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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.

  1. A good checklist is simple and to the point.

  2. 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.

  3. Include the last date of revision.

  4. Indicate the validity condition like the season, the number of people, etc.

  5. If the order of the steps is important use numbered list otherwise use bullet points.

  6. Include checkpoints or sections for context-specific items likes "before leaving", "at the airport", etc.

  7. Indicate which items or steps are optionals and the condition.

  8. Specify quantities if applicable.

  9. Make the list specific, to a particular task or project and build a repertoire of checklists.

  10. Include things that don't need doing anymore if you think it would raise doubt in the future.

  11. 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:

  1. Fully read the list before executing.

  2. Crosscheck with someone.

  3. Annotate it, take notes while using it.

  4. 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