With checklists, you avoid mistakes, save time, structure complex workflows and no longer forget important tasks. Especially in marketing, checklists are essential productivity tools.
A checklist structures and documents work processes by listing individual work steps. This helps you not to forget anything important, secures valuable knowledge and facilitates your work. In addition, checklists are advantageous when tasks are delegated or service providers have to be involved or teams work together on a project. It can be created for routine tasks as well as for rarely recurring tasks and is especially useful for new employees.
What makes a good Checklist?
- It supports and simplifies workflows
- It is self-explanatory and applicable to both beginners and experts.
- It is clear and logically structured.
- It is complete and to the point.
- It is relevant, up-to-date and efficient.
- It is actually used and does not get dusty in a drawer.
- It is stored in such a way that every employee can quickly find and use it if required.
Checklists are available for almost every area of life. For example, pilots use them before departure to avoid routine mistakes and in private life, the holiday checklist is very popular to get an overview and not to forget anything important.
In marketing, checklists are also a useful tool for structuring processes and not forgetting anything. Whether to train new employees or to structure complex workflows and projects: Checklists make marketing work easier and save time and resources.
The most advantages of a checklist summarised
- save time
- reduce mistakes and provide clarity
- help not to forget anything important
- are ideal for training new employees and delegating tasks
- document knowledge
- guarantee consistent quality
- structure processes and provide a planning overview
- show processing status and progress
- prevent redundant work
The following steps should be considered when creating a new Checklist:
1. Identify the task for which you want to create a checklist
Think about the tasks for which a checklist might be needed. Ask yourself who is going to work with the checklist later – the scope and level of detail will depend on this.
2. Document all steps
Ideally, all important points are documented during a work cycle. This ensures that nothing is forgotten. Write down everything you need to keep in mind, e.g. during an event organisation. If necessary, you can summarise the work to be done or create categories.
There are countless templates and example checklists on the Internet. Don’t always reinvent the wheel – of course, you can use existing checklists and adapt them to your individual requirements and goals.
The checklist must now prove itself in practice. It is important that employees are aware of the existence of the checklists so that they can actually work with them. You should encourage employees to give feedback on the checklist so that it can be improved continuously.
4. Make adjustments
A checklist must be up-to-date, relevant and correct in terms of content. To ensure this, a certain flexibility is required. Make sure that this is always the case. Make continuous adjustments and ensure that employees only work with the current version of the checklist.
The format in which a checklist is provided is irrelevant and depends entirely on your individual preferences, habits, goals and available resources.
Whether as Excel sheet, Word document, PDF, or classic on paper: What is useful for you is fine.