Home > Small Business Encyclopedia > Checklists Article Archive

Checklists

30-Day Sales Plan Checklist
Reach your sales goals with the 10 action items on this sales plan checklist.

SBA Loan Checklist
Before you try to get an SBA loan, you need to be prepared. This form will assist you in assembling the necessary documents you need to obtain an SBA loan.

Should You Be a Franchisee?
Use this checklist to carefully consider before buying your own franchise or small business.

VC Meeting Checklist
Don't waste potential investors' time--and ruin your chances of funding--by not being prepared. Before meeting with potential investors, be sure you can answer these questions.

Manufacturer Analysis Checklist
Use this form to help you plan an efficient layout for your manufacturing site.

Marketing Campaign Planning Checklist
Before you begin your market research campaign, use this form to analyze the costs.

Office Essentials Checklist
When setting up a new office--or sprucing up an old one--use this checklist to keep track of the technology, furniture and supplies you may need.

Risk Management Worksheet
While insurance is a must to protect your business, you can also control your exposure to risk by instituting programs to minimize it. Use this checklist to get started.

Sales Rep Evaluation Checklist
Use this checklist when evaulating different sales representatives with whom you might contract to sell your goods.

Homebased Business Startup Checklist
Use this extensive checklist to make sure that you cover all your steps when starting a homebased business.

Idea Evaluation Checklist
Got a great idea for a product or service? Use this checklist to help you evaluate the idea to determine if you should start a new business.

Questions Not to Ask During Interviews
Some questions are illegal to ask during job interviews. Here is a checklist with the questions you should sidestep.

Location Worksheet
Deciding upon a location can be one of the most important business decisions you make. Use this checklist to ensure that you answer all possible questions about a location to gauge its strengths and weaknesses as a potential site for your business.

Manager's Pre-Dismissal Checklist
When an employee is leaving the company, use this checklist to make sure that he or she returns all company property and all paperwork is completed.

Equipment Leasing Checklist
When deciding to obtain equipment, you need to determine whether it is better to lease or purchase the equipment. Use this checklist to compare the costs for each option.

Financial Record Storage Chart
Use this checklist to ensure that you're saving the right financial records for tax purposes and keeping them for an appropriate amount of time.

eBay Startup Checklist
Ready to start your adventure on eBay? Use this step-by-step checklist to start your business off right.

Business Plan Updating Checklist
Here are seven reasons to think about updating your plan. If one applies to you, it's time for an update.

Business Lease Checklist
After you've chosen a site for your business, don't sign any lease without first going over this checklist.

Advertising Checklist
Before you launch your ad campaign, consult this checklist to make sure that both your ad and your message are right on target.

Business Evaluation Checklist
Use this extensive checklist to make sure you get answers to all your important questions before you purchase a business.

21-Point Invention Evaluation Checklist
Honestly evaluating your product against general, industry, market and product criteria will help determine whether it has a good chance of success. Use this checklist to perform that evaluation.