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.
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.

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.


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:
In healthcare, this type of operational check of equipment has evolved along with advanced medical technology. Since 1993, Anaesthesia Apparatus Checkout Recommendations have targeted the proper configuration of anaesthesia gas delivery systems.9 These recommendations are intended to be peer-reviewed, modified and updated for each specific type of manufactured anaesthesia equipment. Thus, prechecks are incorporated into manufacturing and inservicing of equipment and iteratively updated by the professionals using them. Operating room and anaesthesia workflows accommodate these prechecks.

That’s it for theory. In practice, you can take advantage of checklists in project management (PM) tools. This sort of software is leveraged to keep the workflow organized and provide the team with the ability to see other stuff circulating in the working environment. However, the market abounds with versatile PM solutions, which is not always a benefit to an inexperienced user. Therefore, you have two paths to choose from - either take a look at a comparison post like this one, or consider the following must-have features in your search:


And the tragic thing is it’s often the “stupid” simple stuff that gets people killed or keeps them in the hospital for longer than they needed to be. I have an acquaintance who ended up in the hospital for two weeks because he got the wrong heart medicine. The problem was ultimately one of miscommunication — a basic thing you think would be a given, seeing as how hospitals can transplant human faces and whatnot.
B-17 Bombers. You’re likely familiar with the iconic B-17 “Flying Fortress” Bomber. But did you know if it weren’t for a simple checklist, it never would have gained its renown in WWII? In the 1930s, the U.S. Army Air Corps held a competition for airplane manufacturers vying to secure a contract to build the military’s next long-range bomber. Boeing produced a plane that could carry five times as many bombs as the army requested, and flew faster and further than previous bombers. On the day Boeing demonstrated its Flying Fortress, the plane lifted off the tarmac, stalled at 300 feet, and then crashed in a fiery explosion.

That brings us to the last point about checklists - they DO NOT replace knowledge. An investor interviewed for the book said it best when describing that the checklist is “not a fail safe thing…you still need expertise and insight into the process to be able to ultimately perform each step correctly”. These checklists wouldn’t help me if I didn’t know what I was doing to begin with. Rather than being a “Step by Step to Collecting Data”, people can perform a task however they want and the checklist makes sure that in the end that task was performed correctly.


ALL TRADEMARKS AND LOGOS ARE THE PROPERTY OF THEIR RESPECTIVE OWNERS. THIS SITE AND THE PRODUCTS AND SERVICES OFFERED ON THIS SITE ARE NOT ASSOCIATED, AFFILIATED, ENDORSED, OR SPONSORED BY ANY BUSINESS LISTED ON THIS PAGE NOR HAVE THEY BEEN REVIEWED TESTED OR CERTIFIED BY ANY OTHER COMPANY LISTED ON THIS PAGE. THE RESULTS SHOWN ARE NOT TYPICAL AND RESULTS WILL VARY BASED ON YOUR MARKET, YOUR EFFORTS, COMPETITION AND MANY OTHER FACTORS OUTSIDE OF OUR CONTROL. WE DO NOT GUARANTEE ANY RESULTS FROM PURCHASING ANY OF OUR PRODUCTS. IF YOU DECIDE THIS PRODUCT IS NOT FOR YOU WITHIN 14 DAYS CONTACT US FOR A NO QUESTIONS ASKED REFUND. 
×