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You may have heard about how important it is to have a checklist when you’re trying to achieve something. Some tasks can be challenging and overwhelming.
It makes sense to have a checklist of steps to help us remember things we often forget or overlook. For instance, pilots use them before take-off, and doctors use them before they perform surgery on patients. Let’s take a look at some checklists you can use for a variety of scenarios.
1. Product Launch Event Planning Checklist
Product launches are stressful. You don’t want to miss an email deadline or forget to send out a press release.
You’ll want to plan things ahead, such as your product’s name and description, your target audience and their demographics, the number of channels you plan to advertise on (social media, traditional media, etc.), and more. Further, you’ll need to ensure your event runs smoothly.
A checklist template can help you plan and implement the logistics of your launch event, such as keeping track of who RSVP’d for the event, and if they have any special needs or requirements. This free template from Smartsheet can help keep you organized and on track with your launch.
Download: Smartsheet (Free, available as Excel, PDF file)
2. App Development Checklist
With an app development checklist, you can include all the steps needed to create an application from start to finish, including:
- Defining the problem that you’re trying to solve by creating this app, and how it will help your users.
- Listing who the stakeholders are for this project and what their roles are.
- Creating a timeline for when you expect each step in the prototyping process to be completed
- Creating a budget for the project.
You can use this template from Canva as a starting point and then customize it based on what’s most important for your business or project needs.
3. Cyber Security Assessment Checklist
No one wants to be the victim of a data breach. In such cases, a cyber security checklist can be the solution.
It helps you to identify and assess potential vulnerabilities in your organization’s IT systems and infrastructure. This usually involves questions related to:
- Processes to safeguard customer information.
- Backup systems.
- Operational procedures to protect employees against cybercrime.
This checklist from Template.net can be used to evaluate the risk profile of your company’s systems, identify areas where improvements can be made, and ensure that you have adequate processes in place to manage those risks effectively.
Download: Template.net (Free, available as a PDF file)
4. UX Design Process Checklist
A UX design process checklist can help you make sure that your team follows a consistent and well-defined process, which helps prevent mistakes and ensures that everyone is on the same page.
It’s important to note that UX design is not just about aesthetics—it’s the entire user experience from start to finish, including things like usability and accessibility.
A good UX design process checklist will cover all of these elements, as well as other areas such as content strategy or information architecture. This UX Design process template by Cambridge University will walk you through the steps of creating a user experience development process that is both effective and efficient. It is available for download as an Excel file.
5. Digital Presence Checklist
Having a solid digital presence is crucial to your business. It’s where people can find you, learn about your products and services, and build their relationship with your brand. So, how do you make sure your digital presence is up to snuff?
It can be used by anyone who wants to sell products or services online—including small businesses, freelancers, and bloggers. You could use this editable template from Taskade to create a digital presence checklist of all things that need to be done:
- Create and update social media profiles.
- Make sure your website is mobile-friendly.
- Create an editorial calendar and update blog posts with new content.
6. Employee Onboarding Checklist
Employee onboarding checklists are used by employers to make sure that new employees receive proper orientation sessions, interact with co-workers, and are adequately trained and up-to-date on all necessary information about their positions and responsibilities within an organization.
You can use this template from Todoist to build your own. This type of checklist helps ensure that everyone stays up-to-speed on all aspects related to their jobs, so there are no missed steps or problems down the road.
7. Leadership Readiness Checklist
A leadership readiness checklist is a form that can be used to help you assess whether you’re ready to take on a new leadership role. It usually contains a list of questions and prompts designed to help you identify any gaps in your knowledge or skills that may need to be addressed before you begin your new job.
Leadership readiness checklists are also sometimes called “pre-assessment” forms. They’re often used by institutions or companies as part of their selection process for leadership roles.
A good checklist template should include sections for each area of leadership competency that needs to be assessed (for instance, personal effectiveness, communication skills, as well as situational leadership, and team-building skills). You can use this leadership assessment template from Template.net for your individual or business needs.
Download: Template.net (Free, available as a PDF file)
8. Remote Work Checklist
With a remote work checklist, you can specify tasks, responsibilities, and deadlines of each employee who works remotely. It may include information about internal communication channels and other processes needed to run the organization smoothly.
You can use a remote work checklist to make sure you have all the equipment, software, and paperwork that you need for your new job. This template from Microsoft is a good starting point to help you stay organized and manage your workflow better, while getting work done.
Download: Microsoft 365 (Free, available as a PDF file)
9. Financial Planning Checklist
When it comes to your finances, there are so many things that can go wrong if you don’t plan ahead—losing track of your spending habits or forgetting about an upcoming bill or payment, or maybe an unforeseen expense—the list goes on and on.
So, what do you do? One of the ways to take control of your finances is by creating a personal financial planning checklist template. This will help you make smart decisions about your money before it’s too late. You can identify your goals, values, and priorities. Try to create a budget and stick with it every month (or at least as often as possible).
Download: Microsoft Office Online (Free, available as an Excel file)
10. Podcast Planning Checklist
Podcasts are a great way to share your knowledge, expertise, and stories with the world. A podcast planning checklist ensures you have everything you need before you start creating your podcast on a channel of your choice, such as Spotify.
A typical checklist includes items such as podcast title and description, episode number, name, and description, guest names and bios, and a list of topics or questions to be covered in the episode. You may want to check out this template from Piktochart for all your podcast planning needs. You’ll need to sign up for an account with Piktochart to customize and download the template.
11. Wedding Checklist
A wedding checklist is a wonderful way to help you keep track of all the details you need to plan for your big day. It’s a list of tasks that help you organize everything you need to do, so you can make sure everything is done on time and in order!
Try using this template from Canva to create your own wedding checklist—it’s free, easy, and fun!
12. Emergency Preparedness: Hospital Readiness Checklist
An emergency preparedness checklist is a list of tasks that you should complete when preparing for an emergency. This can be anything from a natural disaster, pandemic, or even just a power outage.
While there are several types of emergency preparedness checklists available, you can easily customize these templates for any industry or vertical. For instance, in the healthcare industry, it’s extremely important to be prepared for emergencies. That’s why a hospital readiness checklist is ideal for ensuring that your facility is ready to meet any patient needs.
This hospital readiness checklist from the World Health Organization includes all of the necessary steps to ensure hospitals or medical facilities are equipped to handle any emergency, from a medical crisis to a natural disaster. Such checklists are often used in conjunction with other forms of risk management, such as incident response plans and safety audits. It is available for download as a PDF file.
Avoid Errors: Start Using Checklists Today
Checklists can be used in a variety of scenarios. The list above should give you some ideas. You might even consider creating your own checklist. For example, you could make one for when you’re preparing for a big presentation at work or for an upcoming interview. Essentially, it’s a good idea to have checklists handy whenever possible.
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