How to Systematize Your Business by Creating and Implementing the Use of Checklists for Everything

Show Notes

Is your business operating without you? If not, then you need to listen in as Clay Clark is getting in to the details of why you need a daily checklist for everything and how to make one.

  1. NOTABLE QUOTABLE – “We don’t like checklists. They can be painstaking. They’re not much fun. But I don’t think the issue here is mere laziness. There’s something deeper, more visceral going on when people walk away not only from saving lives but from making money. It somehow feels beneath us to use a checklist, an embarrassment. It runs counter to deeply held beliefs about how the truly great among us—those we aspire to be—handle situations of high stakes and complexity. The truly great are daring. They improvise. They do not have protocols and checklists. Maybe our idea of heroism needs updating.” ― Atul Gawande (American surgeon, writer, and public health researcher. He practices general and endocrine surgery at Brigham and Women’s Hospital in Boston, Massachusetts.)
  2. NOTABLE QUOTABLE – “There are good checklists and bad, Boorman explained. Bad checklists are vague and imprecise. They are too long; they are hard to use; they are impractical. They are made by desk jockeys with no awareness of the situations in which they are to be deployed. They treat the people using the tools as dumb and try to spell out every single step. They turn people’s brains off rather than turn them on. Good checklists, on the other hand, are precise. They are efficient, to the point, and easy to use even in the most difficult situations. They do not try to spell out everything—a checklist cannot fly a plane. Instead, they provide reminders of only the most critical and important steps—the ones that even the highly skilled professionals using them could miss. Good checklists are, above all, practical.” ― Atul Gawande (American surgeon, writer, and public health researcher. He practices general and endocrine surgery at Brigham and Women’s Hospital in Boston, Massachusetts.)
  3. NOTABLE QUOTABLE – “It is common to misconceive how checklists function in complex lines of work. They are not comprehensive how-to guides, whether for building a skyscraper or getting a plane out of trouble. They are quick and simple tools aimed to buttress the skills of expert professionals. And by remaining swift and usable and resolutely modest, they are saving thousands upon thousands of lives. *” ― Atul Gawande (American surgeon, writer, and public health researcher. He practices general and endocrine surgery at Brigham and Women’s Hospital in Boston, Massachusetts.)
  4. ACTION ITEM – Create the Daily Opening the Business Checklist
  5. ACTION ITEM – Create the Daily Closing the Business Checklist
  6. ACTION ITEM – Create the Daily Daily Marketing Activities Checklist
  7. ACTION ITEM – Create the Weekly Team Training Agendas Checklist
  8. ACTION ITEM – Create the for when and what you need to do your accounting
Business Coach | Ask Clay & Z Anything

Audio Transcription

Welcome back to the thrive time show have a business coach question. Email is today and info at thrivetime show.Com and claim doctors. He will answer your business. Questions live on the air, alright tribe, nation. Welcome back to the conversation, we’re talking about creating checklists for everything. I miss clay clark on the former ussba entrepreneur of the year were talking about creating checklist for everything, so we’re going to do. This could be a lot of fun and really kind of a roundtable eric chuck. The business coach is going to read the notable quotable and then west carter is going to break down an example. What’s card? Is the legal eagle with winters and king he’s represented top clients all over the region? His firm is represented, td jakes, joel, osteen, craig rochelle did the big the big names I mean joyce, meyers and there’s a lot of big names are so he’s going to tell us an example of where you’ve seen something go bad in a bad attorney, client privilege, no specifics! So you’re going to the head of the harbor indian head of the harvard medical school he’s a leading professor to harvard medical school. He is an american surgeon, he’s the new york times bestselling author of the checklist manifesto. His name is atul gawande gawande, my favorite books ever to unlock the book. We don’t like checklist, they can be painstaking, they’re, not much fun, but i. Don’t think the issue here is your laziness. There’s something deeper more visceral going on when people walk away, not only from saving lives but from making money. It somehow feels beneath us to use a checklist and embarrassment. It runs counter too deeply held beliefs about how the truly great among us those we aspire to be handle situations of high-stakes and complexity, the truly great and daring they improvise. They do not have protocols and checklist.

Maybe our idea of heroism needs a little bit of updating. Have you ever seen where I swear? Really good person made a massive mistake that caused sound legal ramifications, I’m going to stay away from clients and I’m a little closer to home and talk about attorneys. You go i, think exactly what the quote was hits home so well. That is I’m going. To paraphrase at the ego, it’s I’m an attorney I have a doctorate I’ve been doing this I don’t need it checklist I need my mental capabilities. In my experience and I seen attorneys that forget to do something very simple. So let’s say I am thinking of one specific instance where you’re buying a business so I have a client is buying another business. Part of that business is a whole bunch of inventory. So five, six seven $100,000 worth of inventory. You pay some for the name and things, but can we buy the business? But you know we close a business coach month later. Someone calls us and they’re like hey. You bought that inventory, but that was collateral on our loan, and you owe us now we’re going to foreclose all inventory bought and take it to pay us, because, just by the act of selling it you breach the loan document and what would have prevented that a search that will take about 5 seconds to search something called the ucc cuz anybody to put collateral liens on those things has to register those, and it was public records publicly available online. We have to get out of your chair to look for and I have seen those things happen where cost someone half a million three quarters of money in dollars for something that literally would have taken me 15 seconds to do, but I just I didn’t personally I forgot, I’m sold on okay I need to have a checklist chuck.

What’s the next notable quotable write, the next notable quotable here is:there are good checklist and bad warming explained. Bad check list are vague and imprecise. They are too long they’re hard to use their impractical. They are made by desk jockeys, with no awareness of the situation in which they are to be deployed. They treat the people using the tools as dumb and try to spell out every single step. They turn people’s brains off rather than turn them on. Good checklists, on the other hand, are precise. They are efficient to the point and easy to use, even in the most difficult situation, they do not try to spell out everything. Checklist cannot fly a plane. Listen by the checklist cannot fly plane. Instead, they provide business coach reminders of only the most critical and important steps, the ones that even the highly skilled professionals using them could miss. Good checklist are, above all practical. So this wasn’t the action steps that you need to take thrive, nation right now as a result of hearing this need to create a daily checklist opening of your business. You need to create a daily checklist for the closing of your business, need a credit check list for all the marketing activities of your business. You got to create a weekly checklist for the training of your team chapel. To add this, to the show. You got to create a checklist for your accounting. You know verifying that two people have signed off on all the deposits to go into the bank. You just have to create a checklist for everything in your business if you want to be affected, but marshall I think there’s somebody listen that our listeners, it’s like a blister who’s. Listening to this right now, they’re sharing this with your friend and their business coach friend, is fine and is fighting wanted you to check. If you say my industries different, oh I know it works good for surgeons and it works great for lawyers and it’s different builders of homes. Look for me, cuz I’m, a landscaper I’m, insurance salesman and i. Don’t need to use checklist.

The one day I like i, said this is one of my favorite books. What he says is it gets the silly stuff out of the way. So it allows the masters of a specific skill to perform until it gets out of hey. Are we making sure we’re making the right incision on the right arm? You know versus the wrong arm. Are we amputating the right leg versus the wrong a graphic there I know I get more like not medical dental most happen to me. They almost operated on the wrong me. I told mason, high school and they almost operator like, but that these are the things that are apart of the checklist that allows the surgeon, so lawyers, the the the pie, listen to perform their skill at the highest skip as a checklist. It has to do with like bricks-and-mortar I got one I got one in a pre poor checklist, because before I came on and we started to scale, my father was in charge of every concrete pour that we did, and you never forgot anything now when we scale at business coach that out in another league guys doing it, though they forgot the troweling machines, like the main equipment that we need to finish. This lab stuff, like that, so I had to make a free pour and a poured a check. So when you, but when you don’t follow the checklist that issue and it’s in concrete and not surgery, you’re not cutting off the wrong leg. You’re, just spending 3 hours going back and getting the actual machine or you don’t realize you have to tear out the entire slab. Linda has sued in a slab cracks in two months later and litigation exactly or you don’t fall off the wrong way.

And then my personal injury attorney has a very good case for that poor patient in the haircut business. You don’t check the client’s hair notes and they said to use 6 months ago. I would like to have a fohawk and now they’re grown out their hair, doing a different style, and you didn’t check that their notes and you went ahead and did what you remember them telling me you thought 6 months ago, and then they sent me a hateful email talking about how I’ve hired a bunch of morons there we go and talk. Just tell me this business coach wednesday haircut, business or carpet, cleaning or photography or video ography. You’ve got to make sure that you have a checklist for everything. You not having a checklist is not an excuse if it, even if it is an excuse, the customer votes with their dollars. So if they’re happy, they come back, they bring friends. If they’re not happy, they don’t come back and tell them not to use either, because that’s how business works to create a linear, workflow my flow in the winter workflows. How do you play? How do you create a duplicate of a processed aa system? How to create the system to people say I want to create business systems. How do you go about creating step-by-step business systems that still stay 2

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