Business Strategy Checklist

Let this business strategy checklist be your guide to developing and implementing a business strategy. Check off each item as you complete them.

___ In the first 3-36 months of my business, I successfully completed a sales and expense forecast.

___ Over the first three months, I successfully completed a start-up cost budget that includes equipment and capital expenditures and organizational expenses.

___ I have thoroughly outlined in a reporting form what each staff member’s job entails and how often they should report to me.

___ Having charted a step-by-step plan of action, I have ensured a smooth procedure that can be easily followed by anyone.

___ I keep my tasks and those I delegate separate, and I monitor as needed.

___ I hired a competent attorney, as well as a CPA, business consultant, and business coach to assist me.

___ I utilize well-sourced sales projections to establish inventory, personnel, and monetary needs.

___ My ultimate goals are clearly stated, visually displayed, and tracked so that they are thoroughly understood by everyone, including myself.

___ If a plan that I have implemented is shown by current market indicators to be lacking, I am always willing to rethink, rewrite, or even scrap the initial plan.

___ I make sure that I am always on course by tracking my plan of action daily.

___ I target new demographics and devise effective ways of defining their needs and wants.

___ My business plan is always changing, as is the market.

___ Having studied successful business models, and educated myself about modern business practices.

Keep this business strategy checklist handy so that you stay on track to achieving your goals.

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We can design, print and install anything to suit your needs. We offer services such as:

1830 Del Prado Blvd, Suite 2 • Cape Coral, FL 33990 • 239-573-4200