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.
Although using a paper checklist is an easy way to get started, software-based approaches can be more efficient in spite of the learning curve. These can remind you of events or tasks that will soon be overdue, they can also be synchronized with your phone or email, and they can be shared with others on your team, if you’re collaborating on a project.
Structure your checklist by team member, writing out tasks and deadlines for every person on the project. Each day as you write out your own tasks that need completion, you can also check your Team To-Do List to see who’s working on what, and if anything is due in that day. You can also include other tasks that you need to complete as part of your job.
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.