Checkly - Examples
Creating checklists for business scenarios
Here are some examples of great checklists used in common business scenarios.
Monthly invoicing task
For any company selling services pulling in monthly fees is the final step of making a successful business. Forget to send the invoice, mistakes or sending late can hurt your reputation and revenue.
Overview of checklist:
Ensure all work posts are registered
Check and correct any mistakes such as:
Spelling
Bad descriptions
Not invoicable hours
Get reports for each customer
Create invoices
Send (email / mail)
There are big differences from company to company regarding their routines and systems here. Make the checklist with steps and descriptions for your routines. Be sure to write enough information so you can easily delegate this task within your team each month.
Expect the need for changes, better descriptions and tuning of your checklist when you delegate it to other team members for the first time!
Delivering a service of high quality
Bla bla, must not do anything wrong. Document how it is done. etc
Sending press release
Remember to include citations
Include relevant photos and image material
Include logos
Inspecting or collecting data
Make easy to follow checklists for your customers or friends on how to register information you need. Create the form and publish it on the web so you can share it with one or many.
Getting neccessary input from a client
Personal scenarios
Eventhough Checkly is designed for use of highly professional business' and industry, the benefits are so massive it may be hard not to make use of it also in your personal life.
Things to do before leaving cabin or boat
Many people own a cabin or boat. These may often be loaned within family members or special friends. Make a list of things you need to remember to do before leaving or going to your cabin/boat.
Organizing a party with friends
Plan dates, Contact important attendes to pre-check available dates
Create facebook event
Send invitations