Free Checklist Templates for Other
Business Proposal Checklist
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
Analyze strengths, weaknesses, opportunities, and threats (SWOT analysis)
Analyze financials and projections
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
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
Include any supporting documents or references
Include a bibliography or works cited page
Include any additional materials that may be relevant.
This workflow was created by Nicole Legault, https://nlegault.ca
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 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
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 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
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 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
Follow up with funder
Prepare for possible site visit or interview
Prepare for possible revisions and resubmission
Develop plan for implementation if funded
New Client Onboarding
Send welcome letter
Send new client questionnaire
Connect on social media platforms
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
Schedule the initial client meeting
Gather client materials
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
Onboarding a New Software Developer
Before Day One
Enter start date
Brand new step
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
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.
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.
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.
Sales Proposal Template Checklist
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
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
Research and analyze the competition
Identify your unique selling points
Explain how your product or service stands out from the competition
Include testimonials or references from previous clients
Include case studies or success stories
Show proof of your company's expertise and experience
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.