Avoid mistakes in your firm by using checklists for business critical tasks

Your firm will avoid mistakes and see results improve when you habitually use checklists on your important or business critical tasks.

Well-constructed checklists help drive standards up and drive results up too.

You need to lead from the front on this…and you need to be seen using checklists by your team.

It’s easier than you think…

Take the time to demonstrate to your team the success that you have achieved by using a checklist.

When you set the example, your team will be encouraged by your results and will follow.

You (and they) will then be well on the way to making checklists a valuable and essential part of running your firm.

The power of checklists should not be ignored, here are 4 helping hands to get you started:

· Choose the business critical task that needs a checklist

· Build a checklist for your chosen business critical task. Remember keep it simple, don’t overwhelm your team with complexity

· Test and adjust your checklist accordingly with your team as you begin the task

· Make disciplined use of your checklist, make it habitual. It should be part of your working environment

Correctly using checklists will bring simplicity and order to your firm. Once used habitually, the results will speak for themselves.

Click here to read the intrinsic value a well-managed checklist will bring to your firm.

Paul Shrimpling

Paul (@shrimpers) works exclusively with accountancy firms helping them achieve remarkable results through remarkable practice. Paul has an active LinkedIn group dedicated to marketing for accountants – Marketing for UK accountants in Practice – more leads more often. If you’re a manager, partner or marketing manager of an accountancy firm join us. Paul is also the creator of Marketing Services for Accountants and Business Bitesize – go to the products page to find out more…

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