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Real-Time Collaboration is the Most Important Feature for Getting Checklists Done

Learn about Real-time Collaboration

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Written by Support Manager
Updated over 2 years ago

Delegating Checklist responsibility to your team members and Real-time Collaboration within the OpsAnalitica platform are the two ways you can effortlessly increase checklist Compliance.

Real-time Collaboration is a feature of the OpsAnalitica Platform, it allows multiple team members to work on a process at the same time as well as allows you to start a checklist on one device and finish it on another.

It is probably the most important feature for driving checklist compliance that we have released.

Let's first discuss why checklists don't get done.

Reasons Checklists Don't Get Completed

How to address the issue

There is no penalty when a manager doesn't do their checklists.

  • This is a management issue, there should be a penalty for not completing checklists.

  • Late Notifications can help alert managers in Real-time when people are falling behind.

Management hasn't made it clear why doing the checklists is important for data collection, decision-making, and giving the teams a voice.

  • This is a management and training issue.

  • The OpsAnalitica System is going to show you exactly what is happening in your locations.

Checklists take a considerable amount of time to complete.

  • Every checklist needs a specific goal of what you are trying to achieve.

  • Checklists should be as concise as possible while allowing you to meet your goal.

  • Checklists should be organized by the sections of the business and the teams that are completing them.

  • Nobody gets extra credit for having a long checklist.

  • Real-time Collaboration can make checklists faster to complete and increase Checklist Compliance.

Checklist Schedule Times often are at times when Managers are busiest

  • We want checklists to be done when they are operationally significant.

  • Ex: Doing a shift readiness checklist at the end of the shift is a waste of time and money.

  • At the same time we have to recognize that the time period right before we open our doors to customers is one of the busiest times of the shift for a manager, and to expect them to do a long checklist is unrealistic.

  • Real-time Collaboration can make checklists faster to complete and increase Checklist Compliance.

  • Delegating checklists to line employees and assistant managers/supervisors is also a great way to invest in their skills, through continuous training, and take work off of the manager's plate.

  • We have to stop with the assumption that the Manager is the only person who can complete a checklist.

Why is real-time collaboration so important for getting checklists done on time?

It splits up the work and reduces checklist completion time. Instead of a manager being solely responsible to complete a very extensive and time-consuming checklist by themselves, the same checklist can be completed by a couple of team members simultaneously in 1/3 to half the time.

Imagine if a manager could start an opening checklist on their phone, hand a company tablet to an employee and have them complete their checklist section while the manager is completing theirs simultaneously.

All of a sudden what would have taken the manager an hour to do took the team 10 or 15 minutes to complete.

As stated above the two big issues that face managers are checklists that are very long and checklists that need to be completed in the busiest times for managers, which are often right before the business opens for customers.

Those two factors drive low checklist compliance and make it harder on teams, managers, and above-store leaders.

When faced with putting out fires that are raging or doing a checklist, managers will always opt to put out fires.

Real-time Collaboration makes long checklists quicker to complete and because they don't take as long they can be done accurately and when they are operationally significant.

We have to shift the mindset of our businesses that managers are the only people who can complete checklists. We must delegate some of these checklist categories to the individual team members that do those jobs.

Real-time Collaboration allows multiple people to complete a checklist at the same time, like a Google Sheets or Office 365 Spreadsheet.

There are many benefits to using real-time collaboration:

  1. When you have employees doing checklists you are investing in those employees' success and continual training.

  2. You cut the time it takes to complete the checklist which makes it easier for the team to get them completed. It might take the manager an hour or 4 employees 15 minutes.

  3. When a business builds a checklist it is because they have identified items that they know make them more successful. When your team actually follows through and does a checklist accurately, your business performs better.

We highly recommend that you guys launch the OpsAnalitica Platform and train real-time collaboration and delegation to employees as a viable way to run better operations and keep your checklist compliance high.

When a checklist doesn't get done, the question management should ask is why didn't you delegate the checklist or get some help?

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