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What this is: The one-page template for turning any recurring task into a complete system. Fill it in once per system; post the result where the work happens.

Used in: Volume 02, Chapter 2: The Six Questions · Method: Volume 02, Chapter 3

1

System Name

QuestionYour Answer
1. Why does this system exist? (one sentence, what does it protect?)
2. Who owns it? (ONE name, answerable that it happened)
2b. Who performs it? (if different from the owner)
3. When is it performed? (observable trigger: date / day / count / event, never "regularly")
4. How is it performed? (numbered steps, or point to the card/checklist at the workstation)
5. How is success measured? (a number or checkable fact)
6. What happens if it fails? (backup → who is told → what gets recorded)
2

Sign-Off

NameDate
System owner (has seen their name on this)
Tested by someone other than the author on
Next review date
Sticky Note Tip

A system is only finished when someone other than its author has completed the task using only this sheet. Every question they had to ask out loud is a missing line. See the testing step.