by Jennie Ruby
This week I am featuring two different kinds of checklists from readers. One kind is a planning checklist with slots for recording the date each task is done. The other kind is a list of tasks for converting training materials from Captivate 4 to Captivate 5. Reviewing other people's checklists is a good way to develop your own.
Skills & Drills reader Kelly Schaub writes:
I work as a fiction manuscript editor both freelance and for a small publishing house. Every time I receive a query for the publishing house, I print up a checklist and fill it with dates as I go along:

Kelly goes on:
If that project goes to contract I have a second checklist to attach to it. I'm tracking multiple such projects across three to nine months at a time, so marking each step is crucial. I made up these forms based on the various steps we need to do as editors, and they have both evolved over time as the company has grown and procedures changed.
Dealing with multiple bosses
Kelly also filled us in on dealing with multiple bosses (or clients):
Since each "boss" in my freelance career wants a different set of things done, I have a different checklist for each, but every project for each "boss" is tracked the same way in my system. I have dropped few balls yet, and I can see when too much time has lapsed while my project is on someone else's desk.
Added to that I make a weekly "to do list" with all the little fiddly things that need to be done in both my home business life and my household wife/mother duties. I inevitably forget things if I don't.
I love a good checklist!
Completing a complex procedure
Mary Welby, another Skill & Drills reader, has been dealing with converting Captivate projects:
We are using a checklist for converting CP4 to CP5. As you surely know, the transition is not as smooth as we would all appreciate, although recent updates have improved some of the formerly impossible situations.
I love checklists and find them absolutely necessary when publishing Captivate lessons and certainly with SCORMing them!
I hope these checklists give you ideas for what to include on your own checklists. But whatever complex task you are doing, I wholeheartedly recommend using a checklist!
See also: Checklists Part I and Part II.
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About the Author: Jennie Ruby is a veteran IconLogic trainer and author with titles such as "Editing with Word 2003 and Acrobat 7" and "Editing with MS Word 2007" to her credit. She is a publishing professional with more than 20 years of experience in writing, editing and desktop publishing.