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Know Your Client Checklist

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Charli Trundle December 7, 2019 Checklist Examples

There are no standards in making or creating a checklist in excel. At home, when you need to do some groceries or to finish some chores or to run errands, you may have written lists, not knowing, these lists are already your checklists.

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The first thing that comes to mind when talking about a checklist is that the list would have that small box before each line item where a check mark would be written as a symbol that the task is finished; which is true.

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As a human being, we make mistakes. We forget a lot of things especially in times of pressure and most likely when we get older. We can never avoid mistakes but we surely learn from it. With that, the use of a quality checklist helps avoid forgetting things and making mistakes.

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