Checklists!

In today's fast-paced work world, it's easy for tasks, steps, and ideas to slip through the cracks. 

Idea of the month:  Checklists.

When you create a new process, aim to create a checklist to go with the process.  Having the visual aid will help you, and anyone else responsible for the task, complete it accurately every time.

Sharing and then running through a checklist ensures mutual understanding, saves you both time, and reduces the chance of mistakes.

Checklists work well for:

  • new greetings or closings
  • new processes for up-selling or tracking
  • transitioning tasks from one person to another
  • packing for a trip to Hawaii!