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Three Types of Team Checklists in A Small Business

Leijun Campbell - Friday, March 30, 2018


 

"Micromanaging" has become a four-letter word in most corporate and business circles these days, and while you never want to reach that level in your company, you also want to make sure that objectives are met and tasks are completed in an efficient manner. As a small business owner, you can still provide trust and autonomy for your team members while allowing giving them a flexible guidebook in the form of monthly task lists.
 
Below we will discuss three different types of team checklists for a small business:
 
Basic: This task list is self-explanatory and focuses on the absolute essentials of the team member's responsibilities as outlined in their initial job description. Make sure you have everything listed that they need to accomplish each month, both big and small. With this first list, you create that foundational accountability within the team that you can build on with the next two levels of task lists.
 
Intermediate: When each team member finishes their "basic" tasks for the month, allow them time and opportunities to pursue either pet projects that could benefit their team and the overall company vision. Such projects can include looking for a new CRM or accounting programs. Through these experiences, the team members receive confidence and a sense of autonomy that can help feel even better about their day-to-day role in the business.
 
Advanced: The final level of checklists should deal with professional development opportunities that allow team members to build on their skills for both the short and long-term. Whether that scheduled time is spent reading a certain number of industry articles or books per month or attending a one-day conference every quarter, they will gain invaluable knowledge, and in turn, become a invaluable resource for your company.
 
If you have any further questions on this topic, feel free to email us at leijun@campbellbusinessservices.com!


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