A No-Disasters Checklist!
Save this one: forward it to colleagues and your agency
Vol. 6, Issue No. 4 | February 22, 2010 By Denny HatchIN THE NEWS
'The Checklist Manifesto': a simple, brilliant prescription for getting things right
This is a brilliant book about an idea so simple it sounds dumb until you hear the case for it. Atul Gawande presents an argument so strong that I challenge anyone to go away from this book unconvinced.
"The Checklist Manifesto" is about how to prevent highly trained, specialized workers from making dumb mistakes. Gawande ... is a surgeon, and much of his book is about surgery. But he also talks to a construction manager, a master chef, a venture capitalist and the man at The Boeing Co. who writes checklists for airline pilots.
Commercial pilots have been using checklists for decades. Gawande traces this back to a fly-off at Wright Field, Ohio, in 1935, when the Army Air Force was choosing its new bomber. Boeing's entry, the B-17, would later be built by the thousands, but on that first flight it took off, stalled, crashed and burned. The new airplane was complicated, and the pilot, who was highly experienced, had forgotten a routine step.
—Bruce Ramsey, The Seattle Times, Jan. 7, 2010
___Yes ___ No
2. Does your copy contain some or all of the 13 most powerful and evocative words in the English language: You - Save - Money - Guarantee - Love - Results - Proven - Safety - Easy - New - Health - Discovery - Free?
___Yes ___ No
3. Since “you” is the subject of every sales effort, is your promotion about “you”—as opposed to "we," "us" or "our"?
___Yes ___ No
4. "The prospect doesn't give a damn about you, your company or your product. All that matters is, 'What's in it for me?'" —Bob Hacker
Are you emphasizing your product and what it will do for the prospect rather than yourself and your company?
___Yes ___ No
5. “Probably well over half our buying choices are based on emotion.” —Jack Maxson
“When emotion and reason come into conflict, emotion always wins.” —John J. Flieder
Is your sales pitch emotional (rather than analytical and rational)?
___Yes ___ No
6. "People want quarter-inch holes, not quarter-inch drills." —MBA Magazine
Does your sales pitch highlight benefits (e.g., you get quarter-inch holes)—as opposed to features (e.g., buy a drill)?
___Yes ___ No
7. "Your job is to sell, not entertain." —Jack Maxson
"Cute and clever simply don't work." —Nigel Rowe
Is your presentation cute, clever and entertaining?
___Yes ___ No
8. Do you make an offer?
___Yes ___ No
9. "You cannot sell two things at once." —Dick Benson
Are you giving the prospect too many choices?
___Yes ___ No
10. “The right offer should be so attractive that only a lunatic would say, 'No.’" —Claude Hopkins
“If you want to dramatically increase your results, dramatically improve your offer.” —Axel Andersson
Is your offer the very strongest one you can field?
___Yes ___ No
11. Does your company name and address appear somewhere on every piece in the promotion?
___Yes ___ No
12. Do you include a guarantee of satisfaction backed up with the real signature of a real person?
___Yes ___ No
13. Do you have a deadline date that is so far in the future it loses urgency or so near to the drop date that if the mailing is delayed your promotion is chopped liver?
___Yes ___ No
14. Do you include testimonials from happy customers or donors?
___Yes ___ No
15. Is your offer so simple an idiot can understand it?
___Yes ___ No
16. Do you make it easy to respond?
___Yes ___ No
17. Has your paranoid legal department destroyed the flow of the argument with disclaimers and footnotes in gray sans serif mousetype and/or a bunch of the following in superscript: * ‡ ™ © 1 2 3 ?
___Yes ___ No
18. Before going live, have you handed your promotion off to a half dozen strangers—who have no skin in the game—to make sure the whole thing makes sense, tracks, and the ordering mechanism is smooth and easy?
___Yes ___ No
19. Can customers respond in the manner most convenient to them: mail, phone, fax, e-mail or via your Web site?
___Yes ___ No
20. Does your response link address take the customer to your general homepage, as opposed to a special satellite page that directly relates to the specific offer?
___Yes ___ No
21. Will the phone be answered no later than the second ring?
___Yes ___ No
22. Will everyone that answers the phone be expecting the call and have a working knowledge of the product so questions can be answered?
___Yes ___ No
23. Do you have a fail-safe system in place that enables you to measure responses by source and determine return on investment?
___Yes ___ No
24. Are you able to fulfill orders immediately?
___Yes ___ No
25. Are absolutely foolproof instructions included with the shipment?
___Yes ___ No
26. “The sale begins when the customer says ‘yes.’” —Bill Christensen
Does your fulfillment material resell the product and reassure the customer that buying it from you was a really smart decision?
___Yes ___ No
27. Does your fulfillment material make the customer feel good about doing business with you? Does it contain a phone number in case the customer has a question?
___Yes ___ No
28. Is the product or service ready to use immediately for instant gratification? In other words, can the customer wear it, eat it, start reading or listening to it, hang it on the wall, sit in it, or plug it in and have it do its thing the moment it's unwrapped?
___Yes ___ No
29. Do you make it easy to return the merchandise?
___Yes ___ No
30. If the promotional effort is successful, can you turn on a dime and roll it out immediately to new prospects?
___Yes ___ No
31. Is 20 percent of your marketing budget allocated for testing?
___Yes ___ No
Direct Mail
All of the above plus:
32. “A letter should look and feel like a letter.” —Dick Benson
Does your letter look and feel like a letter?
___Yes ___ No
33. If the letter is personalized, does the typeface in the personalization (date, name, address, salutation) match the typeface in the body of the letter?
___Yes ___ No
34. Does the signature look real (as opposed to a computer-generated font) and printed in blue or black ink (as opposed to red)?
___Yes ___ No
35. Are all the elements in the mailing small enough to fit in the envelope and folded so they're machine-insertable?
___Yes ___ No
36. Have you given the lettershop detailed instructions—and a sample dummy of the mailing—so no question exits about how every element is folded, which order it's inserted and which side faces the envelope flap?
___Yes ___ No
37. Has a USPS expert analyzed your entire mailing to guarantee that you're taking advantage of all possible merge/purge and CASS (Coding Accuracy Support Systems) technology and presort postal discounts down to carrier route sort?
___Yes ___ No
38. Have you checked with your local postmaster to be sure the thing is indeed mailable?
___Yes ___ No
39. Have you cleared the mail date with all the list owners from whom you're renting names?
___Yes ___ No
40. Are the permit numbers on your outgoing indicia and incoming business reply mail correct?
___Yes ___ No
41. Is the address on your business reply mail correct?
___Yes ___ No
42. Do you have postage money for the mailing on deposit with your lettershop or the USPS?
___Yes ___ No
43. Do you have money deposited in your USPS Business Reply account?
___Yes ___ No
Space (Off-the-Page) Advertising
All of the above plus:
44. “I’ve never bought an ad at full rate in my life.” —Iris Shokoff
Do you have a professional media buyer negotiating the best rates?
___Yes ___ No
45. Does the publication have a history of success with direct response advertisers, and have your competitors advertised there?
___Yes ___ No
46. If your ad is running in a niche publication (as opposed to general interest), have you versionalized the headline and copy to appeal to that specific readership?
___Yes ___ No
47. Is the order coupon on the lower outside corner of the ad (as opposed to the gutter, the top or worse, in the center?
___Yes ___ No
48. Is the coupon square or rectangular as opposed to a triangle, rhomboid, circle, or some other weird and disconcerting shape?
___Yes ___ No
49. Are the reply address, phone number, e-mail address and Web address on the order coupon as well as in the ad itself?
___Yes ___ No
50. Is there room on the coupon to legibly write a credit card account number?
___Yes ___ No
Catalog
All of the above plus:
51: Have you included an order form?
___Yes ___ No
E-mail/E-commerce
All of the above plus:
52. Is the subject line of your e-mail a grabber—irresistible?
___Yes ___ No
53. Will your subject line get past spam filters?
___Yes ___ No
54. Remembering that you're one click from oblivion, is your landing page powerful, to the point, easy to navigate, and not wordy or boring?
___Yes ___ No
55. Do distractions exist on your landing page that could take the customer’s mind off the business at hand (e.g., Investor Relations, Press Office, About Us, Site Security, etc.)?
___Yes ___ No
Broadcast—DRTV
All of the above plus:
56. Are your 800 number and Web reply address prominently displayed in large type at the bottom of the screen throughout the commercial?
___Yes ___ No
57. Have you alerted your inbound telemarketing operation as to the precise times that your commercials are running and provided a response estimate?
___Yes ___ No
58. Have you made arrangements to handle overflow calls during spike periods?
___Yes ___ No
OK, what have I missed?
Please go to the comment section and fill in any checks I've omitted.
- I will post your suggestions immediately.
- They will be added to the master checklist and posted on my Web site for all to steal.
Or e-mail me directly: dennyhatch@yahoo.com
55-Word Book Review
**** The Checklist Manifesto: How to Get Things Right by Dr. Atul Gawande. Dazzling descriptions of how checklists are created, save lives in hospitals, help Warren Buffett analyze companies, prevent disasters on crippled airliners, enable skyscrapers to be built, restaurants to run and how Wal-Mart saved New Orleans in Katrina. Checklists keep smart people from screwing up, as well as create teamwork and foster communications. A masterpiece! Metropolitan Books, 224 pp, ISBN-13: 978-0805091748, $24.50 hardcover. —DH 02-17-10
http://url2it.com/cerl
Takeaways to Consider
- Checklists in this complex, high-tech world are indispensable.
- [Checklists are] about how to prevent highly trained, specialized workers from making dumb mistakes.
—Bruce Ramsey, The Seattle Times, Jan. 7, 2010 - At Wright Airfield in 1935, a Boeing experimental Model 299—a proposed four-engine bomber—crashed on takeoff, killing two of the five crew members. The pilot had forgotten to unlock the hydraulic elevator and rudder controls. A checklist was created for future flights.
- The test pilots made their list simple, brief and to the point—short enough to fit on an index card, with step-by-step checks for takeoff, flight, landing and taxiing. It had the kind of stuff that all pilots know to do. ... You wouldn’t think it would make that much difference. But with the checklist in hand, the pilots went on to fly the Model 299 a total of 1.8 million miles without one accident. The army ultimately ordered almost thirteen thousand of the aircraft, which it dubbed the B-17. And, because flying the behemoth was now possible, the army gained a decisive air advantage in the Second World War, enabling its devastating bombing campaign across Germany.
—Atul Gawande, “The Checklist Manifesto" - Four generations after the first aviation checklists went into use, a lesson is emerging: checklists seem able to defend anyone, even the experienced, against failure in many more tasks than we realized. They provide a kind of cognitive net. They catch mental flaws inherent in all of us—flaws of memory and attention and thoroughness. And because they do, they raise wide, unexpected possibilities. But they presumably have limits, as well. So a key step is to identify which kinds of situations checklists can help with and which ones they can’t.
—Atul Gawande - In a complex environment, experts are up against two main difficulties. The first is the fallibility of human memory and attention, especially when it comes to mundane, routine matters that are easily overlooked under the strain of more pressing events. (When you’ve got a patient throwing up and an upset family member asking what’s going on, it can be easy to forget that you have not checked her pulse.)
—Atul Gawande - Faulty memory and distraction are a particular danger in what engineers call all-or-none processes: whether running to the store to buy ingredients for a cake, preparing an airplane for a takeoff, or evaluating a sick person in the hospital, if you miss just one key thing, you might as well not have made the effort at all.
—Atul Gawande - Checklists seem to provide protection against such failures. They remind us of the minimum necessary steps and make them explicit. They not only offer the possibility of verification but also instill a kind of discipline of higher performance.
—Atul Gawande
Web Sites Related to Today's Edition
“The Checklist Manifesto” by Atul Gawande
http://url2it.com/cerl
Atul Gawande
http://gawande.com/
The Seattle Times review of “The Checklist Manifesto”
http://url2it.com/cfad
Don Parcher, The Checklists Guy
http://checklists.com/blog



