Large businesses, institutions, and service providers are complicated machines where continuous and simultaneous management of all the moving parts is essential to continued function. It is a complex juggling act often implemented through unreliable tribal knowledge and snippets of emails and documents. In today’s Digital Transformation age, could electronic checklists be the killer app for operations?
From the top-down, organization is key to running a successful business. Checklists are one of the best tools out there to help those at the top know that everyone further down the chain is completing the duties assigned to them.
Checklists are a great tool for assisting someone in their work because they reduce the cognitive load, guiding the end-user through the “what” while focusing their intellect on the “how”. It also creates objective criteria for what is “done” and sets the standard for consistent execution.
Working culture has shifted in recent decades to include every employee in the decision-making process surrounding their job and their tasks. Tasks are no longer just assigned; they are discussed as we ask for continued feedback about the employee experience. Along these lines, checklists provide benefits to both the employee and the employer.
The employee finds benefit in the checklist from a reduced cognitive load by not having to recall a long list of tasks, allowing them to better apply themselves to the task at hand. They can also consider what they’re doing as they’re doing it and, potentially, develop suggestions for improvement.
The employer benefits from checklists by having an established, standard baseline for how things are done. Once following checklists becomes a habit, the employer now has a powerful tool for implementing change at scale. One change can ripple through the organization (much faster if implemented digitally).
Together, the employee and employer can find new levels of operational excellence that comes from the discipline imposed by checklists. As Atul Gawande, the prominent surgeon and author of the seminal book “The Checklist Manifesto” states:
Here’s a shortlist of some of the most noticeable and wide-reaching benefits of checklists:
Checklists must be well constructed to have the desired effects. Great checklists have the following characteristics:
While we at TrustPlace love all checklists, even paper ones – we think that digital checklists are the most powerful. Why?
TrustPlace provides digital checklists for all types of reoccurring operational tasks. You can assign checklists to individuals or teams – and when the checklist is complete, it is there for all to see along with its corresponding log of activity. And for even more power, TrustPlace provides contextual information in the form of Reference Cards attached to Checklists and/or Checklist Items.
Request a demo today and find out how you can utilize digital checklists to drive more effective operations and improve compliance.