7 Steps to Creating Effective Checklists

| September 15, 2011

In my last blog, I discussed the importance of checklists in saving lives. 

Checklists are everywhere.  

They are an integral part of many personal activities – from completing your tax return to communicating symptoms to your doctor.  Checklists also play an important role in managing many business processes. 

Checklists will be an important part of your OHSMS documentation.

In order to be effective, checklists need to be intelligently designed and routinely used.  They also need to be controlled.

So how do you go about creating a great checklist?

You need to follow 7 steps –

  1. Clearly define the purpose of your checklist.
  2. Decide on the right content.
  3. Utilize great design.
  4. Test that the checklist works as intended.
  5. Explain how and when the checklist is to be used (train users).
  6. Monitor that the checklist is used as intended.
  7. Ensure users are provided new versions when the checklist is changed.

Want to know more? 

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© ENLAR® Compliance Services, Inc. (2011)

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Category: OHSMS Documentation, Resources & Tools

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  1. […] Click here to check out my previous blog and sign up for my mini-course (starting January 16, 2012) focused on checklist creation. […]