The Checklist Manifesto: Making Complicated Tasks Simple Using Checklists

08 Mar 2017

Join in today as the team discusses how you can make complicated tasks simple by using well designed checklists. Many professionals including pilots and surgeons use checklists faithfully and although financial professionals aren't dealing with life or death scenarios checklists are a great for routine, mundane tasks that if not completed properly can be a risk to your practice. Hear about the two main types of checklists, the Do-Confirm and the Read-Do. We recommend reading The Checklist Manifesto by Dr. Atul Gawande (2011).


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