12 Free Checklist Templates to Help You Avoid Mistakes

You may have heard how important it is to have a checklist when trying to achieve something. Some tasks can be difficult and overwhelming.

It makes sense to have a step checklist to help us remember the things we often forget or overlook. For example, pilots use them before takeoff and doctors use them before operating on patients. Let’s take a look at some checklists you can use for a variety of scenarios.

1. Product Launch Event Planning Checklist

Product launches are stressful. You don’t want to miss an email deadline or forget to send out a press release.

You’ll want to plan things out in advance, such as your product name and description, your target audience and their demographics, the number of channels you plan to advertise on (social media, traditional media, etc.) .), and more. Additionally, you will need to ensure that your event runs smoothly.

A checklist template can help you plan and implement the logistics of your launch event, such as keeping track of who responded to the event and if they have any special needs or requirements . This free template from Smartsheet can help you stay organized and track your launch.

To download: smart sheet (Free, available as Excel file, PDF)

2. Application Development Checklist

With an app development checklist, you can include all the steps needed to build an app from start to finish, including:

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  1. Define the problem you are trying to solve by creating this app and how it will help your users.
  2. Indicate who the stakeholders of this project are and what their roles are.
  3. Creating a timeline for when you expect each step of the prototyping process to be completed
  4. Creating a budget for the project.

You can use this template from Cloth as a starting point, then customize it based on what’s most important to your business or project needs.

3. Cybersecurity assessment checklist

No one wants to be a victim of a data breach. In such cases, a cybersecurity checklist may be the answer.

It helps you identify and assess potential vulnerabilities in your organization’s IT systems and infrastructure. This usually involves questions related to:

  1. Process to protect customer information.
  2. Backup systems.
  3. Operational procedures to protect employees against cybercrime.

This Template.net checklist can be used to assess the risk profile of your company’s systems, identify areas where improvements can be made, and ensure that you have adequate processes in place to effectively manage those risks.

To download: Model.net (Free, available as a PDF file)

4. UX Design Process Checklist

A UX design process checklist can help ensure that your team follows a consistent, well-defined process, which helps avoid mistakes and ensures everyone is on the same page.

It’s important to note that UX design isn’t just about aesthetics, it’s the whole user experience from start to finish, including things like usability and accessibility.

A good UX design process checklist will cover all of these, as well as other areas such as content strategy or information architecture. This UX design process model by Cambridge University will guide you through the steps of creating an effective and efficient user experience development process. It is downloadable as an Excel file.

5. Digital Presence Checklist

Having a strong digital presence is crucial for your business. It’s where people can find you, learn about your products and services, and build their relationship with your brand. So how do you ensure your digital presence is up to snuff?

It can be used by anyone who wants to sell products or services online, including small businesses, freelancers, and bloggers. You can use this editable template from Task to create a digital presence checklist of all the things that need to be done:

  1. Create and update social media profiles.
  2. Make sure your website is mobile friendly.
  3. Create an editorial calendar and update blog posts with new content.

6. Employee Onboarding Checklist

Employee onboarding checklists are used by employers to ensure that new employees receive proper orientation sessions, interact with colleagues, and are properly trained and up-to-date on all necessary information regarding their positions and their responsibilities within an organization.

You can use this template from Todoist to build yours. This type of checklist helps ensure that everyone stays on top of all aspects related to their job, so that there are no missed steps or problems down the road.

7. Leadership Readiness Checklist

A leadership readiness checklist is a form that can be used to help you assess whether you are ready to take on a new leadership role. It usually contains a list of questions and prompts designed to help you identify any gaps in your knowledge or skills that may need to be addressed before you start your new job.

Leadership readiness checklists are also sometimes referred to as “pre-assessment” forms. They are often used by institutions or companies as part of their selection process for leadership positions.

A good checklist template should include sections for each leadership skill area that needs to be assessed (for example, personal effectiveness, communication skills, as well as situational leadership and team building skills). crew). You can use this leadership assessment template from Template.net for your individual or business needs.

To download: Model.net (Free, available as a PDF file)

8. Remote Work Checklist

With a remote work checklist, you can specify the tasks, responsibilities, and deadlines for each employee who works remotely. It may include information about internal communication channels and other processes necessary for the proper functioning of the organization.

You can use a remote work checklist to make sure you have all the equipment, software, and documents you need for your new job. This template from Microsoft is a good starting point to help you stay organized and better manage your workflow, while getting your job done.

To download: Microsoft 365 (Free, available as a PDF file)

9. Financial planning checklist

When it comes to your finances, there are so many things that can go wrong if you don’t plan ahead – losing track of your spending habits or forgetting about an upcoming bill or payment, or perhaps a unexpected expense – the list goes on and on.


So what are you doing? One of the ways to take control of your finances is to create a personal financial planning checklist template. This will help you make informed decisions about your money before it’s too late. You can identify your goals, values ​​and priorities. Try to create a budget and stick to it monthly (or at least as often as possible).

To download: Microsoft Office online (Free, available as an Excel file)

10. Podcast Planning Checklist

Podcasts are a great way to share your knowledge, expertise, and stories with the world. A podcast planning checklist ensures you have everything you need before you start creating your podcast on a channel of your choice, such as Spotify.

A typical checklist includes things like podcast title and description, episode number, episode name and description, guest names and biographies, and a list of topics or questions to cover. in the episode. You might want to check this piktochart template for all your podcast planning needs. You will need to create an account with Piktochart to customize and download the template.


11. Wedding Checklist

A wedding checklist is a wonderful way to help you keep track of all the details you need to plan your big day. It’s a to-do list that helps you organize everything you need to do, so you can make sure everything gets done on time and in order!

Try using this template Cloth to create your own wedding checklist – it’s free, easy and fun!

12. Emergency Preparedness: Hospital Preparedness Checklist

An emergency preparedness checklist is a list of tasks you need to complete when preparing for an emergency. It can be anything, be it a natural disaster, a pandemic, or even a simple power outage.

While there are several types of emergency preparedness checklists, you can easily customize these templates for any industry or vertical. For example, in the health sector, it is extremely important to be prepared for emergencies. That’s why a hospital readiness checklist is ideal for ensuring your facility is ready to meet all patient needs.

This hospital readiness checklist World Health Organization includes all the steps necessary to ensure hospitals or medical facilities are equipped to deal with any emergency, from a medical crisis to a natural disaster. These checklists are often used in conjunction with other forms of risk management, such as incident response plans and security audits. It is available for download as a PDF file.

Avoid Mistakes: Start Using Checklists Today

Checklists can be used in a variety of scenarios. The list above should give you some ideas. You might even consider creating your own checklist. For example, you can create one when you are preparing for a big presentation at work or for an upcoming interview. Essentially, it’s a good idea to have checklists handy whenever possible.

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