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What Is a Document Checklist?
A document checklist is a comprehensive checklist that is used as a tool to guide or help an individual stay on top of their tasks. A typical checklist enumerates the various requirements used in a number of areas including business, immigration and project management.
According to an online article by Business.com, document challenges make up 21.3% of productivity loss. Further, professionals spend about 50% of their time searching for and looking up information. It also takes an average of 18 minutes to locate a document.
Examples of Important Documents
There are dozens of types of documents that are used in various fields. Whether it is finance, health, education or even immigration, each document or form serves a particular purpose. The following examples are just some major and common types of official documents.
Tips for Creating a Document Checklist
Having touched on the different types of checklists, it is important to know how to keep track of these documents and stay on top of your tasks. A document checklist is an excellent way to keep track of your different requirements. The following tips below are just some simple yet practical tips on creating a more effective document checklist.
How to Create a Document Checklist
To create a comprehensive document checklist, you need to have a general understanding of the kinds of documents you will need. And if you are looking for easy and quick checklist templates, there are ready-made sample templates that are free and editable! Simply select one that suits your needs and follow the step-by-step guide below.
Step 1: Do Research
As discussed in the previous section, you need to do some adequate research first before enumerating items on your checklist. A document checklist is not a spontaneous or random list, it requires deliberate planning. Part of planning or preparation is research and evaluation. You need to inform yourself and evaluate the information presented to you. By doing this, you are able to craft a more comprehensive and accurate document checklist. Lastly, it is important to note that prior research may be done by someone other than yourself. A lot of firms and organizations prepare document checklists for their clients and customers’ convenience.
Step 2: Establish the Format
The next step in crafting a document checklist is ensuring a format that works. There is more than one way of creating a checklist. You can always use a standard checklist template with simple lines and checkboxes. But others prefer to get a little more creative. Further, how detailed and specific you want your checklist to be also entirely depends on you. It is not necessary to place additional notes under each item on your checklist; but if you feel that the notes may be helpful reminders then you can do so. Just keep in mind that the format of your document checklist should guide or help the reader to easily understand the content.
Step 3: List the Documents
The meat of your document checklist will obviously be the items listed down. Depending on your objective, the items in your checklist will be the documents required to accomplish or complete your objective. If your objective is to obtain a tourist visa, then your checklist should list all the different documents needed for submission. As suggested in the previous section, it would be a good idea to arrange your checklist in a logical manner as well. A checklist that has structure and logical flow can potentially be more helpful than a random or disorganized list. You can arrange your document checklist in any manner you see fit. For example, your list can be arranged according to prioritization or urgency.
Step 4: Keep the List Updated
Once you have completed your checklist, the last step is to constantly update it. A document checklist is rarely stagnant, it is an on-going process that needs to be constantly updated. When you prepare a checklist, you go through the list item by item. It is only in some cases that several items can be crossed off at the same time. Otherwise, when you have accomplished or completed a document, you can move on to the next one. Basically, you need to make sure that your document checklist is updated to prevent any unnecessary confusion.
How do I create a checklist for documents?
To create a checklist for documents, you need to prepare and plan effectively. It helps to have a clear objective in mind. If you are unfamiliar or unsure of the required documents, do your research. The list should be organized and accurate. Refer to the previous section for more detailed instructions on how to create a document checklist.
What is a checklist example?
Some examples of document checklists include college education applications, visa applications, business registration applications, contract agreements, etc.
Are there checklist templates in Word?
If it’s convenience you are after, Microsoft Word has a wide selection of predesigned checklist templates that you easily edit or use as reference. Simply search the catalog of Word templates and choose one that suits your needs and preferences.
A document checklist is a useful tool to help you keep track of your different requirements. It can be as simple or detailed as you want it to be. Browse the extensive library of editable templates to customize and create your own checklist today!