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.
Many prominent software development companies like Railsware are active users of checklists in their activities and processes. They do not limit their lists to 7 or 10 points. Sometimes, the number of points can stretch up to a couple of pages consisting of subsections for rather complicated processes. And here are some reasons why you should consider using checklists for your needs.
Checklists let you put tasks in order so you can accomplish the most important things first. Once you have put things in writing though, you might feel pressured to complete the tasks in order. This can slow you down. Some people work better when they can jump from task to task and let their emotions guide them. A checklist might impede their emotion. However, if you truly need to finish certain tasks before moving to new ones, a checklist will keep you focused and on-track.

Being a professional implies constant education. Even top-notch experts have to nurture their domain knowledge to maintain their background. At the same time, can we claim that a high level of expertise guarantees lack of errors? The question is especially acute in software development where each error results in an increase in time and cost. Therefore, regardless of the chosen methodology - Agile, Lean, Rapid, Feature Driven, or others - striving to organize software development processes should be a top priority for project managers and other leaders. In that context, similar to the unsung hero, whose is not noticed by the public but crucial for the history, checklists come to center stage.
‘Normal’ checklists are effective whenever there are advantages to standardising performance, time is not critical, the series of tasks is too long to be committed to memory (or there are likely to be interruptions to execution of the task that might interfere with memory retrieval), and the environment enables a physical list to be accessed and used.
This isn’t a problem unique to medicine, of course. It exists across almost every domain of life, be it business or science or even just getting things done around the house or on your car. More and more of our work requires coordinating different teams to get a task done. If you work for a big corporation, you’re likely collaborating with a whole host of people to complete a project. And just as in medicine, you’ve likely seen projects delayed or even fail not because of lack of know-how, but due to head-scratching ineptitude.
Being a professional implies constant education. Even top-notch experts have to nurture their domain knowledge to maintain their background. At the same time, can we claim that a high level of expertise guarantees lack of errors? The question is especially acute in software development where each error results in an increase in time and cost. Therefore, regardless of the chosen methodology - Agile, Lean, Rapid, Feature Driven, or others - striving to organize software development processes should be a top priority for project managers and other leaders. In that context, similar to the unsung hero, whose is not noticed by the public but crucial for the history, checklists come to center stage.

In healthcare, this technique is used in resuscitation procedures. Healthcare workers are trained and recertified, in low and high fidelity simulators, to commence procedures such as Advanced Cardiac Life Support without referring to a checklist. When the patient is not readily revived or responding as expected, the team will refer to their checklists or algorithms to make sure the steps have been executed properly, and that they have not forgotten anything. For this reason, healthcare workers often keep a cognitive aid (a ‘checklist’ of sorts) posted on emergency carts, tucked into pockets or loaded onto mobile devices. ‘Boldface’ checklists can be effective whenever there is a critical sequence to be completed but time is short, or the situation does not enable a physical list to be immediately accessed and used.
6. Saving lives: Checklists can literally save lives. When the U.S. Army Air Corps introduced the B-17 bomber during WWII an experienced aviator crashed the plane during its second demonstration flight. After this tragedy the Army required that pilots use a checklist before taking off. This is the same type of checklist we see pilots use today that helps to avoid crashes.

Accepting the fallibility of our memories and the overwhelming amount of information we need to manage and apply in our jobs is an important first step. Realize, as Gawande wrote, that "Knowledge has both saved us and burdened us," and recognize that the checklist can make sure your brain doesn't fail you—ever. Then, you'll be ready to create and rely on a checklist, one that that will help you perform better, and more consistently.
We may not like to admit it, but many of us can describe a time when we’ve made a mistake during the progress of a study. These mistakes can range from mixing up wires or forgetting to turn on an amplifier to forgetting to collect an essential piece of information that either requires additional processing time or prevents you from analyzing a certain variable altogether. Increased computing power and technological advancements have also made it easier than ever to collect data.
I started to brain storm other areas that checklists could be beneficial. In the construction industry, Gawande explains that checklists are used so that key points are discussed between those in different aspects of the building process. For research, are there things that you always need to talk about with other experimenters or your supervisor when it comes to a study? Maybe a checklist can help there too. Also, when editing manuscripts or proofs, you could have a structured set of points to assess such as, “check to make sure data in tables/figures is correct” or “make sure reference list is up to date”. These all seem so basic, but if taking the time to go over them and know that once you’ve handed in the manuscript that these things have definitely been checked, it could prevent you from having to submit an erratum due to something like an improper figure.
If you do not want to exhaust your team members’ creativity, checklists are a must-have tool for production. Their function is simple - to check whether anything is forgotten or unfinished. And the most important thing is that you do not have to create a new checklist every time a task appears. Creative energy can be channeled to the more exacting tasks.
An example from my own work is the process of creating a new blog post. Although I usually remember the steps of creating the content because it's part of my writing process—writing an outline, doing the research, drafting, and editing—there are plenty of other steps that I can easily forget. Adding images, working through multiple headline options to find the best one, and making sure image credits are correct are all standard tasks that are easy to overlook.
I started to brain storm other areas that checklists could be beneficial. In the construction industry, Gawande explains that checklists are used so that key points are discussed between those in different aspects of the building process. For research, are there things that you always need to talk about with other experimenters or your supervisor when it comes to a study? Maybe a checklist can help there too. Also, when editing manuscripts or proofs, you could have a structured set of points to assess such as, “check to make sure data in tables/figures is correct” or “make sure reference list is up to date”. These all seem so basic, but if taking the time to go over them and know that once you’ve handed in the manuscript that these things have definitely been checked, it could prevent you from having to submit an erratum due to something like an improper figure.
Though Gawande admits he didn't expect to see the checklist make much difference in his own surgeries, he followed it to avoid hypocrisy and was surprised by the results. The checklist saved a life in at least one case, where a mistake by Gawande led to a critical need for blood while the mistake was corrected. Thanks to the checklist, extra blood had been prepared ahead of time, despite Gawande's confidence in performing a surgery he'd done successfully many times before.
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