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DESCRIPTION: This specific checklist is to guide you through creating a new checklist or updating an out of date checklist. The intended audience of this checklist is any team member documenting how the magic is created or someone new coming to the team wondering how the sausage is made.
This is the checklist for how to make a checklist. The goal is to keep these simple as possible. The intended audience for any checklist is someone who is new to the team or hasn't done a specific job in the past. It should give them the basics of how to accomplish the task without being overly in the weeds.
1. Add a new page and make it a sub-page in the appropriate position.
1. Add a new page and make it a sub-page in the appropriate position.
Select "Pages" from the right side.
Select "Checklists" and click the three vertical dots
Select "Add a sub-page"
2. Give the checklist a number and title.
2. Give the checklist a number and title.
Add a Number according to the following convention:
Operations
Community
Communications
Engagement
Giving
Finance
Labs
Add a second number for the sequence that it falls in. Typically, the numbers will go up but you may have to renumber things in order for them to fit in the right place. Use common sense and keep it organized
3. Insert a text box for the description
3. Insert a text box for the description
After creating the page, insert a text box and add a "DESCRIPTION" of the checklist you are about to create.
This should be 1-2 sentences giving a brief overview of the checklist and when the checklist will be used.
4. Add "collapsible text" for each step.
4. Add "collapsible text" for each step.
Add collapsible text box for each step in the process.
Pro Tip: Add all your major steps first and then go back and add the sub-text under each major step.
Try to make your major steps broad so that someone with familiarity will have their memory jogged and not overly detailed so that the table of contents (generated later) isn't overly jumbled.
5. Add information and sub-steps under each step so that someone can expand the step for more details.
5. Add information and sub-steps under each step so that someone can expand the step for more details.
This is the time you want to get super detailed on everything needed to accomplish the task in the major step. There is no level of detail that is too granular here.
Pictures are helpful and should be added as much as possible. They are a little tough to add and will not be collapsible without some serious work so just make sure they are added below the collapsible text or to the side like I did in step #1.
Add links to useful websites or videos that you referenced when learning how to do whatever step you are describing.
6. When all the steps are added, go back and add numbers to the steps for ease of reference.
6. When all the steps are added, go back and add numbers to the steps for ease of reference.
This is just a pro-tip because you may add a major step or re-order steps depending on the task. The numbers will help folks looking at the table of contents logically go through each of the steps.
7. Add a table of contents under the description for ease of navigation.
7. Add a table of contents under the description for ease of navigation.
When you finish checklist and feel like you have it nailed, go back up under the description and add a "Table of contents" from the options in the right side. It will automatically populate with all the collapsible options.
This automatically creates links so that when people use the checklist, they can quickly jump to the point they are getting stuck.
8. Continually update and modify existing checklists.
8. Continually update and modify existing checklists.
This site and these checklists are intended to be living documents and everyone with an @def.org email address can update these lists. These lists will be part of the first thing a new volunteer sees and critical to getting your future team members up to speed. The better these checklists, the higher quality volunteers we can ensure (at least from a technical, button-clicking, G.S.D. quickly/predictably perspective).
No checklist is perfect and covers every contingency. If the checklist doesn't answer the question you have, do a quick Google because someone has done it before. Regardless what Google says, follow-up with a post in the appropriate Slack team room and let the team know what you are thinking... chances are someone else has had the question before or will have it in the future! (then come back and update the damn checklist!)
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