The Truth About Checklists

I’m not sure when or why or how, but I feel like somewhere along the line checklists got a bad rap and are being used less and less these days. Maybe it’s a generational thing, or coincides with all of the technology and apps at our finger tips, but whatever the reason, I’m all about bringing them back…. and here’s WHY.

As busy business owners or managers or doers, delegation is critical to our continued growth and success, but many of us shy away from delegation out of fear.

What’s the most common fear when delegating a task?

That it will not be completed correctly and/or meet our expectations (or those of our other employees and customers).

And what’s the biggest fear of the person you’re delegating this task to?

That it will not be completed correctly and/or meet our expectations (or those of our other employees and customers).

So what’s the solution? … A simple checklist.

Do you know what happens when you give someone a clear and concise checklist for a task or assignment that needs to be completed? You eliminate their stress and your stress from the delegation process. Following a conversation that includes the what, why and how, they now have a tool to reference to make sure they don’t miss anything and complete the task as expected.

 

And what happens when they have to do the task again? While repetition does build “muscle memory”, having the checklist on hand also ensures that they can double check the process without having to come back to you and ask you to be sure each and every time they have to repeat it.

 

And what happens when you hire a new employee that will also need to learn how to complete this task? Either you can start with the checklist and train them yourself or you can have the person you originally delegated the task to teach others how to correctly complete it as well. I’d call that a win-win-win for a business owner looking to work ON their business more and IN their business less.

 

So what tasks in a contracting business might benefit from a simple and concise checklist? Here’s a short list to get you started….including the WHY (which is critical for understanding and buy in).

  • Job Sequencing Checklist – so everyone involved knows their part and the process is completed in an order that makes sense
  • Job Start Checklist – so your Crew Leader can ensure that things get off to a smooth start with each and every project
  • End of Day Checklist – so your Crews can be sure to wrap up each day consistently (clean and neat) and deliver an exceptional customer experience
  • Job Completion Checklist – to ensure nothing was missed or left behind, and the customer is fully satisfied with the finished result
  • Hiring Checklist – to ensure that you’re gathering all of the information you need through the interview and on-boarding process (download my free checklist here)
  • Skills Checklist – to measure the growth and progress of your employees as they “climb the ladder”
  • New Project Intake Form – this isn’t a traditional checklist, but you should have a script for answering the phone and gathering all of the information you need for new leads

What would you add to the list to make your daily operations run more smoothly? I’d love to hear from you and maybe even create a custom checklist together to eliminate some of your daily operational stressors. 🙌🏼🙌🏾

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