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I’m a big fan of checklists.  They are at the core of every system I’ve ever developed.

Checklists are often seen as an impediment of being creative.  Many times when the ball gets dropped someone might say, “I didn’t want to cramp my style.”  I would argue that checklists not only don’t cramp your style, they allow greater flexibility when it’s appropriate.

At the same time, if a contractor is working on my house, I don’t want them to skip an important step.  I want things done in a manner that insures my house won’t fall down.

An interesting thing about checklists is they cause conversation.  When checklists are used, relationships are formed between people who use them.  The act of going over a checklist to make sure everyone is on the same page allows people to develop trust in each other.

We rarely work alone today.  Using a checklist allows us to have confidence that those we’re working with understand and are competent to do a job we’re working on together.

Keep your checklist simple.  Long, boring checklists won’t be used.  Checklists must be short and to the point.  The best way to find out if your checklist is working well is to test it. 

Make sure that as you work through your checklist, it accomplishes what you want it to.  If your checklist can be improved, improve it.  Once a checklist is made it doesn’t mean you won’t develop a better way to do something.

Checklists aren’t going to keep difficult situations from arising.  A checklist will help you make it through a difficult time.  If you’ve reviewed what you’re going to do before you start a project, it becomes much easier to make the correct decision if you’ve got a checklist in place.

Having a system helps make life easier and less problematic.  If we want our contractors to use checklists, shouldn’t we use them in our own life?  What professions would you like to see use checklists more often?

Josh Patrick

I've put together a mind map on the specifics of becoming a passive owner.  Click on the button below to go to our signup page to get this mind map.  The map will show you the steps that are necessary to become a passive owner.  You can even develop a checklist around this project.


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Topics: communication, business relationship management, collaboration, passive ownership

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