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082. The Best Way to Word Your Checklists

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Manage episode 499707694 series 3562906
Content provided by John E. Grant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John E. Grant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In law firms, a lot of time is wasted when work gets passed back and forth because the deliverables aren’t meeting the expected quality standards. This happens when tasks are considered “done,” but the results don’t meet the actual requirements or the unspoken expectations, causing frustration and delays. These unnecessary back-and-forths can grind your entire practice to a halt and create more stress than necessary.

In this episode, I share a simple but powerful shift in how you write your policies and procedures that can dramatically improve the quality of work flowing through your firm. Instead of creating traditional to-do lists or recipe-style instructions, writing your checklists as "done lists" using past tense phrasing creates clarity and accountability. This approach transforms ambiguous task completion into definitive quality standards that everyone can understand and follow.

Get full show notes, transcript, and more information here: https://www.agileattorney.com/82

Mentioned in this episode:

New Workshop: Adaptive Kanban for Legal Teams

This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

Kanban Workshop Sept 2025

Greenline.legal is Officially in Beta

To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

GreenlineLegal Demo

  continue reading

89 episodes

Artwork
iconShare
 
Manage episode 499707694 series 3562906
Content provided by John E. Grant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John E. Grant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In law firms, a lot of time is wasted when work gets passed back and forth because the deliverables aren’t meeting the expected quality standards. This happens when tasks are considered “done,” but the results don’t meet the actual requirements or the unspoken expectations, causing frustration and delays. These unnecessary back-and-forths can grind your entire practice to a halt and create more stress than necessary.

In this episode, I share a simple but powerful shift in how you write your policies and procedures that can dramatically improve the quality of work flowing through your firm. Instead of creating traditional to-do lists or recipe-style instructions, writing your checklists as "done lists" using past tense phrasing creates clarity and accountability. This approach transforms ambiguous task completion into definitive quality standards that everyone can understand and follow.

Get full show notes, transcript, and more information here: https://www.agileattorney.com/82

Mentioned in this episode:

New Workshop: Adaptive Kanban for Legal Teams

This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients. Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes

Kanban Workshop Sept 2025

Greenline.legal is Officially in Beta

To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal

GreenlineLegal Demo

  continue reading

89 episodes

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