Free Checklist Templates

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Client onboarding checklist

Planning

Establish goals and timeline

Identify any special needs or requests from the client

Collect contact information

Schedule initial meeting

Data Collection

Gather client financial documents

Obtain tax returns

Gather prior year's financial statements

Gather any other relevant information

Analysis

Review documents

Identify areas of concern

Analyze and discuss findings with the client

Develop a plan of action

Reporting

Prepare financial statements

Prepare tax returns

Prepare other necessary reports

Provide the client with a complete set of documents

Follow-up

Monitor client progress

Provide additional support and guidance

Schedule regular review meetings

Answer any client questions or concerns

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Client Onboarding Checklist

Project Details

Project Scope

Project Timeline

Project Resources

Client Details (Name, Contact Info, etc.)

Project Deliverables

Financials

Billing Structure

Payment Terms

Agreed Upon Budget

Team Members

Client Representative(s)

Consulting Team Members

Other Stakeholders

Communications

Frequency

Methods (Email, Phone, In Person Meetings, etc.)

Project Documentation

Project Plan

Requirements Documents

Status Reports

Meeting Notes

Legal

Contracts

Non-Disclosure Agreements

Statement of Work

Insurance Documentation

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Client Onboarding Checklist

New Client Information

Client contact information

Client project scope

Client project timeline

Project Setup

Create project folder

Develop project schedule

Set up project tracking system

Content Creation

Gather content from client

Develop content strategy

Create content

Design & Development

Develop wireframes

Design user interface

Develop website/app

Testing & Launch

Test website/app

Launch website/app

Monitor website/app performance

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Client Onboarding Checklist

Client Information

Client name

Contact details

Client’s goals and objectives

Budget

Project Overview

Scope of project

Deadlines

Deliverables

Team Assignments

Roles and responsibilities

Team members

Contact details

Communication

Meeting schedule

Reporting process

Communication channels

Documentation

Client onboarding document

Contract

Work agreements

Payment

Payment terms

Payment schedule

Invoicing

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Client Onboarding Checklist

Client Information

Name

Address

Phone Number

Email Address

Tax Identification Number

Account Information

Type of Account

Account Number

Account Access

Account Funding

Documentation

Proof of Identity

Signed Account Agreement

Signed Risk Disclosure Statement

Signed Authorization Form

Verification

Know Your Customer (KYC)

Anti-Money Laundering (AML)

Credit Check

Address Verification

External Communication

Communication with Third Parties (if applicable)

Notification to Regulatory Bodies (if applicable)

Reporting

Reporting of Transactional Activity (if applicable)

Reporting to Regulatory Bodies (if applicable)

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Closing Checklist

Front of House

Secure all doors

Turn off all lights

Set alarm

Check bathrooms are clean and stocked

Check that all tables and chairs are neat and organized

Gather all menus and promotional materials

Check that all guests have been served

Check that all trash has been emptied

Turn off music

Cash out registers

Confirm that all employees have clocked out

Kitchen

Clean and sanitize all surfaces

Clean and sanitize all equipment

Check that all food has been stored

Check that all food waste has been disposed of

Clean and sanitize all cookware

Empty garbage cans

Turn off all equipment

Check that all employees have clocked out

Office

Check that all files have been secured

Check that all computers have been shut down

Check that all lights have been turned off

Check that all supplies have been stored

Check that all windows are closed

Check that all doors are locked

Check that all employees have clocked out

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Closing Checklist

Certification of Title

Obtain and review title search

Verify chain of title

Resolve title issues

Record deed of transfer

Verify title insurance

Inspection

Conduct an inspection of the property

Identify and document any existing discrepancies

Negotiate repair/replacement of any identified discrepancies

Financing

Verify loan approval

Obtain loan documents

Review closing costs

Confirm closing date

Closing

Prepare closing documents

Verify all documents are signed and dated

Collect closing funds

Distribute closing funds

Record deed and transfer

Transfer title

Finalize closing paperwork

Post-Closing

Transfer utilities

Notify post office and tax office of address change

Send closing documents to lender/buyer

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Closing Restaurant Checklist

Kitchen Closing Procedures

Turn off all kitchen equipment and appliances.

Clean and sanitize all surfaces, including cutting boards, countertops, and grills.

Cover and store all food items properly in the refrigerators and storage areas.

Dining Area Closing Tasks

Wipe down all tables, chairs, and booths with sanitizer.

Sweep and mop the floors, ensuring to clean under tables and in corners.

Reset tables with clean silverware, napkins, and condiments for the next day.

Bar Closing Duties

Count and record the remaining inventory of alcohol and other bar supplies.

Clean and sanitize the bar area, including sinks, taps, and countertops.

Secure all alcoholic beverages in locked storage if required.

Restroom Cleaning Checklist

Replenish toilet paper, hand towels, and soap dispensers.

Clean and sanitize all surfaces including sinks, counters, and toilet seats.

Check and clean mirrors, and sweep and mop the floors.

Front of House Closure

Turn off all non-essential lights and electronic devices.

Secure all doors and windows, and set the alarm if applicable.

Drop off the day's sales and receipts at the secure location or office.

Final Walk-through and Security

Perform a final inspection of all areas to ensure cleaning and closing tasks have been completed.

Turn down thermostats or adjust climate controls to save on energy.

Lock all entrances and exits and double-check that the building is secure.

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Compliance and Risk Management Checklist

Regulatory Compliance

Establish a process for monitoring and responding to regulatory changes.

Ensure that all programs and processes comply with applicable laws and regulations.

Conduct periodic compliance reviews.

Develop and maintain a Code of Conduct that outlines ethical standards.

Data Security

Develop an IT security policy and ensure it is enforced.

Use anti-virus software and perform regular security updates.

Implement measures for physical security of confidential information.

Establish procedures for handling confidential data.

Risk Management

Establish a system for identifying and assessing risks.

Develop a plan to address risks identified.

Monitor and regularly review risk management processes.

Develop a system for reporting and responding to incidents.

Financial Management

Establish a system for monitoring and reporting financial performance.

Conduct periodic financial audits.

Develop a system for budgeting and forecasting.

Establish a system for tracking and managing accounts receivable.

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Compliance Checklist

General

Review of all policies and procedures

Development of a code of conduct

Implementation of a training program

Maintenance of records

Data Protection

Assessment of data privacy and security

Identification of data sources

Documentation of data access procedures

Implementation of data security measures

Monitoring of data usage

Consumer Protection

Development of consumer protection policies

Development of procedures for customer complaints

Implementation of consumer protection measures

Documentation of customer interactions

Monitoring of customer feedback

Ethical Considerations

Review of ethics policies

Documentation of ethical standards

Implementation of ethical guidelines

Monitoring of ethical practices

Enforcement of ethical standards

Conflict of Interest

Assessment of potential conflicts of interest

Identification of areas of potential conflicts

Documentation of conflicts of interest policies

Implementation of conflict of interest procedures

Monitoring of conflict of interest management

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Compliance Checklist

Privacy Laws

Verify all policies and procedures are up to date, including policies related to data privacy, storage and retention

Ensure that all data is securely stored and encrypted

Verify that all staff are aware and trained in data privacy laws

Ensure that all staff members understand their rights and responsibilities when it comes to data privacy

Data Security

Ensure that all data is securely stored, encrypted and backed up regularly

Implement and enforce policies and procedures regarding data access and security

Ensure that all staff members are aware of and trained in data security best practices

Monitor data security systems and implement controls to detect any unauthorized access

HIPAA

Verify that all policies and procedures are up to date and compliant with HIPAA regulations

Ensure that all staff members are aware and trained in HIPAA regulations

Ensure that all data is securely stored and encrypted

Implement and enforce policies and procedures regarding data access and security

FERPA

Verify that all policies and procedures are up to date and compliant with FERPA regulations

Ensure that all staff members are aware and trained in FERPA regulations

Ensure that all data is securely stored and encrypted

Implement and enforce policies and procedures regarding student records and data access

Child Protection

Verify that all policies and procedures are up to date and compliant with child protection regulations

Ensure that all staff members are aware and trained in child protection regulations

Implement and enforce policies and procedures regarding the safety and protection of minors

Ensure that all data related to minors is securely stored and encrypted

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Compliance Checklist

Privacy

Ensure that all customer data is protected and secure

Ensure that all customer data is only used in accordance with local laws and regulations

Ensure that only authorized personnel have access to customer data

Ensure that all customer data is kept up-to-date and accurate

Licensing

Ensure that all employees and agents of the organization have the appropriate licenses for their roles

Ensure that the organization is compliant with all applicable regulatory requirements and industry standards

Ensure that the organization is in compliance with any applicable state or federal laws

Risk Management

Ensure that all potential risks are identified and addressed

Ensure that appropriate risk mitigation measures are in place

Ensure that all processes are in compliance with industry best practices

Ensure that all processes are regularly monitored and reviewed

Training

Ensure that all employees and agents are properly trained in their roles and responsibilities

Ensure that all employees and agents receive regular compliance training

Ensure that all employees and agents are aware of and understand the organization's policies and procedures

Auditing

Ensure that all processes and procedures are regularly audited for compliance

Ensure that all audit findings are addressed promptly and effectively

Ensure that all audit reports are documented and reviewed

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Compliance Checklist

Risk Monitoring

Establish a risk monitoring system to review and report on compliance activities.

Ensure that the risk monitoring system is regularly tested.

Monitor changes in the regulatory environment and adjust risk monitoring system as needed.

Policies & Procedures

Create and maintain policies and procedures to support compliance objectives.

Develop clear and effective processes for monitoring compliance with regulatory requirements.

Develop clear and effective procedures for investigating compliance violations.

Training & Education

Establish a comprehensive training program to ensure all personnel understand the organization’s compliance requirements.

Ensure that all personnel receive regular training on changes to the regulatory environment.

Develop clear and effective procedures for documenting training and education activities.

Communication

Establish a clear and effective communication plan to ensure compliance requirements are understood and followed.

Develop a process for reporting compliance violations and concerns to senior management.

Ensure that all personnel are aware of the organization’s compliance objectives.

Internal Controls & Auditing

Develop and implement a system of internal controls to ensure the organization is in compliance with applicable laws and regulations.

Regularly audit and review the organization’s compliance processes and procedures.

Establish a process for promptly addressing any compliance issues identified during the audit process.

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Conflict of Interest Checklist

Ensure that all clients are informed of potential conflicts of interest.

Identify potential conflicts of interest for clients and the firm.

Make sure all conflicts are fully disclosed and explained to the client.

Ensure that all conflicts are addressed in a timely manner.

Develop a procedure for how conflicts of interest will be addressed.

Make sure the firm's procedures and policies comply with applicable legal and ethical standards.

Document all potential conflicts of interest.

Monitor any changes in the firm's clients or in the legal matters they are representing to identify any potential conflicts of interest.

Train all staff on the firm's conflict of interest policies and procedures.

Ensure that all staff members understand the firm's conflict of interest policies and procedures.

Take appropriate steps to prevent any conflicts of interest from arising.

In the event of a conflict of interest, take appropriate measures to resolve the conflict in a timely manner.

Document all decisions and actions related to conflicts of interest.

Monitor the firm's compliance with its conflict of interest policies and procedures.

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Consulting and advisory services checklist

Initial Consultation

Engage and understand clients' needs

Identify potential business solutions

Establish project goals and duties

Define the scope of the project

Develop a timeline for completion

Planning and Execution

Create a detailed business plan

Identify the resources needed

Develop and implement strategies

Analyze the data and results

Identify potential risks

Develop a budget

Management and Oversight

Monitor progress and performance

Manage staff and other resources

Evaluate performance and results

Conduct periodic performance reviews

Provide feedback and guidance

Ensure compliance with laws and regulations

Reporting and Documentation

Prepare reports to document progress

Present findings to clients

Develop recommendations

Provide updates to clients

Generate client reports

Create project documentation

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Contract Management Checklist

Contract Creation

Obtain contract templates.

Ensure compliance with applicable laws and regulations.

Identify contract parties and signatories.

Negotiate terms and conditions.

Draft and finalize contract documents.

Execute contract documents.

Contract Administration

Record contract information in project management software.

Monitor contract performance.

Track changes and amendments.

Manage contract disputes.

Assess breach of contract.

Update contract documents.

Renew or terminate contracts.

Contract Closure

Finalize contract performance.

Prepare closure reports.

Verify contract completion.

Close contract in project management software.

File and archive contract documents.

Dispose of relevant contract materials.

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Contract Review Checklist

Legal Considerations

Are the parties to the contract properly identified?

Are all necessary signatures present?

Does the agreement comply with applicable laws?

Are any licensing or registration requirements addressed?

Financial Considerations

Is the pricing of the contract fair and reasonable?

Are any discounts included?

Are any out-of-pocket costs and expenses included?

Are any payment terms included?

Performance Considerations

Are the terms of delivery and performance clear and unambiguous?

Are the expectations of both parties clearly defined?

Is there a timeline for completion of the services?

Are there any penalties for non-performance?

Risk Considerations

Are there any warranties or representations included?

Are liability or indemnification provisions included?

Are there any terms or conditions that could increase the organization's risk of harm?

Are there any clauses related to dispute resolution or termination?

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Conversion Rate Optimization Checklist

Website Design

Navigation structure

Mobile-friendly design

Clear calls-to-action

Content optimized for SEO

Consistent branding

User Experience

Page load times

Error handling

User-friendly forms

Easy checkout process

Landing Pages

Clear value proposition

A/B testing

Appropriate page titles

Relevant visuals

Strategic use of CTAs

Content

Relevant and fresh content

Targeted messaging

Leverage videos and infographics

Optimize for user intent

Optimize for voice search

Social Media

Social media integration

Shareable content

Social proof

Targeted campaigns

Analytics

Track conversion rates

Monitor user events

Analyze user behavior

Identify optimization opportunities

Implement A/B testing

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Copywriting Checklist

Copywriting

Read the brief

Research the topic

Brainstorm ideas

Create a structure

Write the copy

Edit the copy

Proofread the copy

Formatting

Ensure that the copy is visually appealing

Check the copy follows the brand’s guidelines

Check that the copy is optimized for SEO

Submission

Check the copy is accurate

Submit the copy for approval

Make any necessary revisions

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Corporate Tax Filing checklist

Company Information Verification

Confirm the accuracy of the company's legal name and any DBA (Doing Business As) names

Verify the company's registered address, and update if necessary

Check and update the company's contact information, including email and phone numbers

Financial Documents Preparation

Compile the trial balance and adjust for any end-of-year entries

Gather all bank statements and reconcile with company records

Prepare a detailed income statement and balance sheet for the fiscal year

Tax Document Collection

Collect all relevant tax forms and schedules required for filing

Ensure all payroll tax filings are complete and available

Gather documentation for deductions, credits, and other tax benefits

Compliance Review

Review the company's compliance with local, state, and federal tax regulations

Verify that all estimated tax payments were made on time and in the correct amounts

Check for any changes in tax laws that could affect the current year's tax filing

Filing and Deadlines

Determine the appropriate tax forms needed for the corporate tax return

Confirm the filing deadline for the current tax year

Establish a timeline to complete the tax return well before the due date

Consultation and Review

Schedule a consultation with the company's tax advisor or accountant

Review the completed tax return with the company's management or board

Perform a final check for accuracy and completeness before submission

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Cost Accounting checklist

Cost Identification and Classification

Review the list of all costs incurred by the business to ensure they are recorded and categorized properly.

Classify costs as direct or indirect, and variable or fixed, to facilitate proper allocation.

Identify and segregate non-operational costs to prevent distortion of product cost calculations.

Cost Allocation and Apportionment

Allocate direct costs to specific cost objects, such as products or projects, based on traceability.

Apportion indirect costs to cost objects using rational and consistent allocation bases.

Reevaluate the allocation bases periodically to ensure they reflect the current usage of resources.

Budgeting and Variance Analysis

Prepare a flexible budget that can adjust for changes in production levels or operating capacity.

Conduct variance analysis to identify differences between actual and budgeted costs, and investigate the causes.

Revise budgets and forecasts based on variance analysis to improve accuracy in future periods.

Cost Control and Reduction

Implement cost control measures to monitor and manage costs effectively.

Identify opportunities for cost reduction through process improvements or renegotiating supplier contracts.

Regularly review cost centers and responsibility accounting to maintain accountability for cost management.

Inventory Management and Valuation

Ensure accurate recording and valuation of inventory using appropriate costing methods such as FIFO, LIFO, or weighted average.

Conduct regular physical inventory counts and reconcile with accounting records.

Review and adjust inventory for obsolescence or impairment losses as necessary.

Performance Measurement and Reporting

Develop and maintain a cost accounting system that provides timely and relevant information for decision-making.

Create regular reports comparing actual performance against standards and budgets.

Utilize activity-based costing (ABC) to gain insights into the true cost drivers and enhance performance measurement.

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Creative Brief Checklist

Project Overview

Name of project

Objective

Timeline

Audience

Demographics

Target market

Brand

Brand identity

Brand message

Content

Message

Tone

Style

Technical Requirements

Platforms

Format

Budget

Allocation

Estimated cost

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Credit and Collections checklist

Credit Policy Review

Verify that the credit policy is up to date with current regulations and business objectives

Ensure all staff members are aware of and trained on the credit policy

Review the credit policy for potential improvements based on recent credit and collections experiences

Credit Application Process

Review the credit application form for completeness and legal compliance

Ensure that the credit application process includes a thorough check of references and credit history

Confirm that all new credit applications are approved by a designated authority before extending credit

Account Monitoring and Risk Assessment

Regularly review aging reports to monitor outstanding receivables

Assess the credit risk of each customer periodically and adjust credit limits accordingly

Implement a system for early detection of potential non-payment issues

Collections Strategy

Develop a tiered collection strategy based on the age and amount of outstanding receivables

Create template letters and scripts for collections communications to ensure consistency

Schedule regular follow-ups for overdue accounts and document all communications

Legal and Compliance

Ensure collections practices comply with all applicable laws and regulations

Keep records of all collections activities to provide evidence of compliance if required

Stay informed about changes in collections laws and update practices as necessary

Customer Communication

Maintain open lines of communication with customers regarding their accounts

Train staff on customer service excellence to preserve customer relationships during collections

Provide customers with clear information on payment options and consequences of non-payment

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CRM Checklist

Gathering Information

Define customer segments.

Establish customer profiles.

Identify customer needs.

Gather customer data.

Building the CRM System

Select the right CRM platform.

Integrate with existing systems.

Test and deploy the system.

Optimizing the CRM System

Train staff on the system.

Analyze customer data.

Create automated processes.

Optimize customer experience.

Monitoring and Refining the CRM System

Monitor customer feedback.

Track system performance.

Identify areas for improvement.

Refine customer engagement.

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Crop/Livestock Inventory

Crop Inventory

Seed quantity and variety

Soil quality

Fertilizer usage

Irrigation requirements

Pest and disease management

Livestock Inventory

Number of animals

Animal health and nutrition

Housing and containment conditions

Feed requirements

Animal movement and transport

Animal identification

Milk and egg production

Animal medications and vaccines

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