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Checklistsal Financial Planning Templates And Plan Sample Checklist Personal Finance Risk Manager Due Diligence

Personal Financial Planning Checklist

Recently, The Art of Manliness provided an historical look at checklists, along with a detailed primer in deciding which lists will work for you, culled from the excellent, The Checklist Manifesto. You can implement the same routine in your daily work to help give you a greater shot at success.

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.

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.

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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