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How to Create a Checklist [10+ Templates to Download]

Whether you’re doing a job that you need to complete or acquiring items necessary for certain tasks, you’ll need to come up with a list to help you stay on track. To avoid making mistakes or forgetting anything important, it’s important for you to have a document which holds all the things that you should have and need to do.

616+ FREE & Premium Checklist Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

That is why you’ll need to learn how to come up with a proper checklist. This article will teach you all that you need to know in order for you to properly make one.

4 Steps for Making a Checklist

Step 1: Use a Checklist Making Program

The first thing that you’ll need is a program that allows you to make a checklist. Know that there are many different ones that you can choose from and it’s all a matter of personal preference. While the majority make use of standard programs such as Microsoft Excel or Microsoft Word to create their checklists, know that there are online services that will allow you to create one.

Take note that different programs will have different processes, meaning that you’ll need to learn the basic steps that will allow you to create the document with them. Again, just choose the one that you’re most comfortable with in terms of tool options and usage.

Step 2: Understand the Purpose of the Checklist

Once you have figured out what program you’re going to use, then the next thing that you will need to do is to fully understand the reason as to why you even need a checklist in the first place. This is something that you will definitely have to do as knowing the purpose will clarify what it is that you have to put into the checklist.

There are instances where some write down the purpose into the document. Doing so is only meant for the sake of having another reminder in knowing why the actions listed down need to be done.

Step 3: List Down the Items

After fully realizing the purpose of the checklist you are going to make, next is for you to start creating its contents. This is where you’ll need to think about what it is that you have to do or what it is that you need to acquire.

You can use either numbers or bullets for every item that you put into the checklist. If you’re making descriptions for tasks or jobs that need to be completed, then be sure to make them as detailed as possible. What this means is that you’ll need to give specifics such as what has to be done, when it has to be done, and where it has to be done. The same goes for any items that you need to gather.

So let’s say that you had to come up with a daily checklist of the things that you need to do. A good example of a description that can be on the list would be something like: “Head to the office by 8:30 A.M”.

Step 4: Formatting

When you’re done putting in everything that the checklist needs, then you’ll want to make sure that it can all be understood. This is why you’ll need to consider the text format and alignment. In regards to readability, go with a font that you know people can easily understand. Documents of these types would usually be in fonts such as Arial or even Times New Roman, but know that you can go with other alternatives so long as they’re readable.

As for the size, 12 would usually be the standard. You can go with one that’s slightly larger, but you don’t want to make it too large to the point where the text takes up too much space.

Know that these steps can help you make just about any checklist or general list documents that you need, so be sure to remember them for when you need to create one.

10+ Checklist Templates

1. Training Checklist Template


Employee training or any kind of training program in general usually involves a lot of steps and resources to ensure that it’s done successfully. Using this template guarantees that you come up with a checklist which allows you to keep track of the things that need to be done before, during, and after training.

2. Blank Checklist Example


Should you wish to come up with a checklist from scratch but with the basic outline already prepared for you, then you should consider using this template. With this blank checklist template, you will be able to come up with any kind of checklist that you need for whatever purpose you need it for.

3. Restaurant Checklist Template


Running a restaurant can be difficult if you do not know what is needed or what things need to be done. This restaurant checklist will help you keep track of things such as when inventory should be done, what items need to be delivered, what operations need to take place and much more.

4. Inventory Checklist Sample


Businesses that involve numerous amounts of products will require employees to do inventory in order to keep track of them all. To help them out, it’s best that they have an inventory checklist. This template will help you create one that organizes all the items need to be checked as well as ensuring that they point out details such as the quantity of each item or any damages they may have.

5. Moving Checklist Template


There are times where one might forget one or two things that need to be done when it comes to the process of moving from one location to the next. To ensure that doesn’t happen to you, it’s best that you make use of this moving checklist so that you won’t forget to do anything important.

6. Workshop Planning Checklist Template


It can be difficult planning out a workshop, especially if you don’t know what’s needed or what has to happen. With this workshop planning checklist template, you can put in all information such as the programs involved, the goal that needs to be reached, or how the venue should be secured.

7. Checklist for Harassment Investigation


Harassment in the workplace is not common. Should they ever happen, it is important that one is able to conduct a thorough investigation. This harassment investigation checklist template will allow you to come up with a document which guarantees that the investigation is done effectively and efficiently.

8. Sample Grocery Checklist Template


Doing groceries can be a daunting task if you don’t know what it is that you have to get. This grocery checklist allows you to keep track of all the different things that you need to buy. Not only that, but you can use it to categorize different items to further organize the entire list.

9. Project Checklist Template


School projects, business projects, or just about any kind of project in general usually involves more than one step in order to be completed. Using this project checklist template ensures that you know what resources you’ll need and what tasks need to be done to ensure that the project is finished within expectations.

10. Sample Surgical Safety Checklist


Surgical procedures must be done in a careful manner, meaning that there are steps which need to be followed to ensure that they are done so. By using this surgical safety checklist template, you can guarantee that those who are required to conduct such procedures do so in a manner that’s safe for both them and others who are involved.

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