Kickoff

Get a clear objective for your checklist

Start listing all the items you deem important

Make sure each task is actionable

Group your tasks into logical groups

Set due dates (at least on a group level)

Set a regular reminder for the checklist itself.

So you don't forget about it

Get things done

Use search to find products, services and learn about the task at hand

Get advice from friends via Facebook, Twitter or Email

Enlist friends, colleagues or family by assigning tasks to them

check the tasks as you progress

Spread the word

Publish your checklist to share your expertise

Embed your checklist on your site or blog

Keep improving your checklist by listening to feedback

Download or Print this Welcome Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Who it's for

This Welcome Checklist is for teams that want consistent execution, less rework, and clear ownership.

Standardize quality - run the same Welcome steps every time, regardless of who executes
Save time - reuse a proven Welcome workflow instead of rebuilding processes from scratch
Improve accountability - assign owners and see what's done vs. what's pending
Onboard faster - use the Welcome checklist as the SOP and training guide
Coordinate across roles - handoffs are clear and everyone works from the same source of truth

How to use this Welcome Checklist:

Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
Reuse without rebuilding - when Welcome comes up again, start from your saved version and run it with clear ownership.

5 stars

Scores 4.80 with 88 votes