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Meeting Checklist

The daily checklist template achieves three key goals; it allows you to record the date, write out your own tasks, and record your progress as you go. Many entries in this list return to the idea of simplicity, and this template is no exception – it’s simple enough to prevent any distraction, but customizable enough to provide almost infinite uses.

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.

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.

But in you’re in an operational role, or if tasks are large or dependent on too many other people, then it may be better to focus on a longer-term checklist, and "chip away" at it day-by-day. Many people find it helpful to spend, say, 10 minutes at the end of the day, organizing tasks on their list for the next day.

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