Keeping checklists stored in an easy-to-search online system is also an option, but realize that people may skip filling out the checklist if it takes extra time to print. Others keep checklists at the point of use, so a checklist that confirms completion of a daily calibration may be posted on the machine itself. Some teams create books of checklists that are easy to reference. It is important to establish when to use the checklist and ensure it is easy to find and use. Users will know how to balance detail and brevity. It is recommended to have checklists created or validated by the people who will be using the checklists. Avoid clutter and unnecessary colors and keep ideally to one-page in length. Use simple language and wording that the professional using the checklist will understand. Keeping a list to between five and nine items, the limit of working memory, is recommended. Select a checklist type that makes sense for your situation. Examples include annual audits and emergency procedures. READ-DO checklists help standardize non-routine processes. People carry out the tasks as they check them off, like following a recipe. A READ-DO checklist is used while the process is being completed.At Lean East, we use weekly and monthly DO-CONFIRM checklists in Trello for tax and compliance work to ensure nothing is forgotten. Gawande instituted DO-CONFIRM checklists for healthcare practices, including to use when inserting central lines. A DO-CONFIRM checklist, where team members perform the job from memory and experience, using the checklist at the end to confirm that everything was accomplished.There are two common kinds of checklists types: When implementing a new checklist for a process or situation there are several important decisions you will need to make. Examples are pulled from healthcare, construction projects, food service businesses, venture capital investments, military and defense, and the airline industry. The book shares many examples where checklists have been used to improve results and save lives. And there is a strategy – though it will seem almost ridiculous in its simplicity, maybe even crazy to those of us who have spent years carefully developing ever more advanced skills and technologies. That means we need a different strategy for overcoming failure, one that builds on experience and takes advantage of the knowledge people have but somehow makes up for our inevitable human inadequacies. Knowledge has both saved us and burdened us. And the reason is increasingly evident: the volume and complexity of what we know has exceeded our individual ability to deliver its benefits correctly, safely, or reliably. “Avoidable failures are common and persistent, not to mention demoralizing and frustrating, across many fields – from medicine to finance, business to government. I’ll let Gawande summarize the core idea from his book: In June of 2018, he was named CEO of the recently formed healthcare venture Haven, owned by Amazon, Berkshire Hathaway, and JP Morgan Chase. Gawande is a general surgeon at the Brigham and Women’s Hospital in Boston, a staff writer for The New Yorker, and an assistant professor at Harvard Medical School and the Harvard School of Public Health. It was the third book by the author and has become influential in healthcare and beyond. Atul Gawande wrote the best-seller The Checklist Manifesto: How to Get Things Right in 2009. This post summarizes a wonderful book that is celebrating its ten-year anniversary.
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