A giant generic checklist gets ignored. A short scoping form that generates the right checklist per case gets used, and nothing important gets skipped.
The instinct behind the 500-item checklist is good: don’t let anything fall through the cracks. The result is the opposite. A list that covers every possible case is mostly irrelevant to any single one, so people skim it, skip it, or quietly stop using it.
Dynamic intake flips the order. A short scoping form asks a handful of questions up front, then generates the checklist that actually applies to this case: nothing more, nothing missing.
People follow a list that’s clearly relevant to the work in front of them. You get consistency without the busywork, and the important steps stop getting skipped because they’re buried among a hundred that don’t apply.