[QW28] Checklists: a perfect non-overwhelm(er)!

by | Mar 4, 2024


 

Hey, now! Don’t roll your eyes at my idea 😊

 
I’m not talking about being one of those people with checklists for their checklists. 
 
I’m talking about the not-carved-in-stone worksheets you use to help you save time, stay focused, and add some non-overwhelm to your day.

 


 

[QW28] Checklists: a perfect non-overwhelm(er)!

“Kathie, I thought the point was that checklists don’t change. What do you mean, ‘not-carved-in-stone’?
 
A checklist helps us remember every step in a repeatable process.
But it takes some time to create the perfect list,
 
I suggest you follow my lead and print a fresh copy of a list every time you use it. This allows you to physically mark off steps as you complete a task.
 
This builds in encouragement and saves time. You don’t have to think through the process again. It’s right there.
 

Revisions encouraged

A printout of our list also gives us a place to jot down notes for improving our process. We can answer these questions on the sheet and revise the list for next time. Should you:

  • Update any factual items?
  • Add a step to make things easier?
  • Delete or combine some steps?

For example …

My blog post checklist has probably gone through a hundred iterations over the years. Every time something didn’t go right with posting, or I had to exert extra effort to check on something … it went on the list.

When I created the next month’s article, I was able to devote more time to writing than to chasing problems because I had updated my list.

Minor tweaks keep me up to date and add peace and calm to my day when I’m working on posts. This checklist reminds me of the behind-the-scenes details that are easy to forget.*

* You know, that stuff that you’ll never forget, ’cause you always do it? Not putting milk on the grocery list, because you always get milk. Milk goes on my list, now. 😎 

 



 

I have a checklist for you! 

Well, staying on topic, here is a checklist you might find helpful. 

Right now in the United States, we are collecting our paperwork to hand to our preparer before our ‘tax day’ in April. 

I created this checklist years ago to help me gather data for my accountant.  Grab my Tax Prep Checklist  

I use this list every year, ’cause it saves me money (my preparer’s time is money!!) and helps me add peace and calm to the paper chase that begins in January.

No promises, but it works for me. Check it out!



 

I hope you’ve found this Quick Win ([QW]) and the Tax Prep Checklist helpful. 

Would you please help me grab some Google love by sharing this post? Also, please subscribe to receive my free gift and be notified when I publish more tips.

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Feel free to contact me if you have questions about this article. I will do my best to answer quickly or schedule a free 15-minute Zoom call with you. Up to you.


Thanks for spending part of your day with me.
I know you’re busy, and I appreciate your time.

Hope to hear from you soon. Let’s chat,

Kathie
kyork@kathieyork.com

 



As the Queen of Non-Overwhelm, I help you reach peace and calm in work and everyday life. Check out my live online Goals Accountability Blueprint training, or the colorful ACHIEVE! Goals Toolkit interactive workbook. HINT: If you like learning in your jammies at 2:13 a.m., that second one might be right for you. 😎 

Check ’em out here!

 

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Kathie York, CSQE
Queen of Non-Overwhelm
Goals achievement instructor

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