Cheryl Elliott November 14, 2019 Checklist Template
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.
To create your party checklist you need to sit down with a pen and paper and spend some time brainstorming. Try to think of everything you are going to need to get done to pull this party off in style. Your list should have information about where the party is going to be, a rough idea of the guest list, what kind of food you are going to be serving and who is providing that food, anything that you are going to have to rent, etc. try to include as many details as possible.
Employee onboarding isn’t just business, it’s personal. It’s your opportune moment to leave a long-lasting first impression, that’ll convince your new employees that your company is the perfect place for them. That’s why a well-developed onboarding plan is essential to turn new employees into happy and productive ones.
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.