Checklist That Process


In my travels, I get to see new employees being onboarded on a regular basis.

It’s interesting to watch how this happens in other organizations.

The one thing that stands out to me is the amount of oral tradition and monkey-see-monkey-do that’s still out there.

These 2 methods of training never seem to go away.

No matter how much business management effort is placed into employee onboarding and development the classics die hard.

I’m currently watching as a medical technician is being trained to service dialysis patients.

Almost all of the training is done by the 2 methods mentioned.

Oral Tradition and Monkey-See Monkey-Do.

I don’t know what else to call these processes.

And I think my description paints a picture that’s clear.


After watching the medical technician training for a few days, it’s easy to see to pick out the process.

There’s a setup process that involves a dozen or so steps.

Then, there’s an observation and maintenance process that occurs during treatment.

And then, there’s a teardown process.

3 main processes.

All of these could easily be documented and turned into simple-to-follow checklists.

In turn, those checklists could be used for training.

They could be used for quality control.

And, they could be used for employee reviews.

Just a little thoughtfulness could go a long way…


Having a training process is up to business leadership and management.

If they teach it.

It will happen.

The reality is that most business owners talk about process.

But don’t practice process.

It’s the little things that make a difference in a business.

It’s having a few simple processes to follow.

Processes that will make things easier to onboard new staff.

Processes that will get everyone on the same page.

And processes that can be measured and improved upon over time.


Don’t overthink your process.

Start with an outline.

Make a checklist.

And go.

Sometimes all it takes is a little effort to get a big result.