Cheryl Elliott March 30, 2020 Checklist Template
For most of us life is a constant battle to stay organized, we write lists of the things we need to and when we need to get them done. However, when the tasks we have to get done get a little more complex a good checklist might come in handy to make sure that everything gets done properly. Using a template for a checklist you can create detailed lists that include groupings of particular tasks and checklists to make sure that you get every task done in the proper order and reduce the risk of mistakes being made.
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.
Follow the tasks on your checklist and tick them off as you complete them. You may find it handy to keep an updated version on your computer where you can add notes such as deposits paid and when final payments are due. Use a notebook to record any notes rather than writing them on the checklist itself as it can soon become crowded and illegible!
To know the exact number of the guests who are sure to come, enclose RSVP. You may also include the information about the mom`s registry. This way, invited people will easily be informed about where they will find her registry and what she really wants to receive. And while you are on your way to finish all the invitations, consider preparing thank you cards after it. These will be sent out to the guests who have joined the mom-to-be on her baby shower and a way to thank them for bringing gifts for her.
The difference between the two for me is that I put the really excruciatingly detailed info into the spreadsheet file. It is a bit more cumbersome, but I have a lot of freedom to add detail and manage the budget at the same time. The database I use references parts of the spreadsheet and is also linked to email addresses for the event participants. I can pull the data from the spreadsheet, drop it into the database, create a nice interface and communicate with everyone in a few keystrokes. A database style checklist can also do budget functions, but it is more difficult and time consuming to program.
The sharepoint packing includes various templates that users can make use of to compile their information in the manner which is relevant to them. The templates are adaptable and one can also create a new structure from scratch. The visual appearance of the templates can be changed and this is especially handy when the information will be used on websites. One can simply adapt them with company logos and corporate colors.
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