Checklists

30-Day Sales Plan Checklist

Reach your sales goals with the 10 action items on this sales plan checklist.

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.

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.

Sales Rep Evaluation Checklist

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

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.

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.

Marketing Campaign Planning Checklist

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

Manufacturer Analysis Checklist

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

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.

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.

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.

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.