I always considered a checklist, a checklist, so I was interested to learn the distinction between two types of checklists: Read-Do and Do-Confirm.

A Read-Do checklist might be prepared in advance for several potential possibilities. You check off the tasks as you do them, like following a new cooking recipe. They may be geared towards helping people understand what they should be doing and in what order and helping them remember key steps in unusual or unplanned scenarios. So, for example, if a plane develops a particular type of rare fault, such as an engine failure, a Read-Do checklist could be pulled out for that scenario. The pilot and crew can use it to make the most of others' past experiences and failures. Even with training, given the situation's relative rarity, and especially if a serious situation might interfere with normal thinking, a Read-Do checklist helps steer the crew to safe outcomes without relying solely on training and memory. The calm security and simplicity of steps of a checklist can be just what's needed.

A Do-Confirm checklist is more of an aid to memory to make sure nothing gets missed. It's a safety net for normal operation catching lapses in memory. In principle, we know what to do, so we run through those steps from experience and memory and use the Do-Confirm checklist at a designated pause point to ensure we didn't miss anything. The WHO Safe Surgery checklist has helped save 1,000s of lives.

Because a simple checklist can never account for every unexpected occurrence in complex environments—for example, healthcare, aviation, building a skyscraper, or software projects—both checklist types can benefit from items that require a communication step. An item can just be to ensure that all those with the relevant knowledge have discussed things. It's a simple and powerful way to improve outcomes across a wide range of unexpected scenarios.

I learned about the simple power of checklists, the two types, and the resistance to adopting them—from Atul Gawande's, The Checklist Manifesto: How to get Things Right.

Two types of checklists: Read-Do, Do-Confirm

A ghost grid is a guide for organising thoughts, information and sketches, that doesn't compete with content.

Content itself can also be the ghost grid to highlight changes and help draw comparisons — as when you might sketch options for extending a house or designing a garden.

A grid is useful for structure and creation but needs to fade back from content or disappear when no longer needed. Like freeing data from its data prison, a ghost grid emphasises content and information without non-data-ink taking attention.

I learned the term ghost grid from Edward Tufte's Seeing with Fresh Eyes: Meaning, Space, Data, Truth.

I rarely buy other notebooks for work than a dot grid, preferably in a funky colour. Some of my favourites: Leuchtterm dot grid hardcover, Moleskine dot grid softcover, Moo soft cover dotted journals

Ghost grid

A model from Ogilvy and Mather that’s a really interesting way to get to the heart of what could make your brand thrive. The intersection between what people care about (a cultural tension) and what you could be famous as a business (your brand’s best self) is a recipe for doing something good that matters.

Try starting from a question: “The world would be a better place if…” and see where you get to.

Check out The Big IdeaL on Ogilvy and Mather for more.

The Big Ideal ™

I love this little problem solving tool from TRIZ that invites you to compose your problem of smart little people and ask, “what would they do?”

I was trying to illustrate how they might find a solution to a cut with what is effectively a clot.

Smart little people

The classic thinking framework from Edward De Bono. Though I’m yet to be in a meeting where everyone’s familiar enough with it that it wouldn’t sound a bit nuts to propose it. Ah well.

Sketchplanations tagged with design-tool