Checklists contain standard steps for recurring processes to help ensure important checkpoints are not forgotten. They are useful for complex tasks that require memory recall and organization. While checklists help promote discipline, teamwork, and decision making, they cannot increase workload or override hierarchy on their own - checklists must be mandated by management and show positive results to see effective implementation.

1. Checklists
Checklists

2.  Checklists contain standard steps we don't want to forget. They
deal with recurring processes. They contain important checkpoints
in processes. They are How to Do type.
 Examples of common checklists
 New Client Checklist,
 New Employee Checklist,
 Surgery Preparation Checklist,
 Airplane Takeoff Checklist,
 Daily Store Opening Checklist
 Business Trip Checklist,
 Camping Checklist, etc.
What is Checklist?

3.  To-do lists deal only with ad hoc situations.
 Once an item is done, it is over.
 To-do lists are not standardized processes.
What is To-do list?

4.  Years of evolution, advancement in science and technology.
 The volume and complexity of our knowledge have exceeded our
abilities to apply them.
 Simply put, we cannot remember everything we learned.
Why Checklist?

5.  Two main reasons of failure
• Ignorance (Don’t know or know partially)
• Ineptitude (Know but fail to apply)
 What do you do when expertise is not enough?
 What do you do when super-specialists fail?
 A simple yet effective way to address this is by using checklists.
Why Checklist?

6.  Helps in Memory Recall
 Helps in Organising tasks
 Essential for complex tasks
 Helps in decision making process
 Inculcates discipline into the process
 Keeps process into focus
 Promotes team work
What Checklist does?

7.  To the point
 Easy to use
 Does not spell out the steps
 Reminders of the most important and critical steps (Data suggested
as most critical and most frequently missed)
 Makes priorities clearer
 Has simple and exact wording
Good Checklist

8.  Make People Use Them
 Be applicable for all Conditions
 Decide inclusion/exclusion
 Tide over hierarchy
 Increase workload
What Checklists Can not Do?

9.  Push from the top Management
 Flexibility of Customisation without changing the approach
 Use of checklist should show positive results
 Mandatory use of checklist for critical tasks
 Use of checklist may change and improve the existing processes
Implementation of Checklists