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Project Escalation Checklist

Mastering procedural processes and repetitive tasks with checklists allows you to focus on the larger goals at hand. It’s the minutiae of the workday that can be easily forgotten at the detriment of other important projects.

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.

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.

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.)

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