Page 76 - Executive Director

8015 – Weekly Checklist for ED

Result Statement: To have a standard quick way to see and report responsibilities that are completed
by ED on weekly basis. This report is submitted to the owner (electronically sent or hard copy given) by
each Tuesday morning at 8 AM.

This accomplishes two things:
1. Gives the ED and one-page representation and reminder of all routine responsibilities
2. Gives the owner (supervisor) the ability to quickly see that routine ED responsibilities are
completed by due dates and to standard.

Steps:
1. Each Tuesday morning print the “Weekly Checklist for ED” found under “Forms – Misc” in the
manual
2. ED fills it out appropriately on a DAILY basis
3. Keep this checklist in your “inbox” or label one of your other two trays to keep this form and fill
out throughout the day as you complete things. DO NOT keep it on a pile or laying on your desk
all day as this will create clutter. DO NOT file it away and fill it out at the end of each day or
week. The intention of this checklist is a reference/reminder of things to be done so you don’t
have to remember everything.
4. Each Monday evening or Tuesday morning by 8 AM the checklist is sent to or given to the
owner.

Drill:
1. What is the point of this checklist? What does it accomplish?
2. How does it make your job easier?
3. What could/would likely happen or has happened without this checklist?...specifically on the
monthly, quarterly, bi-annual responsibilities?
4. Where do you plan to keep this page on daily basis so it’s remembered but cluttering your desk?

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