Free Checklist Templates
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AML Checklist
Customer Identification
Verify customer address
Verify customer source of funds
Confirm customer occupation
Document customer identification
Transaction Monitoring
Monitor customer transactions
Identify any suspicious activity
Analyze customer transaction patterns
Review customer transaction records
Implement automated transaction monitoring systems
Sanctions Screening
Monitor customer activity for potential sanctions
Identify potential sanctions violations
Check customer names against sanctions lists
Check customer countries of origin against sanctions lists
Risk Assessments
Conduct customer risk assessments
Assess customer risk profiles
Identify customer risk factors
Develop a customer risk rating system
Implement customer risk management policies
Reporting & Compliance
File suspicious activity reports
Comply with local and international regulations
Develop a compliance program
Conduct regular compliance reviews
Ensure ongoing compliance with all regulations
Analytics Checklist
Data Collection
Define data sources
Identify relevant data
Establish data collection methods
Capture data
Data Analysis
Clean and prepare data
Analyze data
Identify insights
Test data accuracy
Data Presentation
Create visualizations
Develop metrics
Develop interactive dashboards
Create reports
Data Governance
Establish data security protocols
Create data retention policies
Identify data ownership
Ensure data privacy compliance
Annual Rental Property Inspection
This workflow template will help as a starting point for executing your rental property inspections.
The workflow includes conditional logic for displaying the correct number of bathrooms and bedrooms as well as garage and basement items.
Data Collection
How many bedrooms
How many bathrooms
Does unit have a basement
Does unit have garage or exterior
LIVING ROOM
Walls
Ceiling
Flooring
Doors & Locks
Windows
Curtain & Blinds
Lighting
Electrical Fixtures
Heating & Cooling
Smoke Detectors
KITCHEN
Walls
Ceiling
Flooring
Doors & Locks
Windows
Lighting
Electrical Fixtures
Cabinet Fixtures
Counter Tops
Sink & Plumbing
Stove, Hood & Oven
Refrigerator
Dishwasher
Smoke Detectors
BEDROOM 1
Walls
Ceiling
Flooring
Doors & Locks
Windows
Curtain & Blinds
Lighting
Electrical Fixtures
Heating & Cooling
Closets & hardware
Smoke Detectors
BEDROOM 2
Walls
Ceiling
Flooring
Doors & Locks
Windows
Curtain & Blinds
Lighting
Electrical Fixtures
Heating & Cooling
Closets & hardware
Smoke Detectors
BEDROOM 3
Walls
Ceiling
Flooring
Doors & Locks
Windows
Curtain & Blinds
Lighting
Electrical Fixtures
Heating & Cooling
Closets & hardware
Smoke Detectors
BATHROOM 1
Walls
Ceiling
Fan & exhaust
Flooring
Doors & Locks
Windows
Lighting
Wash Basin & plumbing
Shower & Bathtub
Toilet & Plumbing
Mirrors
Cabinet Fixtures
BATHROOM 2
Walls
Ceiling
Fan & exhaust
Flooring
Doors & Locks
Windows
Lighting
Wash Basin & plumbing
Shower & Bathtub
Toilet & Plumbing
Mirrors
Cabinet Fixtures
BASEMENT
Plumbing
Windows
Drains
Mold & Walls
Insulation
EXTERIOR
Garage
Deck or Patio
Lawn
Parking Area & Driveway
MISCELLANEOUS
Fire Extinguishers
Stairs
Hallways
Attic
Exterior door - seals and threshold
Apartment Turnover Maintenance Checklist
General
Tile and hardwood floors (loosening, scuffs, scratches, cracks)
Carpeting (stains, tears, holes, burn marks)
Walls and ceilings (nails, hooks, holes, marks, chipping paint)
Ceiling fan (loosening)
Windows, screens, and tracks (cracks, tears)
Blinds and shades (tears, damage)
Doors, conventional and sliding (tracks, dents, scuffs)
Kitchen
Sinks and drain (signs of leakage)
Garbage disposal (signs of leakage)
Countertops (scratches, burns, marks)
Pantry, cabinetry, and drawers, inside and out (shelving, handles/knobs, scratches, scuffs)
Microwave
Stovetop and oven
Exhaust fan and light (filter)
Refrigerator and icemaker (door seal, drawer and platform cracks, signs of leakage)
Dishwasher (signs of leakage)
Bathroom
Sink and drain (signs of leakage)
Bath and shower (signs of leakage)
Grout (signs of leakage)
Cabinets and drawers, inside and out (shelving, handles/knobs, scratches, scuffs)
Exhaust fan (filter)
Vanity top and mirror
Bedrooms
Blinds
Ceiling Fan
Closet Rod/Racks
Closet/Drawer Knobs
Crown Molding
Doorstop/Hinges/Closer
Flooring
Light Fixtures
Privacy Lockset
Smoke/CO2 Alarms
Wall Base/Base Trim
Wall Plates
Window Screens
Additional
Smoke detectors (batteries)
Carbon monoxide (batteries)
Light fixtures and bulbs
Patio/deck/terrace
Applicant Review (Tenant Screening)
Gather Info
Email address of applicant
Date of move in
Address of property
Employment & Previous Landlord Confirmation
Reach out to previous landlord to ask questions about prospective tenant.
Send a landlord verification form for them to fill out and fax back to you.
Send employment verification to employer to complete
Co-signer required
Credit Report & Background Check
Run credit check
Applicant credit score
SSN Validation
Death index check
Criminal record search
Sex Offender Report
Name and Address Validation
Co-signer
Consigner contact name
Cosigner email
Decision
Accepted or Rejected?
If Accepted
Start the New Tenant Onboarding workflow
If Rejected
Send rejection email
Attorney Offboarding Checklist
Administrative Offboarding
Update and store employee records (e.g. contracts, vacation, sick leave, etc.)
Terminate access to corporate systems (e.g. emails, networks, applications, etc.)
Remove employee from payroll and benefits system
Collect equipment, keys, and access cards
Notify relevant stakeholders (e.g. clients, colleagues, etc.)
Financial Offboarding
Close corporate bank accounts and credit cards
Update accounts receivable records
Update accounts payable records
Calculate vacation pay and other benefits
Finalize any outstanding payments or reimbursements
Legal Offboarding
Review existing contracts for termination or transfer clauses
Document the reasons for termination
Check for any potential legal liabilities
Check for any potential conflicts of interest
Ensure employee has received all required documents (e.g. severance agreement, COBRA forms, etc.)
Attorney Onboarding Checklist
Recruiting
Post job advertisement
Screen and interview candidates
Verify qualifications
Create job offer and negotiate salary
Onboarding
Complete paperwork (e.g. W-4, I-9, Background Check)
Discuss benefits and discuss company policies
Perform orientation
Assign physical space and office equipment
Training
Develop individualized training plan
Orient attorney to legal software/systems
Provide detailed job instructions
Schedule training sessions
Monitor progress
Professional Development
Establish relationships with mentors
Establish relationships with other attorneys
Identify and discuss professional development goals
Develop strategies to reach goals
Ongoing Support
Assign an onboarding buddy
Provide frequent check-ins
Monitor progress towards goals
Offer resources for any issues that arise
Auditing checklist
Planning
Develop a plan for the audit
Develop a timeline
Identify roles and responsibilities
Identify and obtain relevant records
Evaluation
Identify areas of potential risk
Examine and evaluate financial statements
Review internal control systems
Analyze financial data
Investigate potential irregularities
Reporting
Prepare an audit report
Document findings and recommendations
Present findings to management
Follow up on audit recommendations
Before Publishing a Blog Post
Headline
Would someone type my headline into Google?
Does my headline evoke curiosity?
Is my headline short and to the point?
Is my headline clear?
Am I using emotions?
Does my headline contain any popular keywords or phrases?
Introduction
Am I hooking my readers?
It is concise?
Does it provide a detailed overview?
Did I include a picture?
Body
Did I use subheadings?
Are my paragraphs fewer than 5 lines?
Am I creating a conversation?
Did I italicize my questions?
Am I telling a story?
Am I using media to enhance my content?
Is my content concise?
Am I trying to act smart?
Did I tie in any current events?
Which emotion am I appealing to?
Did I format my post correctly?
Did I link out to anyone?
Did I mention any experts in my post?
Did I back up my claims?
Conclusion
Did I end my post with a question?
Was I able to summarize my post within 3 short paragraphs?
Is my summary shorter than 200 words?
Did I leave things open?
Does my conclusion encourage people to read my content?
Promotion
Am I publishing my post during the ideal time and day?
Should I publish the post on my site or someone else’s?
Am I collecting emails?
Do I have a lead magnet?
Do I have social sharing buttons throughout my post?
Did I create a list of social profiles within my space?
Am I using social media meta tags?
Did I mention my expert sources when sharing?
Have I direct-messaged influencers on LinkedIn?
Have I re-purposed my content?
Have I shared my content more than once?
Billing and Collection Checklist
Billing
Ensure all relevant billing information is accurate
Check for any outstanding or overdue payments
Send invoices to customers in a timely manner
Follow up on any unpaid or overdue invoices
Update customer account records as needed
Collection
Initiate collection activities for overdue invoices
Contact customers by phone or email about overdue payments
Negotiate payment plans with customers as needed
Follow up with customers regularly to ensure payments are being made
Update the accounts receivable system as needed
File legal documents as necessary to collect unpaid balances
Billing Checklist
Client Information
Client name
Invoice number
Date of invoice
Invoice amount
Billing Details
Description of services
Number of hours/units billed
Hourly rate
Payment terms
Fee schedule
Accounting Information
Name of accountant
Accounting contact information
Accounting software used
Accounting policies and procedures
Payment Tracking
Receipt of payment
Payment method
Payment date
Payment amount
Filing Information
Date filing was sent
Date filing was received
Copy of filing
Copy of invoice
Blog Post Promotion
Day One
If originally published to Medium, repost to company blog; and vice-versa
Set up schedule for the first 4 weeks of social media updates using Buffer (Hootsuite/etc)
Pin to Pinterest if appropriate
Day Two
Ensure people in the organization have recommended the Medium post
Republish on LinkedIn pulse
Make sure all team members have RTd/shared the blog post
Share on sub reddit related to the topic
Day Three
Reach out to influencers or people mentioned in the post to ensure sharing
Repost as SlideShare
Blog Post Review (Before Publishing)
Title is SEO and social media friendly?
A good use of headings to break up text?
At least one amazing image?
Is there a question at the end to encourage comments and discussion?
At least one huge pull quote?
Have you linked to previous blog posts?
You've clicked every link?
Have you had someone else read it?
Bookkeeping and accounting checklist
Bookkeeping
Categorize all transactions
Reconcile bank accounts
Ensure all accounts are balanced
Update the general ledger
Prepare and file sales and payroll taxes
Accounting
Prepare financial statements
Analyze and interpret financial data
Identify areas of cost savings
Implement internal control procedures
Monitor financial performance
Budgeting and forecasting checklist
Budget Preparation
Estimate revenue and expenses
Identify any one-time or special expenses
Set goals and objectives
Assign responsibilities
Analyze data and trends
Forecasting
Examine economic and industry trends
Analyze historical financial data
Identify key drivers of future performance
Assess changes in customer demand
Estimate future revenue and expenses
Budget Review and Monitoring
Review budget performance against goals and objectives
Monitor performance metrics
Track actual versus budgeted results
Adjust budget as needed
Review and revise budget on a regular basis
Business Continuity Checklist
Staffing
Identify essential personnel
Identify backups for essential personnel
Identify emergency contact information for personnel
Equipment
Identify necessary equipment for business continuity
Identify backup systems for equipment
Identify emergency locations for equipment
Data
Identify vital data sets
Identify backup systems for data sets
Identify emergency locations for data sets
Communication
Identify emergency communication systems
Identify emergency contact information for customers
Identify emergency contact information for vendors
Processes
Identify necessary business processes
Identify backup processes for business continuity
Identify emergency locations for processes
Business Continuity Planning Checklist
Preparation
Identify mission-critical functions and processes.
Identify any dependencies on external services and suppliers.
Develop a business impact analysis identifying the potential risk and impact of an interruption in service.
Review existing business continuity plans (BCPs) and update as necessary.
Develop and/or update a BCP, including a plan for system recovery and data backups.
Ensure any plan includes contingencies for key personnel in the event of an emergency.
Identify and document any necessary resources, such as alternate work sites, off-site storage, and communication systems.
Identify necessary training for personnel in the event of an emergency.
Test and verify the BCP to ensure effectiveness.
Implementation
Develop a communication plan to notify personnel and stakeholders of an emergency.
Train personnel in the BCP.
Ensure the necessary resources, such as alternate work sites, off-site storage, and communication systems, are available and operational.
Implement the BCP in the event of an emergency.
Monitoring
Monitor the effectiveness of the BCP on an ongoing basis.
Evaluate the BCP and make necessary updates.
Review and update the BCP periodically.
Ensure personnel are adequately trained in the BCP.
Business structuring checklist
Legal Structure
Determine the business type (sole proprietorship, partnership, limited liability company, etc.)
Obtain any necessary permits or licenses
File the appropriate paperwork with the state
Register for applicable taxes
Obtain an Employer Identification Number (EIN)
Financial Structure
Establish a separate business bank account
Set up a bookkeeping system
Establish a budget and track expenses
Monitor cash flow
Human Resources
Determine employee needs
Develop a hiring process
Create job descriptions
Develop employee benefit plans
Technology Infrastructure
Identify hardware and software needs
Establish a backup system for data
Set up a secure network
Develop a system for online payments
Business succession planning checklist
Business Succession Planning Checklist
Create a timeline for the succession process
Identify possible successors
Develop a succession plan
Create a job description for the successor
Train the successor
Monitor the transition
Monitor the performance of the successor
Update the succession plan annually
Evaluate the plan and make any necessary changes
Business valuation checklist
Financial Information
Financial Statements
Tax Returns
Projected Financial Statements
Assets
Real Estate
Equipment
Intangible Assets
Inventory
Industry Analysis
Industry Trends & Outlook
Competitor Analysis
Porter’s Five Forces Model
Market Analysis
Market Size & Share
Geographic Segmentation
Demographic Segmentation
Valuation Analysis
Discounted Cash Flow
Comparable Analysis
Asset-Based Valuation
Cost-Based Valuation
Buyer's Checklist
Essential Information
Financial Information: mortgage pre-approval letter, proof of funds, bank statements, etc.
Legal Documents: copy of the deed, property survey, title insurance, etc.
Home Inspection: review of the inspection report, any follow-up inspections, etc.
Closing
Closing Costs: review of all closing costs and fees, title insurance, etc.
Escrow Account: review of the escrow account, transfer of funds, etc.
Signing Documents: review of documents to be signed, understanding of the documents, etc.
Moving
Moving Date: review of the moving date and timeline, ensuring all items are complete, etc.
Moving Company: selection of a moving company, booking the move, etc.
Utilities: transfer of utilities to the new home, scheduling of installation, etc.
Other
Insurance: selection of homeowner’s insurance, ensuring coverage is adequate, etc.
Home Maintenance: selection of a home maintenance company, scheduling of services, etc.
Home Warranty: selection of a home warranty company, understanding of coverage, etc.
Case Management Checklist
Client Intake
Gather all necessary documents and information
Review documents and information for accuracy
Draft a case intake form
Follow up with client for any additional information needed
Obtain signed retainer agreement
Case Management
Set up case file
Identify applicable laws and regulations
Research and review relevant case law
Draft pleadings and motions
Monitor deadlines
File pleadings and motions
Request discovery
Analyze and respond to discovery requests
Prepare witnesses and evidence
Attend hearings and trial
Negotiate settlements
Closing Out
Prepare and file final order or judgment
Follow up with client on status of case
Close out case file
Disburse funds
Send final invoice to client
Update practice management system with case status
Cash flow analysis checklist
Objective
Understand the sources and uses of cash flow
Analyze the company's current cash flow
Identify potential areas of improvement
Cash Flow Sources
Sales Revenue
Investment Income
Debt Financing
Equity Financing
Borrowings
Cash Flow Uses
Operating Expenses
Capital Expenditures
Interest Payments
Dividends
Loan Repayments
Analysis
Compare cash flows from different periods
Analyze trends in cash flows
Identify potential areas of improvement
Identify potential sources of additional cash
Evaluate the company's ability to meet its current obligations
Change Order Request Checklist
Project Information
Name of Project
Project Number
Project Manager
Change Order Request
Change Order Number
Description of the Change Order
Initiator of the Change Order
Reason for the Change Order
Impact of the Change Order (cost, timeline, scope of work)
Approvals
Approval of Change Order Request by Project Manager
Approval of Change Order Request by Owner
Approval of Change Order Request by Contractor
Approval of Change Order Request by Architect/Engineer
Review and Execution
Review of Change Order Request by Project Team
Execution of Change Order Request
Completion of Change Order Request
Claim Processing Checklist
Data Validation
Verify that all required data is present
Check that all data is within the required parameters
Look for any discrepancies in the data
Eligibility Verification
Check the insurance policy to make sure the claim is covered
Ensure that the claim was submitted within the time frame
Confirm that the policy is still active
Documentation Review
Verify that all necessary documents have been provided
Check for any inconsistencies between the documents provided and the data in the claim
Look for any discrepancies between the documents provided and the policy
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