Useful templates and checklists for your business

Sometimes the most challenging part of business planning is knowing where to begin and having the resources to do so.

two mean standing at a computer in a coffee warehouse

Putting together a ‘to do’ list for your business is useful. Having the templates and checklists that enable you to achieve your tasks is even better.

We’ve gathered some essential business planning resources to help you prioritise tasks, generate new ideas, discover areas for improvement and determine measurable goals for success.

Our free templates and checklists are designed to save you time, help start or grow your business and plan for the future.

Use our helpful checklists

  • If you’re new to business, access our starting a business checklist to guide you through the various stages of starting your business.
  • Are you looking for opportunities to expand your business? Our growing your business checklist is a great place to start.  It covers details you need to know if you are looking into such things as exporting goods, franchising your business or simply moving to a larger premises.
  • If you’re thinking about employing a new team member in your business, read our taking on an employee checklist to help guide you through the federal and state laws that apply when hiring staff.

Download our free planning templates and guides

  • Every business needs a plan if they want to succeed. An effective business plan should be tailored to your business’ needs as this helps to define your business direction and create strategies to achieve your goals.
  • If you want to get the word out about your product or service then you need to have a marketing plan. Our marketing plan template will help you identify your customers, competitors and a strategy making your business stand out.
  • Make sure you protect your business from unexpected disruptions. Completing an emergency management plan template can help you identify risks to your business, critical areas of your business and how to best protect them.
  • If you want to increase your brand awareness or engage with your customers then you should consider the variety of social media channels that are available. Our social media plan will help you decide which social media tools or websites are best suited to your business and a strategy for their use.
  • The day will come when you want to retire or want a sea change so you need to make sure you have an easy transition when you exit your business. Create a succession plan that sets a realistic timeline and measurable milestones for when you decide to leave your business.

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