Checklist Template

Checklists are believed to be one of the most useful tools for aiding human memory. Of course, this depends if the user knows how to use and follow them. The checklist can be used for doing just about any task, such as planning, cleaning checklist, grocery shopping, among others. It is a great way to schedule your day and keep track of all of your meetings and interviews.

How do you use a checklist?

Before you create checklists, you should know what you need to make a good checklist. Here we will revise some points.

• Checklists must be clearly established and include all aspects that may provide data of interest to the organization.
  
• An effective checklist must establish clearly what has to be checked, what is the criterion of compliance or non-conformity, and the frequency of control or check.
• It should have a section of observations to provide additional information.
• They can be used to obtain data or to control the evolution of a characteristic or activity.
• Checklists are also used to report, on a daily basis, the status of operations and to evaluate the trend and/or dispersion of production, without the need for more complex statistics or graphs.

How to make an effective checklist

• Each item must be clear and succinct. In this way, it will be easy for the people who will work with it.
• Organize the items by category. This allows you to navigate easily between the different sections and quickly find the items you are working on.
• They must be easy to understand and use. Create simple steps that remind the user, in a straightforward way, which steps to follow.
• Keep refining the checklist. Continuous improvements will make your checklist more effective.
  

Use this template to keep your team organized and cut wasted time in status meetings. Create a centralized view of all team member's responsibilities across multiple projects.

This example checklist template can be downloaded and used every time for every project. Keep track of all of your tasks with a simple document. Bizzlibrary.com has many more documents that would be ideal for your business.