The Whole Thing in One Page
Eight tracks reduce to a short list, and it is worth having the list rather than the tracks.
Measure before you argue. A defect rate across a population is what converts a preference into an engineering problem. Without a number you are expressing taste, and taste loses to whoever has more stamina.
Ask what the failing population had in common. If it includes people who knew the rule, agreed with it, and were trying — you have measured the arrangement, and rewriting the rule is the most natural useless response available.
Move the load-bearing rules from discipline to structure, and name the rung each one sits on. The forbidden thing should be unavailable, refused, or absent — not advised.
Put the boundary where context contaminates and the continuity where it helps, per step rather than per person.
Make the review reject something, or record that it failed.
Write the record at work time, and give it teeth by making something downstream need it.
Serialize what you cannot remove, and design for the holder that never comes back.
Let the measure filter and never rank, and check what your independent confirmations have in common before counting them as two.
The Four Questions to Start With
Not a template — a template would be the wrong deliverable for a quest whose thesis is that structure has to fit the failure you actually measured. Four questions instead, in order.
What is the rule that keeps getting broken by people who agree with it? That is your first structural target, and there is always one.
What did they have in front of them when they broke it, and who put it there? That names the affordance to remove.
Which of your steps are judging steps, and what can the judge currently see? That is where a boundary belongs.
What would your process be unable to prove afterward? That is what the record is missing.
What You Will Get Wrong, Predictably
Three things, and knowing them in advance shortens each by weeks. The first guard will be too broad and somebody will want to switch it off — good, that is the safe direction, and the fix is the block message. The first log will be optional and will be empty within a month — wire a consumer. And the first measure will be used to sort something, because interfaces sort; bin it against ground truth before it acquires a column.