A good Checklists is more likely to be used than a bad checklist. Using a checklist is the whole point, so aim to make yours good by following these basic rules.
- Have clear streaking points, even the checklist should be used. (i.e. Implementation Intentions)
- Are intentionally made to be either “do confirm” checklist (checking after the face) or “read do” checklist (like a recipe) (Read, Do or Do, Confirm)
- Keep it to 5-9 items. Don't be too strict on this. (~7 - The Limit of Simultaneous Info)
- Keep the checklist to 60 to 90 seconds to run through. Focus on the Killer items, those vital steps that sometimes get missed (2 Minute Rule of Habits)
- Wording should be exact and use the language of the profession. It should not be vague, but it shouldn't be overly prescriptive.
- A checklist should fit on one page and not be cluttered with extra imagery or colors.
- Checklists need to be tested, and need to be revised as they are run and things ate learned.
Remember: Checklists are not meant to be comprehensive how to guides. They are quick and simple checks to help skilled people who already know what they are doing.
Related Notes
Checklists
Implementation Intentions