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Account Planning Checklist

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Mastering procedural processes and repetitive tasks with checklists allows you to focus on the larger goals at hand. It’s the minutiae of the workday that can be easily forgotten at the detriment of other important projects.

Sometimes it is easier to write your task down than just remember it. This to do list form will help you manage your daily tasks. You won’t miss any important tasks that need to be accomplished.

To-Do Lists are particularly useful when you have a small number of tasks that you need to complete. However, they can become cumbersome when you have too many items on them, or when you need to progress multiple projects. At this stage, it’s worth starting to use Action Programs, which are designed to manage more complex situations reliably.

But in you’re in an operational role, or if tasks are large or dependent on too many other people, then it may be better to focus on a longer-term checklist, and "chip away" at it day-by-day. Many people find it helpful to spend, say, 10 minutes at the end of the day, organizing tasks on their list for the next day.

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