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13+ Closing Checklist Templates

A closing checklist defines a list of tasks that need to be completed or payments and items which need to be settled before the closing of a term or transaction. A closing checklist templates will help you in organizing the responsibilities and actions which need to be taken at the end of a term. Here’s everything you need to know about closing checklists.

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13+ Closing Checklist Templates

1. Restaurant Closing Checklist Template

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File Format
  • Google Docs
  • Word
  • Pages

Size: A4, US

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2. Simple Manager Closing Checklist Template

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  • Google Docs
  • Word
  • Pages

Size: A4,  US

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This closing restaurant checklist is specially designed to fit the needs of a restaurant manager. The tasks mentioned in the template are restaurant oriented and designated space is provided for the status of the tasks. There is also a section for notes which makes it highly practical.

3. Comprehensive Closing Checklist Template

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  • Google Docs
  • Word
  • Pages

Size: A4, US

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This behavior checklist template provides a comprehensive option for restaurant closing by means of its simple design and practical layout. The structure of the template provides sections to distinguish every task into different categories making the process fast and easy to follow for the customer.

5 Steps to Create a Closing Checklist

Step 1: Make Sure the Tasks Are Well Defined

The tasks in the closing checklists need to be specific and well-defined in order to maintain precision in the process. Generic or ambiguous tasks will create hindrance in the accuracy of the term closing and also place the purpose of the checklist in jeopardy.

Step 2: Organize the Tasks In Relevant Order

The order by which the tasks are to be completed plays a huge role in the successful closing of the term. The same should reflect in the checklist and the tasks should be placed in an appropriate order as to create a systematic closing.

Step 3: Definitive Column for the Status of the Task

The status of the task, whether incomplete or complete, should be mentioned in a separate section of the checklist. It will help you in keeping track of the work which is completed and the other possible status of the tasks.

Step 4: Include the Financial Aspect of Closing

There are various payments and transactions to be taken care of at the closing of a term. Make sure the checklist addresses the financial settlements or incoming payments. This will make the checklist comprehensive and all-inclusive of the various closing aspects.

Step 5: Allocate Tasks to Designated Department/Person

If you have a company or business which needs different people and departments to handle specific tasks, then there needs to be a section for allocating tasks to different people. This will make the process organized and easy to track.

4. Opening and Closing Checklist Template

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File Format
  • Google Docs
  • Word
  • Pages

Size: A4, US

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5. Restaurant Opening And Closing Checklist Template

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File Format
  • Google Docs
  • Word
  • Pages

Size: A4, US

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6. All-Inclusive Private Merger Closing Checklist Template

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File Format
  • PDF

Size: 71KB

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This is a compliance checklist perfect for a private merger, asset or stock purchase transaction. This template provides different sections for principal documents, pre-closing, and various actions to be completed before the transaction. To make the template more specific, there is also a section for purchase agreement reference.

7. Simple Mortgage Closing Checklist Template

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File Format
  • PDF

Size: 209KB

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This closing checklist sample template is designed for the closing of a mortgage. This template will help you prepare and learn various aspects of closing a mortgage. The template is divided into sections for the steps to be taken before, at the time of and after the closing is completed.

8. Sample Bond Closing Checklist Template

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File Format
  • PDF

Size: 167KB

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This closing basic checklist template is perfect for CDFI bond guarantee program but can be easily modified for the use of other bond guarantee programs as well. The document provides columns to mention the document description and the name of the party or person who is responsible for the completion of the task.

9. Practical Closing Checklist Template

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File Format
  • PDF

Size: 202KB

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The layout of this printable cleaning checklist template is simple to follow and the categories are easy to understand. The sections of the document are compact and provide ample information in the most uncomplicated manner. There is also a section for mentioning the defined terms of the closing checklist.

10. Elegant Closing Checklist Template

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  • PDF

Size: 24KB

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Use this closing basic checklist template for the closing of dealings with a particular seller. The checklist provides sample tasks such as finding the Valuation of Seller’s Assets and obtaining payoff letters which will help the user in drafting and modifying the tasks according to their needs.

11. Free Closing Checklist Template

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File Format
  • PDF

Size: 309KB

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This free closing checklist template is designed in a tick box layout and is perfect for the organization of important documents and imaged files. The layout does not have categories and hence is highly uncomplicated and easy to maintain for long term purposes and documentation of files.

12. Basic Store Closing Checklist Template

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File Format
  • PDF

Size: 57KB

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This is a simple tick box checklist sample helpful for daily general store closing. The sample tasks in the template provide a step to step guide from the announcement of the closing of the store to the shutting off of all the registers and the POS system. It’s the perfect checklist for any retail store owner, so download it if you are one!

13. Professional File Closing Checklist Example

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File Format
  • PDF

Size: 39KB

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Utilize this checklist example for conducting actions on various relevant files, both paper and electronic. The template provides space to mention the client name along with the file and matter at the starting of the checklist. There is also a section for date and initials for every single task, which makes it easy for you to organize your documents.

14. Standard Property Closing Checklist Template

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File Format
  • PDF

Size: 161KB

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This closing checklist format is specially designed for regulating property inspections. The template provides a comprehensive guide for arranging transfer of utilities, insurance, loan application and various other aspects of property inspection and management. There are sections to mention the rental information, order survey and order deed preparation.

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