Tuesday, August 17, 2010

It's a Matter of Life and Death...Literally

I like simple concepts, because the simple things are usually the things which wind up working. I recently read The Checklist Manifesto, a book written by a surgeon and aimed at saving lives. The premise of the book? Develop checklists to be used in the operating room. Why would a doctor need checklists? Haven't they been trained and know what to do? Of course they do. You and I have been trained for the jobs we do, but do we always remember every step of every routine exactly at the right time? If you are like me, the answer is a resounding "no."

In January, I wrote a post entitled "I Do It When I Think About It" where I talked about developing a system which causes you to think about things at the right time. This book operates along the same lines. Borrowing from pre-flight checklists used by airlines, author Atul Gawande's idea was to devise simple lists to be used before the incision and during routines procedures. Instead of having everything rolling around in their heads and hoping they think about it at the right time, there is the list to use just before the incision. Would you want a system in place to be sure that nothing was being overlooked if you were on the operating table?

For a more in-depth review, you may this one or this one, both from the New York Times. You may also view an interview with the author on The Daily Show.

Personally, I did not think the concept justified the 200 page length of the book. I do think the book is significant in that it helps to hammer home the need to identify those tasks that we perform repeatedly and get them into a system.

As a principal, I used checklists to handle numerous routines. Closing out a grading period was one. Failure to run a "missing grades report" before running report cards could mean having to re-print them because a teacher had failed to post grades. Failure to e-mail our honor roll to the newspaper would mean that our students would miss out on that recognition. In fact, overlooking any one of the steps would cause a problems somewhere down the line.

I had a checklist for getting the students information system software ready for the next school year and even gave my checklist to other principals in the school system. On the first day of school, those who had followed it to the letter had no problems. Those who did not found their teachers could not take attendance because certain dates had not been entered in the office.

What are the routine projects that you have? How much time would it take to think through the steps one time and write them down? How much time would it save not having to redo work because a step had been skipped here or there? How much stress would be saved in not having to worry about whether something had been left out in the heat of battle? Set aside a little time to identify those activities in your life where a checklist would help. The tool does not inhibit your creativity. Instead, it takes care of the the mundane and allows more energy for the creative aspects of your life. Let's hear your thoughts on this idea.

The master thinker knows that ideas are elusive and often quickly forgotten, so he traps them with notebook and pencil. He heeds the Chinese proverb: “The strongest mind is weaker than the palest ink.”
—Wilferd A. Peterson in
Adventures in the Art of Living

4 comments:

Storm Bunny said...

Dear Frank,

Well, once again I've just loved your post. Through my life I have implented checklists here and there (often in the PDA or an Excel sheet, sometimes even on a piece of paper) for routine things that before had gone wrong because I left something out. A process at work for a given type of project, the list of the errands I must run, some of which include first going here and get this paper and then there and get that stamp and so on, and present checklists. My most recent and most successful list, a packing list for traveling. I've been thinking composing it into a book, a packing guide.

Things like check the expiration date of the passport, pay the taxes, make sure you have the visa if needed, and things like that can easily go out of your mind, or something as simple and often as important as packing your meds or the toothbrush in the cabin luggage.

Checklist don't take the creativity away, they take the chaos away, and lets be honest, perform in chaos is not creative per se, but one of the surest ways towards a nervous breakdown, so why would you willingly get into that?

Loved reading You!

Justin Baeder said...

Great review - I also enjoyed The Checklist Manifesto. I thought Gawande made a good case for checklists in complex professional work, which surprised me because I assumed he was referring to low-level technical issues. The chapter on high-rise construction checklists seemed most applicable to education - especially the concept of a communication checklist.

My review is here in case you are interested.

Glad to find your blog - I enjoyed your book.

Dr. Frank Buck said...

Storm Bunny,
I think the last paragraph of your comment speaks volumes. I hope other will adopt this relatively simple practice.

Dr. Frank Buck said...

Justin,
Thanks for stopping by. I am glad to find your blog and will read the other posts where you referred to where you go into more depth on some of the points in the book. When I clicked the link to go to that post, I received an error. Looks like a quotation mark was added to the end. When I took that off, this worked..