Health and Human Services OIG planning checklist
Private planning only — not an official report or a finding. Nothing is submitted.
Use public references and placeholders. Omit sensitive identifiers.
https://america.co/accountability/hhs-inspector-general

Program and responsible office
Use a program name or public source, not a personal case number.
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Dates and factual chronology
Separate event dates from document publication dates.
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Evidence references
Record public links or placeholders; do not paste private records.
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Observation versus inference
What is directly supported? What needs another explanation?
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Alternative route and deadline check
List the decision-review, service or records instructions you still need to consult.
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Safe reporting plan
Read the official confidentiality and transmission guidance. Keep identifiers out of these notes.
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