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Checklists

Operational checklists for the recurring jobs every EA owns.

In practice

How teams usually use Checklists templates

A good checklist is not busywork. It is a way to make recurring operational jobs reliable, especially when timing is tight or several people are involved.

  • Run recurring operational tasks the same way every time.
  • Reduce single-point-of-failure risk for essential support work.
  • Train newer team members on the order and rhythm of repeatable tasks.

Common ways this work goes wrong

  • Watch for this. Turning the checklist into a dumping ground with no sense of priority.
  • Watch for this. Keeping task names so vague that nobody can tell what “done” means.
  • Watch for this. Failing to revise the list after things go wrong in real life.
Showing 4 of 16
Checklist

Health & Safety Walkthrough Checklist

Quarterly office walkaround for health & safety — exits, equipment, signage, hazards.

Checklists Intermediate
Checklist

Vendor Onboarding Checklist

Onboard a new vendor cleanly — contract, security review, system access, payments, internal comms.

Checklists Intermediate
Checklist

Pre-Launch Marketing Checklist

Marketing readiness checklist for a product, service, or campaign launch — assets, channels, measurement.

Checklists Intermediate
Checklist

End-of-Year Closeout Checklist

Close out the calendar year — diary archived, files filed, reflections written, next year prepped.

Checklists Beginner