How to Create a Checklist in Google Docs
Anyone can make a list. But, some tasks require a more stringent process on how to make a checklist. Our site presents some steps below on how you can make your list effective.
1. Decide on the Timeframe
The first thing to do is to decide on the format of the checklist. The format should root from the schedule on when to achieve the tasks. It can be daily, weekly, or monthly. The form will help you keep track of which activities to prioritize.
2. Divide the Tasks into Categories
Another great practice in creating lists is to divide the tasks into small chunks. Similar to what weddings and events organizers do, they group tasks that are alike with each other. For example, you may simultaneously plan on the table set-up and the venue decorations at the same time. In this manner, you can differentiate similar functions with different goals.
3. Use Easy to Understand Language
It is also best to use layman terms in crafting your list. As one use of these records is to delegate tasks, common jargons for you may not be typical for others. It is better to stay safe by using basic language. By doing this, you can avoid possible setbacks and lapses.
4. Review and Refine
As much as you want to finalize your list, always keep an open mind regarding changes. The items on your document may vary according to the process, which you may not control. So, to avoid imminent frustration when your plan does not follow through, review your list from time to time and fine-tune it according to the current needs.
What are the benefits of checklists?
- Organizes details
- Motivates to take action
- Improves productivity
- Encourages creative thinking
- Practices delegation
- Achieves excellence
- Saves lives (in terms of checklists used for security protocols and medical procedures)
What are the types of checklists?
There are three major types of checklists. The first one is the procedural checklist. Next are communication checklists, which are necessary for the communication structure in organizations. The last type is the project checklists, which are the most common. This is a list of tasks or projects that needs completion.
What is an excellent checklist?
A quality checklist must be practical, precise, and easy to use in any situation. It must only contain the key points or elements. It is also a common practice in creating checklists to use one to two content words to represent an entire idea. But, make sure not to fall short in providing the necessary details.
What are the needed elements in a project checklist?
- Goal setting
- Meeting with stakeholders
- Gathering of requirements
- Budget allocation
- Creating of schedule
- Setting of communication plan
What are the best practices in creating a checklist?
Before creating a checklist for a new project, review the processes of previous similar projects. This way, your team can evaluate and filter the needed tasks. Aside from reviewing previous methods, make sure to ask feedback from professionals and those who have prior experience. It is also essential to take note of simple and easy tasks. These tasks are often overlooked, which can compromise the entire project.