Monthly Server Maintenance Checklist

Server Environment
Check the environment in the server room for temperature, humidity, and ventilation.
Check the power supply, UPS, and any other power-related components.
Check the cooling system, and ensure that all fans are working properly.
Check the server and any other equipment to make sure they are running properly.
Check the operating system, and ensure that it is up to date.
Check the system logs for any errors or warnings.
Check for any security patches or updates that need to be installed.
Check the system configuration and make sure all settings are correct.
Check the disk space and make sure there is enough free space.
Check the database for any errors or inconsistencies.
Check the database backups, and ensure they are running correctly.
Check the database performance and make sure it is running optimally.
Check the database security, and make sure it is up to date.
Check the network connections, and make sure they are functioning properly.
Check the network security, and ensure that all ports are secure.
Check the network performance, and make sure it is running optimally.
Check the firewall security, and ensure that all settings are correct.
Check the security settings, and ensure that all settings are correct.
Check the antivirus software, and make sure it is up to date.
Check for any unauthorized access, and make sure there are no security breaches.
Check the backup system, and make sure it is running correctly.
Check the backup logs, and make sure there are no errors or warnings.
Check the backup storage, and make sure there is enough free space.
Check the hardware components, and make sure they are functioning properly.
Check the hard drives, and make sure they are running optimally.

Employee Onboarding

This workflow was created by Nicole Legault,
Send welcome email to new hire including...
Complete the background check
Add new hire to HRIS/Personnel systems
Prepare forms and documents
Provide employee handbook
Provide benefits information
Announce new hire and start date
Schedule a first day check in with HR
Schedule orientation
Schedule team lunch
Schedule lunch with CEO
Schedule check-in meetings
Provide new hire information about
Assign a peer mentor
Send a welcome email
Introduce to the team
Introduce to stakeholders and key contacts
Schedule one-on-ones
Prepare training schedule
Set goals for new hire
Schedule day 1 meeting and discuss
Order any required IT hardware
Create Active Directory User ID
Create email account
Provide access to shared networks
Provide security system access (physical and virtual)
Provide access to distribution lists
Provide access to databases
Provide access to company system
Provide access to company accounts
Setup and configure computer
Deliver IT equipment (remote)
Setup and configure office phone
Setup and configure mobile device
Provide login credentials
Provide training on
Provide instructions to
Schedule a first day IT check in with new hire
Order company swag
Setup desk and workspace
Take employee photo
Create security ID badge
Create biometrics
Create parking pass
Provide tour of office
Add new hire to payroll
Provide training on how to submit expenses
Send welcome email to new hire
Schedule day 1 meeting
Schedule week 1 meeting
Schedule month 1 meeting
Schedule month 2 meeting

Getting started with Manifestly

First Section
A step with conditional logic.
Understanding Workflows
This step has a due date setting to be due 20 minutes after the run was started. If the step is late, you'll get a notification
A step with a data collection field of Yes/No which is used to show the next section of this workflow
We assigned this step to you by using a role.
Understanding Runs
A quick video on the relationship between workflows and runs (and an example of embedding videos)
You can add another person to this run using the +👤 icon in the upper right of this page
You can assign any step to another person using the avatar image to the right
When commenting on a step, if you @mention the person they'll receive a notification with your comment
Tracking Progress
Your team can customize your notification settings
Summary views. View and work on multiple runs in progress at the same time.
Exporting detailed data and viewing custom reports
User Management and Pricing
Use departments to separate workflows and people for more privacy
Understand pricing and the 3 different user permissions levels
Slack integration. Use workflows right within Slack.
Microsoft Teams integration. Create and use workflows within MS Teams.
Salesforce integration
Integrate using an integration platform such as Zapier
Using web hooks and the Manifestly API for total integration control
Next steps
Create your first workflow
Simply delete the test department we created or this workflow we created when you're done with this.

New Client Onboarding

Send welcome letter
Send new client questionnaire
Connect on social media platforms
Information Gathering
Create dropbox or Google folder for storing internal client documents
Create shareable folder with client
Ensure you have necessary assets of client - logo, colors, design guide
Establish billing information
Obtain primary email address for your newsletter
Obtain primary address for postal correspondence
Update CRM with client information
Internal Orientation Meeting
Assemble members of your team
Assign roles/tasks
Schedule the initial client meeting
Gather client materials
Kick-off meeting
Determine attendants for both the client and firm
Plan for meeting (conference room, food, cleanliness, etc.)
Schedule the meeting
Prepare materials and coffee/snacks
Post Kick-off meeting
Follow-up phone call next day
Schedule 2-week follow-up phone call

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
Doors & Locks
Curtain & Blinds
Electrical Fixtures
Heating & Cooling
Smoke Detectors
Doors & Locks
Electrical Fixtures
Cabinet Fixtures
Counter Tops
Sink & Plumbing
Stove, Hood & Oven
Smoke Detectors
Doors & Locks
Curtain & Blinds
Electrical Fixtures
Heating & Cooling
Closets & hardware
Smoke Detectors
Doors & Locks
Curtain & Blinds
Electrical Fixtures
Heating & Cooling
Closets & hardware
Smoke Detectors
Doors & Locks
Curtain & Blinds
Electrical Fixtures
Heating & Cooling
Closets & hardware
Smoke Detectors
Fan & exhaust
Doors & Locks
Wash Basin & plumbing
Shower & Bathtub
Toilet & Plumbing
Cabinet Fixtures
Fan & exhaust
Doors & Locks
Wash Basin & plumbing
Shower & Bathtub
Toilet & Plumbing
Cabinet Fixtures
Mold & Walls
Deck or Patio
Parking Area & Driveway
Fire Extinguishers
Exterior door - seals and threshold

Monthly Server Maintenance Checklist

Having a comprehensive server maintenance checklist can help you ensure that your servers are always up and running smoothly. Setting up a routine for monthly server maintenance is especially important if you have a team of people who manage multiple servers; by working together to go over the entire list each month, they can ensure that all of their servers remain secure and performant.
Name of Server
The static IP address of server computer
MAC address of server computer
Maintenance Date
Data, Software and System checks
Check backups are working
Check and update OS
Update your control panel
Check and update applications
Run database maintenance
Make sure backups are up to date.
Check for database corruption.
Make sure indexes are updated.
Check remote management tools
Remote console
Remote reboot
Rescue mode
Check Disk usage
Check CPU usage
Check RAM usage
Check Network usage
Free up server storage space
Security Checks
Change server passwords
Download and install the patches
Test the patches
Confirm that the patches are installed correctly
Review User accounts
Perform a server malware scan
Hardware Checks
Check fans and power supplies
Check RAID fault tolerance
Check cable integrity
Check A/C unit at the facility

Onboarding a New Software Developer

Before Day One
Enter start date
Review internal wikis to ensure all tool and internal process explanations are up to date.
Prepare physical equipment the developer will need, such as:
Create accounts for the developer on any external services, such as:
Create accounts for the developer on any internal services, such as:
Send the developer invites to team meetings
Assign a developer or project manager to guide and mentor the new developer
Day One (and possibly Day Two)
Gather employee information for payroll and other benefits
Introduce the developer to everyone on their team (the whole team, if it’s small, or their specific product team), including remote members, and make sure they know what each person does
Introduce the developer to any company resources, such as tech support and human resources
Introduce the developer to daily standups or scrums and explain how to participate
Take the developer out to lunch with their team (the whole team, if it’s small, or their specific product team) or arrange a team bonding time over video call

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
Consigner contact name
Cosigner email
Accepted or Rejected?
If Accepted
Start the New Tenant Onboarding workflow
If Rejected
Send rejection email

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

Job Interview Checklist for Employers

Before the interview
Define the ideal candidate for the position; what type of qualifications, experience, and skills should the candidate possess.
Map out the interview process; the number of interviews and how you are going to conduct them.
Decide the time frame for the interview process.
Familiarize yourself with the candidates’ resumes; their background, work history, career goals, etc.
Mark any areas in the resume that is vague or unclear so that you can ask the candidate to elaborate on them during the interview.
Compile a structured interview questionnaire. Here are some best tips that are worth checking out.
Develop an interview scorecard with a rating scale so that you can easily compare interviewees while avoiding any biases.
Assemble the hiring team to have an initial discussion about the interview so that it can run smoothly.
Schedule the interview and inform the candidates about the time, venue, and method of contact.
Communicate to the candidate how to prepare for the interview, guidelines to follow, dress code so that they can demonstrate their best at the interview.
Assign a responsible person to answer any queries that the prospects might have about the interview.
Get all materials required for the interview in handy; applicant resumes, interview questionnaire, scorecards, a notebook to take notes, etc.
Assemble the interview panel to the scheduled venue at least 15 minutes before and get ready.
Send meeting invites to all involved
During the interview
Introduce yourself and the interview panel.
Have a short informal chat to make the candidate feel at ease without jumping directly to the questions.
Explain the interview process, its objectives, and the intended duration.
Sell your company by giving an overview of your organization.
Sell the position that needs to be filled explaining what the job role entails and the benefits that the candidate can reap if selected.
Commence the interview by asking more general questions first.
Give the candidate the opportunity to elaborate on his/her ambitions, interests, and opinions so that you can pinpoint certain behaviors that may have an effect on job performance and identify if their personality traits match your culture.
Next, ask personalized questions that help you clarify anything about the candidate.
Behavioral and context-based questions that let the candidate shine.
Welcome questions from the candidate to show them that you genuinely care.
Explain the next steps of the interview process. This should cover the following.
Conclude the interview in a way that appreciates the candidate’s time and interest in the job.
After the interview
Schedule time with the panel to review the notes taken during the interview.
Assess which candidates stood out the most and discuss why they can be a great addition to your organization.
Discuss everyone’s opinion about which candidate to be hired supported by evaluations.
Make the final decision.
Debrief with your interview panel to see what worked well and what did not and discuss suitable measures to improve the interview process in the future.
Convey the good news to the selected candidate while congratulating him/her.
Notify the other candidates politely that your organization has decided not to proceed with their applications.

Onboarding New Remote Employees

Send a welcome email wishing the new hires all the best with their new career at your organization.
Conduct an online meeting to give an overview of the organization, how it started, where it is heading, the culture, organizational chart, work ethics, as well as the HR policies and procedures.
Give a virtual tour of your office showcasing the facilities available to the new hires when physical work resumes.
Schedule a video conference to introduce the new hires to their team members.
Bonus tip: Make sure to allow quality time for the new hires to speak and connect with their colleagues.
Arrange a one-to-one session with the immediate supervisor and the HR Manager.
Bonus tip: The initial meeting could focus on understanding the new hires better so that the orientation program could be customized to enhance its effectiveness.
Review the onboarding schedule with the new hires to ensure they are prepared for it.
Discuss the career objectives, communication preferences, working styles, and the challenges faced by the new hires.
Explain the sources of support available to the new employees to perform their job successfully along with their contact details.
Clearly explain the tasks, duties, and responsibilities of the remote work position.
Introduce the first assignment and give them a chance to attempt simple tasks.
Bonus tip: Start with simple assignments and go over them step by step. This will make them more doable and interesting, thereby uplifting the confidence of the new hires.
Communicate precisely what your organization expects from the new hires.
Commence the online training sessions to enhance job-related knowledge and skills.
Bonus tip: You can get different organizational members to conduct the training so that the new employees would not get bored. This would also grant the new hires an opportunity to meet and interact with different employees.
Provide specific tasks to complete at the end of each training program with the opportunity to receive feedback from the trainer.
Assign work to the new hires with deadlines to complete.
Provide a comprehensive and precise overview of the performance review process including the measurement criteria and the Key Performance Indicators (KPIs).
Assign a mentor to support the new hires with job-related tasks and to address any challenges they might face in adjusting to the organization.
Devise a networking plan that matches the personality of the remote employees. Below are some ideas that you can consider.
An in-person event with the team such as a dinner, or a coffee out.
Virtual team-building games.
Job rotation across departments.
Have regular manager check-in meetings to examine and assess the new hires’ job fit and organizational fit.
Communicate the impact that new hire’s responsibilities have on the organizational outcomes.
Have a formal interview to provide constructive feedback to the new hires and to review the performance objectives.

Recruiting Remote Workers Checklist

First of all, understand the hiring requirement. Is it to fill a vacated position or is it a new position created due to business expansion initiatives?
If it is a new position, decide how to align the job with the organizational goals.
Compile a comprehensive recruitment plan that covers the following.
Conduct a thorough job analysis to gather information about the job activities, and responsibilities attached to the position, and the persona of the most suitable candidate.
Prepare a job description for the new position or update the existing one considering the requirements for a remote working position. This should include the following.
Decide what you need to look for in a remote employee and map out the skills and qualities that a candidate should ideally possess to be effective in the role.
Devise the job specification for the remote position. This should cover the following in order to ensure job-fit and organization-fit.
Determine the strategies that you can adopt to evaluate the candidates.
Get the test questions and the interview questionnaire ready.
Craft a rubric, customized for each job position, with measurable indicators to assess the candidates on core competencies.
Identify alternative advertising platforms and choose the most feasible ones for your business to advertise remote jobs.
Get the videos, visuals, and content ready for the job advertisement.
Create a professional and attractive job advertisement highlighting the remote employee value proposition (EVP).
Advertise the position on selected platforms.
Directly reach out to potential candidates via social media platforms.

New Tenant (Tenant Move In)

Before Move In
If property is built prior to 1978, forward Lead Paint Addendum to tenant prior to lease signing
Check if HOA requires a lease addendum, if so attach to lease
Prepare Lease Documents
Send Lease documents via DocuSign to tenant
Verify receipt of Tenant Signed Lease in DocuSign.
Verify receipt of Reservation Fee. Scan Reservation check and upload to cloud storage.
Deposit Tenant Reservation Fee
Sign Lease and upload signed Lease to cloud storage.
Email executed lease to tenant
If on FMLS, change FMLS listing to leased
Remove marketing advertising from Rently
Remove marketing advertising from Craigslist.
Confirm Move In Date with Tenant
Email document "Moving into your new home" to tenants
Schedule House Cleaning
IF call box at front gate, contact HOA to add tenant to call box
Perform pre-inspection
Verify Security Deposit is bank cashiers check or money order
Complete Move In Inspection
Email inspection to tenant
Remove Lockbox
Verify Receipt of insurance declaration w/ $100K liability
Post Security Deposit to Tenant Ledger
Deposit Security Deposit to Bank
Send email to tenant asking if any questions/concerns after move in.

Tenant Eviction Checklist

Prepare your eviction Case
Understand that this is a general template and should be edited accordingly to your specific state laws.
Gather evidence about the issues
If the case is not clear consult with a lawyer
Notice of eviction
Draft a notice of eviction with a clear deadline
Pin the notice of eviction to the tenant's front door
Send the notice of eviction through certified mail
Wait the time defined on your state laws. If the tenant has not complied with the notice of eviction continue to the next step
Take the matter to the court
Get a court order
Gather the relevant documents
Attend the court hearing
Wait the time defined by the court. If tenant has not complied with the court-mandated eviction continue to the next step
Call the authorities so they can handle the forced eviction
Collecting Past-due Rent
File a lawsuit with small claims court
Gather the relevant documents
Attend the court hearing

Apartment Turnover Maintenance Checklist

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)
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)
Stovetop and oven
Exhaust fan and light (filter)
Refrigerator and icemaker (door seal, drawer and platform cracks, signs of leakage)
Dishwasher (signs of leakage)
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
Ceiling Fan
Closet Rod/Racks
Closet/Drawer Knobs
Crown Molding
Light Fixtures
Privacy Lockset
Smoke/CO2 Alarms
Wall Base/Base Trim
Wall Plates
Window Screens
Smoke detectors (batteries)
Carbon monoxide (batteries)
Light fixtures and bulbs

Employee Termination

Update Systems
Turn off building access
Shutdown and archive email
Remove server and system access
End access to any company credit card accounts
End access to other cloud software systems
Change passwords to shared systems if necessary
Retrieve Items
Secure ID badge, key card, and similar items
Retrieve company car, keys, etc.
Check with IT for inventory of smartphones, laptops, and tablets you need returned
Make sure employee returns actual company credit cards
Ask for company uniforms and any other company accessories you ideally would like back
Provide Information
Provide all necessary health insurance information, especially COBRA forms.
Present severance package details and agreement forms to sign
Give information on options for 401K and any other savings plans.
Bring all government forms needed to file for unemployment
Address remaining wages or salary to be paid
Update employee payroll and other important company records to reflect the termination

New Client (New Property to Manage)

Management Agreement
Property Profile
IF US resident send - W9
If foreign investor, send W8-ECI
ACH Authorization Form
Authorization to add as additional insured
Owner HOA Disclosure
Owner Mortgage Disclosure
Management Agreement
Property Profile
IF US resident send - W9
If foreign investor, send W8-ECI
ACH Authorization Form
Authorization to add as additional insured
Owner HOA Disclosure
Owner Mortgage Disclosure
Update Management System
Contact Insurance company and add an additional insured
Copy signed documents from Docusign to owner folder
Create New Portfolio in Propertyware
Add owner information to Propertyware
Add building information to Propertyware
Pre-inspect home
Review with owner any repair items
Take photos of home
Take video of home

Tenant Move Out

Initial steps
Receive notice from tenant/or vacancy info from owner
Confirm tenant is providing sufficient notice corresponding to lease
Add move-out date to calendar
Add deposit refund "drop-dead" date to calendar with buffer
Send move-out checklist letter to tenant
Update property management system
Schedule professional photos if needed
Schedule unit and building walk-thru to see what needs to be repaired, updated, or major issues
Send Forwarding Address form letter to tenant
Schedule walk through times with tenant
List Property
Inspection, repairs, moveout
Perform walk-thru
Take new photos or video if needed
Schedule repairs if needed
Update tenant's forwarding address
Process charges for tenant
Cut Security Deposit check to tenant
File all docs in property management system

Spring Cleaning

Employee Desks
Wipe down desk surfaces including keyboards, armrests, and phones with sanitizing wipes
Clean electronic devices and screens using microfiber clothes
Use compressed air to reach the nooks and crannies in keyboards and small spaces
Untangle and label computer cords and cables
Supply Closets
Purchase drawer dividers to sort office supplies in neat and easy-to-grab areas.
Re-organize supplies so that they are easily findable to everyone in the organization
The Break Room
Remove expired food from the fridge and clean the shelves
Clean cooked-on food splatters from the inside of the microwave
Clean the coffee maker and spilled grounds in hidden spaces
The Computer Cleanup
Set up email filters to send incoming emails to the right folders based on importance
Back up important files to a network location or external disk
Remove unused icons from your desktop
Remove software from your computers that you no longer use
Review shared storage drives and delete stray, unused files
Defragment your hard drive and/or perform a disk utility cleanup

Monthly Inspection

Glass is windexed
Exterior finishes are clean and well presented
Signage is clean and properly lit
All exterior lights are in working order
Door hardware is functioning, locks and hinges all work
The trim and window sills are clean and dust free
Plants look as they should for the season
Mulch , ground cover and rock cover are full and debris free
First impression is clean and organized
Music is on and at the right volume, song list is appropriate
Host stand is clean, organized, menus in proper place
Wires from computer, phones, extensions are hidden and contained
Lighting is on, properly adjusted to the proper settings, all bulbs working
Temperature feels right
Wood floors- clean,oiled or finished, not damaged
Rugs are cleaned and spot free
Concrete- clean, without traffic patterns or stains
Stone- clean,sealed, grout intact
Tile- clean, no cracks, full grout
All foors are swept and mopped
All fabric is debris free and stain free
All natural wood tables are oiled or have poly,minimum rings or marks
All leather of leather like material is crack free
All tables are operable, stable, clean and damage free and correctly mounted
All chairs are operable, stable, clean and damage free
All art is dust free with clean glass and frames in one piece.
Server stations are clean and organized
Computer wires are organized for P.O.S.
Server stations are free of personal belongings
If it is a handsink, soap and towels stocked
If there is a sink, it is clean and caulked
There is no sign of leaking or rot
If there is a fridge, its clean with with thermometer
Hallway leading to the restroom is clean, clutter free and well lit
Doors to restrooms are clearly marked
Bathroom sink area is clean, faucets wiped, without stains on counters
Mirrors are polished
Bathrooms smell clean
Bathrooms have wastebaskets and fem disposal
Floors have been swept and cleaned
Toilets have been cleaned, tp stocked
All partitions are sturdy, secure, clean, locks work
Hot water heats quickly
Bar top is clean, oiled if needed/ or poly
Bar shelves and liquor/wine is dust free
There are no obvious leaks, all faucets flow easy, hot and cold work
There are no signs of fruit flies, soda heads soaling, bottles covered
Handsink has soap and towels
All tile is clean and mold free
Glass washers are fully operable and proper temp
Any signage, floorpaln, notes to staff in frames not taped
All display areas are conplete
All duct work is dust fee
All interior plants are watered
All exit signs are in working order
First impression of patio is positive
All patio lights are on
All patio areas clean and swept, no stains
Furniture clean and painted
All drains have screens in them
Tile has been deck brushed , grout looks good, no broken tile
Walls are clean, no broken tile
Heated equipment has all its knobs
All fridges are clean, gaskets looks good, coils clean, shelviing is not chipped or rusted and they have a thermometer reading accurate temps
heated equipment looks clean and maintained
hood filters look clean
date of hood inspection and fire ext
dish area is clean and organized. screen in drain
dish faucets, sprayers are all operational
Walk in cooler is to temp, shelves are clean , closures work, fan is working
liquor rooms and offices are locked
dry storage is neat and oganized
breaker panels are accesible
extra furniture is stored properly
employee areas are clean and organized
door properly locks
area is box and debris free or at least organized
ground is power washed
if dumpster area, that is clean and also power washed
propane is properly stored

Manager Daily Walkthrough

Front of house
Parking Lot
Host Station
Dining Room
Service Aisle
back of house
Dry Storage
Prep Area
Dishes Area
Floors and Other Areas
Are floors clean and clear of waste?
Are signs posted to warn of wet floors?
Are floors in good condition?
Are there holes, worn or loose planks or carpet sticking up?
Is anti-slip flooring used where spills, moisture or grease are likely?
Are there protruding objects such as nails, sharp corners, open cabinet drawers, trailing electrical wires?
Are personal items, such as clothing and lunch boxes, in assigned lockers or storage areas?
Is the work area congested?
Are floors well-drained?
Aisles and Stairways
Are aisles unobstructed and clearly marked?
Are mirrors installed at blind corners?
Are aisles wide enough to accommodate workers and equipment comfortably?
Are safe loading practices used with hand and power trucks, skids, or pallets?
Is the workplace lighting adequate? Are stairs well lit?
Are stairs covered with an anti-slip tread? Are faulty stair treads repaired?
Spill Control
Are all spills wiped up quickly?
Are procedures followed as indicated on the material safety data sheet?
Are spill absorbents used for greasy, oily, flammable or toxic materials?
Are used rags and absorbents disposed of promptly and safely?
Is a spill area surrounded by a barrier to prevent a spill from spreading?
Equipment and Machinery Maintenance
Is equipment in good working order, with all necessary guards or safety features operational or in place?
Is equipment damaged or outdated?
Are tools and machinery inspected regularly for wear or leaks?
Is equipment repaired promptly?
Are drip pans or absorbent materials used if leaks cannot be stopped at the source?
Is a machine that splashes oil fitted with a screen or splash guard?
Are machines and tools cleaned regularly?
Waste Disposal
Are there adequate number of containers?
Are there separate and approved containers for toxic and flammable waste?
Are waste containers located where the waste is produced?
Are waste containers emptied regularly?
Are toxic and flammable waste chemicals handled properly?
Are storage areas safe and accessible?
Is material stacked securely, blocked or interlocked if possible?
Are materials stored in areas that do not obstruct stairs, fire escapes, exits or firefighting equipment?
Are materials stored in areas that do not interfere with workers or the flow of materials?
Are bins or racks provided where material cannot be piled?
Are all storage areas clearly marked?
Do workers understand material storage and handling procedures?
Fire Prevention
Are combustible and flammable materials present only in the quantities needed for the job at hand?
Are combustible and flammable materials kept in safety cans during use?
Are hazardous materials stored in approved containers and away from ignition sources?
Are sprinkler heads clear of stored material?
Are fire extinguishers inspected and located along commonly travelled routes, and close to possible ignition sources?
Are oily or greasy rags placed in metal containers and disposed of regularly?

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?

Weekly Review

Tasks and Plans
Review Stretch Goals from last week
Review Trello
Review Pivotal Tracker
Review New Relic
Review customer list (intercom)
Compare customer list with growth targets
Review Google Analytics
Review Financials
Blog & Twitter
Review potential blog articles
Review blog
Review Twitter Feed
How is the Process?
How are you feeling?
Any updates to this checklist?
Update stretch goals for the coming week

New Employee

Name (Full, Legal)
Address (Home)
Date of Birth
Date of Hire
Marital Status
Allowances (Deductions)
Direct Deposit (routing number, bank account number, and voided check) OPTIONAL
Create a GMail account for them
Add to Github Organization
Add to Manifestly
Add to Expensify
Add to Harvest
Share 1Password vault
Add them as a user on the website
Have them write and post their blog post announcing they joined
Add to Flowdock flows as necessary
Create Gravatar or link email to Gravatar account

New Hire Checklist

Federal & State Forms
W-4 Form (Federal & State)
I-9 Form
Contact Information
Emergency Notification Sheet
Employee Information Sheet
Employee Documents
Job Description
Performance Evaluation Process explained
Employee Handbook
Procedure Manuals
Employee Permits (food safety certification, if applicable)
Handouts/Other Items
Uniform Issued
Medical Insurance Handbook & Signup Forms
IRS Form 2120 for tip logs (tipped employees only)
First Day
Supervisor, manager, key co-workers and support personnel and their locations
Bathroom, break room, smoking room
Lockers or other areas for personal items
Storage closet, cleaning supplies, tools and equipment
Supplies, mail, message board, sign-in and sign-out, time clock
Parking, including restrictions
Building hours, work schedule, lunch and breaks
Sign offs
Employee Sign Off
Supervisor Sign Off

Before Publishing a Blog Post

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?
Am I hooking my readers?
It is concise?
Does it provide a detailed overview?
Did I include a picture?
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?
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?
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?

Monthly Close Process

Closing the books for creating monthly financial statements.
Post final accounts receivable entries
Post final accounts payable entries
Post final employee expense/payroll entries
Post other month-end entries (as required)
Day 1
Complete depreciation journal entries
Prepare and post recurring monthly journal entries
Begin preparing nonstandard journal entries (including intercompany, if applicable)
Day 2
Post nonstandard journal entries
Close subsidiary ledgers: fixed assets, payroll, A/P, and A/R
Day 3
Post remaining intercompany transactions (if applicable)
Review to ensure intercompany balances are zeroed out and eliminated
Draft first version of financials
Conduct preliminary review of financials (soft close)
Day 4
Complete bank reconciliations and post final cash
Post revenue, cost, and tax accruals (as required)
Draft revised financials
Draft revised footnotes and disclosures
Day 5
Conduct comprehensive review of financials
Create and post final journal entries as required
Close general ledger and release financials for CFO signoff
Day 6
Release financial statements (including appropriate footnotes and disclosures)
Begin management reporting and rolling budget cycle

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