Why you need a checklist in business

Why you need a checklist in business


What happens when you go shopping without a checklist? You end up buying non essential  items and forget the stuff you need. Sound familiar? Having a checklist ensures you know exactly what you’re looking for and what you need to do. It’s the same in business, if you don’t have checklists for you and your staff then people don’t do what’s required in order to run an effective business. It’s not just about checklists, it’s about recording all your essential events such as meetings, tutorials, networking, timesheets etc. You may be called upon to produce evidence of such events at any stage in the future, so having good systems in place is essential to ensuring you’re covered.  Here are some easy ways to improve your checklists and record keeping which will make you, your staff and your clients more accountable.

Asana: I use asana for both my clinic and my business consultancy service. All the procedures I use are on a template in asana with easy to follow instructions. You can invite as many people onto your team as you like and you can create reoccuring tasks such as “ensure all recalls are done” on a weekly basis. This then sends an automatic reminder to whoever you assign the task to. The best part about asana is that it’s FREE. 

Google Drive: Forget about your USB stick, those days are gone! For the price of a cup of coffee a month you can get access to a 30GB business email address and ample amount of storage that can sync to all your devices. So if you want to store contracts, tutorial notes, policy and procedure folder etc this is the place for it. I’ve been using it for over a year now and I’ve only used 6% and I have a lot of data. It’s very easy to share files from aswell and people at different computers can work on the same file in real time.

Calender: Having an online calender is essential, you could run it through cliniko or your booking system but I prefer to have it seperate because I do a lot more business and networking outside of cliniko. I use google calender simple because it’s linked to my emails and storage system. Once you make an appointment you can invite someone to the appointment via email and set up reminders via text or email. Very user friendly.

SpreadsheetSome people hate them, some people love them. If used correctly they can be very helpful when recording and displaying information. Using spreadsheets effectivley saves lots of time because of all the useful formula (youtube is the best way to learn how to use spreadsheets). Surprise surprise I use google sheets which is similar to excel due to the fact that it integrates with the drive and anything I do automatically saves to the drive.

Notepad: You may be surprised that someone like me who always harps on about putting everything online carries an A5 notepad. Everyday I’m in work I put the date at the top of the page and make a quick list of tasks I need to get done, I may not look at it again but it’s always a good reference point. I also use it to take notes while taking on the phone. So for January it might be worth getting a diary style notepad to keep some notes for the year,

Remember apart from the notepad you must ensure that all your items are backed up with easy access to the each file. Once you start recording your items it’s easy to replicate it again and again. At PracticeNav we have checklists for almost all healthcare business situations. Take our Online Audit which gives you instant results, you can contact PracticeNav via email on info@practicenav.com to find how we can help. Feel free to ask any questions in relation to this.

Colin Phillips
Business Consultant