Business & Marketing

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Business Checklist

Business Strategy Checklist

___ In the first 3-36 months of my business, I successfully completed a sales and expense forecast.

___ Over the first three months, I successfully completed a start-up cost budget that includes equipment and capital expenditures and organizational expenses.

___ I have thoroughly outlined in a reporting form what each staff member’s job entails and how often they should report to me.

___ Having charted a step-by-step plan of action, I have ensured a smooth procedure that can be easily followed by anyone. 

___ I keep my tasks and those I delegate separate, and I monitor as needed.

___ I hired a competent attorney, as well as a CPA, business consultant, and business coach to assist me. 

___ I utilize well-sourced sales projections to establish inventory, personnel, and monetary needs. 

___ My ultimate goals are clearly stated, visually displayed, and tracked so that they are thoroughly understood by everyone, including myself. 

___ If a plan that I have implemented is shown by current market indicators to be lacking, I am always willing to rethink, rewrite, or even scrap the initial plan. 

___ I make sure that I am always on course by tracking my plan of action daily. 

___ I target new demographics and devise effective ways of defining their needs and wants.

___ My business plan is always changing, as is the market.

___ Having studied successful business models, and educated myself about modern business practices.