The playbook
Heading Tags: Template and Field Guide
This heading tags template turns a broad task into a record another person can use. It captures heading level, text, section purpose, then connects that information to a decision. Copy the table into your working document or system and create a separate record for each item in scope.
Put the task in context
Use headings to expose the logic of a page: suitability, process, costs, preparation, and questions. A heading such as “What affects installation cost?” tells readers more than “More information.” Choose levels for the content hierarchy rather than using them only to obtain a visual size.
Copyable worksheet
| Field | Entry instructions |
|---|---|
| heading level | Record the heading level associated with this page or query record. Use a stable reference so later updates can be matched. |
| text | Record the text associated with this page or query record. Keep the value specific enough for another owner to interpret. |
| section purpose | Record the section purpose associated with this page or query record. Keep the value specific enough for another owner to interpret. |
| Decision field | Entry instructions |
|---|---|
| Observed problem | Describe the actual condition and where it was observed. |
| Recommended action | State the smallest action that resolves the documented problem. |
| Evidence | Link to the record, observation, or test supporting the action. |
| Owner and next review | Name the accountable person and when the decision should be revisited. |
How to complete the worksheet
Begin with heading level. Use the same reference throughout the record so notes are not attached to the wrong item. Then give the page a descriptive main heading. This establishes the information required before the worksheet becomes a request for action.
Next, organize sections around real reader questions. Use the observed problem and evidence fields to explain why that step is needed. A useful entry describes an actual condition, such as using headings only to repeat target phrases, rather than a broad instruction to “improve performance.”
Finally, check heading order and visual consistency. Put name each section for the answer it contains in the action field only when it addresses the observed condition. If the problem is different, change the action. The template is a structure for judgment, not a reason to apply the same fix everywhere.
Illustrative completed decision
| Part | Illustrative entry |
|---|---|
| Problem | Using headings only to repeat target phrases |
| Action | Name each section for the answer it contains |
| First check | Give the page a descriptive main heading |
| Follow-up check | Check heading order and visual consistency |
| Outcome to define | sections with clear descriptive headings |
Adapt the fields without losing meaning
You can add fields required by your team, but each should change a decision or preserve necessary context. Keep factual observations separate from recommendations. If text changes, record the new value and its effective date instead of silently rewriting the context of an earlier decision.
Use the record in a handoff
Ask the receiving owner to explain the next action using only the worksheet. Missing context becomes visible quickly during that exercise. Repair the record before applying the structure to a larger batch. Keep sections with clear descriptive headings connected to the item so the team can later assess whether the action was useful.
Use query and landing-page context when comparing results. A page serving a broad informational query has a different job from a page answering a purchase question. Review whether the next step remains useful to the person arriving.
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