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Account Planning Checklist

You can’t go wrong with simplicity, as demonstrated by this printable checklist. From Printable To Do List, this bland, yet effective to do list template comes as either a Word doc or PDF, and is fantastic for quickly putting your tasks to paper. It even has empty boxes to tick off your tasks as you go along – no messy strikethroughs here.

Write down all of the tasks that you need to complete on the checklist. If they’re large tasks, break out the first action step, and write this down with the larger task. (Ideally, tasks or action steps should take no longer than 1-2 hours to complete.)

In the professional world, checklists are a huge component to the daily work of pilots and surgeons. Detailed step-by-step checklists help fight complacency in the cockpit, and maintain safe operation of the aircraft during all phases of flight, from gate to gate. In hospitals, medical teams use checklists to ensure surgical procedures go smoothly.

If you’re after a particular kind of to do list then feel free to search the heading you’re after and skip ahead, but otherwise strap yourself in and feel free to grab one or more of the following templates to organize your important tasks. All of these checklist samples are freely available – just open them and then make a copy to have your very own template.

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