Studies now show that checklists actually improve the quality of deliverable service. What was once the tool of pilots and astronauts is now used by surgeons, hospitals, and money managers to improve there execution and delivery of value. The book Checklist Manifesto details the value of using checklists. This is a great summer read. Highly recommended.
Procedural checklists are an important part of every successful practice and I recommend them for all my coaching clients. The following are several links to important checklists you may find of value:
Pipeline Process - checklist for developing a relationship with a prospect in the financial service industry
Operations Manual - checklist procedures for running a financial service practice
RoadMap for Change - weekly task list to accomplish your most important dreams
Improve your practice by reading Checklist Manifesto and create a bullet-proof practice.