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Financial Audit Checklist

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Although using a paper checklist is an easy way to get started, software-based approaches can be more efficient in spite of the learning curve. These can remind you of events or tasks that will soon be overdue, they can also be synchronized with your phone or email, and they can be shared with others on your team, if you’re collaborating on a project.

To do lists shouldn’t take hours to set up, nor should they be complicated. Every second you spend setting up your task list and preparing for the work ahead is time wasted instead of getting out there and eliminating items from your schedule. You should be able to jot down your tasks, have just enough flexibility to work how you need to, and then get on with it. After all, isn’t the point of a to do list to help improve your productivity?

All of us think, plan and work differently. A program that works well for a colleague might not work well for you simply because you learn and think in your own way. This is why it’s useful to research and try several different ways of compiling your checklist before deciding on a single system.

Or, imagine you’re in a sales role and have a long list of people who you need to talk to. You write out a checklist of everyone you need to call and every client you need to see, and start prioritizing.

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