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The Checklist every organization should use

Every organization has large initiatives they need to break down into task assignments. Action item lists are a great way to bridge the gap from the big picture of the project plan to the execution phase.

These checklists facilitate a DYJ (Do your job) style of management. There might be dozens of pieces to the puzzle across an entire project team. But when each task has an individual owner, the pieces of the puzzle come together quickly. Just so long as everyone worries about their own deliverable, the big-picture initiative takes care of itself.

These lists can derive from industry standards, eg: GMP or GLP (Good Manufacturing/Laboratory Practice). These provide an outline that you may customize to the organization and the tasks at hand.

Ideally, this provides a clear path for a top-down strategy: Organizational vision flows into the business case, which flows into the project plan, then standards, then an action item list. Then, there’s a clear path directly back up for execution.

So long as everyone ticks their item off the checklist, the project plan is fulfilled, which realizes the intended benefits, and the organization gets closer to its vision.