For: Process owners defining a review step

PlaybooksOperationsWorksheet

01

What this worksheet pins down

This template is structured. The working copy is being finalized by our subject-matter editors — directionally accurate today, refined shortly.

  • The named reviewer role — a seat, not a person, so it survives turnover.
  • The check criteria: accuracy, data exposure, tone, and policy fit.
  • The threshold for a second reviewer on higher-stakes outputs.
  • What gets recorded in the log, and where.

Operations Playbook

Practice this in the course.

The AiBI-Foundation course walks through the same prompts, with reviewed work you can take to your team.

Start your Operations path Back to the playbook
Review Checkpoint Worksheet — Operations Playbook — The AI Banking Institute