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How to use checklists effectively in your tech company

28 pointsby filozynkaalmost 12 years ago

8 comments

3amOpsGuyalmost 12 years ago
It&#x27;s kinda cliched for someone with a username containing &quot;ops&quot; to come out and say &quot;i love checklists&quot;, but i do!<p>I&#x27;ve never found a better tool for communicating what to do and in what order. Everyone just understands them, with zero training. You can even play with the format slightly and people still get it, e.g. break out a formal time column? Sure! People just start using it.<p>I especially like them for high pressure situations. E.g. for handling prod outages i&#x27;ve consistently found checklists work better in practice than flow charts, knowledge bases, call trees... etc.<p>I use them for many things, from the fairly benign (releases?) to the relatively rare (new joiners).<p>I recommend, just based on my experiences so may not apply in all environments, using a simple web based app to handle all your check lists. It&#x27;ll be accessible from any device, without installing anything up front.<p>A couple of small extra features will make it infinitely more useful:<p>1) Allow for both a &quot;ticked&quot; &#x2F; done status and a &quot;working on&quot; &#x2F; &quot;i&#x27;ve grabbed this one&quot; status. Display the user who&#x27;s grabbed it and the time they grabbed it.<p>2) Allow for checklists to have all their boxes reset on a schedule, e.g. daily reset of the &quot;start of day&quot; check list.<p>3) Archive completed checklists - they capture useful information about who and when, so I don&#x27;t bin them when they&#x27;re completed
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helipadalmost 12 years ago
From experience, a checklist should be exactly that: a way of checking this off a list once complete. &quot;Did I do this?&quot; - &quot;Yes&quot;. Check.<p>But for me a checklist should never be a step-by-step guide. &quot;Do this, then do this.&quot; People are reluctant to be told how to do things that can easily take more than one path.
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mathattackalmost 12 years ago
I&#x27;m a big fan of checklists too. I find juniors don&#x27;t like using them until they&#x27;ve made the same mistake many times, and then eventually they swear by them.<p>It&#x27;s not a manual, it&#x27;s not a process, it&#x27;s just a checklist.
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ColinWrightalmost 12 years ago
So as soon as I start scrolling down to the article I get a bloody great pop-up obscuring most of the text, making it impossible to read.<p>Checklist item:<p>* Make sure your web site is actually usable.<p>Funny, for a company called &quot;Net Guru.&quot;<p><i>Added in edit:</i> Looking at the posting history, I&#x27;d guess filozynka is associated with the company. So, if you read this, it would take me time and effort to take screenshots of the multiple problems and issues I have with your web site. Do you want me to do that?
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greenyodaalmost 12 years ago
At the end, this article mentions Atul Gawande&#x27;s book, <i>The Checklist Manifesto</i> (although the title is mangled in the link). Gawande&#x27;s 2007 New Yorker article that was the basis for that book can be read here:<p><a href="http://www.newyorker.com/reporting/2007/12/10/071210fa_fact_gawande?currentPage=all" rel="nofollow">http:&#x2F;&#x2F;www.newyorker.com&#x2F;reporting&#x2F;2007&#x2F;12&#x2F;10&#x2F;071210fa_fact_...</a>
aymericalmost 12 years ago
What tools do people use to manage the checklists? (some features I am looking for: easy to write new checklists, view history, allow to discuss them, ...)<p>I know about <a href="http://howtracker.com" rel="nofollow">http:&#x2F;&#x2F;howtracker.com</a> is there anything else out there?
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michukalmost 12 years ago
A TODO.txt file shared over dropbox has worked for me for the lsst 4 years (yes, i keep the whole history in a DONE.txt file!)
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kubafalmost 12 years ago
are you using &quot;checklists&quot; internally? how do encourage people to use them?