Checklists
A checklist is a very powerful tool for any system. They can be used to support any task, from the simplest to the most important. Simply put, a checklist is a list of steps needed to complete a task. Every task comes with a checklist whether it is written down or not; the checklist defines what a well-done task looks like.
Recurring tasks will benefit the most from using a checklist. It can be refined each time the task is performed. Similarly, one-off projects and other long-term initiatives also benefit from an evolving checklist that reflects newly discovered requirements. They can also double back as a log of what was done.
Making a Checklist
Here are a few things to consider, while making your checklists. They may not all be applicable to every list you make.
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A good checklist is simple and to the point.
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A checklist is to remind not teach. Each item should be reduced to the essential information needed to perform the task. If more in-depth "how to" instruction are required, make a separate document and reference to it.
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Include the last date of revision.
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Indicate the validity condition like the season, the number of people, etc.
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If the order of the steps is important use numbered list otherwise use bullet points.
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Include checkpoints or sections for context-specific items likes "before leaving", "at the airport", etc.
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Indicate which items or steps are optionals and the condition.
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Specify quantities if applicable.
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Make the list specific, to a particular task or project and build a repertoire of checklists.
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Include things that don't need doing anymore if you think it would raise doubt in the future.
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Use reverse chronological order from the date of the events. Example: To plan a trip group task that can be done 30 days before, 1 week before, the day of, etc.
Using a Checklist
Every time you use a checklist consider doing these:
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Fully read the list before executing.
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Crosscheck with someone.
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Annotate it, take notes while using it.
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Review and update the list after each use.
See Also
- The Checklist Manifesto: https://atulgawande.com/book/the-checklist-manifesto/
- What is a Definition of Done?: https://www.scrum.org/resources/what-definition-done
- Checklist: https://en.wikipedia.org/wiki/Checklist