The Weekly Checklist

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I like to keep two checklists that I execute to keep my business moving:

  1. Weekly Checklist – Actions that have to get done each week for operations
  2. Daily Checklist – What is foundational to my personal and business goals

Business tends to run on a weekly cadence. The ritual of keeping a weekly checklist ensures that you have attention on items that keep your cash flow, project delivery, relationships and key metrics met consistently. It is an opt-out approach for things that are important. You want to pay attention to these items and choose to ignore them intentionally, if that is what makes sense in your priorities.

Here are a few items I have in my Gmail Tasks for a weekly checklist:

  • Accounts Receivables
  • Blog article writing
  • Proposal Follow-ups
  • Team Skills Training
  • LinkedIn article writing
  • Client Project Updates

After I check off each item, which I like to get done on Mondays, I uncheck the items the following week to start the cycle over again.

This ensures I keep what is important moving along in a habit and don’t miss both the mundane and important details.

In my daily list, I do the same and focus on critical daily activities such as:

  • Exercise
  • Share value with target prospects
  • Read
  • Write

Those are items that keep me locked in on effectiveness.

Again, I check them off and uncheck them with a new cycle.

Winging it is hard. If it’s important, you should make it an opt-out.

What kind of weekly checklist and daily checklist would make you more effective?

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