Quick Checklist Hacks for Busy Professionals

I've tried the fancy productivity systems, but here's what works: This 3x5 notecard... Each evening, I sit down at my desk and write down the 3-5 highest impact to-dos for the following day. These are the "important" tasks that directly contribute to my long-term projects or goals. The list is pure—I specifically avoid writing down all of the miscellaneous urgent and unimportant to-dos (more on that later). In the morning, I sit down at my desk for my first focus work block and start at the top of the list, working my way down and crossing off the important items as I get through them. My primary goal is to cross each item off the list by the end of the day. I am intentionally conservative in the number of items I write on the list. It's usually 3, sometimes 4, and very rarely 5. I never want to end the day with open items, so being conservative helps me accomplish that (and get the extra rush from getting through more than I expected). As I go through the day, I stole an idea from Marc Andreessen to use the back of the card to write down and cross off any minor to-dos that I complete (the urgent or unimportant tasks that are not welcome on the front of the card). The process of writing and crossing off an item on the back of the card is a further boost of momentum, so I find it to be a worthwhile exercise. My notecard productivity system is painfully simple, but it's grounded in five powerful realizations: 1. 15 minutes of prep in the evening is worth hours the next morning. By setting out your priority tasks the night before, you eliminate any friction from having to decide what to work on. You hit the ground sprinting. 2. Important > Urgent. By tackling the important to start the day, you guarantee progress against the big picture projects and goals. If my day went to hell after that morning focus block (which it sometimes does with a 1-year-old at home!), it would be ok, because I know I've gotten through much of my important work. 3. Momentum is everything. Crossing important items off your list to start the day immediately creates a winning feeling that you keep with you. Success begets success. 4. Simple is beautiful. If you're spending time thinking about your productivity system, you're studying for the wrong test. That's movement for the sake of movement. You should be focused on progress. 5. Find what works for you. It used to stress me out that I didn't have a beautiful productivity system that would impress others. Then I realized that whatever works for me is the best productivity system. Identify how you operate and find the system that works for you. To get started, just buy a stack of simple 3x5 notecards and give it a shot. If you've ever been overwhelmed by productivity systems and advice, this is an approach to try. Follow me Sahil Bloom for more ideas like this in the future and join 800,000+ others who get these in my weekly newsletter: https://lnkd.in/esGsF85Q

This one checklist made my life 10x easier (Save hours later by following these steps now!) Over the last 22 months, I’ve attended 184 walkthrough meetings. Trial. Error. Frustration. Fixes. And through all of that, I created this simple system. A checklist that every auditor should follow after the walkthrough ends. If you’re tired of scrambling for screenshots, losing notes, and chasing follow-ups days later, Save this post. Share it with your team. Use it every time. Post-Walkthrough Checklist: The SOP I swear by 1. Segregate your screenshots (Immediately) - Use Windows + Print Screen to capture quickly. - Create a new folder right after the meeting using this format: [Date]_[Control_ID]_[ControlName]_[AuditName] - This makes it easy to find everything later. 2. Store in two places - One local folder on your laptop - One shared folder (e.g., Teams) so others don’t need to ping you 3. Summarize your notes - Right after the meeting, take 5–10 minutes to clean up your notes. - Capture who said what, any key clarifications, and system flows. 4. Save notes smartly - Again one local, one shared. - Use the same naming format for consistency. 5. List out all follow-ups in one place - Don’t rely on memory. - If something needs clarification or additional evidence, document it immediately. 6. Assign owners and due dates - Use a tracker to assign each follow-up to a control owner with a clear timeline. - This alone will save you days of back-and-forth. 7. Update your main control tracker - Capture the status of the walkthrough and all pending items. - If your team doesn’t have a control tracker, create one. (And if they do make sure you’re using it daily.) Bonus: I personally keep a tracker with separate tabs for each audit I’m working on. Every control I’m assigned gets listed with deadlines, dependencies, and current status. This isn’t just a checklist. It’s a habit. Follow it after every walkthrough and your future self will thank you during wrap-up week. Have your own post-walkthrough system? Drop it below! I’d love to see how others do it.

Every Sunday I take 3 actions that require less than 5 minutes but improve my efficiency tenfold heading into a new work week. 1️⃣ Review my to-do list. I’ll often add items to my to-do list throughout the week. By end of Friday they should (hopefully) be detailed enough to action on them, but on Sunday I’ll sort the to-do list so I can select which 2-3 items I’ll be prioritizing for the day or week. 2️⃣ Close my tabs. I’ve finally accepted that I’m never going to remember why I opened all those tabs in the first place. I call it declaring tab bankruptcy. A fresh Google Chrome window to kick off the week is always a good start. 3️⃣ Set my intentions. Knowing what I have going on in a given work week, what is actually feasible? If it’s a short work week or a particularly meeting-heavy week, I’ll accept that it’s not a week when I’ll have enough focus time to get through everything I think I need to do. Low effort, high impact.