Free Checklist Templates

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Software Update Checklist

Pre-Update

Identify the software version to be updated

Identify dependencies of the software

Back up the system for recovery purposes

Conduct a system review to identify potential compatibility issues

Identify stakeholders in the update process

Establish a timeline for the update

During Update

Install the software update

Test the new version to verify it operates as expected

Monitor the system performance

Troubleshoot any issues that arise

Post-Update

Document the update process

Conduct a post-update system review

Monitor system performance to ensure stability

Verify that the update was successful

Notify stakeholders of the update completion

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Soil Management

Soil Management Checklist

Test the soil for its pH level

Identify the soil type

Check for soil compaction

Check for nutrient deficiencies in the soil

Check for any soil-borne diseases

Assess the soil for any weeds, pests, or other contaminates

Assess the soil for its water-holding capacity

Check the soil's organic matter content

Check for any soil erosion

Check for any soil contamination due to agricultural chemicals

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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

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Staff Scheduling Checklist

Time Management

Set regular hours of operation

Post schedules in a visible area

Set aside time for staff training and development

Ensure that meal and break times are accounted for

Schedule enough time for staff to properly complete tasks

Staffing

Ensure enough staff to meet customer needs

Account for peak times of the day

Plan for staff absences

Cross-train staff to cover multiple duties

Ensure that staff is properly trained for their duties

Communication

Regularly communicate changes to the schedule

Inform employees of their duties in advance

Provide feedback on employee performance

Encourage communication between management and staff

Legal Compliance

Ensure that all scheduling practices comply with local labor laws

Ensure that all staff is paid correctly

Ensure that overtime is properly documented and compensated

Ensure that any breaks taken are within labor law regulations

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Staff Scheduling Checklist

Establish need and determine the number of staff needed

Identify and assign roles

Establish scheduling priorities and policies

Consider staff availability and preferences

Create a detailed schedule

Communicate schedule to staff

Monitor and adjust schedule as needed

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Staff Training Checklist

Orientation

Introduction to company policies and procedures

Introduction to safety regulations

Job duties and expectations

Introduction to customer service expectations

Training

Job-specific training

Training on hotel/hospitality software systems

Training on customer service best practices

Training on communication/interpersonal skills

Training on conflict resolution

Licensing and Certification

Obtaining any required licensing or certifications

Completing periodic refresher courses or seminars

Assessments

Assessments of job knowledge and skills

Assessments of customer service performance

Assessments of teamwork/collaboration

Evaluation

Documentation of training progress

Evaluations of staff performance

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Staff Training Checklist

Orientation

Introduce new staff to the restaurant's mission and core values

Explain the restaurant's policies and procedures

Review company policies on safety, harassment and discrimination

Explain the employee handbook

Review the job description

Introduce the team and management

Food Safety

Explain the importance of food safety

Explain the legal requirements of safe food handling

Demonstrate proper handwashing techniques

Demonstrate proper storage and disposal of food

Explain the restaurant's food safety standards

Food Preparation

Explain the restaurant's food preparation standards

Demonstrate proper food handling techniques

Demonstrate proper knife and other kitchen equipment safety

Explain proper food safety and sanitation guidelines

Customer Service

Explain the restaurant's customer service standards

Explain proper telephone etiquette

Explain proper table service etiquette

Demonstrate proper communication techniques

Explain the proper way to handle customer complaints

Cash Handling

Explain the restaurant's cash handling policies

Demonstrate proper cash register operations

Explain the proper way to handle cash, credit cards, and checks

Explain proper change making techniques

Cleaning

Explain the restaurant's cleaning policies

Demonstrate proper cleaning techniques

Explain the proper use of cleaning materials

Explain the proper storage of cleaning materials

Explain the restaurant's sanitation standards

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Store Maintenance Checklist

Interior Maintenance

Clean floors and carpets

Dust shelves and fixtures

Clean bathrooms

Check for any necessary repairs

Check for any damage to merchandise

Exterior Maintenance

Sweep and mop sidewalks

Remove debris from the parking lot

Check for any necessary repairs

Check for any damage to signage

Check for any graffiti

Security

Check for any security breaches

Check for any suspicious activity

Check for any theft

Check surveillance cameras

Check locks on doors and windows

Emergency Preparedness

Check fire extinguishers

Check emergency exits

Check fire alarms

Check first aid kits

Check emergency lighting

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Store Opening/Closing Checklist

Store Opening

Check/verify that all employees are present and accounted for

Inspect the premises for any issues or damages

Confirm that all merchandise is properly displayed

Check the cleanliness of the store

Verify that all security and alarm systems are functioning

Check/verify that all cash registers and POS systems are working

Inspect all store signage and displays

Receive and verify any incoming deliveries

Store Closing

Check/verify that all employees have left the premises

Secure the doors and windows

Turn off all lights and electronics

Check/verify that all cash registers and POS systems are secure

Check/verify the cleanliness of the store

Set the alarm systems

Check/verify that all merchandise is accounted for and properly stored

Check/verify that all deliveries have been received and properly secured

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Strategic Planning Checklist

Vision

Identify the organization's mission and core values

Develop a clear vision for the organization

Set measurable goals

Objectives

Define key objectives that will help the organization to achieve its vision

Establish timelines for objectives

Identify resources needed to support objectives

Strategies

Determine strategies for achieving objectives

Assign tasks and responsibilities to individuals or teams

Review and adjust strategies as needed

Execution

Develop an implementation plan

Monitor progress and adjust plans as needed

Track and measure success

Communication

Establish a communication strategy

Schedule regular updates to stakeholders

Create an internal communication plan to ensure everyone is on the same page

Evaluation

Set up an evaluation system to measure progress

Review and adjust strategies as needed

Celebrate successes and learn from failures

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Subcontractor Performance Checklist

Safety

Are subcontractor personnel properly trained in the safe use of tools, equipment, and materials?

Are subcontractor employees trained in the safety requirements of the job site?

Are subcontractor employees in compliance with OSHA regulations?

Does the subcontractor have a comprehensive safety program in place?

Quality

Are the subcontractor’s craftsmanship and materials up to industry standards?

Are quality control measures in place to ensure quality standards are met?

Are the subcontractor’s work plans and schedules in alignment with the project timeline?

Are the subcontractor’s records up to date and complete?

Schedule

Are the subcontractor’s work plans and schedules in alignment with the project timeline?

Does the subcontractor have a system in place to track progress and ensure deadlines are met?

Is the subcontractor regularly communicating progress updates to the project team?

Are subcontractor personnel showing up to work on time and ready to work?

Cost

Are the subcontractor’s bids and estimates accurate and realistic?

Does the subcontractor have a system in place to track costs accurately and report them in a timely manner?

Are subcontractor personnel following the agreed upon budget and timeline?

Are the subcontractor’s invoices accurate and up to date?

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Supplier and Vendor Evaluation Checklist

Company Profile and History

Verify the supplier has a valid and active business license.

Check for the number of years the supplier has been in business.

Research the supplier's market reputation and read reviews or testimonials.

Product Quality and Consistency

Request product samples to assess quality.

Inquire about the quality control processes in place.

Ensure that the products meet your restaurant's quality standards consistently.

Delivery and Reliability

Evaluate the supplier's delivery turnaround times.

Check for the supplier's ability to deliver on schedule consistently.

Assess the supplier's flexibility in handling urgent or unexpected orders.

Pricing and Payment Terms

Compare the supplier's pricing with the market rates.

Review the payment terms and conditions for suitability.

Negotiate for discounts or better terms for bulk or long-term orders.

Communication and Service

Evaluate the ease of communication with the supplier's representatives.

Determine the supplier's responsiveness to inquiries and issues.

Assess the level of after-sales support and customer service provided.

Safety and Compliance

Check for compliance with food safety and handling regulations.

Verify that the supplier has the necessary certifications, such as HACCP or ISO.

Ensure that the supplier follows ethical practices, including labor laws and environmental regulations.

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Table Setting and Presentation Checklist

Table Cleanliness and Setup

Ensure that the table surface is clean and free from crumbs, streaks, or smudges.

Check that the table is stable and doesn’t wobble. If it does, stabilize it before setting it.

Place table mats or tablecloths neatly, making sure they are clean and properly aligned with the edge of the table.

Cutlery and Glassware

Lay out the full set of cutlery required for the courses being served, ensuring each piece is polished and free from watermarks.

Arrange the cutlery in the order of use, from the outside in, according to the menu.

Select the appropriate glassware for the beverages being offered and place them above and to the right of the dinner plate, in order of size.

Plates and Napkins

Position the dinner plate in the center of the place setting, or a charger plate if it’s part of the service.

Fold napkins neatly and creatively, if it complements the restaurant's style, and place them to the left of the forks or on the center plate.

For bread plates, place them to the top left of the dinner plate with a butter knife laid horizontally across.

Centerpieces and Decor

Choose a centerpiece that matches the restaurant's theme and doesn’t obstruct diners’ view across the table.

Ensure that the centerpiece is clean, in good condition, and does not take up too much table space.

Consider the lighting around the table – use candles or lamps to create a pleasant ambiance without being too dim or too bright.

Final Touches

Confirm that the table setting mirrors the layout of other tables for consistency.

Walk around the table to view the setting from different angles, making adjustments as necessary.

Perform a final inspection to make sure that everything is in its proper place and the setting is immaculate.

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Takeout and Delivery Service Checklist

Takeout Packaging

Ensure all containers are sturdy and leak-proof

Use eco-friendly packaging where possible

Label each container with the dish name and any allergen information

Order Accuracy

Double-check each item against the order before packaging

Include all necessary condiments, utensils, and napkins

Verify that special instructions have been followed correctly

Sanitation and Safety

Regularly sanitize surfaces where food is packaged

Employees must wash hands frequently and wear gloves

Implement contactless payment and pickup options

Delivery Protocols

Ensure drivers have insulated bags to keep food at the correct temperature

Provide drivers with hand sanitizer and masks

Create a system for drivers to communicate any delays or issues

Customer Communication

Send confirmation emails or texts once an order is received

Notify customers of the estimated pickup or delivery time

Offer a method for customers to provide feedback on their order

Marketing and Promotion

Update your website and social media with your takeout and delivery options

Offer promotions or discounts for takeout and delivery orders

Encourage customers to order directly through your platform

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Tax compliance checklist

Legal Requirements

Obtain employer identification numbers (EIN)

Stay up to date with tax laws and regulations

Ensure compliance with filing requirements

Tax Accounting

Revaluate accounting methods

Track taxable income and expenses

Monitor tax credits and deductions

Maintain accurate financial records

Tax Filing

Prepare and file taxes on time

Review tax returns for accuracy

File extensions as needed

Respond to IRS notices

Tax Payments

Make estimated payments as needed

Calculate returns

Make timely payments

Reconcile accounts

Tax Audits

Document financial records

Maintain audit logs

Respond to audit requests

Prepare for meetings with auditors

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Tax planning checklist

Tax Planning

Assess overall financial situation

Gather relevant documents

Review current tax structure

Review relevant tax laws

Analyze deductions, credits and other tax planning opportunities

Estimate taxes owed

Determine filing status

Determine tax payment options

Establish an estimated tax payment plan

Utilize tax-deferred accounts

Review and update withholding

Make any necessary adjustments to payroll

Consider tax implications of retirement planning

Consider tax implications of investments

Review charitable giving

Consult a tax advisor or accountant as needed

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Tax Preparation checklist

Personal Information

Ensure the taxpayer's full name, date of birth, and Social Security number are correct

Verify the current address, phone number, and email address

Confirm the filing status (e.g., single, married filing jointly, head of household)

Income Documentation

Collect all W-2 forms from employers

Gather 1099 forms for independent contractors, dividends, and interest income

Obtain documents for other income types, such as rental income, Social Security benefits, or alimony received

Deductions and Credits

Compile receipts for medical and dental expenses

Gather records for charitable contributions and property taxes paid

Obtain documentation for education expenses and student loan interest

Business Information

Collect records of business income and expenses for self-employed individuals

Prepare a detailed list of asset purchases or sales related to the business

Ensure proper documentation for home office expenses, if applicable

Investments

Review brokerage statements for gains or losses on investments

Confirm contributions and distributions from retirement accounts

Assess records for contributions to education savings accounts

Miscellaneous

Check for any notices or letters from the IRS or state tax agencies

Review last year's tax return for carryover items

Confirm estimated tax payments made during the year, if any

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Tax Reporting Checklist

Tax Return Preparation

Gather all necessary documents

Determine filing requirements and deadlines

Ensure accuracy of financial records

Make sure all relevant information is included

Tax Return Filing

File tax return electronically

Submit required payment

Confirm filing status

Tax Payment

Calculate estimated tax payments

Make required payments

Pay any late fees or penalties

Tax Audit Preparation

Gather all relevant documents

Prepare for an audit, if necessary

Respond to any requests from the IRS

Tax Record Keeping

Maintain all relevant tax records

Store documents securely

Update records regularly

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Technology Checklist

Hardware

Servers

Desktops

Laptops

Tablets

Mobile Phones

POS Terminals

Barcode Scanners

Wireless Routers

Software

Operating Systems

Networking Software

Security Software

Productivity Software

Database Software

Analytics Software

Inventory Management Software

Point-of-Sale Software

Customer Relationship Management Software

Networking

Network Cabling

Network Architecture

Network Security

Network Monitoring

Network Backup

Network Connectivity

Storage

Storage Devices

Storage Capacity

Storage Security

Data Backup

Data Recovery

Security

Firewall

Antivirus

Encryption

Intrusion Detection

Access Control

Auditing

Identity Management

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Technology Review Checklist

Hardware

Computers

Laptops

Tablets

Printers

Scanners

Other peripheral devices

Software

Operating system

Web filtering software

Office software

Classroom management software

Educational software

Student information systems

Network

Access points

Routers

Cabling

Wireless network

Network security

Safety

Firewalls

Virus protection

Backup systems

Data encryption

Password policies

Physical security measures

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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

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Tenant Eviction Checklist

Overview

Understand the applicable tenant eviction laws in your state

Know the legal steps in the eviction process

Familiarize yourself with the relevant documents related to the eviction

Make sure you have the necessary paperwork to start the eviction process

Step 1: Serve the Notice

Fill out the appropriate eviction notice

Deliver the eviction notice to the tenant

File the notice with the local court

Step 2: File an Eviction Lawsuit

Draft the eviction lawsuit

File the eviction lawsuit with the local court

Serve the eviction lawsuit to the tenant

Step 3: Appear in Court

Attend the court hearing

Present your case to the court

Wait for the court's decision

Step 4: Evict the Tenant

Serve the tenant with an eviction order

Secure the property and remove the tenant's belongings

Change the locks on the property

Step 5: Collect Rent

Send a demand letter to the tenant for unpaid rent

File a collection action against the tenant

Seek a monetary judgment against the tenant

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Tenant Move-in Checklist

Identification

Copy of Tenant's Identification (driver's license, passport, etc.)

Copy of Tenant's Social Security Number

Lease

Signed Copy of Lease Agreement

Copy of Security Deposit Receipt

Payment

Copy of Payment Receipt for First Month's Rent

Inspection

Documentation of Any Pre-Move-in Inspections

Utilities

Confirmation of Utility Account Setup and Payment

Keys

Copy of Keys or Key Fob

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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

Craigslist

Abodo

Inspection, repairs, moveout

Perform walk-thru

Take new photos or video if needed

Schedule repairs if needed

Finalize

Update tenant's forwarding address

Process charges for tenant

Cut Security Deposit check to tenant

File all docs in property management system

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Tenant Move-out Checklist

Move-Out Date

Confirm with tenant the date they will move out of the property.

Security Deposit Refund

Receive and inspect the property.

Check the condition of the property against the tenant’s initial move-in inspection report.

Calculate the amount of refund owed to the tenant and any deductions.

Cleaning and Repairs

Make a list of any necessary cleaning and/or repairs.

Provide the tenant with a reasonable amount of time to make necessary repairs and/or cleaning.

Schedule any necessary cleaning and/or repairs after the tenant moves out.

Utilities

Ensure all utilities are turned off on the day the tenant moves out.

Notify utility companies of the tenant’s move-out date.

Keys and Access Cards

Have the tenant return any keys and access cards to the property.

Replace any locks or access cards as needed.

Final Walk-Through

Schedule a final walk-through with the tenant before they move out.

Confirm that the tenant has removed all of their possessions from the property.

Confirm that the tenant has not caused any damage to the property.

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