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8+ Annual Checklist Templates

An annual checklist helps you to see whether the scheduled tasks are done in the right procedure or not. It also helps to inspect if the annual target is achieved or delayed. By using an annual checklist, you can make sure that none of the tasks that hold importance is overlooked. It also helps to verify the list of required items in an orderly manner and aids to analyze that all rules and regulations are properly implemented. Whether it’s the annual store closing or an annual get-together function, you need a checklist to make sure you don’t miss out on anything.

616+ FREE & Premium Checklist Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

5 Steps to Prepare an Annual Checklist

Step 1: Determine Your Objective

To prepare an annual checklist, it is important to know the major objective behind it. The nature of the checklist completely depends upon the reason for which it is prepared. Once the objective is clear you can work upon the points that you want to incorporate in the template. 

Step 2: Use of External Sources

You can use external sources to prepare an effective checklist. You can search online for checklist templates and analyze the important points that are included in them. You can also discuss with your potential employees or companions and incorporate their views and suggestions to prepare an outstanding checklist.

Step 3: Include Only Vital Points

A checklist should not be too lengthy and tedious. The points included in the checklist should be relevant in a way that it helps you to achieve your motive. Useless points will just make it lengthy and time-consuming. Make sure you include all aspects without skipping any important point.

Step 4: Leave Enough Space for Comments

Make sure you provide enough space to mention any additional information regarding all the points incorporated in the checklist. These additional comments will help you to visualize situations and circumstances more vividly. Hence, it will help you to achieve your objective in a more efficient manner.

Step 5: Review Before Finalizing

After preparing the complete checklist, review it properly. Ensure that all these points are enough to analyze and achieve your objective. Reviewing it two or three times will help you to detect any grammatical errors, repetition of points, spelling mistakes, etc. Once you are sure everything is satisfactory you can proceed them for printing.

8+ Annual Checklist Templates

1. Annual Meeting Checklist Template

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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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Use this impressive checklist template in Word to prepare yourself for a successful annual meeting. It helps you outline points which you have to focus on during the preparation and on the day of the meeting. It will aid you in making and implementing rules and regulations to be followed before and during the meeting. So go for this template and make sure your meeting preparations are perfect.

2. Editable Annual Checklist Template

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File Format
  • PDF

Size: 34 KB

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This is a well-formatted lockout-Tagout annual basic checklist template that you can use to ensure safe operation of heavy and dangerous machinery. Through various checkpoints, you can able to analyze if there are any changes made in the job assignments or job process and if made, whether the employees are updated or not. Editing this template is easy, so you can add or reduce checkpoints as and when you need it.

3. Simple Annual Checklist Template

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File Format
  • PDF

Size: 43 KB

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If you are in search of an impressive simple checklist template for annual fire and life safety inspection, then this template will serve your objective. The checklist includes general housekeeping precautions, emergency planning, and fire service features, electrical equipment and wiring hazards, fire resistance and rated constructions, fire protection and other important points.

4. Elegant Annual Checklist Template

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  • PDF

Size: 143 KB

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This well-designed checklist sample template can be beneficial for you for an annual trailer evaluation. The complete checklist is divided into various tasks such as the required information, load capacity, structure, tow attachment, tongue jack, tyers, and wheel bearings, winch and miscellaneous points. The format of the template is neat and systematic. Although it may feel like an overload of fields when you first try this checklist, you’d soon realize that it’s pretty well organized.

5. Basic Annual Checklist Template

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  • PDF

Size: 414 KB

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This is an eye-catching annual care checklist sample that you can use to ensure that all-important annual checkups are done on time without fail. With this template, you can keep a record of all the tests you have undergone along with their dates. Trust this awesome checklist also to help you to see that none of the vital checkups are skipped prior to your next appointment.

6. Outstanding Annual Checklist Template

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File Format
  • DOCX

Size: 44 KB

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This is a very well constructed facility checklist example that inspects the compliance activities at the facility. The various components are included in the checklist such as a review of prior corrections, emergency lighting, emergency preparedness, fire extinguishers, eyewash, etc. Space is also provided to write any additional comments.

7. Remarkable Annual Checklist Template

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  • DOCX

Size: 32 KB

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Use this free checklist template to illustrate the rules and policies of your company, with whom each and every employee have to abide during their employment terms. This checklist will help the employees to understand the nature and work environment of your company and prepare themselves accordingly, ensuring maximum productivity and process compliance.

8. Standard Annual Checklist Template

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  • DOCX

Size: 29 KB

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This attractive printable checklist template is ready to use a template for the annual risk management of a school. This template is spacious and well designed. The template incorporates 48 points categorized under four major sections, which makes it highly impressive and well organized. A separate space is allocated to pin down any additional information or comments.

9. Effective Annual Checklist Template

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File Format
  • DOCX

Size: 89 KB

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Use this effective checklist example to review school records and safe data destructions. This customizable template is sectioned into various categories and sub-categories such as management of the school, human resources, financial management of the school, property management, pupil management, curriculum management, etc. in an organized manner.

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