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13+ Sample Business Checklist Templates

There are so many things that need to be done when it comes to running a business that sometimes it’s difficult to keep track of everything. To help out with that, some create checklists that contain a list of every business-related task that must be completed. This article will provide you with the information you need so that you can properly create one.

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

13+ Business Checklist Templates

1. Business Checklist Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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2. Business Startup Checklist Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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3. Checklist for Business Deductions Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Running a business means having to deal with deductions. To make sure that you are aware as to what these deductions are, it is best that you download this template. Once you have it, you can create a checklist that should point out all of the deductions that will affect your business and which ones you have already factored in.

4. Business Travel Planning Checklist Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Planning out business travels can be difficult as there are things such as the travel itinerary or the budget to consider. By downloading this template, you can create a checklist that should point out all of the things that you, and anyone else involved, will have to do to ensure a smooth business trip.

5. Checklist Sale of a Business Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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When engaging in a transaction with another party that involves the sale of a business, it is important that all procedures are followed to ensure a legal exchange. If you are having trouble in keeping track of what needs to be done, then you should consider downloading this template. With it, you can create a checklist that can be used any time two or more parties will be involved in the sale of a business.

6. Checklist Evaluation for Buying a Business Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Before you even consider buying a business that is up for sale, you should consider all the factors that will help you make your decision. By downloading this template, you can create a checklist that will help you evaluate everything that you need to before deciding whether or not you should make the purchase.

7. Business Evaluation Checklist Template

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Size: A4, US

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8. Selling Business Checklist Template

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File Format

Size: A4, US

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Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Free Download

If you are planning on making a checklist that will help in checking your small business’s inventory legal compliance, then this is definitely the one for you. Make sure that you use either Google Docs, Microsoft Word or Apple Pages so that you can open the template and edit it until you have exactly what you need to help you.

4 Steps for Creating a Business Checklist

Step 1: Know what the checklist will be used for.

Although you already know that it’s going to be used for business-related purposes, but what specifically? Will it be used to help during inspections? Or maybe it’s for assessing the market? Figure out the purpose so that you’ll know what to put in it.

Step 2: Create the descriptions for every task.

Next is for you to list down every business-related task that needs to be completed. When doing this, be sure to provide each one of them with detailed descriptions so that it’s easy to know what exactly has to be done.

Step 3: Provide the date and time.

For every item that you list down, you should provide the date and/or time in which each of them must be started and finished. It is best that you be specific as possible when doing this so that everything can remain within schedule.

Step 4: Place any comments or remarks.

You will need to include a space where you can place either comments or remarks for any task that has to be completed. It’s there where you can write down any problems you have encountered that prevented you from completing them or any changes had to be made due to certain circumstances.

10. Business Travel Itinerary Checklist Template

Details
File Format
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4, US

Free Download

Making a business trip itinerary means thinking of everything from the transportation that will be used to the accommodations that need to be booked. If you think that you are having a difficult time making one, then consider getting this template. With it, you can create a checklist of all the things that you need to cover which should guarantee that your business trip goes smoothly.

11. New Business Checklist Template

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File Format
  • PDF

Size: 92 KB

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When starting a brand new business, there are so many things that need to be considered. You will need to think of things like who you should hire, where the venue will be, what equipment you’ll need, etc. If you choose to download this template, you can create a checklist that should help you keep track of everything that you need to do and get for your new business.

12. Business Plan Checklist Template

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File Format
  • PDF

Size: 177 KB

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If you are going to start your own business, then know that you will need to create a good business plan that will help you every step of the way. By downloading this checklist template, you can create a checklist that should be able to help you consider all the different things that your business plan has to cover.

13. Business Health Checklist Template

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File Format
  • PDF

Size: 1 MB

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It is very important that you assess your business to see if it’s able to continue in the industry. To help you with that, you can create a checklist to see what its current status is and it will help you make important decisions. Get this template now so that you are able to create the checklist.

14. Business Relocation Checklist Template

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File Format
  • PDF

Size: 81 KB

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When planning to relocate your business, it is important that you are prepared to do everything from securing the new location to how all equipment and materials will be moved. Download this template so that you can plan out everything to ensure that the process of relocating goes smoothly.

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