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Business Succession Planning Checklist Sun Life Financial Family Blog January Wee To Do List Template Continuity Plan Reference

Business Succession Planning Checklist

The checklists are prioritized lists of all the tasks that you need to carry out. They list everything that you have to do, with the most important tasks at the top of the list, and the least important tasks at the bottom.

What you put on your checklist and how you use it will depend on your situation. For instance, if you’re in a sales-type role, a good way to motivate yourself is to keep your list relatively short, and aim to complete it every day.

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.)

You can use checklists to manage exam preparation, reading lists, travel planning, project steps, personal tasks, professional goals, New Year’s resolutions, and more. Here’s examples of checklists to maximize your productivity.

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