• TLDR

  • Great tool to increase efficiency, reduce probability of mistakes.
  • Create checklist for repeatable process.

  • The controlled automation

    1- Why using checklists

• Efficiency in doing

  • Checklist are important specially when you want to stay on track, when you want to follow a process that already happen, a process that is not new.

• Increase situational awareness

  • Doing the right thing at the right time
  • Checklists are a good way to bring the good reminder at the right time.

• Thinking about process improvement

  • Checklists are a way to think about your process and to hone it bit by bit.
    
    • Once you create a checklist you can try to continually improve it to reach better result, better efficiency or to bring automation.

• Searching for best practices

  • Checklists are a way to think about the best practices that should be applied.
    
    • when you create your checklist you can research what are the best practices

• Avoiding mistakes & omissions

  • People without checklist will be more prone to do things depending on their emotional states and will be more prone to do or repeat mistakes.

• Increasing efficiency

• Staying on track

  • Check list can help you staying on track. If you have difficulty sticking to a process you can you checklist to act as a guide/coach telling you what you should do next.

• Easy to use

  • The key of checklist is that anyone could use them. They are like food recipes, you should be able to discover them and get a result directly without making mistakes

• Creating habits

  • Checklist naturally evolve into habits.
    • The best checklists are the one who are internally incorporated

• Implementing things

  • Checklist is the visualization step of implementation

• Creating accountability

  • Did I do what I needed to do?

    2- When and where

• On complex tasks

• On tasks that you are gonna repeat several times

• When faillure is not an option

• When you want to increase efficiency

  4- The type of checklist

• Strict process checklist

• To do checklist

5- Characteristics of a good checklist

• Available
  • A good checklist should be available at the right moment.
• Easy to use
  • A good checklist should be easy to use.
• Added value
  • A good checklist should bring value.

• Lower mental load

  • A good checklist should decrease mind overload and not add more work to do.

  • If you constantly need to navigate between checklist and think of where is the checklist you will not use them

    6- Building your checklist

    6.1- Identify potential candidates

• Will I repeat the process in the future?

• Is the process difficult to remember?

• Will the creation of a checklist will make me gain time?

  6.2- List the steps of your current process

  6.3- Enhance the process

  6.4- Make it available

• How will I remember to use the checklist. Will I have it when I will need it?

7- Related notions

• Workflow
• Breaking things down
• Feedback
• Situations
• Habits
• Removing errors -