I am not sure where I learned to use checklists, nor do I recall when I first realized the importance of checklists. I vividly remember as a child my father and mother making lists for the many trips they took me on. We visited Mexico, Canada, and nearly every state in the nation during the 60s, and that was a time when you did not have 24/7 anything. Those AAA trip kits were something else, and another something from days long gone.
The complexity of the world that we live in has gotten to the point that it exceeds our ability to wing it. Many scientific studies and medical advancements have added to the health and longevity of mankind; however, when it comes to surgical procedures, consistent use of basic and complex checklists before, during, and after a procedure saves countless lives. If you want to reduce the number of deaths in a surgery, follow a checklist. Stress and chaos will always happen when the unexpected occurs, and so accept a reasonable level of pause, shock, and awe. But then, get back to work by finding and following the procedure manual.
Focus points should be for focusing, not for figuring out what to do next. The time saved by not having one’s mouth open out of confusion is enormously important and critical to the patient on the table. Engineering, construction, criminal justice, medicine, and investment advisory services are all run on checklists. And traveling is far safer when one is focused on movement rather than this, that, or the other thing that comes to a distracted mind. A moment of prevention would save much money, time, effort, and lives.
The phrase “bucket list” is a checklist. What one does when one wakes and starts the day is based on a checklist. And while one does not need to get crazy about it, there is something that every one of us must know and realize. Checklist work and those who do not use them will never reach their full potential.
Chaos is a waste of time. Anarchy is a waste of time. Doing the same thing repeatedly and expecting a different result is a waste of time. Making mountains out of molehills is a waste of time. But creating, refining, adjusting, and following checklists is not a waste of time. Building and following checklist is the start of what is called: project management. Checklist are not a waste of time, but instead, they are liberating.
Routines develop from repetitive use of checklists and routines provide the freedom to think, do, and enjoy the people, places, and things in life that would otherwise be missed.
Bitesize Bites is a public daily mini-podcast covering one item for those who want it fast. Bitesize Bites are designed to be "Think About It" items that should prompt immediate thought and action by many.
Connecting Dots is a public daily podcast that takes one or more topics and ties them together with logical and organized thought. Connecting Dots explains history, current events, and forecasts in a way that will make most nod their head with the realizations often not seen or thought of previously.
The Blog is a public daily posting of a few items being discussed among the asset management team, changes, updates, and news about the firm, as well as a brief opinion or forecast.
TrueStar YouTube covers business, insurance, investments, technology, economics, and security issues at a quick pace with a mix of humor, graphs, charts, pictures, audios, and video inserts. This is not your typical Ferris Bueller’s Day-Off Attendance scene where boring is the norm for most advisors, agents, bankers, brokers, dealers, or financial planners. It is also not a Cramer scream fest or young jock selling hyper success. Watch and you’ll see the difference.
The TrueStar Podcast is a weekly public podcast by Paul and Paul, Paul Grant Truesdell the Chief Executive Officer and Paul Grant Truesdell, II the Chief Technology Officer. Paul and Paul's conversations are amazing, entertaining, and will open a lot of eyes.
Deep Dive is a weekly client only podcast where each episode is focused on a single topic and challenges the listener to actively participate in Connecting Dots for their individual benefit.
Current is a daily client only listing of items being discussed among the asset management team at TrueStar Advisors. Brief ideas and comments as to what is "current" and a focus of attention provides a bit of insight as to what is going on with your management team.