Make checklists that work in the real world, not on paper

Medium - Requires some preparation Recommended

Complex work fails in boring ways: a box not ticked, a tool left uncharged, a consent never verified. The harder the job, the easier it is to miss the obvious because attention is swallowed by the exceptional. Good checklists reverse this by putting the small, critical steps in your path at the exact time you need them. They’re not textbooks. They’re short, visible prompts at “pause points” that catch the 1–2 things most likely to sink you. The first test of a checklist isn’t elegance, it’s whether a tired person can use it in under a minute without rolling their eyes.

There are two useful flavors. DO‑CONFIRM fits skilled teams who already know the flow: you do the work, then stop to confirm the few killers. READ‑DO fits less frequent or delicate tasks, like mixing meds or prepping a chainsaw, where reading each step prevents drift. The wording matters. Use plain language, not jargon. If the item can’t be verified out loud or by sight, it probably doesn’t belong. One manager said, “If I can’t point to it, we cut it.” That’s a good rule of thumb.

Design starts with choosing the moment. Before you begin, at a risky transition, and before you finish are the big three. Place the checklist there and give someone explicit authority to call the pause. Counterintuitively, it’s better if this person isn’t the most senior. When the deploy lead, not the CTO, calls the check, everyone understands this isn’t a power move, it’s a safety move. I might be wrong, but I’ve rarely seen a checklist succeed when the call‑out is optional.

Then iterate ruthlessly. Time the run‑through. Cut anything that doesn’t prevent real harm. If it takes more than 90 seconds, people will shortcut under pressure. Pilot the list on low‑stakes days and collect misses. Treat every edit like shedding weight from a backpack. Keep the essentials, toss the rest.

Underneath, you’re leveraging working memory limits (we juggle about 5–9 items), implementation intentions (if‑then cues tied to real moments), and forcing functions (you can’t cut without the right blades in place). When done right, a checklist frees expert attention for the hard parts, and makes the boring parts boringly safe.

Pick one high‑risk task and circle only the few steps that, when missed, truly hurt results. Place one to three pause points at natural breaks and decide if your context needs DO‑CONFIRM or READ‑DO, then write the items in plain, pointable language. Prototype it on a quiet day and time the run; cut any step that isn’t a proven failure point until the whole thing fits in 30 to 90 seconds. Finally, print it big or pin it in the tool you use, and nominate a non‑senior teammate to call the pause every time. Try it on your very next run and capture what to trim after.

What You'll Achieve

Internally, reduce anxiety by knowing the essentials won’t be missed and build confidence under pressure. Externally, see fewer defects, faster throughput, and more consistent quality with a checklist people actually use because it respects their time.

Build a 60-second, killer-items checklist

1

Pick one high-risk task

Choose a repeatable task with meaningful stakes (e.g., code deploys, shift handoffs, meal service). Aim for where errors are costly and routines already exist but slip.

2

Define one to three pause points

Place checks at natural breaks: before start, key transition, before finish. If there’s no clear break, create one, like a 30‑second team check before pressing “deploy.”

3

List only the killer items

Include 5–9 steps people most often forget that cause outsized harm. Use everyday words. Decide DO‑CONFIRM (do, then verify) or READ‑DO (read, then do) based on context.

4

Prototype and time it

Run the checklist in a dry‑run. It should take 30–90 seconds. If longer, cut. If vague, sharpen. Ask, “What can we safely remove?” until it’s crisp.

5

Make it visible and ownable

Print big, or pin in your tool. Assign a leader (not the most senior person) to call the pause and run the check every time.

Reflection Questions

  • Which high‑risk routine in my week causes outsized harm when a single step is missed?
  • Where are the natural pause points, and who should own calling them?
  • What items can I remove to keep the checklist under 90 seconds without losing safety?
  • How will I test and time the checklist before rolling it out?

Personalization Tips

  • Software: A pre‑deploy DO‑CONFIRM card with database migration toggle, feature flags, rollback link, and paging on-call leads.
  • Home: A READ‑DO travel card taped to your suitcase with passport, meds, chargers, and house shutoff checks before you lock the door.
The Checklist Manifesto: How to Get Things Right
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The Checklist Manifesto: How to Get Things Right

Atul Gawande 2009
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