2. Checklists free up mental RAM. People often bristle at using a checklist because it feels constraining. They want to be flexible and creative, and the checklist seems to take away their autonomy. For this reason, implementing checklists among surgeons has proven difficult, even though studies show checklists dramatically reduce the number of preventable, life-threatening errors. Surgeons feel that their work requires an intuitive judgment that’s born from years of training and experience and can’t be reduced to a simple checklist.
Non-boldface checklists are used to provide decision support when time is not critical. In complicated situations, such as multiple system failures, the checklist appears in the form of a flow chart or decision tree, helping the pilot(s) to navigate the process. In modern aircraft, the checklist is built into the electronic cockpit system, which leads the pilots through the appropriate steps on the screen. The steps are colour-coded for urgency and ranked in priority order. As steps are completed, they disappear from the screen. Checklist items are arranged in a systems operational sequence and are consistent with the patterns of motor and eye movements of the crew.
Checklists support is another essential point that we decided to place out of the list. Some powerful project management tools have changed their attitude to this feature and enhanced their functionality with integrable plugins like Jira checklist. A bunch of capabilities including the creation of acceptance criteria, definition of done, and other ToDo lists, splitting, arranging, prioritizing, and others became available to multiple users. This superficially subtle innovation shows a growing demand for implementing checklists within PM tools as an integral element of workflow organization.
Perhaps, we have a complete picture of leveraging checklists in such industries as aviation or manufacturing. However, how has this tool proved itself in a more complex workflow - software development? In fact, software teams that follow Agile methodology appreciate the implementation of lists as acceptance criteria solutions, definition of done, progress tracking tools, etc. Moreover, each separate development process has its own advantages.
Agile software development leverages a technique called the user story to get enough information for implementing software features from an end-user perspective. Shaping acceptance criteria is an integral part of this process that can be improved with a checklist's help. You can create a special format containing categories, point assessments, labels, names, etc. For example, a Definition of Ready can be transformed in Definition of Done category after changing the story specification. On the picture below, you can see an implementation plan, which is, in fact, a ToDo list containing guidance on how to handle the user story written in the description section.
Mental checklists to improve thinking. Berkshire Hathaway vice-chairman Charlie Munger uses a mental checklist of biases and cognitive flaws that he reviews before making any big decision to ensure he’s thinking clearly about it. He’ll go down the list and ask himself if any of these biases are clouding his thinking and what he can do to mitigate it. Ever since I’ve learned about that, I’ve tried using something similar in my life. Crafting this list is still a work in progress for me, but here’s what I have so far:
1. Checklists verify that the necessary minimum gets done. With increasing complexity comes the temptation to skip over the stupid simple stuff and instead focus on the “sexy” parts of one’s work and life. Because the stupid simple stuff is so stupid and simple, we often fool ourselves that it’s not important in the grand scheme of things. But as we’ve seen, it’s often our most basic tasks that can spell the difference between success and disaster.
1. Investigate your failures and look for “killer items.” Take a look at your work or even your personal life. Are you less productive at work than you’d like to be? Does the house always seem a disaster? Examine why you aren’t getting the results you want. Look for failure or friction points in the tasks you do routinely. These failure or friction points will serve as the basis for your checklist.
Let’s take a simple example. When you get in a car, you can’t just drive because there is a set of specific operations to be done. These include fastening your seat belt, removing the handbrake, putting a transmission gear lever into neutral position, starting the engine, checking the indicators, etc. After you have checked and accomplished all these routine tasks, you can press the accelerator pedal and drive. Every driver has this checklist in his/her memory because of its regular use. If your set of tasks is bigger or varies frequently, it’s challenging to keep it memorized all the time.
Daniel Bryant sat down with Dave Sudia, senior DevOps engineer at GoSpotCheck, to discuss the benefits of PaaS; building a platform with Kubernetes as the foundation; selecting open source components and open standards in order to facilitate the evolution of a platform; and why care should be taken to prioritize the developer experience and create self-service operation of the platform.
Billed as a notebook for lists, WorkFlowy is an app to manage all of your checklists. Everything's listed on one sheet, where you'll keep all of your separate lists and sub-lists in order. Select on a bullet-point to focus on a particular sub-list, or the minus button on the left to collapse a list. That makes it easy to organize long checklists and still be able to focus on just the tasks you need to complete right now.
Most companies strive to arrange their best practices in the most convenient way. Checklists work well here. Providing essential information for repetitive tasks in the form of a list proves a company’s consistent approach to any level of activity. As an example, introducing specific rules and policies to new team members is quite practical when done through checklists.
In healthcare, we need to get back to the basics with checklists and reserve the tool for processes that are simple, easy to follow, standardised and (perhaps) time critical. Expanding the term to cover briefings and other tools more suited to complex and variable processes is confusing, and may require communication and advanced team skills to implement and sustain. It is appealing to embrace a single tool to improve safety, and checklists have been found to be effective in some settings.16 However, the complexity of quality and safety improvement in healthcare guarantees that solutions will never be singular, straightforward or simple to sustain.
Google Sheets beat Microsoft to the punch and introduced a Checkbox as one of the Data Validation options. You can go to Insert > Checkbox to quickly create one, and you can customize it by going to Data > Data Validation. I've updated most of the Google Sheets versions of my checklists to use that feature. I hope Excel gets smart and introduces a similar feature some day.
Perhaps, this benefit will be most appreciated by professionals that bear responsibility for other people’s lives as in aviation or medicine. Nevertheless, a disciplined employee is always a catch. With checklists, you have a chance to develop that attractive characteristic. A narrow scope of answers ("yes" and "no") is not a burden to complete. A regular list check instills discipline in those who use it.
What these stubborn surgeons fail to see is that checklists provide them more freedom to exercise their professional judgment. They don’t have to think about remembering to do the stupid simple stuff because there’s a checklist for that. Offloading the need to remember basic tasks frees up the brain to concentrate on the important stuff. For surgeons, this means they’re left with more mental RAM to focus on handling unforeseen problems that often come up when you’re slicing someone open.
After impressive reductions of catheter-related blood stream infections (CLABSIs) were achieved with the implementation of a checklist bundle, checklists were promoted as evidence medicine should look to this safety solution.19 However, successful reduction of CLABSIs was not due to the checklist alone: multiple interventions addressing ICU safety were implemented at the same time, and it remains unclear what role the checklist specifically played in infection reduction.2 For example, the CLABSI checklist relies on nurse oversight. The changes in nursing behaviour can improve physician performance of line insertion in ways that are unrelated to the checklist: through the ‘Hawthorne’ effect, because the physician knows they are being watched; through empowering nurses and levelling the power gradient between physician and nurse and improving the safety culture; or, through formation of best practice as a habit as physicians insert lines the same way each time.
Checklists are valuable, and you need them if you want to succeed on your digital marketing journey. The checklists have been gathered and experienced by the expert online marketer himself, Kevin Fahey. To know how to start and what to do next, you need these checklists to have better results. You will get value for your monthly membership fee as you will gain full access to relevant steps that towards your online success. It also eliminates the frustration of forgetting something because you will be following a step-by-step process that can improve your business.