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Business Valuation Checklist

One of the biggest advantages to using a software-based approach to manage your to do checklist is that you can update it easily. For example, instead of scratching off tasks and rewriting the list every day, software allows you to move and prioritize tasks quickly.

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.

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-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.

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