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by bambax 927 days ago
The Checklist Manifesto (2009) is a great short book that shows how using simple checklists would help immensely in many different industries, esp. in medical (the author is a surgeon).

Checklists of course are not the same as detailed post-mortems but they belong to the same way of thinking. And they would cost pretty much nothing to implement.

Also CRM: it's very important to have a culture where underlings feel they can speak up when something doesn't look right -- or when a checklist item is overlooked, for that matter.

2 comments

Yes, but they do have one critical failure mode: that the checklist failed to account for something (or that an expected reaction to a step being performed didn’t occur).

I was a submarine nuclear reactor operator, and one of my Commanding Officers once ordered that we stop using checklists during routine operations for precisely this reason. Instead, we had to fully read and parse the source documentation for every step. Before, while we of course had them open, they served as more of a backstop.

His argument – which I to some extent agree with – was that by reading the source documentation every time, we would better engage our critical thinking and assess plant conditions, rather than skimming a simplified version. To be clear, the checklists had been generated and approved by our Engineering Officer, but they were still simplifications.

If the alternative to the check list is reading the full documentation, that's one thing. But in my experience -- as a Software Engineer, and random dude on the Internet -- the alternative is usually no check list or documentation.
For sure – short of large and well-supported projects like Django et al., docs are notoriously incomplete if present at all.

Even then, you have to get people to read them, which is somehow a monumental task. Docs? Nah, lemme read this Medium blog instead.

Checklists are great if you use them properly: to make sure you remember. Checklists are dangerous when they are used improperly: to replace or shut-down critical thinking.