• READ-DO VS READ-CONFIRM
  • READ-DO: similar to recipe; check off while you do
  • READ-CONFIRM: do jobs >> pause to check >> continue doing
    • pause points: where the team could stop for very short periods of time and make sure that they didn’t miss
• Keep it between five and nine items, which is the limit of working memory
  • Include essential but not obvious steps
  • Limit to one page
• Clear exact language. Clean, simple, concise
• Use of both upper- and lower-case text for ease of reading, as well as the use of a sans serif font like Helvetica.
• Add publication date and change-log
  • Constantly refine in light of application and mistakes
• Checklist as a social technology
  • Culmination of expert opinions across different fields
  • Tool to manage complexity and increasing specialization
  • Re-allocates power among the team; pushing decision-making power to the periphery

Applications in construction, medicine, finance, aviation etc.