Manifestly: A Checklist App for Teams

Business Proposal Checklist

Introduction

Identify the problem or opportunity

Define the purpose of the proposal

Identify the target audience

Set clear goals and objectives

Research and Analysis

Conduct market research

Identify market trends

Identify competition

Analyze strengths, weaknesses, opportunities, and threats (SWOT analysis)

Analyze financials and projections

Proposal Content

Outline the proposal structure

Include an executive summary

Describe the solution or idea

Describe the benefits and advantages

Describe the implementation plan

Include a timeline

Include a budget

Include a contingency plan

Proposal Design

Choose an appropriate format

Use clear and concise language

Include visuals to enhance understanding

Ensure consistent formatting and branding

Use appropriate tone and style

Proposal Review and Finalization

Review for accuracy and completeness

Ensure all requirements are met

Get feedback and revise as needed

Proofread and edit for grammar and spelling errors

Finalize and prepare for submission

Appendix

Include any supporting documents or references

Include a bibliography or works cited page

Include any additional materials that may be relevant.

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Employee Onboarding

HUMAN RESOURCES

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

HIRING MANAGER

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

IT/SECURITY

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

FACILITIES

Order company swag

Setup desk and workspace

Take employee photo

Create security ID badge

Create biometrics

Create parking pass

Provide tour of office

FINANCE

Add new hire to payroll

Provide training on how to submit expenses

PEER MENTOR/BUDDY

Send welcome email to new hire

Schedule day 1 meeting

Schedule week 1 meeting

Schedule month 1 meeting

Schedule month 2 meeting

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Employee Onboarding Checklist

Pre-Onboarding

Collect and review employee documents such as identification and tax information.

Send employee onboarding materials, such as policies and manual.

Create an employee file and enter employee information into the HR system.

Onboarding Day

Provide a tour of the office and introduce the employee to team members.

Provide a computer and office equipment for the employee to use.

Review company policies and procedures with the employee.

Post-Onboarding

Schedule follow-up meetings with team members.

Provide additional training as needed.

Schedule performance reviews and check-ins with the employee.

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Grant Proposal Template Checklist

Proposal Development Section

Identify funding opportunity

Read and follow guidelines

Develop project summary

Define project goals and objectives

Develop project plan and timeline

Identify project partners and stakeholders

Outline project budget

Develop evaluation plan

Proposal Writing Section

Write cover letter

Write executive summary

Write introduction

Write background and significance

Write project description

Write methods section

Write budget and budget justification

Write evaluation plan

Write conclusion and future directions

Proposal Submission Section

Review and edit proposal

Obtain necessary signatures and approvals

Submit proposal by deadline

Confirm receipt of proposal by funder

Post-Submission Section

Follow up with funder

Prepare for possible site visit or interview

Prepare for possible revisions and resubmission

Develop plan for implementation if funded

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New Client Onboarding

Welcome

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

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New Hire Onboarding Checklist

General Information

Employee's name

Job title

Start date

Employee Paperwork

Employment contract

Confidentiality agreement

Tax forms

Direct deposit information

Computer and Technical Setup

Desk setup

Computer access

Software access

Email account

Network access

Benefits

Health insurance

Dental insurance

Vision insurance

Retirement plan

Training

Orientation

Department/role specific training

Safety training

Company policies and procedures

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Onboarding New Remote Employees

WELCOMING 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.

ORIENTING THE NEW HIRES

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.

ROLE CLARIFICATION

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.

NEW HIRE TRAINING

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.

TASK DELEGATION

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.

PERFORMANCE APPRAISAL

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.

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Sales Proposal Template Checklist

Introduction

Ensure that the cover page includes the company name, logo, and proposal title

Include a table of contents for easy navigation

Introduce the proposal with a well-written executive summary

Include a brief history of your company and the client's company

Project Details

Outline the project goals and objectives

Describe the products or services being offered

Include a timeline for project completion

Include a detailed breakdown of costs and pricing

Competitive Analysis

Research and analyze the competition

Identify your unique selling points

Explain how your product or service stands out from the competition

Client References

Include testimonials or references from previous clients

Include case studies or success stories

Show proof of your company's expertise and experience

Conclusion

Summarize the proposal and reiterate the benefits for the client

Include a call-to-action, encouraging the client to take the next steps

Provide contact information for further discussion or questions.

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Free Checklist Templates for Other

Business Proposal Checklist

Introduction

Research and Analysis

Proposal Content

Proposal Design

Proposal Review and Finalization

Appendix

Employee Onboarding

HUMAN RESOURCES

HIRING MANAGER

IT/SECURITY

FACILITIES

FINANCE

PEER MENTOR/BUDDY

Employee Onboarding Checklist

Pre-Onboarding

Onboarding Day

Post-Onboarding

Grant Proposal Template Checklist

Proposal Development Section

Proposal Writing Section

Proposal Submission Section

Post-Submission Section

New Client Onboarding

Welcome

Information Gathering

Internal Orientation Meeting

Kick-off meeting

Post Kick-off meeting

New Hire Onboarding Checklist

General Information

Employee Paperwork

Computer and Technical Setup

Benefits

Training

Onboarding New Remote Employees

WELCOMING REMOTE EMPLOYEES

ORIENTING THE NEW HIRES

ROLE CLARIFICATION

NEW HIRE TRAINING

TASK DELEGATION

PERFORMANCE APPRAISAL

Sales Proposal Template Checklist

Introduction

Project Details

Competitive Analysis

Client References

Conclusion

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