Your review-readiness
checklist.
Use these prompts with your panel adviser, Chair and agency team to identify what works well and where the process could be clearer.
A discussion aid, not a regulatory checklist or compliance assessment. Apply your agency’s policies and relevant professional requirements.
Papers and versions
Is there a clear source for the current pack, with a way to identify updates?
Preparation
Can members prepare privately, and is it clear when contributions become shared?
Evidence-linked questions
Can a question be traced back to the paper or evidence that prompted it?
Question consolidation
Is there an agreed process for the Chair to remove duplication and identify gaps?
Coverage
Who checks that the relevant areas have been considered before the meeting?
Attendance and declarations
How are attendance, conflicts, declarations and any applicable quorum requirements recorded?
Responses and discussion
Can the record distinguish what was asked, the response and the subsequent deliberation?
Recommendation and rationale
Is the panel recommendation clearly recorded with the reasoning behind it?
Decision-maker handover
Is the recommendation distinct from the agency decision, with a clear handover?
Retention and access
Are arrangements agreed for private notes, access, retention and deletion?
Audit evidence
Can your team establish who contributed, what changed and which version is final?
Choose one process
to improve first.
For each question, note your current approach, any gap, the person responsible and the next action. Bring those notes to a workflow review.
Book a 30-minute workflow review