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Financial Health Checklist

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To-Do Lists can help you get, and stay, on top of important projects and piles of tasks or decisions. For instance, imagine you’re heading a team that’s working on a project. There are so many tasks to do, and so many people doing them, that staying on top of it all seems overwhelming.

Do you often feel overwhelmed by the amount of work you have to do, or do you find yourself missing deadlines? Or do you sometimes just forget to do something important, so that people have to chase you to get work done? All of these are symptoms of not keeping a proper "To-Do List."

You can download an event planning checklist template to help you map the steps for your next event. You can even create checklists for each task you’ve broken down. If you’re planning a large gathering, a checklist can help prevent you from becoming overwhelmed. Make sure you download your templates on this page!

To use your checklist, simply work your way through it in order, dealing with the A priority tasks first, then the Bs, then the Cs, and so on. As you complete tasks, tick them off or strike them through.

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