Copy this checklist and track your progress:
Heuristics & Checklists Progress:
- [ ] Step 1: Identify decision or procedure
- [ ] Step 2: Choose approach (heuristic vs. checklist)
- [ ] Step 3: Design heuristic or checklist
- [ ] Step 4: Test and validate
- [ ] Step 5: Apply and monitor
- [ ] Step 6: Refine based on outcomes
Step 1: Identify decision or procedure
What decision or procedure needs simplification? Is it repetitive? Time-sensitive? Error-prone? See resources/template.md.
Step 2: Choose approach (heuristic vs. checklist)
Heuristic for decisions (choose option). Checklist for procedures (sequence of steps). See resources/methodology.md.
Step 3: Design heuristic or checklist
Heuristic: Define simple rule (recognition, take-the-best, satisficing threshold). Checklist: List critical steps, add READ-DO or DO-CONFIRM format. See resources/template.md and resources/template.md.
Step 4: Test and validate
Pilot test with sample cases. Check: Does heuristic produce good enough decisions? Does checklist catch errors? See resources/methodology.md.
Step 5: Apply and monitor
Use in real scenarios. Track outcomes: decision quality, error rate, time saved. See resources/template.md.
Step 6: Refine based on outcomes
Adjust rules based on data. If heuristic fails in specific contexts, add exception. If checklist too long, prioritize critical items. See resources/methodology.md.
Validate using resources/evaluators/rubric_heuristics_and_checklists.json. Minimum standard: Average score ≥ 3.5.
复制此检查表并跟踪进度:
Heuristics & Checklists Progress:
- [ ] Step 1: Identify decision or procedure
- [ ] Step 2: Choose approach (heuristic vs. checklist)
- [ ] Step 3: Design heuristic or checklist
- [ ] Step 4: Test and validate
- [ ] Step 5: Apply and monitor
- [ ] Step 6: Refine based on outcomes
步骤1:确定决策或流程
哪些决策或流程需要简化?是否具有重复性?是否时间敏感?是否容易出错?查看 resources/template.md。
步骤2:选择方法(启发式vs检查表)
启发式方法适用于决策(选择选项)。检查表适用于流程(步骤序列)。查看 resources/methodology.md。
步骤3:设计启发式规则或检查表
启发式:定义简单规则(识别、取最优、满意阈值)。检查表:列出关键步骤,添加READ-DO或DO-CONFIRM格式。查看 resources/template.md 和 resources/template.md。
步骤4:测试与验证
用样本案例进行试点测试。检查:启发式方法是否能做出足够好的决策?检查表是否能发现错误?查看 resources/methodology.md。
步骤5:应用与监控
在实际场景中使用。跟踪结果:决策质量、错误率、节省的时间。查看 resources/template.md。
步骤6:根据结果优化
根据数据调整规则。如果启发式方法在特定场景失效,添加例外情况。如果检查表过长,优先保留关键项。查看 resources/methodology.md。
使用 resources/evaluators/rubric_heuristics_and_checklists.json 进行验证。最低标准:平均得分≥3.5。