A Killer Checklist
/I use and recommend checklists widely as a highly effective Capacity raising tool. A question I often get, especially from busy leaders who are implementing them for the first time is “How do I create a truly effective checklist?”. If you are making one for the first time, brain dump as many things as you can think of in appropriate detail. Then refine using these 4 elements.
Use it - The best checklists are the ones you use. A brilliant one left on the shelf is no use at all.
Storage - I store mine in a separate notebook in OneNote. Each has its own page. This means I can use it on any device and it updates to all of them.
Aide Memoire - the pre takeoff checklist I use is HTMPFFIC. It’s easier to remember that than the separate elements. (More on that checklist later). Is there a way you can make it more memorable?
Evolution - As you use it, notice how effective it is. Does it need evolving? Evolution could be simplified by grouping together or adding more detail. When I was instructing survival I simplified by adding “Survival Belt” to my list, rather than the 50+ individual items in the belt. When I pack for a presentation I separate Computer, Power Cables, and Adaptors because each is mission critical and they are stored in different places. I also evolve checklists by updating them on the spot if there are gaps or unnecessary steps. Over a few uses they become highly refined and effective.
The process seems slow when you are building a checklist, but they speed you up and reduce stress later. Well worth the investment.
I find the holidays a great time to practise. You can build checklists for relatively low consequence events and test them out. Planning/packing for holidays is a great one, because it's enjoyable.