

These may be as simple as completing a table of details at the top, or may require more elaborate edits throughout. For example, the same template might be used to push changes to one of five environments because the process is identical except for a few bits of variable data, such as where the environment is located and the configuration details of that environment. Template Checklists frequently need preparatory customization to be used as a Tracking Checklist.
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Whether variances were experienced that imply or directly indicate a template checklist update should be considered.Recording of variances compared to expected outputs or results.What target they completed the checklist against (if there are multiple possibilities).The current real-time completion status of checklist items as the checklist is being processed.What we will call a “Tracking Checklist” is used to perform the checklist without losing your place.

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How to complete procedures (or pointers to procedures if too long to be contained inline).Required order of step completion and/or parallel step execution allowances.What we will call a “Template Checklist” is where we express the following: There is not a standard set of terminology for the checklist lifecycle, so we’ll apply a little of our own and tack it toward DevOps checklists with the terms “Template Checklist” and “Tracking Checklist.” As you’ll see, the important differences between these checklist types has implications for what tooling is used to create and update template checklists versus tooling for processing tracking checklists. So, if anyone ever tells you they don’t need a checklist because what they are doing “ain’t brain surgery,” you can let them know real brain surgeons actually use checklists for the easy stuff that also has life-threatening consequences if mistakes are made.

The “Checklist Manifesto” demonstrates that checklists don’t just prevent faults due to known issues - they also shift the human relational and communication dynamics of the team so that the can consistently produce better outcomes. Checklists resolve this because they ensure communication and give anyone the right to point out missed items.
