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Sonia J. Burdick March 25, 2020 Checklist Template

Here are few important things to remember when you build your checklist: 1. The devil is in the details. Include as many details as possible, even if for your own reference. 2. Include an autodate/time stamp function so each time you update the checklist, the file keeps track of when you did it. 3. Incorporate a way to communicate your checklist. Not every event participant needs your level of detail, nor does everyone need to see the budget. But do develop a nice summary style interface that people can scan for information. Spreadsheets do not lend themselves well to this, but something like Bento by filemaker does. Linking spreadsheet detail to your database is simple. 4. Also incorporate a way to quickly and easily communicate checklist details to everyone. In Bento it is very easy to pull email addresses from your contacts and send the information in just a few keystrokes.

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The sharepoint packing includes various templates that users can make use of to compile their information in the manner which is relevant to them. The templates are adaptable and one can also create a new structure from scratch. The visual appearance of the templates can be changed and this is especially handy when the information will be used on websites. One can simply adapt them with company logos and corporate colors.

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One of the greatest benefits of using a party planning checklist like this is that it gets all of the things that need to be done out of your head and onto a planner where they will not be forgotten. Because it is written where you can easily review it, your mind can relax and not worry about losing track of any of the details. When you think of a task that you had missed before, simply write it on the checklist. Once a job is competed you check it off, and then forget it.

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Personally, I use two types of checklists. I use an excel spreadsheet and a filemaker database. They serve two different purposes: 1. The excel or spreadsheet style checklist affords a lot of room for detail and serves well as a simple database. I can plug in dates, times, names and math/budget functions. Budget functions are really important in a checklist in my opinion. For me as an event planner, I live and die by the budget. We can train anyone to plan an event, but planning an event within theme and on or below budget is the sign of a pro. Using a spreadsheet allows us to combine budget details with all of the other event details.

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A sharepoint list refers to a collection of the same items. This list has fields that define the schemas of the data and each list will have the same schema. This concept supports visualization in editing data and displaying the current data. When one considers lists on websites, this service can be used because it is a collection of information that is shared with a number of people. An example of this will be an attendance sheet for an upcoming event. Many website templates have lists built into the template so one can make use of these or delete the ones that are irrelevant.

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Each PM has their own style and set of tools, but if you are working on building your own toolbox, the project checklist is an important item to have when defining the project itself. In summary, each project manager can develop their own project checklist to help them define the rules and framework for each project they manage. Building the checklist and tools that support the methodology will help keep the project organized and easier to manage.

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