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Checklists

Individuals and organizations can harness the power of checklists to improve performance, reduce errors, and drive continuous improvement across various complex processes and industries.

Intention​

Clarify Intention and Focus Attention.

  • Checklists provide flow of thought and understanding
  • People have a need to check items off
  • Questions provide space for the imagination to fill
  • Questions create a recursive loop in the subconscious

Value​

Value of Checklists:

  1. Reduce errors and oversights in complex processes
  2. Improve consistency and reliability of outcomes
  3. Enhance communication and teamwork
  4. Empower decision-making at all levels
  5. Provide a cognitive net against mental flaws and distractions
  6. Foster a culture of discipline and higher performance
  7. Facilitate continuous improvement

Practice​

Best Practices for Creating and Evolving Checklists:

  1. Define clear purpose and scope
  2. Keep it simple and concise (5-9 items)
  3. Use precise, action-oriented language
  4. Organize items logically
  5. Involve practitioners in creation and review
  6. Test in real-world scenarios and refine based on feedback
  7. Review and update regularly
  8. Choose appropriate format (DO-CONFIRM or READ-DO)
  9. Identify clear pause points for checklist use
  10. Fit on one page and use sans-serif fonts for readability
  11. Balance standardization with flexibility for professional judgment
  12. Provide training on proper use and importance
  13. Foster a culture that values checklist usage
  14. Use digital tools to facilitate tracking and updates
  15. Focus on critical steps that are easy to miss
  16. Ensure the checklist complements rather than replaces expertise

Types​

The choice between Do-Confirm and Read-Do checklists depends on the specific task, the user's expertise level, and the potential risks involved. Do-Confirm checklists are generally better for experienced professionals in lower-risk situations, while Read-Do checklists are preferable for complex, high-risk scenarios.

Do-Confirm Checklists:

  1. Flexibility: Users can complete tasks in their preferred order before confirming completion.
  2. Autonomy: Allows for professional judgment and adaptation based on experience.
  3. Efficiency: Suitable for familiar processes where users know the steps.
  4. Memory aid: Acts as a safety net to catch lapses in memory during normal operations.
  5. Pause points: Provides designated moments to ensure nothing was missed.
  6. Ideal for lower-risk projects with flexible task order.