The link that Rand twittered was this one to the Financial Times. It's a story about checklists. Yeah, *yawn* right? Well not quite - you see these checklists, used by all kinds of people from pilots to doctors, have
The book’s main point is simple: no matter how expert you may be, well-designed check lists can improve outcomes - freakonomics
been shown to increase safety, save lives and make millions. Atul Gawande is a surgeon and has worked hard to get checklists implemented in the medical profession to help save lives. He's written a book about these checklists called The Checklist Manifesto (Amazon.com or Amazon.co.uk). If you want to read more about these fascinating checklists and their incredible power I suggest you check out the FT link above or click here to read this New Yorker article written by Atul Gawande himself. Also, be sure to check out a sample from one of the medical checklists.That said, this is the internet age - why should we be forced to read anything at all when we can instead get all the knowledge we need through a short and catch video clip? Well, here's the short and catchy video clip of John Stewart's interview with Atul Gawande on The Daily Show (sorry, only available to US viewers I'm afraid - c'mon guys get your act together. I can watch the show in the UK, why can't I watch clips online from the UK?):
The Daily Show With Jon Stewart | Mon - Thurs 11p / 10c | |||
Atul Gawande | ||||
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As you have probably guessed by now, I was inspired by all of this to apply some of this checklist theory to our SEO projects. The main idea being that while we all know what to do - sometimes we forget to do some of the basics and by having a simple checklist at hand we can make sure we don't miss anything out. There are obviously lots of different areas of SEO that this would apply to (and other areas - I think it'd work great for PPC) but I've chosen to focus on new projects. Below is a checklist that I am in the process of implementing at Distilled for any new SEO project which comes on board. I anticipate that it's still useful for in-house folks too when launching a new site or project. I welcome your feedback and thoughts on this work in progress!
SEO Project Kickoff Checklist
Is billing set up? - This is useful to ensure that not only is the client in the system and set up for billing but that the project has actually transitioned from sales to operations. It's also essential to check here that the SEO team knows how much the client is paying.Is the project in the project management system? - This is a no-brainer (like all the things on the list!) but useful to ensure that you can keep track of the project. In addition it's important to ensure client contact details are stored there.
Introduce all team members - Ensure anyone within the company who's working with this client has sat down and knows what everyone else is doing. This is especially important if the client is paying for multiple services such as PPC, Web Development, SEO etc.
Do you know which URL you're working on? - Often you'll start work for a company but that business may own many different sections and URLs. Which one are you working on?
What is a conversion? - Whether goal tracking is set up or not in analytics it's crucial to understand what a conversion is and how much that conversion is worth to the business.
Do you have access to analytics & webmaster central? - SEO without data is like the winter olympics without snow. Ensure you have access to the data from the very start.
Check for irregularities - validating analytics data can be a complete piece of work sometimes, that's not what I mean here. What I mean here is just a quick sense-check that the site ranks for it's own name, that analytics data vaguely ties up with rankings, PPC traffic isn't appearing in analytics as organic etc.
Benchmark current data - The three data points I think it's useful to benchmark (that you can't go back and check later) are: 1) Link metrics (my favourite are DA and PA) - it's useful to store a copy of linkscape somewhere too, 2) A count of indexed pages (yes, I know this is sometimes wildly inaccurate but it's still worth noting down), 3) A snapshot of rankings for the top 20 keyphrases (full rank tracking/analysis can be set up later in the project).
Has a kickoff meeting with the client been scheduled? - And does the client know who their contact is within the SEO team.
not to be too self serving but i hate screenshots of tweets... you should embed an interactive version of the tweet directly inline that looks exactly like it does in a twitter stream... big version soon to follow (i also have a wordpress plugin planned)
i just think its nicer to have text with link to original source and ability to reply to it :)
that's a nice tip - I'd not see that before thanks, Ill start using that in future
Super tip neo!
Thank you
Some of the worst mistakes I've seen in the development/SEM world arrived from oversight on simple, straightforward tasks.
Once you have people who grow comfortable that they "know the process," you have a potentially dangerous situation.
Who of us hasn't left the milk out after breakfast?
Your thumb up made me want to thumb up, so I thumbed up.
I don't mean to boast... but I can't remember ever leaving the milk out after breakfast not on purpose. Then again, I'm a neat freak :D.
The unforeseen benefits of a cheesy avatar...
Oh sure there's always one. ;)
Haha, I must admit, the avatar does entice the thumbs up click :)
Changing mine to a thumbs down went through my mind.
Haha Td. I wouldn't recommend that ;)
And who hasn't put the milk in the cupboard and the cereal in the fridge?
I've never done that but I've put a full glass of orange juice in a cupboard and just wandered off for a bit.
Great post. It's pretty useful :)
I love checklists but beware the risk of running on auto-pilot and missing something just because 'it wasn't on the list'.
Also, while it may be helpful to work with someone elses checklist at first, each business / service / whatever is unique. Time should be taken to create your own thorough and unique list which can be modified as needed. Even just within the scope of SEO, 100 businesses would likely come up with 100 different SEO checklists.
Yeah I'm in total agreement with you.
There are tones of generic checklists but most times its always good to take bits of pointers from these checklists to make your own unique copy applicable to your company and its goals.
I saw an episode of ER once (a long time ago) and the plot was that Eric LaSalle's character, Dr. Benton, and his team were about to operate on a fellow doctor; I think it was Dr. Carter or maybe Dr. Green, and there was this other very experienced genious doctor in the room who kept saying stuff like, "Let's get on with it" and "hurry up, I don't have all day," etc.Â
Dr. Benton broke out a checklist and started going through it--that crappy doctor was pissed, but the list only took *maybe a minute to go through and it turned out there was something on the list they didn't have in the room that they would need in case X happened. The crappy doctor was all like, "I don't have time for this," and one of the nurses went and got that machine (or whatever it was) and Dr. Benton was like, "See, I told you so, you a$$!" (And the crowd cheers--yay Dr. Benton!)
This post reminded me very much of that episode. And what I'm now wondering is if they put that whole scene in the episode based on Gawande's book, or maybe something similar. It sounded like it was a real-life initiative hospitals were pretty new to at that time (must have been over ten years ago cause that show was on FOREVER). The checklist in the episode included an introduction of all the team members, nurses included, the date, the time, what the procedure was supposed to be...really mundane stuff, but it was necessary and turned out to be a good thing.
Anyway, great post. :)
My favorite quote: SEO without data is like the winter olympics without snow. So true Tom.
I love the checklist concept myself, it's like a right brain, left brain thing (I'm not sure which I am, but I'm the kind that likes checklists)
Great checklist for what I kinda call pre-SEO. Although fortunately/unfortunately for me, I don't have to worry about a lot of these things... :-)
The joys of not being a senior SEO expert. Although the goal is to get there, eventually. I'll definitely hold on to this checklist for that time in my SEO life when I become the boss.
Cheers!
www.expertchecklists.com
Expert Checklists is a new web app for professionals working in difficult and complex environments. Users can work together to create and discuss very effective checklists for their fields. They can also customize checklists for their own needs and download in a convenient PDF format . Applications include medicine (for example WHO safe surgical checklist), aviation, adventure sports, and project management. The site was inspired by the book 'Checklist Manifesto' by Atul Gawande.
Hoping someone can confirm what DA & PA are related to link metrics?
Bueller?
Domain Authority & Page Authortity?
That's my vote too macz_g.
Great post, can be very usefull for any SEO Company.
Tom, great checklist. I know it's an old post but wow, its an evergreen post, very useful.
Thanks Tom!
Great actionable post. I am a big fan of using a check list and with SEO being a mix of science and art its important to keep track of what you have done on paper.
Awesome. We use checklists extensively in organizing our agency SEO, PPC, and Social Media work. So when I saw Gawande's book in the airport last month, I yelled in my head "YES." :-)
The more of an expert you are, the busier you get, and the more likely you are to forget a detail. Checklists are indispensable.
Checklists are something that I had the obligation to use since my college times, as it was something I need when studying things like Latin or Filology... which are really schematics themes.
Therefore I'm used to them.Â
I created very useful ones when I was working in the copyright buy/sell industry, where I combined them with the flow chart style (if a is done then check b and c... if a is done but not a1, then do a1 before going to c... well, they are easier to understand with a graphic)
And right now I use them for the SEO and Web Marketing jobs. Without them (and due to my misleading memory) I would be lost.
Finally, I'm used to have all those lists in the Cloud and shared with all the collaborators working on the same project.
Once more a very useful & hands-on post. Even though it's the it-age, I'm still a fan of useful checklists ;-)
I actually think a large part of SEO itself can be structured around checklists. I love to use them myself. []Is the tag fitting, relevant and unique? []Does the page include one ? etc.
::edit:: the point in using checklist is to make SEO more structured and less abstract.Â
Nice post.
I would also recommend Atul Gawande's 2 previous books, 'Complications' and 'Better'.
They are more medically based but are fascinating and they do focus on similar themes of how to improves one's performance, which can be applied to any field on work.
Nice post, gets the mind going.
I must admit, I'm not a huge checklist person, I feel that when it comes to the web, specifically, it's incredibly difficult to stick to a set list as each project has so many variables, that confining it doesn't always work.
That being said, I think the list you put together would work for most projects, what would you recommend for projects that deviate from the norm?
Hi Christopher,
I think the point of the checklist manifesto is not to cover all bases but rather to cover important basics to ensure that all the important basic steps are implemented for each project. If you look at the example checklist I link to you'll see how a medical one works.
Therefore the idea is to be generic and cover basics rather than cover ALL eventualities.
Thanks
Tom
Hi Tom,
Exactly what I was expecting in response, super, I was more interested in just confirming my assumptions.
A basic checklist will always add value to a project, no doubt about that.
Thanks mate :)
Great post! Indeed these are all items we have to handle with sooner or later.
Thanks for this checklist.
however it says "sorry videos not currently available in your country"
my country being the UK? were you here when you posted this Tom?
Hi MOGmartin, as I noted in the post unfortunately the video is only available in the US. That said - here's the episode avaiable online to watch wherever you are:
https://bit.ly/8ZOtBY
thanks for the link, will check it out now
Thanks for the link to the video. Really informative.
I love a good checklist (even if it can't always account for all the nuances of a problem or situation). Thanks a lot for this Tom and lookin forward to some more checklists soon.
Awesome post Tom. I absolutely love checklists!
The devs at work have just implemented a project management system (it's called ProjectPier, an open source system based on ActiveCollab - check it out) and I'm loving it. It's a bit sad actually, sometimes I set myself a task that I know I will easily complete just so I can check it off... It feels amazing.
On a more serious note: checklists are an essential part of day-to-day business if you want to succeed and be able to provide for customers. My girlfriend always says to me: "If you fail to plan, you plan to fail."
That's what she said!! Wait, no... :-)
Yeah, I think they can be very powerful especially in highly complex and fast-changing industries such as SEO! I'll check out that proj management software, thanks.
Haha - that doesn't work. I managed to get the perfect "that's what she said" in at work the other day - it was a cracker.
It's still in RC stages at the moment, but from what I've seen so far, version 1 is set to be really good.
Checklists are vital to the success of any SEO campaign. Keeping records and knowing exactly where you are heading is the key.
Great Post!