This checklist for your business operation
Company Information list
- Company contact information (address, phone, website, email addresses for key personnel and departments)
- Hours of operation
- Organizational chart
- Job descriptions for each job in the company
- Relevant Password lists or where to find them
- Emergency procedures
- Disaster recovery plan
Contact info for:
- All employees
- Vendors/suppliers
- Insurance companies
- Bank accounts
- Attorney
- Landlord
Departmental operations List
List the policies and procedures of each functional area or department of the business. Policies are rules (what to do and what not to do). Procedures are step-by-step explanations of tasks.
Policies and/or procedures for
- Administration (Email, Phone, etc.)
- Accounting
- Communication (phone & email)
- Customer Service
- Fulfillment
- HR (Employee Handbook)
- Maintenance and repair
- Marketing/Advertising
- Order Processing
- Payment processing
- Reports and record-keeping
- Sales
- Safety and security (OSHA)
If you’re in need of extra support to implement important procedures and processes for your business, you can set a 30 min commentary appointment.