Using checklists for key operations began in aviation in the late 1930s. Today, many entities use checklists for operational procedures. The objectives of checklists are to standardize and verify key steps or functions, provide sequential frameworks, allow cross checking by key team members, and enhance the concept of keeping all team members “in the loop.”
Surgeon and author Atul Gwande, in his outstanding book The Checklist Manifesto, noted that ineptitude is often the reason why complex procedures sometimes fail. He means that practitioners usually have knowledge and ability, but sometimes fail to apply their skills correctly. Further, seemingly simple procedures are taken for granted and faulty memory and distraction pervades an important or critical process where missing one key step can doom a successful outcome. Properly executed checklists are a solution.
Dr. Gwande also noted several other findings as follows:
Experienced individuals and teams are not infallible.
So-called simple procedures have hidden complexities.
Surgical teams often neglected to use checklists.
NASA conducted extended research on how to make checklists user friendly. We suggest you incorporate the following NASA’s findings when developing checklists:
1. Use a sans-serif typeface (font) such as Helvetica or Gill Sans.
2. Use black text on a white background.
3. Avoid colors because approximately eight percent of the male population is color blind.
4. Use upper and lowercase text; ALL-CAPS is harder to read and decipher.
Key Takeaway:
Beware of detractors that have an “I’m too professional to need a checklist” mentality. Use checklists to verify functions for key operational procedures. Remember that checklists are a tool that helps ensure standardization and teamwork. Don’t take simple procedures for granted.
What are your thoughts?
