Create Checklists

Time to create checklists for all of the workflows that you want standardized and executed flawlessly.

Time to Perform is 1 hour 45 minutes of admin + Gather Workflow Information time + Create an outline time + Create How to Documentation time + QC the Checklist time

+ Why

Ah yes, the almighty checklist. Genuinely, this is the answer to all of your problems. It might seem weird. It might seem too easy. But the truth is that simple solves complicated problems.

Think about it.

If something is complex and a complex explanation is given, did anything happen? No.

There is a whole nonsense discussion about how complicated eDiscovery is because people don’t know how to explain it. It’s not complicated. They just don’t understand it.

You performed the audit. You saw the wheels of the machine turning. You saw the best practice - and unfortunately the other practices. You trudged through the mud. And here is how you are going to capture all of that ROI. A Checklist.

Time break down

5 minutes - Name the Workflow

5 minutes - Setup Checklist Folder

30 Minutes - Identify the How To SMEs

(Workflow length x SME Count) + 5 minutes to complete - Gather workflow information

(1.5x workflow length x SME Count) + 5 minutes to complete - Create an outline

30 minutes - Audit the outlines

20 minutes - Create Checklists

2x the workflow time + 5 minutes to complete - Create How To Documentation

5 minutes - Link How To Documentation

2x workflow time - QC the Checklist

5 minutes - Create Report

10 minutes - Implement the checklist

+ How?