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

by | Mar 4, 2024

[ Quick Win posts – QWs – are brief items to help non-overwhelm your day. Enjoy! ]

I’m not talking about being one of those people with a checklist for their checklists. 
I’m talking about the two or three processes where a not-carved-in-stone worksheet can 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 it doesn’t change. What do you mean, ‘not-carved-in-stone’?
A checklist helps us remember every step when we have a repeatable process. But no one gets it perfect at first. 
Printouts – demonstrating what we did last time – allow us to physically mark things off as we complete them (a great encourager!). 

Revisions encouraged

Printouts also let us jot down notes for improving the process later. We can answer these questions on the sheet and revise for next time. Should you:

  • Update anything here?
  • Add a step to make things easier?
  • Delete or combine any steps?

Over the years, my blog post checklist has probably gone through a hundred iterations!
Minor tweaks kept me up to date as my processes changed for the better.

This tool adds to my non-overwhelm because it reminds me of the behind-the-scenes stuff that would be easy to forget.

I have a checklist for you! 

I recently created this checklist (free until April 15, 2024) to help you and your tax preparer as you get your paperwork ready for them.  Grab my Tax Prep Checklist  



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

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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 York is the Queen of Non-Overwhelm and your Goals Accountability instructor. She helps you reach peace and calm in your work or life. In 2022, Kathie launched her practical Goals Accountability Blueprint training. Click here for more info!


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Kathie York, CSQE
Queen of Non-Overwhelm
Goals Accountability Instructor

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