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Why I’m Testing Checklists

After reading Tiago Forte’s book Building a Second Brain: A Proven Method to Organize Your Digital Life and Unlock Your Creative Potential, I digested the PARA and CODE concepts. Part of my process was to see whether other credible people mentioned any of the same ideas Forte did. When multiple unrelated credible people reach the same conclusion through trial and error, their wisdom is often worth paying attention to.

One of Forte’s ideas—that using checklists in your process is valuable—met that criterion. Forte mentioned using checklists to ensure that you’re starting and finishing projects consistently. In a post last week, I shared that Josh Kauffman, in his book, recommended checklists to prevent omissions when learning about and acquiring a new skill rapidly. I also remember Charlie Munger’s “Investing Principles Checklist” from Poor Charlie’s Almanac: The Essential Wit and Wisdom of Charles T. Munger.

I know checklists work—they were key components of the processes at my e‑commerce company. The teams followed them to ensure that we executed processes consistently. We became known for our reliability and built a solid reputation because of it. Sadly, I never applied checklists to my work style. I keep in my head an idea of how I need to execute things I do more than once, but I haven’t always executed consistently on some of them, even though I consider them important.

Today, I decided I’m going to test using checklists for things of high importance that aren’t one-offs. I’ll spend some time thinking about what deserves a checklist (I don’t want to go crazy with this) and then thoughtfully create the checklists. I’ll test using them and adjust as necessary. I’ll also make sure using checklists is lightweight and doesn’t bog down my workflow.

I’m excited about this experiment and can’t wait to see the results. My gut tells me it’ll have a positive impact given that smart, credible people use checklists.

Connected Entrepreneurs
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Connected Books
Building a Second Brain

2022

Framework

by

Tiago Forte

2022

April 2024

This book details a framework to tackle digital chaos by organizing your digital life and knowledge. Learn how to be more productive by capturing, organizing, and better utilizing your digital information.
The Checklist Manifesto

2009

Framework

by

Atul Gawande

2009

November 2025

A framework for using checklists to improve outcomes by acting and thinking more consistently in an increasingly complex world. Drawing on examples from surgery, aviation, and construction, the author shows how checklists reduce errors of omission—missing critical steps under pressure—and errors of ineptitude—failing to apply what we already know. He explains two types of checklists and when each applies: “do-confirm,” where you perform tasks from memory and then verify them, and “read-do,” where you follow steps line-by-line in high-stakes or unfamiliar situations.
Poor Charlie’s Almanack

2023

Framework

by

Charles T. Munger and Peter D. Kaufman

2023

January 2025

Frameworks and mental models for decision-making used by Charlie Munger. This book is a collection of speeches on mental models and psychology for making better decisions to become a better investor and live a fulfilling life. This version contains Charlie's updated thinking since the original 2005 version at the end of each chapter.