55 FREE

CHECKLIST
TEMPLATES
TABLE OF CONTENTS
Baby Shower Checklist ................................................................................................................................... 3

Babysitter Checklist......................................................................................................................................... 7

Chore Checklist ................................................................................................................................................. 9

Compliance Checklist ..................................................................................................................................... 10

Daily Checklist ................................................................................................................................................... 13

Home Inspection Checklist ........................................................................................................................... 14

Housekeeping Checklist ................................................................................................................................ 16

Audit Checklist ................................................................................................................................................... 18

Inventory Checklist .......................................................................................................................................... 20

Moving Checklist ............................................................................................................................................... 21

Packing Checklist ............................................................................................................................................. 25

Party Checklist ................................................................................................................................................... 26

Real Estate Checklist ....................................................................................................................................... 29

Student Checklist .............................................................................................................................................. 32

To-Do Checklist .................................................................................................................................................. 33

Vehicle Inspection Checklist ........................................................................................................................ 35

Weekly Checklist ............................................................................................................................................... 36

Monthly Checklist .............................................................................................................................................. 37

Task Checklist ..................................................................................................................................................... 38

Project Checklist ................................................................................................................................................ 39

New Hire Checklist ............................................................................................................................................ 40

Product Launch Checklist .............................................................................................................................. 43

Due Diligence Checklist .................................................................................................................................. 45

New Employee Checklist ................................................................................................................................ 61

IT Onboarding Checklist .................................................................................................................................. 62

Wedding Checklist ............................................................................................................................................ 65

Event Checklist .................................................................................................................................................. 69

Software Development Checklist .............................................................................................................. 72

Project Management Checklist ................................................................................................................... 73

Printable Checklist ........................................................................................................................................... 75

New Client Onboarding Checklist .............................................................................................................. 76

Vacation Checklist ............................................................................................................................................ 78

User Acceptance Testing Checklist ........................................................................................................... 80

Maintenance Checklist .................................................................................................................................... 82

Business Startup Checklist ........................................................................................................................... 84

Office Move Checklist ...................................................................................................................................... 87

College Application Checklist ...................................................................................................................... 90

Work Checklist .................................................................................................................................................... 96

Home Buyer Checklist ...................................................................................................................................... 98

Offboarding Checklist ...................................................................................................................................... 99

Retirement Checklist ....................................................................................................................................... 103

Equipment Checklist ......................................................................................................................................... 105

Termination Checklist ...................................................................................................................................... 110

Training Checklist .............................................................................................................................................. 111

Rental Inspection Checklist ........................................................................................................................... 112

Direct Mail Campaign Checklist ................................................................................................................... 120

Quality Control Checklist ................................................................................................................................ 121

Employee Checklist ........................................................................................................................................... 122

Cleaning Checklist ............................................................................................................................................. 123

Grocery Checklist ............................................................................................................................................... 124

Travel Checklist .................................................................................................................................................. 125

Medication Checklist ........................................................................................................................................ 126

Backpacking Checklist .................................................................................................................................... 127

Camping Checklist ............................................................................................................................................ 128

Baby Shower Checklist

2 months before the baby shower

● Determine who's hosting and/or cohosting
● Create a budget
● Choose a location (if you're going to a restaurant or some other venue,book it early)
● Set a date (including time of day and the length of the party - usually 2-3 hours long)
● Create a guest list (also, decide if it's a women's or couple's shower)

1-2 months before the baby shower

● Decide on a theme (hint - you can match the nursery theme)
● Plan your menu
● Select the invitations
● Have the mother-to-be create a baby gift registry

1 month before the baby shower

Send out your invitations (make sure to include the gift registry and directions to the baby
shower)

2-3 weeks before the baby shower

● Finalize your menu
● Order the cake
● Order the flowers
● Purchase the party decorations (try to match the theme of the party) ex.
centerpieces, welcome sign, confetti,wall or hanging decorations, party favors,
banners, special balloons, party cameras, streamers, name cards for tables, etc.
● Purchase tableware, eating utensils and tablecloths.
● Order extra tables and chairs, special entertainment, etc. that you need for the party
purchase the party favors, baby shower games, game winner prizes and door prizes

1 week before the baby shower

● Make a final guest count
● Confirm reservations (if applicable) or order food and beverages
● Wrap baby shower game prizes and party favors
● Make sure you have a camera and buy extra batteries, just in case
● If you're hosting the baby shower at home,begin cleaning
● Prepare the name tags and table assignments
● Prepare printed menu cards, if desired
● Think about and plan the room arrangement, seating, etc. buy and wrap your gift for
the mother-to-be

1 day before the baby shower

● Review the games/activities (make sure to have pens/pencils)
● Begin decorating (don't forget scissors and tape)
● Pick up the cake
 ● Cook whatever food is needed for the baby shower and make sure you have serving
dishes and utensils, take-home platters, large garbage bags, etc. purchase ice and
chill beverages make street signs, if necessary
● Set up tables, chairs, buffet table,etc..
● Set up stereo to play background music
● Double-check your checklist to make sure you didn't miss anything

The day of the baby shower

● Put party favors on the tables and finish any last minute decorating that is needed
● Set up the gift table
● Set up the food
● Set out glasses, ice and beverages
● Pick up the balloons for the party
● Put signs up for the party
● Keep a notebook handy to write down the gifts the mommy-to-be receives from her
guests (for mommy to refer to when writing thank you cards)
● Keep trash bags near the mommy-to-be to throw gift wrap in when she's opening
gifts
● Play the background music you set up the day before
BABYSITTER CHECKLIST
GENERAL INFO
TO CONTACT US
CHILD(REN)’S INFO
IN AN EMERGENCY
Call 911
HOUSE RULES
FOOD GUIDELINES
PARENTAL RELEASE
Our names: Residence phone:
Residence address: Cross streets:
Where we will be: Time expected home:
Address: Phone:
Cell phone: Secondary cell phone:
Name: DOB: Allergies/special needs:
Name: DOB: Allergies/special needs: Name: DOB: Allergies/special needs: Mealtime: Bedt
Poison Control: Doctor:
Neighbor: Relative:
Our fire extinguisher is located:
TV & computer programs that are un/acceptable:
Foods that are un/acceptable: Guidelines for outside play: Guidelines for inside play:
Never leave a child unattended with food. Make sure any food given to a child under 4 years old is cut into small pieces
(size of a fingertip). Avoid giving raisins, hot dogs, raw carrots, celery, grapes, nuts, hard candy, gum, popcorn, raw pears and apples to children under 4 years of age. For ages 4 to 6, be sure to peel and cube apples, pears, and carrots. Never drink or eat anything hot while holding a baby.
In the event that there is a medical emergency, below is an Emergency Treatment Release:
Child’s name: Birthdate:
Health insurance provider: Policy number:
Any licensed physician, dentist, or hospital may give necessary emergency medical service to my child at the request of the
person bearing this request form.
Signature of Parent or Legal Guardian Date
 Bedtime: Snacks: Additional information or special instructions:

or inside play: Guidelines for company: Bedtime routine:

ng hot while holding a baby.

Chore Chart
www.ChoreCharts.net
My Chores: MON TUE WED THU FRI SAT SUN

MON TUE WED THU FRI SAT SUN

MON TUE WED THU FRI SAT SUN

MON TUE WED THU FRI SAT SUN

Management
Are HR goals in line with those of the organization?
Are workweeks identified and defined?
Are full-time and part-time hours defined?
Are shifts defined?
Is there open communication to and from the HR department?
Hiring
Do job descriptions exist for all jobs?
Are job descriptions up to date?
Are I-9 forms and acceptable documentation reviewed annually?
Are I-9s and medical information kept separately from personnel files?
Are job openings offered to current employees?
Are applicant references checked?
Are selection processes used with reference to the Uniform Guidelines?
Are all applicants required to fill out and sign an application form?
Are applicant identities checked?
Are applicants asked to voluntarily identify their affirmative action information?
If the organization has a qualifying federal contract, is there an affirmative action plan?
Do employment applications refrain from requesting protected information?
Are independent contractors accurately identified?
Are all new hires reported to the IRS timely?
Do new employees fill out W-4 forms?
Are W-4 forms sent to the IRS?
New employees
Are workplace policies in place that focus on your workplace?
Are policies communicated?
Is this communication documented?
Are policies enforced?
Is there an employee handbook?
Is the employee handbook specific to your workplace?
Do employee orientations take place?
Is there an orientation plan?
Are employees trained on policies and work rules?
Are employees trained on discrimination and harassment issues?
Wages and hours
Are compensation levels monitored and reviewed?
Are employees correctly designated as exempt or nonexempt per FLSA?
Is there a formal pay structure that is reviewed regularly?
 Is working time documented?
Are paid time off (vacation, holidays, etc) structures developed and equally enforced?
Are non-exempt employees compensated at least one and one-half times their hourly wage for any hours worked beyond 40?
Is the compensation plan communicated to all employees?
Are appropriate payroll withholdings performed and forwarded?
Benefits
Are employees informed about their benefits?
Are Summary Plan Descriptions provided to plan participants?
Who administers the benefits?
Are general COBRA notices provided to plan participants? Extended COBRA notices?
Are employees allowed up to 12 weeks of leave under the FMLA?
Are plan documents in compliance with ERISA?
Are supervisors and managers trained to report employee absences of more than three days to HR for FMLA purposes?
If there is a health care plan, is protected health information kept private and secure?
Are all Form 5500s completed and reported?
Employee relations
Is there a system for performance evaluation?
Does the system check for effectiveness of the evaluation?
Is quality and quantity of work evaluated?
Is performance tied to compensation?
Are workplace policies flexible?
Are disciplinary actions for violating workplace policies flexible?
Is there a process for employees to lodge complaints?
Are there a variety of individuals to whom employees may lodge complaints (supervisor, HR representative)?
Is there a whistleblower policy in effect?
Safety and security
Are safety hazards reported to the appropriate personnel?
Are workplace accidents, injuries, and illnesses reported and investigated?
Are measures in place to prevent intruders from entering the grounds or buildings?
Is bright, effective lighting installed indoors and outdoors?
Are measures in place (access badges, traffic control, etc.) to keep unauthorized persons from entering the facility through normal entrances?
Are employees encouraged to promptly report incidents, and suggest ways to reduce or
eliminate risks?
Are structures readily accessible to disabled employees?
Are minors prohibited from performing hazardous work?
Are OSHA rules adhered to?
Discrimination and employee rights
 Are employees trained on discrimination issues?
Are supervisors and managers trained in anti-discriminatory practices?
Are employment practices in line with the various anti-discrimination laws?
Are minors prohibited from working more than their hours allowed by the Fair Labor Standards Act?
Are effective policies in place that prohibit retaliation against employees who exercise their rights?
Workers’ compensation
Are injuries/incidents investigated?
Is follow-up remediation performed where appropriate?
Are employees workers compensation files kept secure and separate from their employee file?
Is regular contact made with employees out on workers compensation?
Are return-to-work programs checked for effectiveness?
Is contact made with medical providers?
Are insurance premiums and competitive quotes reviewed on a periodic basis?
Is the workplace environment maintained with safety in mind?
Are state (new and existing) requirements monitored?
Employee separation
Do exit interviews take place?
Are separation and COBRA notices provided on time?
Are final paychecks provided on time?
Recordkeeping and other documentation
Are personnel files current?
Are all appropriate labor posters displayed in a conspicuous place?
Have the posters been updated?
Are documents regarding employees kept for their required duration?
SUNDAY Tme 1 2 3 4 5 6 7 8 9
Tuesday
T H U R S DAY
SAT U R DAY
M O N DAY
W E D N E S DAY
FRIDAY

notes
© A PAIR OF PEARS.COM
Home Inspection Checklist
Always start by mentioning any of your own concerns.
Interior Checklist
Attic / Basement
 Can you get to the attic easily?
 Is the attic well ventilated?
 Are there any signs of water damage in the attic?
 Does the basement smell damp or musty?
 Are there any signs of water damage in the basement?
 Are there any cracks in the foundation?
Water / Electricity
 Is the shut-off switch on the water heater easy to access?
 Will the size of the water heater suit your needs?
 Is the fuse box/main panel easy to access?
 Is the electrical up to code and good enough for this home?
 Are there enough outlets in each room?
 Do all of the electrical outlets work?
Bathroom
 Is the bathroom well ventilated?
 Is the caulking around the bathtub or shower moldy or missing?
 Is the tub or shower cracked?
 Run the faucets. How is the pressure? Do they drain properly?
 Does the bathroom floor feel spongy and/or have any loose tiles?
Fireplace / HVAC
 Is the mortar on the fireplace crumbling or loose?
 Do you see smoke stains around the exterior of the firebox?
 Is there any creosote buildup in the firebox?
 Do I need a heating, ventilation, and air conditioning (HVAC) inspection?
Walls, Floors, Windows and Doors
 Are there any water spots on ceilings, walls, or floors throughout the house?
 Is the drywall pulling away?
 Are there any cracks in the walls?
 Do any of the floors slope?
 Are any of the doors or windows broken?
 Are the doors properly sealed?
 Are there any signs of mold/mildew on the windows/sills?
Kitchen
 Is there ventilation above all cooking appliances in the kitchen?
 Are the kitchen cabinets secured to the wall?
 Run the faucet. How is the pressure? Does it drain properly?
 Are there any signs of leaking under the kitchen sink or refrigerator?
 Does the kitchen floor feel spongy and/or have any loose tiles?
Exterior Checklist
 Is the balcony/deck built to code?
 Is the balcony/deck pitched away from the home for proper drainage?
 Are the railings/steps safe and secure?
 If the exterior is made of wood, are there any signs of rot or termite damage?
 If the exterior is made of brick, are the bricks and mortar in good condition?
 Is the mortar on the chimney crumbling or loose?
 Are any shingles on the roof broken, buckled, or missing?
 Are the gutters/drain spouts in good shape?
 Is the foundation solid?
 Are there any cracks in the foundation?
 Is there any water in the yard or around the foundation?
 Is the driveway/walkway cracked or uneven?
 Does the driveway/walkway drain properly?
General Questions
1. What are the common problems you find in homes from this era?
2. (If you need repairs) Do you have any idea what this might cost?
3. (If you need repairs) Can you recommend anyone who could do the work?
4. If this was your house, what would you fix and when?
5. May I call you if I have any follow-up questions?
House Keeping Checklist
by Vertex42.com © 2012 Vertex42 LLC

DAILY WEEKLY MONTHLY

Kitchen
Wash dishes Wipe up spills in fridge Throw out old food Dust blinds and vacuum curtains Wash
Clear and wipe table Clean outside of appliances Scrub and shine windows
Wipe countertops and stove Wipe the sink Shake or vacuum rugs Wipe cupboard doors Clean fridge
sink Mop Clean oven and oven hood Clean small
Sweep appliances Wash trash can
Wipe up spots on the floor Take out
trash

Bathroom
Spray shower with shower mist Clean Mop Clean showerhead Wash windows Wash rugs
mirror Clean sink/countertop Wipe door/knobs Wash trash can
Wipe the sink and counter Clean the Clean tub
toilet bowl Clean outside of toilet Empty trash
Wipe toilet seat and rim Shake or vacuum rugs

Bedrooms
Make bed Change sheets Dust Straighten shoes Straighten drawers
Straighten nightstand Put clothes away Vacuum Dust blinds/vacuum curtains Wash windows
Vacuum around the edges of room

Living/ Family Rooms

Clean up the clutter Straighten Dust Vacuum Clean mirrors/dust pictures Clean electronics
pillows/cushions Straighten coffee/end Straighten books, DVD's, etc. Dust blinds/vacuum curtains Wash windows
tables Wipe spots off tables Vacuum couch
Vacuum around the edges of room

Home Office
Clean up the clutter Sort mail File Papers Dust Vacuum Clean mirrors/dust pictures Dust
blinds/vacuum curtains Wash windows
Vacuum around the edges of room
 Clean up the clutter Sort mail File Papers Dust Vacuum Clean mirrors/dust pictures Dust
blinds/vacuum curtains Wash windows
Vacuum around the edges of room

Laundry / Utility Room

Laundry - clothes Sweep Dust shelves Clean insides of washer/dryer Wash windows
Wipe washer/dryer Clean sink/countertops Change filters on heating/AC units Mop
Wash bedding and towels Remove lint from
dryer vent

Entryway / Porch
Pick up clutter Sweep entry and steps

Wash windows
Wash hand rails and door
http://www.vertex42.com/ExcelTemplates/house-cleaning-schedule-checklist.html
Audit Checklist (Not all-inclusive, not presciptive, audit points are not prioritized)
Process: Performing a process audit Scope: From audit planning to reporting audit results to the Process Owner
# Audit point: (Question, instruction or prompt) What to look for: Audit evidence: (Auditor notes)
1 Are internal audits conducted at planned intervals? (8.2.2) Internal audit procedure - Audit schedule - Audit records

2 Do internal audits include all requirements of ISO 9001:2000? (8.2.2) Internal audit records - Audit checklists

3 Do internal audits include all requirements established by the organization? Internal audit records - Audit checklists
(8.2.2)
4 Do internal audits verify effectiveness of processes? (8.2.3) Internal audit records - Audit checklists

5 Do internal audits verify continual improvement of processes? (8.5.1) Internal audit records - Audit checklists

6 In planning internal audits, are the status and importance of processes/areas Internal audit schedule
considered?
7 In planning audits, are the results of previous (internal/external) audits Internal audit schedule
considered? (8.2.2.)
8 How are audit criteria, scope, frequency and methods defined? (8.2.2) Internal audit procedure - Audit plans - Internal audit schedule

9 Do selection of auditors and conduct of audits ensure objectivity and Internal audit records
impartiality? (8.2.2)
10 How is it ensured that auditors do no not audit their own work? (8.2.2) Internal audit schedule - Job descriptions - Responsibility ands authority
documents
11 Is there an Internal Audit procedure and are audit records maintained? Internal audit procedure - Audit records
(8.2.2)
12 Do managers take action without undue delay on audit nonconformities? Corrective action procedure - Corrective action request (CAR) records -
(8.2.2) (8.5.2) CAR logs
13 Do follow-up activities include the verification of CARs and the reporting of Corrective action procedure - Corrective action request (CAR) records -
the results? (8.5.2) CAR logs
14 Are the auditors qualified to audit the QMS and its processes? Training records

15 Do internal audit results contribute to continual improvement of the QMS and Audit records - Linkages between audits and improvement initiatives - Mgt.
its processes? review records
16 Do internal audit results contribute to mitigation and/or elimination of risks Audit records - Linkages between audits and prevention initiatives - Mgt.
in processes? review records
17 Do internal audits contribute to successful surveillance audits by the Surveillance audit records
Registrar?
18 Do internal audits contribute to successful (no nonconformities) audits by the Customer audit records
Customer?
19 Do internal audit evaluation reports show Internal Customer (Auditee) Audit evaluation reports
satisfaction?
20 Do internal audit evaluation reports show Internal Audit Team Leader Audit performance evaluation reports
satisfaction?
21 Are audits conducted in accordance with the schedule? Internal audit procedure - Audit plans - Internal audit schedule

# Audit point: (Question, instruction or prompt) What to look for: Audit evidence: (Auditor notes)
22 Are audit reports completed per the organization's internal audit procedure? Internal audit procedure - Audit records

23 Are audit nonconformity reports completed per the organization's internal Internal audit procedure - Audit records
audit procedure?
24 Are corrective action requests completed and issued per the organization's Internal audit procedure - Corrective Action procedure - CARs and CAR logs
CAR procedure?
25 Are Top Management, Supervisors and Associates supportive of the audit Random interviews with personnel at all levels and shifts - Management
process? review records
26 Is the information necessary for audit planning and preparation readily Organization's intranet - computer networks - Access to QMS/process
available/accessible? documents and records
27 Do the audit prep documents and checklists show evidence of effective Audit preparation documents - Audit checklists
planning and preparation?
28 Are the Process Owners involved in planning, preparation and scheduling of Random interviews with Process Owners - E- mails -
audits? Communication records, etc.
29 Do the Auditors have access to suitable resources to plan, prepare and Audit resources (computer equipment, information, communication devices,
conduct internal audits? etc.)
30 Have the Auditors received the proper training in accordance with internal Training records - Auditor performance evaluations - Certifications
requirements?
31 Is the Internal Audit Team Leader qualified in accordance with internal Training records - Performance evaluations - Professional certifications
requirements?
32

33

34

35

36

37

38

39

40

41
Physical Inventory Count Sheet
Sheet #
Location
Item Number Description Quantity Location

Counted by Date
worksheet 1: moving-countdown checklist
an organized move is an easier move. Use this checklist to give yourself a head start.
One Month Before
Select your mover, confirm dates, and get written confirma-
tion of all the costs and details of your move.
Start packing, beginning with things you use infrequently.
As you pack, note items of special value. If you purchase supplemental insurance from your moving company, you must declare in writing any items valued at over $100 per pound (a computer, for example).
Go to your local post office and fill out a change-of-address
form, or do it online at www.usps.gov.
Alert the following about your move, either in writing,
by phone, or online:
■ Banks
■ Credit-card companies
■ Brokerage firms
■ Insurance companies
■ Utility companies
■ Human-resources department at work
■ Doctors, other health-care providers, veterinarian
■ If you’re moving out of the area, obtain copies of medical records or ask that they be forwarded to your new providers. Ask for referrals.
■ Magazines and newspapers you subscribe to. If you have a number of subscriptions, try www.oneswitch.com, a website that will forward your new address for free to all your periodicals that are on its list of hundreds.
Notes:
Two Months Before
Start going through your home and deciding what you want to move and what you want
to get rid of. Note valuable items that will need special packing or extra insurance
coverage, such as plasma TVs, computers, and paintings.
Investigate moving companies and get estimates.
Start a moving folder to keep track of estimates and receipts.
Arrange to have school records transferred to your child’s new school district.
Notes:
Six Weeks Before
Order boxes and other packing supplies.
Start using up things you won’t want to move (such as frozen and perishable foods) and
cleaning supplies (such as bleach and aerosols) that are too dangerous to move.
Check the measurements of your new home. Make sure that you have enough room for
your larger pieces of furniture and that you can get them through the door.
Notes:

realsimple
Two Weeks Before
Have your car serviced, considering the new climate if you’re moving to one.
Clear out your safe-deposit box, and put the contents in a safe box you’ll take in the car
for your move.
Reconfirm the movers.
Notes:

One Week Before

Fill any prescriptions you’ll need in the next couple of weeks.
Aim to finish packing a couple of days before the moving date. Have your boxes labeled
and numbered. Pack and clearly mark an “essentials” box of items you’ll need right
away.
Set aside things you’ll personally transport to your new home, such as jewelry and
important files. Pack suitcases for every- one in the family, with enough clothes for a
few days.
Notes:
A Few Days Before
If you’re moving your refrigerator, empty, clean, and defrost it at least 24 hours before
your move.
Reconfirm the moving-day arrival time and other details with the moving company.
Get a money order, a cashier’s check, or cash to pay and tip the movers (if you haven’t
arranged to pay by credit card).
Prepare detailed written directions to your new home for
the movers, including your contact information (a cell-phone number is ideal).
Ask the new occupants of your home or a neighbor to watch out for mail after you
move—and check in with them after two weeks, and again after a month.
Notes:

Day of the Move

Make sure the truck that shows up is from the moving company
you hired. It should have the same USDOT (U.S. Department of Transportation) number painted on the side that you were given when you collected the estimate. (Bait-and-switch scams are not unheard-of.)
Plan to be home for the entire time it takes the movers to get you packed and loaded.
Before the movers leave, sign and keep a copy of the
mover’s bill of lading/inventory list.
Notes:
Personal reminders:

                                                                                              
                                                                                              
                                                                                              
For reprints of this chart, go to www.realsimple.com/moving 2005 © Time Inc. All rights reserved.

worksheet 2: hiring a mover

finding a good mover can be daunting, but it pays to shop around. Once you have a handful of companies to
consider, request an in-person estimate from each one. Gather the following information while the representatives are at your home. This worksheet will help you compare bids and companies’ business practices. Find a 12-step plan—including tips on researching companies and weighing bids—at w
Mover Option 1 Mover Option 2

Company’s full name: Company’s full name:

Any other names it does business under: Any other names it does business under:
Company address: Company address:

Phone number: Phone number:

E-mail address: E-mail address:
Name of contact: Name of contact:
USDOT (U.S. Department of Transportation) and USDOT and MC numbers:
MC (motor carrier) numbers:
Estimate:
Estimate:
Notes:
Notes:
Mover Option 3 Mover Option 4
Company’s full name: Company’s full name:
Any other names it does business under: Any other names it does business under:
Company address: Company address:

Phone number: Phone number:

E-mail address: E-mail address:
Name of contact: Name of contact:
USDOT and MC numbers: USDOT and MC numbers:

Estimate: Estimate:

Notes: Notes:
Travel Check List Packing Check List
Travel Preparation General Clothing Beach Gear Health & Medications
Renew/Check Passport Shirts Swim Suit Prescription Medicine
Insurance: Medical T-shirts Sunglasses Contraception/Condoms
Change dollars to local Currency Shorts Sunblock Motion Sickness
Confirm Tickets Socks Beach Towel Pain/Aspirin Medication
Get Maps Black Pants Allergy Medication
Make a travel plan Jeans Cold/Sinus Medication
Sweater Cold Weather Clothing Antibiotic Ointment
Home Preparation Hat Jacket (Wind Breaker) Laxative
Pay bills/rent/utilities Underwear Gloves Diarrhea Medicine
Put valuables in safety deposit box Runners Hat First Aid Kit
Unplug electronics Black Shoes Scarf Insect Repellent
Turn down heat Long Underwear Contact Lens Kit
Turn off water Glasses
Empty Trash Vitamins
Clean Home Women's Clothing
Plant Care Bras Suitcases & Packing
Pet Care Dress Backpack
Wash Clothing Skirt Carry-on Bag Electronics
Empty fridge of perishables Panty hose Cooler Travel Alarm Clock
Forward or hold Mail/Newspapers/Magazines Heels Suitcase Hair Dryer
Install/recharge batteries Wallet Sewing Kit Cell Phone/Charger
Cut Hair Purse Safety Pins Extra Batteries
Visit Dentist Ziplock Bags Laptop
Give keys to a friend/relative Watch
GPS
Men's Clothing iPod
Collar shirt Personal Hygiene Headphones
Tickets Tie Toiletry Bag Electronic Watt Coverter
Airline Tickets Money Belt Hair Brush/Comb
Bus Tickets Wallet Razor/Electric Shaver
Toothbrush
Toothpaste Camera Equipment
Money & Documents Dental Floss Digital Camera/Charger
Passport Shoes Soap/Cleansers Memory Cards
Visas Runners/Walking Shoes Shampoo/Conditioner Camera Cables
Health Insurance Cards Sandals Deodrant Video Camera/Charger
Travelers Checks Dress Shoes Moisturizer Video Tapes
Cash Shower Shoes Lip Balm
Emergency Money Towel
Credit Card
Debit Card Other
Drivers License Optional Clothing
Personal Identification Belt Women's Hygiene
Emergency Address List Raincoat Make-up
Birth Certificate Umbrella Feminine products
Documentation Photocopies (give to parents or someone you trust) Pyjamas Tweezers
Jewelry Nail File
..................................................................................................................................................................................

Party-Planning Guide
..................................................................................................................................................................................

1 Month Before:
□ Choose the type of party you want to throw.

□ Set the date.

□ Prepare your guest list.

□ Mail or e-mail invitations, or call guests to invite them.

3 Weeks Before:
□ Choose the menu; organize recipes for easy reference.

□ Create a timeline for preparing your chosen recipes.

□ Read through recipes and make lists of the ingredients you need to buy. Stock up on pantry
items, such as sugar, flour, and other nonperishables.

□ Try out any new recipes you want to troubleshoot.

□ Prepare any items that can be frozen.

□ Arrange to borrow, rent, or buy serving pieces and other items that you might need, such as
platters, glasses, flatware, or table linens.

□ Hire a bartender if desired.

2 Weeks Before:
□ Purchase wine and liquor, and arrange to have cases delivered to your home.

□ If you’re throwing a potluck, or if friends have offered to bring something, let guests know what to make.
www.marthastewart.com/checklists
© 2009 Martha Stewart Living Omnimedia, Inc. All rights reserved.

□ Set the table, as a trial run, to make sure you have all the dishes and serving utensils
you’ll need.
 1 Week Before:
□ Call or e-mail guests who have not yet RSVP’d to see if they plan to attend, and also follow up with guests who have offered to bring a dish.

□ Make space in the refrigerator or freezer so you’ll have room to store groceries.

□ Prepare recipes that keep well up to a week.

4 Days Before:
□ Purchase all remaining nonperishables.

2 Days Before:
□ Wash serving pieces, plates, flatware, and glasses, and polish if necessary.

□ If using cloth napkins or tablecloths, iron them.

□ Place frozen food in the refrigerator to defrost overnight.

1 Day Before:
□ Purchase any perishables, such as salad greens, fresh bread, and seafood.

□ Pick up fresh flowers (or have them delivered).

□ Assemble any foods that can be made in advance.

□ Wash and prepare salad greens and other vegetables, and blanch vegetables for crudites
hese wrapped in paper towels). Refrigerate all separately, in airtight containers.
4 to 7 Hours Before:
□ Set up the bar, if it isn’t already done.

□ Place flower arrangements.

www.marthastewart.com/checklists
© 2009 Martha Stewart Living Omnimedia, Inc. All rights reserved.

4 to 5 Hours Before:
□ Chill white wine and sparkling wine.

Up to 1 Hour Before:
□ Finish preparing food.
www.marthastewart.com/checklists
© 2009 Martha Stewart Living Omnimedia, Inc. All rights reserved.
 PROPERTY CLOSING CHECKLIST
PROPERTY ADDRESS
LISTING COMPANY SELLING COMPANY
SALESAGENT SALESAGENT SELLER BUYER SELLER'S ATTORNEY
* DO NOT FORGET TO NOTIFY OUT-OF-STATE SELLERS OF THE NON-RESIDENT INCOME WITHHOLDING TAX *
1. EARNEST MONEY CHECK
A. Deposited/Date
B. Transfer to Closing Attorney
C. Other
2. MULTIPLE LISTING SERVICE
Computer Forms
A. Contingency Pending
B. Pending
C. Sold
3. PUT UP SOLD SIGN
4. REMOVE LOCK BOX
5. ORDER TERMITE INSPECTION
A. Change of Status
B. Other
A. Transfer Termite Bond Protection
B. Pest Control Protection
C. Other
6. PROPERTY INSPECTION (Order any repairs needed)
A. Appliances
B. Furniture
C. Window Treatments
D. Plumbing
E. Electric
7.ARRANGE TRANSFER OF UTILITIES, ETC.
F. Roof
G. Miscellaneous Convey Items
H. Removal of Non-Convey
I. Other
UTILITY COMPANY CONTACT DATE

Electricity
Water
Sewer/Septic Tank Tap Fee
Impact Fee Septic Tank
Approval

Cable TV
Telephone
Garbage
Gas
Mail
Security
 Other
Form 350 PAGE 1 OF 2
8. INSURANCE
AGENCY CONTACT DATE
Flood
Wind, Storm, & Hail
Fire (Hazard)
9. LOAN APPLICATION
COMPANY PROCESSOR DATE
Loan Assumption Prorate
Interest

First Mortgage
Second Mortgage
10. ORDER DEED PREPARATION
A. Name as it should appear on deed
B. Does Seller want Buyer's Attorney to prepare deed?
C. Does Buyer want Title Insurance?
11. ORDER SURVEY
12. RENTAL INFORMATION
A. Sign Management Agreement/or Withdraw From Rental Program
B. Sign Interest Agreement
C. Lock Box Agreement for Buyer
D. Refund Lock Box Fee to Seller
E. Check with Bookkeeper for Outstanding Bills
13. CONDOMINIUMS
A. Notify Home Owners Association
B. Transfer Name and Address
C. Outstanding Balance/Prorated Rents
D. Transfer Rent Securities
14. REVIEW SALES CONTRACT TO BE SURE ALL CONTINGENCIES HAVE BEEN MET
15. SELLER SIGN LEASE AGREEMENT IF REMAINING IN HOUSE/CONDO
16. CLOSING STATEMENT REVIEW
A. Check Addition and Subtraction
B. Transfer Rent Securities
C. Interest Prorated
D. Earnest Money Transferred to Closing Attorney
E. Go over Closing Statement with Buyer
F. Go over Closing Statement with Seller prior to Closing
G. Termite Inspection fee
H. Reminder: Signed Agency Disclosure
17. KEYS
A. Get Keys from Seller
B. Give Keys to Buyer
AFTER THE CLOSING
1.THANK YOU LETTERS TO BUYER AND SELLER. PERIODIC FOLLOW UPS ARE NICE!
2. DISBURSE FUNDS
 A. Selling Agent
B. Listing Agent
C. Referral Date
The foregoing form is available for use by the entire real estate industry. The use of the form is not intended to identify the user as a REALTOR®. REALTOR® is the registered collective
membership mark which may be used only by real estate licensees who are members of the NATIONAL ASSOCIATION OF REALTORS® and who subscribe to its Code of Ethics.
Expressly prohibited is the duplication or reproduction of such form or the use of the name "South Carolina Association of REALTORS®" in connection with any written form without the prior
written consent of the South Carolina Association of REALTORS®. The foregoing form may not be edited, revised, or changed without the prior written consent of the South
Carolina Association of REALTORS®.

© 2002 South Carolina Association of REALTORS®. 01/02

Form 350 PAGE 2 OF 2
Charleston Real Estate Guide Legal Forms

Charleston Real Estate Guide - Legal Forms

Charleston South Carolina | Charleston SC Real Estate Agent | Neighborhoods in Charleston SC
arleston Relocation Package About The Charleston Real Estate Market SC Real Estate Forms and Contracts | The Official Charleston Real Estate Forum
Home With Prudential Carolina | Charleston SC MLS Listings
file:///C|/Documents%20and%20Settings/MacLean/My%20Docu...S/charleston%20real%20estate%20guide/~prev-bottom2.html11/29/2003 6:00:28 AM
Student Learning Checklist

Subject: M T W Th Fr Sa Su

Comments:

www.TeachersPrintables.net
To Do List
Check
When Task Deadline
Completed

templatetrove.com
VEHICLE INSPECTION
INSPECTION POINT PASS FAIL

1 Foot brakes (pads/shoes thickness)

Min. per manufacturer: Front Rear
Front Brake Left Measurements
Front Brake Right Measurements
Rear Brake Left Measurements
Rear Brake Right Measurements
2 Emergency brake (parking brake)
3 Steering mechanism
Ball joints
Tie rods
Rack & pinion Bushings
4 Windshield
Large crack
Small crack
5 Rear window and other glass
6 Windshield wipers
7 Headlights
8 Tail lights
INSPECTION POINT PASS FAIL

9 Turn indicator lights

10 Stop Lights
11 Front seat adjustment
12 Doors (open, close, lock)
13 Horn
14 Speedometer
15 Bumpers
16 Muffler and exhaust system
17 Tires, incl. tread depth
Right front [32nd’s / In]
Left front [32nd’s / In]
Right rear [32nd’s / In]
Left rear [32nd’s / In]
18 Interior and exterior rear view mirrors
19 Safety belts for driver and passenger(s)
VEHICLE INSPECTION
PASS FAIL
(Please circle)

RASIER PARTNER NAME EMAIL ADDRESS

RASIER PARTNER SIGNATURE RASIER PARTNER PHONE NUMBER DATE
TO BE COMPLETED BY INSPECTOR
COMPANY VEHICLE MILEAGE
LICENSE PLATE # VIN#
VEHICLE MAKE VEHICLE MODEL VEHICLE YEAR
ADDRESS
INSPECTOR NAME INSPECTOR SIGNATURE DATE
SUNDAY

Tuesday
THURSDAY
SATURDAY
MONDAY
WEDNESDAY
FRIDAY

notes
© A PAIR OF PEARS.COM
MONTHLY CHECKLIST TEMPLATE (WEEK 1)

Week Period:

MONDAY TUESDAY

WEDNESDAY THURSDAY

FRIDAY SATURDAY

SUNDAY NOTES:
 SIMPLE TASK TRACKER
Task List Templates
© 2017 Vertex42 LLC
EST
MY TASKS PRIORITY START DATE DUE DATE % COMPLETE DONE NOTES
HOURS

Task 1 4 1/2/2017 1/3/2017 5 50% 0

Task 2 4 1/2/2017 1/29/2022 8 100% 1

Task 3 3 1/2/2017 1/31/2022 3 30% 0

Task 4 2 1/2/2017 1/27/2022 7 0

Task 5 1 1/2/2017 1/27/2022 8 0

01+044https://www.vertex42.com/ExcelTemplates/task-list-template.html 01+044Task Tracker Template © 2017 by Vertex42.com

Project Scope Are there clearly defined business goals and objectives? Y/N
Are the goals and objectives in the scope section of the plan document? Y/N
Have assumptions been included? Y/N
Have constraints been identified? Y/N
Deliverables Is there a list of all the deliverables for the project? Y/N
Completion Criteria Is the completion criteria clearly defined? Y/N

Acceptance Criteria Is the acceptance criteria clearly defined? Y/N

Project Schedule Is there a clear WBS? Y/N

(WBS)
Is the project schedule structured into overview and sub-phases? Y/N
Are dependencies identified in the plan? Y/N
Are external dependencies linked to activities in the plan? Y/N
Are public & resource holidays identified in the schedule? Y/N
Is there a Gantt chart? Y/N
Has work effort been estimated? Y/N
Has task duration been estimated? Y/N
Has skill level of resources been taken into account? Y/N
Have the estimates been supplied by or validated by the resource assigned to it? Y/N

Has PM effort been included in the plan? Y/N

Have all activities been decomposed to an individual effort estimate i.e. no more than 5 days Y/N
effort per activity.
Has the Cost Estimates (Budget) been calculated from the WBS? Y/N
Milestones & Have key milestones & dates been identified in the plan? These are the key points at Y/N
Dates which they project will be reviewed for performance?
Resources Resource Requirements: are named resources assigned to activities, appropriate to Y/N
their skills?
Is Resource Loading based on 5 days per week/ normal working hours? Y/N
Have resource requirements, hardware/additional software costs been estimated? Y/N

Has any necessary resource training been scheduled in to the project schedule? Y/N

Are resources available to the project 100%? Y/N

Project Organisation Have Roles and responsibility been assigned? Y/N

Have you produced an Organisational Chart for the project? Y/N

Plan Reviews Has the Project Plan been reviewed internally? Y/N
Plan Updates Have the necessary activities to update the Project Plan/ Budget at the end of each phase Y/N
been identified in the WBS?
Any other relevant information?
Management
Are HR goals in line with those of the organization?
Are workweeks identified and defined?
Are full-time and part-time hours defined?
Are shifts defined?
Is there open communication to and from the HR department?
Hiring
Do job descriptions exist for all jobs?
Are job descriptions up to date?
Are I-9 forms and acceptable documentation reviewed annually?
Are I-9s and medical information kept separately from personnel files?
Are job openings offered to current employees?
Are applicant references checked?
Are selection processes used with reference to the Uniform Guidelines?
Are all applicants required to fill out and sign an application form?
Are applicant identities checked?
Are applicants asked to voluntarily identify their affirmative action information?
If the organization has a qualifying federal contract, is there an affirmative action plan?
Do employment applications refrain from requesting protected information?
Are independent contractors accurately identified?
Are all new hires reported to the IRS timely?
Do new employees fill out W-4 forms?
Are W-4 forms sent to the IRS?
New employees
Are workplace policies in place that focus on your workplace?
Are policies communicated?
Is this communication documented?
Are policies enforced?
Is there an employee handbook?
Is the employee handbook specific to your workplace?
Do employee orientations take place?
Is there an orientation plan?
Are employees trained on policies and work rules?
Are employees trained on discrimination and harassment issues?
Wages and hours
Are compensation levels monitored and reviewed?
Are employees correctly designated as exempt or nonexempt per FLSA?
Is there a formal pay structure that is reviewed regularly?
 Is working time documented?
Are paid time off (vacation, holidays, etc) structures developed and equally enforced?
Are non-exempt employees compensated at least one and one-half times their hourly wage for any hours worked beyond 40?
Is the compensation plan communicated to all employees?
Are appropriate payroll withholdings performed and forwarded?
Benefits
Are employees informed about their benefits?
Are Summary Plan Descriptions provided to plan participants?
Who administers the benefits?
Are general COBRA notices provided to plan participants? Extended COBRA notices?
Are employees allowed up to 12 weeks of leave under the FMLA?
Are plan documents in compliance with ERISA?
Are supervisors and managers trained to report employee absences of more than three days to HR for FMLA purposes?
If there is a health care plan, is protected health information kept private and secure?
Are all Form 5500s completed and reported?
Employee relations
Is there a system for performance evaluation?
Does the system check for effectiveness of the evaluation?
Is quality and quantity of work evaluated?
Is performance tied to compensation?
Are workplace policies flexible?
Are disciplinary actions for violating workplace policies flexible?
Is there a process for employees to lodge complaints?
Are there a variety of individuals to whom employees may lodge complaints (supervisor, HR representative)?
Is there a whistleblower policy in effect?
Safety and security
Are safety hazards reported to the appropriate personnel?
Are workplace accidents, injuries, and illnesses reported and investigated?
Are measures in place to prevent intruders from entering the grounds or buildings?
Is bright, effective lighting installed indoors and outdoors?
Are measures in place (access badges, traffic control, etc.) to keep unauthorized persons from entering the facility through normal entrances?
Are employees encouraged to promptly report incidents, and suggest ways to reduce or
eliminate risks?
Are structures readily accessible to disabled employees?
Are minors prohibited from performing hazardous work?
Are OSHA rules adhered to?
Discrimination and employee rights
 Are employees trained on discrimination issues?
Are supervisors and managers trained in anti-discriminatory practices?
Are employment practices in line with the various anti-discrimination laws?
Are minors prohibited from working more than their hours allowed by the Fair Labor Standards Act?
Are effective policies in place that prohibit retaliation against employees who exercise their rights?
Workers’ compensation
Are injuries/incidents investigated?
Is follow-up remediation performed where appropriate?
Are employees workers compensation files kept secure and separate from their employee file?
Is regular contact made with employees out on workers compensation?
Are return-to-work programs checked for effectiveness?
Is contact made with medical providers?
Are insurance premiums and competitive quotes reviewed on a periodic basis?
Is the workplace environment maintained with safety in mind?
Are state (new and existing) requirements monitored?
Employee separation
Do exit interviews take place?
Are separation and COBRA notices provided on time?
Are final paychecks provided on time?
Recordkeeping and other documentation
Are personnel files current?
Are all appropriate labor posters displayed in a conspicuous place?
Have the posters been updated?
Are documents regarding employees kept for their required duration?
PRODUCT LAUNCH PLAN CHECKLIST
PRODUCT LAUNCH PLAN START DATE

Monday, March 31, 2025

Use "BLANK" version tab for additional Task listings and weeks. Wk 1 Wk 2 Wk 3 Wk 4
TASK NAME STATUS PRIORITY TASK OWNER START DATE END DATE # of Days 3/31 4/1 4/2 4/3 4/4 4/7 4/8 4/9 4/10 4/11 4/14 4/15 4/16 4/17 4/18 4/21 4/22
PLANNING PHASE In Progress HIGH 03/31/25 04/17/25 14 T T T T T T T T T T T T T T
Market Requirements Definition In Progress MED 03/31/25 04/03/25 4 T T T T
Business Case On Hold MED 04/02/25 04/13/25 8 T T T T T T T T
Launch Plan Overdue HIGH 04/13/25 04/17/25 4 T T T T
Target Metrics Needs Review LOW 04/11/25 04/11/25 1 T
SALES TOOLS In Progress MED 04/17/25 04/25/25 7 T T T T
Prospect Presentation Needs Update LOW 04/17/25 04/23/25 5 T T T T
Demo In Progress HIGH 04/24/25 04/25/25 2
Competitive Positioning Not Started MED 04/23/25 04/25/25 3
– FAQ sheet Not Started MED 04/23/25 04/25/25 3
PRODUCT MARKETING Overdue LOW 04/14/25 04/30/25 13 T T T T T T T
Pricing Strategy On Hold MED 04/14/25 04/18/25 5 T T T T T
Product Positioning Complete HIGH 04/15/25 04/16/25 2 T T
– Define Audience In Progress LOW 04/17/25 04/17/25 1 T
– Core Messaging Overdue LOW 04/21/25 04/24/25 4 T T
– Executive Approval Complete LOW 04/25/25 04/30/25 4
SOCIAL In Progress MED 04/28/25 05/01/25 4
Define social media strategy Overdue MED 04/28/25 04/30/25 3
Schedule social media posts Needs Review MED 04/29/25 05/01/25 3
PRODUCT RELEASE In Progress HIGH 05/01/25 05/16/25 12
Alpha Release In Progress HIGH 05/01/25 05/01/25 1
Beta Release In Progress MED 05/05/25 05/05/25 1
V1 General Availability In Progress LOW 05/12/25 05/12/25 1
R2 Press Event In Progress LOW 05/16/25 05/16/25 1

CLICK HERE TO CREATE IN SMARTSHEET

 Wk 5 Wk 6 Wk 7
4/23 4/24 4/25 4/28 4/29 4/30 5/1 5/2 5/5 5/6 5/7 5/8 5/9 5/12 5/13 5/14 5/15 5/16 STATUS PRIORITY
Not Started LOW
In Progress MED
Complete HIGH
On Hold
Overdue
T T T Needs Review
T Needs Update
T T
T T T
T T T
T T T T T T

T T
T T T T
T T T T
T T T
T T T
T T T T T T T T T T T T
T
T
T
T
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Use this data room template to manage the entire M&A process. Attach documents, assign tasks, set alerts for incomplete items, and share the sheet with your team or external auditors.

FINANCIAL DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to finance that a seller might request from a buyer.
DATE OF
FINANCIAL OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

General expenses

Profit margins

Where revenue comes from

Profits increasing or decreasing

List of creditors and debtors

Assumption of debt obligations

Financial resources available for operations during

the transition

Financial resources available to cover transaction-

related costs

Conditions on assets and liens

Problems with all existing contracts

Litigation risks

List of required capital expenditures and investments

Deferred capital expenses

Accuracy of future projections

Uncommon revenue recognition issues that impact

the company or industry

AR Aging

Other AR issues

Quality of earnings report

Unedited financial statements with comparable

statements for the last year
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
EBITDA and adjustments

Financial statements from the last 3-5 years

Margin statements

List of one-time expenses

Future budgets

AP schedule

Documentation of accounting procedures

Cash flow and cash management techniques

Existing short- and long-term debt

Interest rates on existing debt

Ability to service existing debt

Ability to secure more financing

Shareholder value analysis

Compatibility audit

Reconciliation audit

Fixed and variable costs

TECHNOLOGY & IP DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to technology and intellectual property that a seller might request from a buyer.
DATE OF
TECH & IP OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

IT costs

IT upgrades needed

Documentation of disaster recovery plans

M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Domain names owned or used

Patents held (both foreign and domestic)

Trademarks and service marks held

Copyrighted material used or owned

IP protection processes, including standard

agreements with employees, ex-employees,
and consultants
Any exceptions to standard IP protection
agreements

Trade secrets and steps to protect them

Current IP litigation

Trademark disputes that are in process

Which software titles are critical to standard

ops, and licenses for that software

How open source software is used

Odd or unusual escrow arrangements

Research and development budget and plans

Pending patent applications

Pending patents clearance documents

Identities provided to or obtained from third

parties for IP

Liens on IP

Exclusive tech licenses that have been issued

to third parties

CUSTOMER / SALES / SUPPLIERS DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to customers, sales, and suppliers that a seller might request from a buyer.
DATE OF
CUSTOMER / SALES / SUPPLIERS OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Issues that may cause customers to leave

(including the potential buyer)
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Top customers and revenues

Customer satisfaction

List of customers lost within 3-5 years

Customer credit policies

Customer backlog

Order book

Concentration risks

Sales pipeline

Supply chain

Warranty issues

Sales terms and policies

Levels of exchanges and refunds

Sales compensation

Seasonality of revenue

Key suppliers

Breakdown of cost of goods sold

Product development expense

Supplier service agreements and insurance

coverage

STRATEGIC FIT CHECKLIST

This checklist contains documents and information related to the strategic fit of the deal that a seller might request from a buyer.
DATE OF
STRATEGIC FIT OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Fit based on business realities or expectations

M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Are target company’s products
complementary to buyer’s products?

Length and cost of integration process

Cost savings and other synergies that may

occur after integration

Will marginal costs rise after integration?

Possible revenue enhancements after

integration

Retention plan for key staff members

MATERIAL CONTRACTS DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to technology and material contracts that a seller might request from a buyer.
DATE OF
MATERIAL CONTRACTS OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Why is the owner selling?

Have there been any previous attempts to sell?

Has the company merged with or acquired

other companies?

Contracts with customers and suppliers

Contracts that involve payments exceeding a

material dollar amount

Equipment owned or leased

Contracts that, if terminated, would bring

about a material adverse effect on the
company
List of parties that have to approve material
contracts following a shift in control or
assignment
Contracts or agreements that impose
competition restrictions on the company (or the
buyer) in lines of business, in a geographic
region, or with another person

Credit agreements, guaranties, and loans

Distribution, sales agency, dealer, or advertising

agreements

Equity finance agreements

M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Exclusivity agreements

Franchise agreements

Indemnification agreements

License agreements

Limited liability company/operating

agreements

Partnership/joint venture agreements

Power of attorney agreements

Real estate leases/purchase agreements

Settlement agreements

Union contracts/collective bargaining

agreements

EMPLOYMENT / MANAGEMENT DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to employees and management that a seller might request from a buyer.
DATE OF
EMPLOYEE / MANAGEMENT OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Organization chart and biographical

information for management
Officer, director, key employee, and related
party employment, consulting, and loan
agreements, and documents pertaining to
additional transactions with those parties
Officer, director, and key employee
compensation schedule for the three fiscal
years; salary, bonuses, and non-cash
recompense (e.g., car or property usage) as
separate line items
Employment guides and protocols

Employee count, including current employees,

vacant positions, anyone due for retirement,
and those who have resigned but not yet left

Key personnel gained as part of merger

Agreements or incentive arrangements for key

employees who will remain with the buyer
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
The likelihood of layoffs and severance due to
the acquisition
Existing operational redundancies, and
difficulty of eliminating them
All nondisclosure, non-competition, and non-
solicitation agreements between the company
and employees
Current issues, like alleged wrongful
termination, harassment, discrimination, or
other legal cases pending with current or
former
How theemployee
company treats personnel as
independent contractors compared to
employees
Criminal proceedings or notable civil litigation
against any key employees or managers
Copies of pensions, profit shares, deferred
compensation, retirement plans, and other
employee benefits
Information about severance/termination pay,
sick leave, vacation balances, loans, credit
extensions, loan guarantees, relocation or
educational assistance, tuition, workers’
compensation, executive compensation, fringe
benefits, or other benefits
Annual leave, sick leave, and other forms of
leave policies
Information on any ESOP, and schedule of
grants
Verification of observance with IRS section
409A issued with stock options
Summary of incentive plans or bonus plans for
management not noted in the IRS 409A
verification, and for other modes of non-cash
management compensation
The likelihood of needing to comply with IRS
section 280G (golden parachute) regulations
as related to potential acquisitions

Three years of actuary reports

Summary of labor conflict

Information on any pending threatened labor

stoppage

Information concerning past labor stoppages

M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
LITIGATION / LEGAL DUE DILIGENCE CHECKLIST
This checklist contains documents and information related to litigation and legal issues that a seller might request from a buyer.
DATE OF
LITIGATION / LEGAL OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Filed and pending litigation, along with total

complaints and pleadings
Threatened or pending claims facing the
company
Pending or threatened governmental (SEC,
FTC, FDA, etc.) proceedings against the
company
Settled litigation, including terms of the
settlements

Matters in arbitration

Consent decrees, judgments, injunctions, or

orders
Insurance covering claims, along with notices
to insurers

Attorney letters to auditors

Civil litigation

Compliance and regulatory matters

Criminal law

Human rights

TAXES DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to taxation that a seller might request from a buyer.
DATE OF
TAXES OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

The last five years’ federal, state, local, income,

sales, and other tax returns, plus any
international returns filed
Copies of correspondence or notices from
foreign, federal, state, or local taxing authority
for filed tax returns, along with failure to file
notices
Correspondence with tax authorities

Out-of-the-ordinary correspondence with tax

agencies
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Government audits

IRS Form 5500 for 401(K)s

Settlement documents from the IRS or other

taxing institutions

Agreements on tax sharing or transfer pricing

Agreements that waive or change the statute

of limitations on taxes

Net operational losses or credit carryforwards

Effects of changes in control on the availability

of carryforwards

ANTITRUST AND REGULATORY DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to antitrust and regulatory issues that a seller might request from a buyer.
DATE OF
ANTITRUST AND REGULATORY OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

If the buyer competes with the target

company, plans to understand and work
around limitations imposed on the scope or
timing of diligence
findings
For companies in an industry where regulatory
approval of an acquisition is required,
understand the process of seeking and
obtaining approval
Confirm the company’s involvement in antitrust
or regulatory inquiries or investigations
How could consolidation in the company’s
industry impact the regulatory approval?

Scope of antitrust issues

How to address issues required in preparing a

Hart-Scott-Rodino filing (if needed) and how to
respond to any requests from the DOJ or FTC
Determine if Exon-Florio Amendment is relevant
(for deals involving national security or foreign
investments)
For a buyer that is a foreign entity, what
Department of Commerce issues may arise

INSURANCE DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to insurance that a seller might request from a buyer.
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
DATE OF
INSURANCE OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Self-insurance arrangements

Umbrella policies

Car insurance

D&O/key person insurance

E&O insurance

Employee liability insurance

General liability insurance

Health insurance

Intellectual property insurance

Workers' compensation insurance

GENERAL CORPORATE MATTERS CHECKLIST

This checklist contains documents and information related to general corporate matters that a seller might request from a buyer.
DATE OF
GENERAL CORPORATE MATTERS OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Charter documents, such as certificate of

incorporation and bylaws

Subsidiaries lists, including charter documents

Certificates of good standing and tax authority

(if applicable)
Jurisdictions where the company and its
subsidiaries conduct business

Onsite reviews with business owner

List of current officers and directors

List of all security holders (common, preferred,

options, warrants)
Stock option agreements and plans, including
standard documents and deviations
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Stock sale agreements

Stock appreciation plans and related grants

Agreements that grant restricted stock options

Stockholder and voting agreements

Preemptive, registration, redemption, or co-sale

rights related to stocks

Who are the stock owners?

Agreements restricting cash dividend payments

Warrant agreements

Proof that securities were legally issued,

including applicable blue sky laws

Business plan and strategic goals

Complexity of company

Recapitalization/restructuring documents

Cost and process of merging with subsidiaries

Products and services offered

Market analysis

Online presence

Minutes of stockholders’ meetings

Minutes of board of directors and board

committee meetings

ENVIRONMENTAL ISSUES CHECKLIST

This checklist contains documents and information related to environmental issues that a seller might request from a buyer.
DATE OF
ENVIRONMENTAL ISSUES OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Environmental records, audits, and reports for

owned or leased property
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Environmental permits and licenses

Environmental litigation, claims, investigations

Correspondence, bulletins, and files for EPA,

state, or local regulatory agencies
Records from public agency’s investigations of
the company’s properties about environmental
concerns

Contractual obligations to environmental issues

Hazardous substances used in operations

Petroleum products used on the company’s

premises (excluding vehicles)

Asbestos on the company's property

Any Superfund exposure

Evidence that disposal methods are in sync

with current regulations and guidelines

Continuing environmental liabilities

RELATED PARTY TRANSACTIONS CHECKLIST

This checklist contains documents and information addressing related party transactions that a seller might request from a buyer. These checklists strive to cover mergers and
acquisitions in general, but they may not include some documents and information that are specific to particular fields, and others that may not apply to all deals. Buyers should review
the list and add or delete as needed. DATE OF
RELATED PARTY TRANSACTIONS OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Has any officer, director, stockholder, or

employee had direct or indirect interest in a
business that competes or does any business
with the company?
Has any officer, director, stockholder, or
employee had a direct or indirect interest in
real estate, intellectual property, personal
property, etc., of the company?
Citations and notices issued by any
government agency
Pending or potential investigations or
government proceedings
Reports to and communication with an
agency, including FDA, USDA, EPA, and OSHA
Certification of compliance with regulatory
standards of the company
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
Reports on costs of regulatory compliance

Problems with regulatory compliance

Permits and licenses necessary to perform the

operations of the company or its subsidiaries
Information on any canceled or terminated
permits or licenses
Exemptions from any permit or license
requirement

LLC or partnership agreements

Copy of all guarantees to which the company

is a party

PROPERTY DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to property ownership and leases that a seller might request from a buyer.
DATE OF
PROPERTY OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Deeds

Deeds of trust and mortgages

Conditional sale agreements

Title reports

Financing leases and sale and leaseback

agreements

Operating leases

Leases of real property

Other interests in real property

Production-related matters

List the company’s notable subcontractors and

the total cost of the business activity and the
kinds of services or products provided.
List the company’s key suppliers and the type
and amount of products procured from each
year to date, the most recent complete fiscal
years, and if the supplier is the only source of
those products.
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
List monthly manufacturing summaries, with
product breakdowns

Inventory report copies

Backlogs detailing customers, products, and

the requested vs. scheduled shipping dates
Supplies or materials used to manufacture or
cultivate products that may face stock
shortages now or in the future
Information about backlogs and plant
operation levels
Service contract forms and contracts and
programs with any service providers
Research and development, manufacturing,
and testing-related agreements and
arrangements
Fixed assets and locations (with physical
verification if possible)
Sales and purchases of major capital
equipment during the last 3-5 years

Use permits for assets

Operational assets

MARKETING DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to marketing that a seller might request from a buyer.
DATE OF
MARKETING OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

Standard sales forms and literature, such as

price lists, catalogs, and purchase orders
Sales representative, agency, distributor, and
franchise agreements
Other agreements pertaining to the company’s
marketing
Information on markets the company pursues
or plans to pursue
Press releases about the company, and any
partnership or joint effort where the company
or a subsidiary is involved

Marketing costs

COMPETITIVE LANDSCAPE DUE DILIGENCE CHECKLIST

M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
This checklist contains documents and information related to the competitive landscape that a seller might request from a buyer.
DATE OF
COMPETITIVE LANDSCAPE OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

The company’s key competitors, both current

and anticipated
Current or future technologies that might make
the current manufacturing processes or
technology obsolete
Compare the company’s products and
technologies to competitors’ products and
technologies, including their advantages and
disadvantages.

ONLINE DATA ROOM DUE DILIGENCE CHECKLIST

This checklist contains documents and information related to the online data room setup that a seller might request from a buyer.
DATE OF
ONLINE DATA ROOM OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

The target company should open up the online

data room to the buyer as early in the process
as possible (at the latest, when the letter of
intent is signed).
The data room should be organized to match
the due diligence checklist to allow cross-
referencing of documents.
The data room should have a logical structure
and a full-text search function.
New documents added to the data room
should be marked and/or generate email
notifications.
The data room should permit bookmarking
documents.
The buyer should be able to print (unless
security concerns preclude doing so).

DISCLOSURE SCHEDULE CHECKLIST

This checklist contains documents and information related to the disclosure schedule that a seller might request from a buyer.
DATE OF
DISCLOSURE SCHEDULE OWNER DUE DATE COMPLETE?
COMPLETION
NOTES ATTACHMENTS

The disclosure schedule should match what’s

laid out in the acquisition agreement.
The disclosure schedule should include all
material contracts and amendments.
All contracts in the disclosure schedule should
be added to the data room.
M&A DUE DILIGENCE DATA COLLECTION TEMPLATE
List all significant contracts impacted by a
change in control, as well as the time the
counterparties will agree to the changes in
control.
Analyze contracts for issues based on the
acquisition.
All patents (both issued and pending) should
be listed.

Analyze potential issues with any litigation.

How will liens be dealt with?

List unorthodox employment agreements and

severance arrangements.
List outstanding capital stock, options, and
warrants.
List material items in the disclosure schedule
that are not consistent with statements made
previously by or on behalf of the company.
Look for conflicting items in the disclosure
schedule.

CLICK HERE TO CREATE IN SMARTSHEET

NEW EMPLOYEE CHECKLIST TEMPLATE
COPY TO ENTER
ORIGINAL ORIGINAL TO COPY TO BENEFITS COPY TO COMPENSATIO
STATUS TASK NAME COPY IN FILE ENROLLMENT ASSIGNED TO DUE DATE DEPT JOB TITLE HIRING MANAGER HIRE TYPE START DATE REFERRAL SOURCE STATUS KEY
FILE PAYROLL PAYROLL COORDINATO BANK N
ONLINE
R
Frank Carlson Marketing Director Anthony Gruenelli not begun
in progress Assemble Personnel File - Frank Carlson in progress
complete Frank Carlson - Job description X X Shari Wise HR complete
d d
complete Frank Carlson - Resume X X Shari Wise HR
d
complete Frank Carlson - Offer letter Shari Wise HR
d
complete Frank Carlson - Confidential information, inventions, X X Kennedy Kerrigan HR
d nonsolicitation and noncompete agreement
complete Frank Carlson - Background check (level 1 Alex Bright HR
d clearance only)
not begun Frank Carlson - Bounty request for employee Anthony Gruenelli Finance
referral
in progress Frank Carlson - W-4 X X Kennedy Kerrigan Finance

in progress Frank Carlson - Direct Deposit form X Kennedy Kerrigan Finance

complete Frank Carlson - Employment application X X Alex Bright HR
d
not begun Frank Carlson - Personal data intake form Alex Bright HR

not begun Frank Carlson - Employee manual X Shari Wise HR

acknowledgement
not begun Benefit Enrollment - Frank Carlson
complete Frank Carlson - Healthcare application form
d
in progress Frank Carlson - Bank HSA form

in progress Frank Carlson - Section 125 FSA form

not begun Frank Carlson - 401(k) election form

Jacob Senmark

not begun Assemble Personnel File - Jacob Senmark

not begun Jacob Senmark - Job description TRUE

not begun Jacob Senmark - Resume TRUE

not begun Jacob Senmark - Offer letter
not begun Jacob Senmark - Confidential information, TRUE
inventions, nonsolicitation and noncompete
not begun Jacob Senmark - Background check (level 1
agreement
clearance only)
not begun Jacob Senmark - Bounty request for employee
referral
not begun Jacob Senmark - W-4

not begun Jacob Senmark - Direct deposit form

not begun Jacob Senmark - Employment application

not begun Jacob Senmark - Personal data intake form

not begun Jacob Senmark - Employee manual
acknowledgement
not begun Benefit Enrollment - Jacob Senmark
not begun Jacob Senmark - Healthcare application form
not begun Jacob Senmark - Bank HSA form

not begun Jacob Senmark - Section 125 FSA form

not begun Jacob Senmark - 401(k) election form

CLICK HERE TO CREATE IN SMARTSHEET

IT ONBOARDING CHECKLIST
NAME EMPLOYEE ID EMPLOYEE EMAIL
TITLE EXTENSION DEPARTMENT
MANAGER START DATE WORK STATION LOCATION

SERVICE PROVIDED

CHECKLIST CATEGORY MANAGER EMPLOYEE NEED STATUS NOTES

AUTO-
REQUEST REQUEST
MATICALLY
REQUIRED REQUIRED

NEW HIRE ID
ID Number X
PIN X
ID Card X
ID Card Access Set-Up X
<<New Hire ID Requirements Task>>
<<New Hire ID Requirements Task>>
<<New Hire ID Requirements Task>>
EMAIL
Setup X
Exchange Mailbox X
Archiving X
Anti-Spam System X
Archiving X
Training X
<<Email Task>>
IT ONBOARDING CHECKLIST
HARDWARE AND FILE ACCESS
Workstation Setup X
Print Drivers X
Software X
Network - Company Wide X
Network - Department X
Personal Storage
<<Hardware and File Access Task>>
<<Hardware and File Access Task>> X
TELEPHONE
Physical Desk Phone X
Phone Network X
Voicemail X
Directory Setup X
Mobile
<<Telephone Task>>
<<Telephone Task>>
OTHER
<<Other IT Task>> X
<<Other IT Task>> X
<<Other IT Task>> X
<<Other IT Task>> X
<<Other IT Task>>
<<Other IT Task>>
IT ONBOARDING CHECKLIST
<<Other IT Task>>

CLICK HERE TO CREATE IN SMARTSHEET

Wedding Checklist
This wedding planning checklist covers a 12 month span, but you can adjust the schedule to your own timeline, whether you're
planning two years or one month in advance. Then, simply start at the top of the list below and browse through each group of tasks
before tackling them one by one.

12 Months Before
□ Announce your engagement to family and friends and plan an engagement party
□ Place an engagement announcement in your local newspaper
□ Sign up for a wedding website to keep your guests informed about event details, area information, etc.
□ Work on the budget
□ Consider purchasing wedding planning software to organize everything, or hire a wedding planner to help secure contracts, etc.
□ Choose a wedding date - select a few days in case your first choice is booked
□ Choose a location and reserve your ceremony and reception site(s)
□ Begin a rough guest list and compile current addresses
□ Decide on who you'd like to have as your attendants, including your maid of honor and best man
□ Begin shopping for your wedding gown
□ Attend a local bridal show or two and jot down notes about any vendors you really liked
□ Purchase a wedding planning organizer or calendar to keep track of important dates and appointments (fittings, showers, etc.)

6-9 Months Before

□ Research and choose one or more bridal gift registry
□ Order your wedding gown and buy undergarments that you will wear with it (bring these to all fittings)
□ Order other bridal accessories - shoes, gloves and veil
□ Begin shopping for bridesmaids dresses
□ Find an officiant who will perform your ceremony
□ Research local vendors and book ceremony musicians, a wedding band/DJ, photographer, videographer, caterer and florist

4-6 Months Before

□ Select and order your wedding invitations, invitation envelopes and thank-you cards
□ Hire a calligrapher, if desired (check with a local stationery store for referrals)
□ Select and purchase wedding favors and wedding favor accessories - boxes, personalized wedding ribbon, labels, etc.
□ Purchase any desired ceremony and reception decorations - unity candles, vases, aisle runner, etc.
□ Start researching wedding cake pictures and local bakeries
□ Book your honeymoon and verify that you have any necessary travel documents including passports and visas
□ Book a room for your wedding night, if you will be leaving for your honeymoon the next morning
□ Book hotel rooms or arrange other accommodations for out-of-town guests
□ Finalize your guest list and send out save-the-date cards, if using
□ Print out directions to the ceremony, reception, rehearsal dinner and hotel(s) for guests
□ Compile a list of area information and things to do for out-of-town guests
□ Reserve transportation for you and your wedding party as well as a bus or trolley for your guests (if necessary)

2-4 Months Before

□ Find out what your state's requirements are for obtaining a marriage license and get blood tests done, if required
□ Order tuxedos for the groom and groomsmen
□ Meet with your caterer to discuss the menu and your bar/liquor needs
□ Meet with your officiant to discuss ceremony details, wording and wedding vows
□ Select wedding readings
□ Order your wedding cake
□ Buy thank-you gifts for your attendants, flower girl and ring bearer
□ Shop for a gift for your new spouse-to-be
□ Select and purchase wedding rings, and have them engraved if desired
□ Coordinate and choose a location for the rehearsal dinner
□ Contact party rental companies for tents, tables, arches, etc. if necessary
□ Book any other specialty services - ice sculptures, photo booths, etc.
□ Purchase luggage and other travel necessities and attire for your honeymoon
□ Order/renew passports if necessary, leaving ample time for them to be sent back to you
□ Schedule an appointment with your dentist if you'd like to have your teeth whitened or cleaned before the wedding

1-2 Months Before

□ Mail invitations out to everyone eight weeks prior to the wedding date and send accommodation info to your out-of-town guests
□ Compile and complete name change documents or purchase a bridal name change kit online
□ Fill out a change of address form at the post office, if necessary
□ Have ceremony programs printed
□ Purchase a guest book, pen and other wedding accessories including toasting glasses, cake knife, ring pillow, etc.
□ Keep your wedding web site updated with directions and event details
□ Choose your hair and makeup stylists and schedule a trial for both; also book appointments to have your hair, make-up
and nails done on the day of the wedding
□ Review insurance information with your fiancé and check with employers to see what documents need to be updated once
you are legally wed (car, home, medical, etc.)

2 Weeks to 1 Month Before

□ Create a seating chart for the reception and make table numbers and place cards (or have your calligrapher work on these)
□ Contact your caterer with a final guest count
□ Print out a timeline of events for your wedding party and vendors - include contact information and cell phone numbers
□ Meet with your photographer to finalize your wedding photo list of any must-have photos
□ Contact your florist to confirm your final flower order (bouquets, boutonnieres, centerpieces, etc.) and go over any decor
details or venue logistics for the big day
□ Finalize your ceremony and reception music and song lists for your wedding band or DJ
□ Confirm lodging reservations for out-of-town guests
□ Place a wedding announcement in your local newspaper
□ Plan a bridal luncheon or dinner with your bridesmaids
□ Pick up wedding bands and make sure the fit is good
□ Schedule a final wedding dress fitting
□ Apply for your marriage license
□ Write rehearsal dinner toasts

1 Week Before
□ Write out final checks to your wedding vendors (each organized in an envelope) and let your wedding coordinator or one
of your attendants to distribute at the wedding
□ Pick up your wedding gown
□ Pick up your marriage license
□ Confirm limo or other transportation reservations
□ Pack for your honeymoon and confirm travel arrangements
□ Have your post office hold your mail, if necessary, while you are on your honeymoon
□ Treat yourself to a spa day - you deserve it!

The Day Before

□ Welcome out-of-town guests as they arrive
□ Take a yoga class or go for a walk during the day
□ Schedule a hair appointment for prior to the rehearsal dinner
□ Attend the rehearsal and enjoy the rehearsal dinner!

The Wedding Day

□ Wake up early and do some easy exercise, or just go for a peaceful walk outdoors and try to soak up the beauty of the day ;)
□ Set aside some time before the festivities to share gifts with your bridesmaids or close family members
□ Eat a healthy breakfast - you'll need your energy for the big day ahead!
□ Enjoy it; it's finally here and everything will be wonderful... Congratulations!!
 Event Planning Checklist

Once You Set A Date You Can:

☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________

2 or More Months
Out:

☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________

Four Weeks Out:

☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________

Three Weeks Out:

☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
Copyright © 2015 FreeDownloads.net. All Rights Reserved.
 One Week Out:

☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________

Three Days Out:

☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________

Day Before:

☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________

Day of Event:

☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________
☐ _____________________________________________

Day after Event:

☐ _____________________________________________
☐ _____________________________________________

Copyright © 2015 FreeDownloads.net. All Rights Reserved.

 ☐ _____________________________________________
☐ _____________________________________________

Copyright © 2015 FreeDownloads.net. All Rights Reserved.

Software Deployment Checklist
Planning and Software Deployment Preparation Remarks
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Deployment Remarks
☐
☐
☐

Testing Remarks
☐
☐
☐

Maintenance Remarks
☐
☐
☐
Project Management Checklist

Project Name:

Items Comments/Actions

☐
☐
☐
☐
☐
☐
☐
☐
☐
Date: ___/___/______ Project: _________________________
Area: _________________________

TO-DO LIST
P Task Due Complete
☐
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www.philnewton.net
Client Onboarding Checklist Template

BACKLOG WELCOME INITIATION FOLLOW-UP

o Assign sales representative o Welcome email o Schedule client meeting / o Assess need for meetings
o Assign customer care introduction call to answer any o Answer any questions
representative o Schedule meeting additional questions o Set short and long-term
o Contract analysis and o Catalog any client o Inquire as to how the client goals
validation questions needs were met prior to o Answer any questions
o Sales rep briefing regarding o Catalog any client employing this service or
client logistics and reactions, red flags, issues, product
predictions etc. o Define client expectations CLOSING
o Catalog any positive o Implement further staff
feedback training, if applicable o Customer needs met
o Review short and long-term
goals
o Answer any questions
o Assess customer usage of
services / tools
o Note any increase or
decrease in usage
 DISCLAIMER

Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive
to keep the information up to date and correct, we make no representations or warranties of any kind, express or
implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the
information, articles, templates, or related graphics contained on the website. Any reliance you place on such
information is therefore strictly at your own risk.
Vacation Packing List
Clothes Toiletries

Bathing suits! Shampoo and conditioner

Workout wear Hair styling products
Beach wear Moisturizer
Day clothes Toothbrush, toothpaste, and floss
Evening clothes Razor and shaving cream
Light jacket or sweater Perfume, cologne, or aftershave

Important Documents Medical

Passport Prescription medications

Driver’s license Pain relievers
Reservation confirmations Hand sanitizer
Travel and event tickets Sunscreen
Map of my destination Lip balm
Guidebook Bandages

Accessories Electronics

Belts Tablet
Shoes Smartphone
Jewelry Bluetooth headset
Beach bag MP3 player for sports
Flip flops Chargers for all devices
Hat Converter, if traveling internationally
Note
To easily add more categories, do the following: 1. Click on any category name and then, on the Table Tools Layout
tab, choose Select Table. 2. On the Home tab, choose Copy and then press Ctrl+End to go to the end of the
document. 4. Press Enter and then, on the Home tab, choose Paste.

2
1. UAT Scope (In Scope – Out of Scope)
UAT - In Scope UAT - Out of Scope
In Scope List features that are tested. Out of Scope List features that are not tested.

2. UAT Assumptions and Constraints

UAT Assumptions
Assumption List the UAT assumptions.

UAT Constraints
Constraint List the UAT constraints.

3. UAT Risks
Description Probability Impact Mitigation
High|Med|Low High|Med|Low
Risk List the risks of UAT. How likely is the risk to occur? What is the impact of the risk Steps to avoid the risk.
on the UAT?

4. UAT Team Roles & Responsibilities

Name Roles Responsibilities
Name List names of people involved in
testing.

Name Add more rows if needed.

5. UAT Entry Criteria

ID Criteria
5.1 Entry Criteria Factors that must be present to enable the start of the UAT. Example: Testing environment/ data is
available.
6. UAT Requirements-Based Test Cases
ID Test Cases
6.1 Test Case Identify the test cases along with the expected results.
Example:
Test Procedure:
Login with a corporate user account.
Username: abc
Password: abc
Expected Results:
An error will be displayed for the wrong credentials.

7. UAT Test Results

ID Test Cases Pass/Fail Tested Date
By Tested
Test Case Name the test case. mm/dd/yyyy
Example:
Test Procedure:
Login with a corporate user account.
Username: abc
Password: abc
Expected Results:
An error will be displayed for the wrong credentials.

Test Case Add more rows if needed.

8. Document Signatures
Role Name Signature Date
Service Owner
Project Manager
Others (if needed) Add more rows if needed.

9. Addendums & Appendices

Include any additional documents.
 Building and Grounds
Maintenance Checklist
Name:
School:
Room or Area: Date Completed:
Signature:

1. BUILDING MAINTENANCE SUPPLIES

Instructions 1a. Developed appropriate procedures and stocked supplies for spill con
1b. Reviewed supply labels
1. Read the IAQ
1c. Ensured that air from chemical and trash storage areas vents to
Backgrounder and
the outdoors
the Background
Information for 1d. Stored chemical products and supplies in sealed, clearly labeled
this checklist. containers
1e. Researched and selected the safest products available
2. Keep the
1f. Ensured that supplies are being used according to manufacturers’
Background
instructions
Information and
1g. Ensured that chemicals, chemical-containing wastes, and containers
make a copy of
disposed of according to manufacturers’ instructions
the checklist for
future reference. 1h. Substituted less- or non-hazardous materials (where possible)
1i. Scheduled work involving odorous or hazardous chemicals for perio
3. Complete the when the school is unoccupied
Checklist.
1j. Ventilated affected areas during and after the use of odorous or
• Check the “yes,” hazardous chemicals
“no,” or
“not applicable” 2. GROUNDS MAINTENANCE SUPPLIES
box beside each
item. (A “no” 2a. Stored grounds maintenance supplies in appropriate area(s)
response 2b. Ensured that supplies are used and stored according to manufacturers
requires further instructions
attention.) 2c. Established and followed procedures to minimize exposure to fumes
• Make comments from supplies
in the “Notes” 2d. Reviewed and followed manufacturers’ guidelines for maintenance
section as 2e. Replaced portable gas cans with low-emission cans
necessary. 2f. Stored chemical products and supplies in sealed, clearly-labeled
containers
4. Return the checklist
portion of this 2g. Ensured that chemicals, chemical-containing wastes, and containers
document to the disposed of according to manufacturers’ instructions
IAQ Coordinator.
3. DUST CONTROL
3a. Installed and maintained barrier mats for entrances
3b. Used high efficiency vacuum bags
3c. Used proper dusting techniques
3d. Wrapped feather dusters with a dust cloth
3e. Cleaned air return grilles and air supply vents

4. FLOOR CLEANING 6b. Inspected ceiling tiles,

floors, and walls for 7. COMBUSTION
leaks or discoloration
APPLIANCES
Yes (may
indicate periodic leaks) 7a. Checked for odors
No ❑ ❑ from combustion
❑ appliances ❑
N/A 6c. Checked areas where ❑
4a. Established and moisture is commonly ❑
followed schedule for generated (e.g., 7b. Checked appliances for
vacuuming and kitchens, backdrafting (using
mopping floors ❑ locker rooms, and chemical smoke) ❑
❑ bathrooms) ❑ ❑
❑ ❑ ❑
4b. Cleaned spills on floors ❑ 7c. Inspected exhaust
promptly (as 6d. Checked that windows, components for leaks,
necessary) ❑ windowsills, and disconnections, or
❑ window frames are free deterioration ❑
❑ of ❑
4c. Performed restorative condensate ❑ ❑
maintenance (as ❑ 7d. Inspected flue
necessary) ❑ ❑ components for
❑ 6e. Checked that indoor corrosion and soot ❑
❑ surfaces of exterior ❑
walls and cold water ❑
pipes are
5. DRAIN TRAPS
free of condensate ❑ 8. PEST CONTROL
5a. Poured water down ❑
floor drains once per ❑ 8a. Completed the
week (about 1 quart of 6f. Ensured the following Integrated Pest
water) ❑ areas are free from Management Checklist
❑ signs of leaks and ❑ ❑
❑ water damage: ❑
5b. Ran water in sinks at Indoor areas near
least once per week known roof or wall
(about 2 cups of water) leaks ❑ NOTES
❑ ❑ ❑
❑ ❑
5c. Flushed toilets once Walls around leaky or
each week (if not used broken windows ❑
regularly) ❑ ❑
❑ ❑
❑ Floors and ceilings
under plumbing ❑
6. MOISTURE, ❑
LEAKS, AND ❑
SPILLS Duct interiors near
humidifiers, cooling
6a. Checked for moldy coils, and outdoor air
odors ❑ intakes ❑
❑ ❑
❑ ❑
BUSINESS STARTUP CHECKLIST

☐ Determine why you want to start a business

☐ Conduct a SWOT analysis to identify your strengths and weaknesses.

☐ Decide whether you want to provide a product or a service; build an online business or bricks and mortar.

☐ Assess how much capital you have to risk and how long it will last

☐ Determine if you want the business to be part-time or full-time.

☐ Discuss your plans with family members to ensure they are behind you.

☐ Make a list of business ideas that fit your strengths and interests.

☐ Identify businesses that are having success today.

☐ Understand the problem(s) your business will solve.

☐ Define the market you want to pursue and your target customer.

☐ Validate your idea by talking to potential customers about it.

☐ Evaluate how customers solve this problem today, as well as what the competition offers.

☐ Create a quick financial plan, identifying costs and forecasted sales to see if your capital gets you to a profit.

☐ Select your business name and search the internet to make sure it’s not being used.

☐ Register a domain name and secure social media profiles for the company.

☐ Apply for an EIN with the IRS and local or state business licenses.

☐ Decide on a legal structure or business structure and incorporate: Corporation, LLC or Sole Proprietorship.

☐ Get your website up and running.

☐ Establish your company’s accounting plan: hire an accountant, select an accounting system, and a fiscal year.

☐ Evaluate and select needed insurance policies for your business: liability, workers comp, or health insurance

☐ Open a business bank account and business credit card.

1
☐ Begin networking with pre-marketing materials such as business cards, brochures, or public relations.

☐ Estimate how long it will take for your business to acquire paying customers.

☐ Itemize your living expenses for the first year, at least, and assess where this will come from.

☐ Itemize how much capital is required to launch the business and project how long before profitability.

☐ From this, determine how many months of savings or investment you have to get to breakeven or profit.

☐ If outside investment is required beyond the founders’ savings, complete a business plan.

☐ Write an Executive Summary after the other sections of the Business Plan are completed below.

☐ Complete a Company Overview that includes basic information and a summary of the management team.

☐ Write a Product Description section describing your products or services and what problems they solve.

Prepare a Market Analysis section that describes the total market and your target market, specific segment needs,
☐
competitive offerings available, and any trends that will affect the analysis.

Describe an Operating Plan for the business, such as operating hours, number of employees, key suppliers, or seasonal
☐
adjustments your business might need to adjust to.

Create a Marketing and Sales Plan that includes a “Go To Market” or launch plan, pricing, how your business will
☐
generate leads, and close new business.

☐ Build a Financial Plan that shows a break-even analysis, projected profit and loss, and projected cash flows.

☐ Find and secure a business location, even home offices need good design.

☐ Identify any staffing needs and the profile of employee or contractor that is best.

☐ Recruit, interview, hire, and train employees.

☐ Identify and set up any needed technology: POS, Email, Phones, CRM, Billing and Payment systems

☐ Ensure your technology systems are secure with your information or customer information.

☐ Depending on the business type, identify and partner with the right suppliers.

2
☐ Develop and refine a brand for your company and its products or services.

☐ Create and fine tune an Elevator Pitch through conversations with anyone who will list.

☐ Begin distributing or displaying your marketing materials: shop signs, brochures, or banners.

☐ Online, initiate digital marketing through blogs, emails, or SEO strategies to drive traffic to your web site.

☐ Hire a salesperson or sales team.

☐ Let the local or regional press know you are opening.

☐ Utilize Guerrilla Marketing tactics to generate traffic.

☐ Organize an opening day.

☐ Have fun!!

3
   BigFuture  

Home/ Get In/ Applying 101/ College Application Checklist

College Application Checklist

Print and use this checklist to keep track of your college application requirements, tasks, and deadlines.
OTHER TOPICS IN GET IN

Application Checklist College:_________

Your High School Record
Create a balanced list of reach, match, and safety colleges   Testing

Get the application   Essays

Interviews
Make a note of the regular application deadline  
Making a Decision
Make a note of the early application deadline  

Request high school transcript sent  

Request midyear grade report sent   Start a college search:

How close to home do
Find out if an admission test is required  
you want to be?
Take an admission test, if required  
Within
Take other required or recommended tests (e.g., SAT Subject Tests™, AP Exams, IB  
exams) 100

Send admission-test scores   miles of

MY COLLEGES
Send other test scores   Enter ZIP code

Request recommendation letters  

Find colleges
Send thank-you notes to recommendation writers  

Draft initial essay  

Proofread essay for spelling and grammar  

STUDENT STORY
Have two people read your essay  
Applying to college was nerve-
Revise your essay   racking

Proofread your revision  

Interview at college campus  

Have an alumni interview  

Submit FAFSA®  

Arianis, college sophomore

Submit PROFILE, if needed  

Make a note of the priority financial aid deadline  

Make a note of the regular financial aid deadline   BOOKS ON GETTING IN

Complete college application   Check your library or counselor’s

office for Get It Together for
Make copies of all application materials  
College, The College Application
Essay and other College Board
Pay application fee  
books.

Sign and send application  

View college planning books
Submit college aid form, if needed  

Submit state aid form, if needed  

Confirm receipt of application materials   RELATED RESOURCES

MY COLLEGES
 College Applications: How to Begin
Send additional material, if needed  
Applying to College: Your
Tell school counselor that you applied   Counselor's Role

Receive letter from office of admission   Tips for Preparing Your College
Application
Receive financial aid award letter  
How to Complete the FAFSA
Meet deadline to accept admission and send deposit   Quick Guide: The Anatomy of the
College Application
Accept financial aid offer  
20 Questions to Ask Your School
Notify the colleges you will not attend   Counselor

Recommended

EXPERT Q&A COLLEGE APPLICATIONS: COLLEGE ADMISSION

HOW TO BEGIN GLOSSARY: LEARN THE
Where can you get ideas for the LINGO
application essay? Filling out college applications can
be a big job. Start with the right During the college application
mindset and get organized to make process, you may come across
tackling them easier. unfamiliar terms. This glossary
Read article defines common phrases related to
applications and admission.

Read article

Marty O'Connell, Executive

Director, Colleges That Change
Lives

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Welcome Technology Setup
This is the employee’s introduction to This is what the employee needs to be looped
the company and team members. into the company workflow.

Interactive

▣ Welcome message from executive,

manager, or team members
▣ Equipment

▣ Company core values ▣ Account logins and passwords

▣ Mission statement ▣ Software tutorials

▣ Goals for the new hire ▣ Security access codes, building fob
key and parking pass

Knowledge Transfer Skills and Workplace Training

This is what the employee needs to know in These include all the skills that are deemed
terms of where work is left off from the essential to the employee’s workflow. Consider
previous employee. introducing them in a microlearning format.

▣ Knowledge base ▣ Safety

▣ Currently work timelines ▣ Processes

▣ Skills required ▣ Metrics

▣ Productivity habits and hacks ▣ Documentation

▣ Standard operating procedures ▣ Research and development

 www.TeamTrainingExperts.com
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 HOME BUYING CHECKLIST

Contact your CENTURY21 agent and develop a home buying plan

Develop a budget

Familiarize yourself with the various terms related to buying a house

Compare housing types to choose the best for you

Get your financial picture in focus

Get a free copy of your credit report

Get mortgage prequalification and approval

Learn about the mortgage process

Find the right home

Determine the value of the house

Make an offer

Negotiate the final price

When your offer is accepted, request a mortgage loan

Have the home inspected

Purchase home owners insurance

Prepare for your move

Finalize your mortage

Perform a final walk through of the house

Finish by finalizing the closing and settlement

Clear Checklist
 Offboarding Checklist
Employee Checklist upon Transfer/Separation
To be completed by the supervisor/manager and the employee

The following is a standardized checklist that must be completed for wage and salaried employees who end
their employment, whether through resignation, retirement, termination, or transfer. Faculty has a separate
checklist maintained by the Provost that should be followed, http://www.virginia.edu/provost/facultyexit.pdf.
Professional Research Staff (PRS) should use the checklist provided by the School of Medicine.

The checklist provides the steps the supervisor/manager and the employee need to complete in order for the
employee to officially exit from the department. This checklist includes important Human Resources
information and departmental logistics. Following the steps outlined in the checklist will facilitate the transition
of the employee from active employment to her/his eventual departure date.

Offboarding Checklist - (To be completed by the departing employee)

______________________________________________ __________________________________
Employee Member’s Name (Last, First, Middle) Position Title

___________________ _______________________________________________
Employee ID # Department

_____________________
Date of Departure

Forwarding Address: __________________________________________________________________

(Please update your address in Employee Self-Service)

New Phone Number: _________________________ New Email: ____________________________________

The following checklist must be completed for employees who are separating employment with a Department.

Part I: Employee’s Responsibilities

Upon Notice of Departure Date:

Done N/A
Submit resignation letter to the manager/supervisor

• Obtain letter from manager/supervisor accepting employee resignation

• Obtain Knowledge Transfer Template from supervisor

• Contact University Human Resources Service Center to set up appointment if you have questions regarding any of the
following:

• Continuation of health coverage under COBRA

• Conversion or continuation of life insurance
• Distribution of retirement contributions
• Paid Time Remaining
• Leave Balances
1
 • Retirement accounts including email account
• Employment verification process for future reference

Two Weeks in advance of Departure Date:

Done N/A
• Settle any cash advances, petty cash accounts, pending reimbursements, parking or library fines, or any other unsettled
accounts. Confirm that University Leave has not been overused. NOTE: Any debts owed to the University should be
settled with the Accounts Receivable Office. If any amount remains unpaid after Accounts Receivable has contacted the
employee it will be handed over to a collection agency and additional fees may be applied.

• If in a supervisory role, insure that budgetary records, HR reviews (evaluations, correspondence, etc.), letters or emails
containing resource commitments and unit strategic plans are labeled and organized in hard copy files for the supervisory
successor

• Consult with department Local Support Partner (LSP) and Information Security, Policy, and Records (ISPRO) for
retention and/or disposition of email, home directory files, websites, and any other electronic materials

• Complete the Knowledge Transfer Template

Within Last Few Days of Departure Date:

Done N/A
• Remove all personal items from offices or lockers

• Return ALL keys, ID badge(s), University credit cards or travel cards, and parking permit/parking garage smart tag (to
Parking and /Transportation) Employees transferring within the University should retain their ID cards. The
departments which employees transfer out of/ into are responsible for removing/ assigning ID card building access as
applicable for their locations

• Return ikey to your department LSP or ITS, return any University items such as portable computer/cell
phone/pager/PDA/long distance calling card/copy card to appropriate office, and consult with LSP to delete all
remaining electronic files containing University data or University licensed software from your personally owned
computers, handheld devices, and electronic media.

• Complete Conflict of Interest Statement if applicable

• If a foreign national, set up an appointment with Compliance and Immigration Services to discuss importance of
maintaining status

• Provide UHR with new address so that U.S. Mail can be forwarded

After Departure:

Done N/A
• Notify the UHR Payroll office online of any change of address during the year so that a W-2 tax
Statement can be sent in January

Signatures:

____________________________________________ ________________________________ _____________

Employee Name Signature Date

____________________________________________ ________________________________ _____________

Supervisor/Manager Name Signature Date

2
Part II: Department Responsibilities

At First Notice of Departure:

Done N/A

o Obtain a resignation letter from the employee

o Provide employee a written acceptance of the resignation

o Give employee the Offboarding Checklist

o Give employee the Knowledge Transfer Template

o Recommend that the employee meet with U.Va. HR Benefits office if necessary

o Enter employee termination date in University Integrated System and enter appropriate reason code

o Process any non-reimbursed travel expenses through the department prior to termination date

o Confirm that the employee does not owe reimbursement of a signing bonus or moving and relocation reimbursement

Confirm that the employee has not used more University Leave than has been accrued, and inform the employee if
payment is required.

On last day:

Done N/A

o Obtain the Offboarding Checklist from Employee (verify it is complete and signed by employee)

o Confirm with the employee that University-owed equipment, including UVa Identity Token, computers, mobile devices,
pagers, long distance calling and/or copy cards, has been returned to your department LSP or ITS.

o Confirm with the employee that all electronic files containing University data from personally owned computers, mobile
devices, cloud storage, and storage media (e.g. flash drives, etc.) have been migrated and deleted.

o Confirm with the employee that all University licensed software on personally owned computers and mobile devices
has been uninstalled.

o Confirm with employee that all paper documents containing University data have been returned to the department

o Confirm that department has access and passwords for any electronic files being left at U.Va.

o If applicable, email researchuva-help@virginia.edu to request that the user’s ResearchUVA account or role be
deactivated.

o Contact department webmaster to ensure references to employee are removed from web content
o Obtain employee’s keys and ID badge(s)

Obtain University portable computer/cell phone/pager/long distance calling card/copy

o

o Destroy employee’s University credit card (Purchasing card) and complete the Purchasing card change form online.
https://www.procurement.virginia.edu/netbadge/pagepcardchangeform
o Verify return of Parking Permits and Service Parking Passes

o Verify removal of personal items from offices or lockers

3
 o Verify return of tools, safety equipment, and uniforms

o Verify return of any other University property

o Confirm departure with Department

After employee's last day:

Done N/A

o Cancel all locally provisioned user access via the local department support partner (LSP), including access to shared
drives.
o Clear/change all passwords including AIS, Voicemail, and PC station

o Verify that a termination date has been entered in Oracle which will end access to HR/Finance, Student Information
System (SIS), Document Imaging System (ImageNow), Lead@, Jobs@, and SharePoint

Contact the local department support partner (LSP) to make sure that the employee’s phone number has been
deactivated, or, confirm that the number has been forwarded

o Remove from recurring meetings in Outlook as an attendee

o Verify removal of any access to state systems

o Return employee’s University ID to the ID office

o Reassign any direct reports to a new supervisor in the University Integrated System, if necessary

o Verify building access and security cards have been deactivated

o Verify cancellation of signature authority over university accounts

o Cancel telephone long distance access code number through ITS

o Cancel photocopy access number

o Verify the computer drives have been cleared

o Change signature authority for approving time cards (only applicable when a Supervisor is leaving, update the system
not the Payroll Office)

____________________________________________ ________________________________ _____________

Supervisor/Manager Name Signature Date

Form ID: UHR-CIS-OBC-v15

4
Preparing and Living Through Retirement

Reinventing Retirement

Pre- and Post-Retirement Checklist

Whether you’re retiring in 10 years or you’ve been retired for 10 years, getting organized, planning
ahead, and being in control of your money-related matters, goes a long way toward making your
retirement experience rich and rewarding. This section includes checklists for individuals who are
planning to retire and for those who are currently retired.

Pre-Retirement Checklist
n Identify or plan your retirement date.

n Reduce your debt. Excessive debt will have a negative impact on your net retirement
income.

n Estimate your Social Security benefits and other sources of guaranteed income, such as
Social Security and pension.

n Identify your essential monthly expenses during retirement; (mortgage or rent payment,
car loans or lease payments, property and car insurance, utilities, health insurance, etc.).

n Develop a budget for discretionary spending that takes into account your estimated
essential monthly expenses and estimated total monthly income from all sources.

n Evaluate how your retirement money is allocated and calculate its growth and income
potential during retirement. Be careful and conservative with your assumptions.

n Utilize ‘catch up’ provisions on IRA and 401k contributions if a gap exists between your
estimated retirement income and your estimated overall expenses during retirement.

n Evaluate your 401(k) roll-over options. Take into consideration your other pools of
retirement money, such as your spouse’s 401(k) and your IRA accounts. The option you
choose should complement your other retirement pools of money.

n Evaluate healthcare benefits and provider options.

n Consider long-term care and disability insurance.

73
Reinventing Mi Retirement: tools and resources to achieve financial security
Reinventing Retirement

Post-Retirement Checklist
n Develop a budget with an emphasis on managing your debt. Identify your essential
expenses, (mortgage or rent payment, car loans or lease payments, property and car
insurance, utilities, health insurance, etc.). Excessive debt will have a negative impact on
your net retirement income.

n Evaluate and control your discretionary spending. Discretionary spending is too often
rationalized as necessary, “must-have” or “must-do” spending. Over-spending on
discretionary items increases your risk of running out of money.

n Manage risk or volatility in your investment accounts, especially downside volatility.

n Know what you own in your investment account and why you own it.

n Know how your investment portfolio has performed. Measure its performance at least
semi-annually. Compare its performance against an appropriate benchmark (index) or
blend of benchmarks.

n Know the percentage amount you are withdrawing on an annualized basis from your
investments. Evaluate the “safeness” and sustainability of your withdrawal rate.

n Know what factors may adversely affect your withdrawal rate and develop a plan to adjust
the amount or source of your withdrawal.

Plan and act on what you know - and what you can control. Be careful with assumptions about the
future. Your assumptions may mislead you into being either overly-optimistic or overly-pessimistic
about your future which can lead to decisions that could negatively affect the quality of your life during
retirement.

What we know (Be careful not to confuse assumptions with what you actually know):
n Our retirement date
n What we can expect from guaranteed income sources, (Social Security and pension benefits)

What we don’t know:

n Future expenses including our healthcare costs
n Future returns for stocks and bonds
n Inflation and tax rates
n Our date of death

What we can control:

n Our debt
n Discretionary spending
n Oversight and management of our retirement money

74
Reinventing Mi Retirement: tools and resources to achieve financial security
 EQUIPMENT DAILY CHECKLIST AND SAFETY INSPECTION FORM
NOTE: This form is not to be used for inspections of mobile/overhead cranes, powered industrial trucks, or aerial lifts. For inspections of such equipment,
use FBP-OS-PRO-00025-F05 (for mobile/overhead cranes), FBP-OS-PRO-00057-F01 (for powered industrial trucks), or FBP-WM-PRO-00061-F07 (for
aerial lifts)

Section 1

Location / Project: Contractor: FBP or ______________________

Contact Name: Contact Phone: ________________

Section 2 – Check Type of Equipment Inspecting

Backhoe Trackhoe Loader Skid Steer Manufacturer

Generator Compressor Welding Machine Dozer Model Number

Tractor Roll-off Truck Other (specify) ______________________ Serial Number

• Place a check (√) mark in the box to indicate inspection is complete and is satisfactory.
• Mark “P” in box where Problem is found and make further comments on next page, if necessary.
• Report all items in need of repair to the Supervisor at the time of inspection.
• Mark N/A for items which do not apply.
Section 3 – Mark as Directed Above
Inspection Item / Day of Week Mon Tue Wed Thu Fri Sat Sun
Worker Badge Number
Worker Initials
Date
Hour Meter Reading
Structural Damage – none apparent
Tires / Tracks – condition acceptable
Load Chart – available/readable
Glass / Mirrors – clean/clear; unobstructed
Electrical Connections (generators)
Hydraulic Hoses – good condition/no leaks
Check Valves - functional
Lubrication – adequate amount
Fluid Levels – adequate amounts/no leaks
Engine Oil - level/appearance good
Cooling Water – adequate amount/no leaks
Operating Manual - available
Fire Extinguisher – present, charged, dated
Seat Belts – functional/latch properly
Operating Controls - functional
Horn / Gauges - functional
Lights and Reflectors – clean/functional
Windshield Wipers - functional
Air Systems - functional
Steering Mechanism - functional
Brakes - functional
Backup Alarm - functional
Kill Switch (if available) - functional
Roll-off Truck Cable – no single strand
broken; no kinks; no stretching; clamps tight

FBP-OS-PRO-00025-F01, Rev. 3 Page 1 of 2

 EQUIPMENT DAILY CHECKLIST AND SAFETY INSPECTION FORM
Section 4 - Briefly explain items having problems
Date Repairs Date Repaired

Comments:

Section 5 – Supervisor and Safety Representative Concurrence

To be signed by the Superintendent and Safety Representative in the event deficiencies are discovered. All Equipment
Daily Checklists and Safety Inspection Forms shall be filed with the Work Control Organization.

__________________________________________________________________ ________________
Print/Signature of Supervisor Date

__________________________________________________________________ ________________
Print/Signature of Safety Representative Date

FBP-OS-PRO-00025-F01, Rev. 3 Page 2 of 2

 INBOUND EQUIPMENT SAFETY INSPECTION FORM
Section 1 – Inspection Performed by Qualified Personnel Only

Location / Project Date

Equipment Inspected By Contractor

Section 2 – Check Type of Equipment Inspecting

Crane Forklift Backhoe Track Hoe Manufacturer

Tractor Loader Skid Steer Aerial Lift Model Number

Drill Rig Dozer Loader Scissors Lift Serial Number

Welding Machine > 35 hp Generator > 35 hp Compressor > 35 hp OSHA Annual Date

Last Maintenance Date

NOTE: Do NOT record this inspection sheet into the Central Equipment Database
Contact Name
for equipment not expected to be onsite greater than 30 days.
Contact Phone

Section 3 – General Categories to Inspect

Pass Fail N/A Pass Fail N/A

Tires / Tracks / Drive Chains Aux. Hook and Ball

Leaking Fluids Present Main Hook and Block

Hydraulic Hoses in Good Condition Boom / Mask / Cylinders

Lights and Mirrors Anti Two Block

Structural Damage Present Wedge Socket Plus Cable Length (6 x Diameter)

Computer Aids / Operator Controls Brakes

Roll Over Protection Emergency Flares and Triangles

Seat Belt Latches Properly Fork Lift Assembly Bolts

Fire Extinguisher with Current Inspection Operators Manual Present and Load Chart

Glass Condition Record of Last Performed Maintenance

Back Up Alarm / Bi-directional C of C Not Having Counterfeit Material

Kill Switch Periodic Inspection

Horn DOT Annual Inspection

Operator Controls OSHA Annual Inspection (if required)

Labels, Voltage & Hand Signal Chart, e.g. Generator Circuit Breaker is Open (Off) Position

Wire Rope Generator has no Electrical Primary Feed or Secondary

Outriggers Load Cables Connected

Section 4 – Fuel Type Diesel Use permitted in the X-744G and X-326 Facilities
Gasoline Use permitted in the X-326 Facilities
Propane NOT PERMITTED TO BE USED INSIDE ANY SITE FACILITIES
Electric Use permitted in X-326, X-345, and X-744G Facilities
Other TO BE EVALUATED BY THE LPP CAT II FACILITY MANAGER

Section 5 – Comments

Inbound Equipment Safety Inspection Forms shall be provided to Contracts and a copy to Work Control.
Additional checklist specific to the equipment may be used and attached to this checklist.

FBP-OS-PRO-00025-F02, Rev. 1 Page 1 of 2

 INBOUND EQUIPMENT SAFETY INSPECTION FORM

Section 6 – Qualified Radiological Control Technician acceptance for equipment receiving (Inbound)

Yes No N/A Print name: Signature:

Section 7 –Qualified Person (Leased Equipment Manager)

Yes No Equipment
Print name: Signature:
Accepted

Inbound Equipment Safety Inspection Forms shall be provided to Contracts and a copy to Work Control.
Additional checklist specific to the equipment may be used and attached to this checklist.

FBP-OS-PRO-00025-F02, Rev. 1 Page 2 of 2

 OUTBOUND EQUIPMENT SAFETY INSPECTION FORM
Section 1 – Inspection Performed by Qualified Personnel Only
Location / Project Date
Equipment Inspected By Contractor

Section 2 – Check Type of Equipment Inspecting

Crane Forklift Backhoe Track Hoe Manufacturer

Tractor Loader Skid Steer Aerial Lift Model Number

Drill Rig Dozer Loader Scissors Lift Serial Number
Welding Machine > 35 hp Generator > 35 hp Compressor > 35 hp Contact Name
Contact Phone
NOTE: Do NOT record this inspection sheet into the Central Equipment Database
for equipment not expected to be onsite greater than 30 days.

Section 3 – General Categories to Inspect

Pass Fail N/A Pass Fail N/A
Tires / Tracks / Drive Chains Aux. Hook and Ball
Leaking Fluids Present Main Hook and Block
Hydraulic Hoses in Good Condition Boom / Mask / Cylinders
Lights and Mirrors Anti Two Block
Structural Damage Present Wedge Socket Plus Cable Length (6 x Diameter)
Computer Aids / Operator Controls Brakes
Roll Over Protection Emergency Flares and Triangles
Seat Belt Latches Properly Fork Lift Assembly Bolts
Fire Extinguisher with Current Inspection Operators Manual Present and Load Chart
Glass Condition Record of Last Performed Maintenance
Back Up Alarm / Bi-directional C of C Not Having Counterfeit Material
Kill Switch Periodic Inspection
Horn DOT Annual Inspection
Operator Controls OSHA Annual Inspection (if required)
Labels, Voltage & Hand Signal Chart, e.g. Generator Circuit Breaker is Open (Off) Position
Wire Rope Generator has no Electrical Primary Feed or
Outriggers Secondary Load Cables Connected

Section 4 – Fuel Type

Section 5 - Comments

Section 6 – Leased Equipment Manager

Yes No Equipment
Print name: Signature:
Accepted

FBP-OS-PRO-00025-F04, Rev. 1
TERMINATION CHECKLIST FOR HR

Employee Name: Job Title:

Department: Last Day Worked:

Reason for Termination:
Resignation
Layoff
Discharge
Retirement

Other:

Items to be returned

I.D. Badge
Credit Cards
Company Financial Info

Building Keys/Access Card
Tools/Uniforms
Company Files

Desk/File Keys
Safety Equipment
Company Manuals

Computer/Laptop
Customer Lists
Designs, Formulas, etc.

Cell Phone
Price Lists
Company Vehicle

Palm Pilot
Calling Cards

Other:

Information to be reviewed with exiting employee

Agreements:

Employment Agreement

Non-compete and non-solicitation Agreement

Intellectual Property Agreement

Confidentiality Agreement

Pay and Benefits:

COBRA
Health/Flexible Spending Account Balance: $

Life Insurance Continuation
Vacation/PTO Balance
and/or Conversion
Sick Time

Pension/401(k), 401(k) Loans
Severance Pay (if applicable) $

Outplacement (if applicable)
Expense/Reimbursement Account Balance $

Unemployment Insurance (if applicable)
Travel Advance Balance $

HSA/HRA
Misc. Unpaid Balance (safety equipment, etc.)$

Other

Persons to notify

Receptionist
Information Systems
Credit Union

Payroll
Professional Associations
Cell Phone Provider

Security
Union
Credit Card Provider

Other:

Things to do

Obtain signed Termination Notice (if applicable)

Pull files (personnel, benefits, medical, etc.) and update HRIS record

Pull I-9

Schedule exit interview

Check company reports against employee participation (credit cards, special programs, etc.)

Prepare COBRA, HIPAA notices, notify Third Party Administrator, notify insurance providers

Request final check(s) for wages, vacation and other legally required compensation

Assemble 401(k) termination forms and check for outstanding loan

Other

Human Resources Representative Date Completed

The Employers Association, 5570 Executive Parkway, SE, Grand Rapids, MI 49512
TRAINING CHECKLIST
Company Name:
Department:

Tasks/Activities Training Date Employee Name Trained By Training Status

Annual Rental Property Inspection Checklist
_____________________________________________________________________
Street Address and Unit Number

Condition on Condition on Estimated Cost

Arrival Annual Inspection of Repair
Living Room

Floors & Coverings

Drapes & Coverings

Walls

Ceilings

Light Fixtures

Windows & Doors

Front Door & Locks

Fireplace

Kitchen

Floor & Coverings

Walls & Ceilings

Light Fixtures

Cabinets

Counters

Stove or Oven

Refrigerator

Dishwasher

Garbage Disposal

Sink & Plumbing

Windows & Doors

© TEMPLATEROLLER.COM
 Condition on Condition on Estimated Cost
Arrival Annual Inspection of Repair
Bathroom

Floors & Coverings

Walls & Ceilings

Windows & Doors

Light Fixtures

Bathtub/Shower

Sink & Counters

Toilet

Bathroom

Floors & Coverings

Walls & Ceilings

Windows & Doors

Light Fixtures

Bathtub/Shower

Sink & Counters

Toilet

Bathroom

Floors & Coverings

Walls & Ceilings

Windows & Doors

Light Fixtures

Bathtub/Shower

Sink & Counters

Toilet

© TEMPLATEROLLER.COM
 Condition on Condition on Estimated Cost
Arrival Annual Inspection of Repair
Bedroom

Floors & Coverings

Windows & Doors

Walls & Ceilings

Light Fixtures

Power Outlets

Bedroom

Floors & Coverings

Windows & Doors

Walls & Ceilings

Light Fixtures

Power Outlets

Bedroom

Floors & Coverings

Windows & Doors

Walls & Ceilings

Light Fixtures

Power Outlets

Dining Room

Floors & Covering

Walls & Ceilings

Light Fixtures

Windows & Doors

© TEMPLATEROLLER.COM
 Condition on Condition on Estimated Cost
Arrival Annual Inspection of Repair
Other Areas

Heating System

Air Conditioning

Lawn/Garden

Stairs and Hallway

Patio/Terrace/Deck

Basement

Parking Area

___________________

___________________

___________________

___________________

___________________

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___________________

___________________

___________________

___________________

___________________

___________________

___________________

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© TEMPLATEROLLER.COM
 General Condition of Furnished Property
Condition on Condition on Estimated Cost
Arrival Annual Inspection of Repair
Living Room

Coffee Table

End Tables

Lamps

Chairs

Sofa

___________________

___________________

___________________

Kitchen

Broiler Pan

Ice Trays

Lamps

Chairs

Sofa

___________________

___________________

___________________

Dining Area

Chairs and Table

___________________

___________________

___________________

© TEMPLATEROLLER.COM
 Condition on Condition on Estimated Cost
Arrival Annual Inspection of Repair
Bathroom

Mirrors

Shower Curtain

Hamper

___________________

___________________

___________________

Bathroom

Mirrors

Shower Curtain

Hamper

___________________

___________________

___________________

Bathroom

Mirrors

Shower Curtain

Hamper

___________________

___________________

___________________

© TEMPLATEROLLER.COM
 Condition on Condition on Estimated Cost
Arrival Annual Inspection of Repair
Bedroom

Bed(s)

Nightstands

Lamps

___________________

___________________

___________________

Bedroom

Bed(s)

Nightstands

Lamps

___________________

___________________

___________________

Bedroom

Bed(s)

Nightstands

Lamps

___________________

___________________

___________________

© TEMPLATEROLLER.COM
 Condition on Condition on Estimated Cost
Arrival Annual Inspection of Repair
Other Areas

Bookcases

Desks

Picture Frames

___________________

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© TEMPLATEROLLER.COM
Direct Mail Campaign
Checklist Template
Quality Control Checklist
Template
Employee Checklist Template
 Cleaning Schedule [42]
By Vertex42.com
Week 1 Week 2 Week 3 Week 4 House Cleaning Schedule
Monday Monday Monday Monday © 2012-2019 Vertex42 LLC

Laundry + bedding Laundry + bedding Laundry + bedding Laundry + bedding

Mop Mop Mop Mop Other Related Templates
Bathrooms Bathrooms Bathrooms Bathrooms ► House Cleaning Checklist
► Checklists
Tuesday Tuesday Tuesday Tuesday ► Home & Family Templates
Bedrooms Bedrooms Bedrooms Bedrooms
Vacuum Vacuum Vacuum Vacuum
Home office Clean hobby spaces Home office Clean hobby spaces To Print: Hide this column first

Wednesday Wednesday Wednesday Wednesday

Kitchen - general cleaning Kitchen - general cleaning Kitchen - general cleaning Kitchen - general cleaning
Kitchen - clean fridge Kitchen - clean stove top Kitchen - clean microwave Kitchen - clean oven
Kitchen - upper cupboards Kitchen - lower cupboards Kitchen - walls & windows Kitchen - small appliances

Thursday Thursday Thursday Thursday

Living room Family room Laundry room Closets
Hallway walls, front door Vacuum couches
Dust Bookshelves

Friday Friday Friday Friday

Bathrooms Bathrooms Bathrooms Bathrooms
Wipe walls and doors Master shower Clean toy shelves Garage

Saturday Saturday Saturday Saturday

Sweep porch Sweep porch Sweep porch Sweep porch
Mop Mop Mop Mop

Daily Reminders Monthly Reminders

Exercise Dishes Balance checkbook Check air filter
Sweep Straighten up / Declutter Test smoke detectors Inventory, replenish pantry
Laundry Sort mail Replace light bulbs

https://www.vertex42.com/ExcelTemplates/house-cleaning-schedule-checklist.html © 2012-2019 Vertex42 LLC

Grocery Checklist by Vertex42.com
https://www.vertex42.com/ExcelTemplates/grocery-list.html © 2009-2022 Vertex42 LLC Grocery Checklist

CRITICAL MEAT CANNED SAUCES / OILS PERSONAL

Bacon [42] Applesauce [42] Vegetable Oil Conditioner Additional Templates
Beef / Steak Beans Soy Sauce Cotton Products ► Budget Templates
Chicken Chili Olive Oil Deodorant ► Meal Planner Template
Deli Meat Fruits Vinegar Feminine
Fish Mushrooms BBQ Sauce Floss
Ground Beef Olives Hot Sauce Hair Spray
PRODUCE Ham Soup Spaghetti Sauce Lip Balm To Print, hide this column first.
Apples Hot Dogs Tomato Sauce Syrup Lotion
Avocados Pork Tuna Makeup
Bananas Sausage Vegetables Mouthwash
Berries Turkey CONDIMENTS Pain Relievers
Broccoli Croutons Razor Blades
Carrots Honey Shampoo
Celery Jam / Jelly Shaving Cream
Cucumbers DAIRY / FRIDGE Ketchup Soap
Garlic Biscuits DRY / BAKING Mayonnaise Sunscreen
Grapefruit Butter Baking Powder Mustard Toothbrush
Grapes Cheese Baking Soda Peanut Butter Toothpaste
Lemons/Limes Cookie Dough Bread Crumbs Pickles
Lettuce Cream Cheese Brownie Mix Salad Dressing
Melons Dips Cake Mix Salsa PAPER / PLASTIC
Mushrooms Eggs Canned Milk Aluminum Foil
Onions Half & Half Chocolate Chips Bags
Oranges Milk Cocoa Coffee Filters
Peppers Sour Cream Cornmeal SPICES Cups
Potatoes Whip Cream Cornstarch Salt Garbage Bags
Squash/Zucchini Yogurt Flour Pepper Napkins
Tomatoes Food Coloring Cinnamon Paper Towels
Frosting Plastic Wrap
Muffin Mix Plates
FROZEN Oatmeal Tissues
BREAD / BAKERY Chicken Pie Crust SNACKS Toilet Paper
Bagels Desserts Shortening Candy Utensils
Bread Dinners Sugar (brown) Cookies Wax Paper
Cake Fish Sugar (powder) Crackers
Cookies Fruits Sugar (white) Dip / Salsa
Dinner Rolls Ice Vanilla Dried Fruits HOUSEHOLD
Donuts Ice Cream Yeast Fruit Snacks Batteries
French Bread Ice Pops Graham Crackers Bleach
Hamburger Buns Juice Granola Bars Cards
Hot Dog Buns Lasagna Nuts / Seeds Charcoal
Muffins Pie PASTA / RICE Popcorn Detergent
Pastries Pizza Couscous Potato Chips Dish Soap
Pie Vegetables Hamburger Helper Pretzels Dishwasher Soap
Pita Bread Waffles Lasagna Pudding Fabric Softener
Tortillas Mac & Cheese Raisins Glass Cleaner
Macaroni Tortilla Chips Light Bulbs
DRINKS Noodle Mixes Rags
Water Ramen Sponges
BREAKFAST Juice Rice (brown) BABY Vacuum Bags
Cold Cereal Soda Rice (white) Baby Food
Oatmeal Sports Drinks Rice Mixes Diapers
Creamed Wheat Coffee Spaghetti Formula PET
Pancake Mix Tea Rash Cream Pet Food
Wipes Cat Litter
Treats
 Travel Packing List
Packing List Template by Vertex42.com More Templates ►

Clothing Miscellaneous Money

Casual shirts/T-shirts [42]

Sunglasses Wallet/Purse
Casual pants/Shorts Watch Debit card/Credit card
Dress shirts/Dress pants Umbrella Cash
Pajamas/Robe/Slippers Travel locks Checks/Travelers checks
Sweaters Keys
Underwear Duct Tape Laundry
Socks Batteries Laundry bag
Casual shoes/Sandals Alarm clock Detergent
Dress shoes Earplugs Stain remover
Hats/Scarves/Gloves Journal Fabric Softener/Dryer Sheets
Belts Binoculars Coins
Jackets/Coats/Sweaters Books Sewing kit
Swimwear Games/playing cards/dice Hangers
Workout clothes/shoes Snacks
Suits Jewelry/Accessories Documentation
Sports Coat Other Drivers License
Ties/Suspenders Birth certificate (if needed)
Skirts/Dresses Toiletries Visa/Passport
Bras Toothbrush/Toothpaste Immunization records
Girdle/Bodysuit/Slip Dental floss/Picks Tickets
Nylons Mouthwash Map
Glasses/Case/Contacts/Solution Itinerary
Electronics Q-Tips/Cotton Balls Travel guide
Cellphone and accessories Tweezers/nail clippers
- charger, bluetooth, case Deodorant Children items
Camera and accessories Shampoo & Conditioner Snacks & Wipes
- charger, extra film/chip Soap/Body Wash Clothes/Socks/Shoes
Laptop and accessories Washcloth Coats/Hats/Gloves/Swimwear
- charger, extra battery, case Brush/Comb Sleeping bags/Pillows
DVD Player/DVDs Gel/Hairspray/Hair Products Games/Toys/Stuffed Animals
Music player Mirror Books
Tablet Tissue Coloring books/Crayons/Pencils
GPS system Lotion/Lip balm Sports equipment
Razor/Shave Gel/Aftershave Other
Medical/Health Cologne
Prescriptions Cosmetics Baby Items
Allergy medication Facial cleanser Clothes/Socks/Shoes
First Aid kit Pads/Tampons/Pantiliners Diapers
Vitamins Curling Iron/Flat Iron Wipes
Hand sanitizer/Antibacterial wipes Blow dryer/Diffuser Diaper ointment
Sunscreen Hair Accessories Baby Shampoo/Soap
Pain medication Razor/Shave gel Nursing cover/Breast pump
Insect repellant Perfume Formula
Bottles
Sippy cups
Before Leaving Pack-n-Play
Stop mail/newspaper or arrange for someone to pick them up Blankets
Arrange for care of home/pets Baby carrier/Backpack
Pay any bills that may become outstanding while you’re gone Car Seat
Set up your out-of-office email response at work Toys
Lock up home, doors, windows and shut off water/appliances as needed Monitor
Enable alarm system, set up light timers Swim diapers

This list should only be used as a guide. There is no guarantee that all the items you need are on this list.

https://www.vertex42.com/ExcelTemplates/packing-list.html © 2011-2019 Vertex42 LLC. Free to print.

 Medication CheckList By Vertex42.com
Medication List
My Name: Emergency Contact: © 2012-2022 Vertex42 LLC

My Birth Date: Phone #:

My Phone #: Email: Additional Templates
My Email: ► Health and Fitness
My Allergies Name Date ► Home and Family
Reviewed by: ► Spreadsheet Templates

MEDICATION APPEARANCE HOW HOW STARTED STOP WHO told me To Print: Hide this column first
REASON FOR TAKING NOTES
brand, generic name, dose type, shape, color MANY TAKEN taking on: taking on: to take this?
AS NEEDED
tablet, round, by mouth,
equate, Ibuprofin, 200mg 1 tablet NSAID, pain killer, fever reducer EXAMPLE
brown, "1-2" with water

AFTER WAKING UP

AFTERNOON

EVENING

BEFORE BED

This worksheet and information should not replace the advice of a qualified healthcare worker.

https://www.vertex42.com/ExcelTemplates/medication-list.html © 2012-2019 Vertex42.com. All rights reserved. Free to print.

 Backpacking Checklist by Vertex42.com
Backpacking Checklist
Clothing Cleanup Kit © 2009-2019 Vertex42 LLC

Boots Biodegradable Soap

Socks Toothbrush Additional Templates
Clothing for Season Toothpaste ► Camping Checklist
Sweater or Jacket Small Towel ► Checklist Templates
Parka or Coat Wash Rag ► Spreadsheet Templates
Rain gear Comb
Hat Toilet Paper
[42] To Print: Hide this column first
Sleeping Gear Survival
Tent & Stakes First-Aid Kit
Ground cloth Moleskin
Sleeping Bag Compass
Sleeping Pad Whistle
Bear bag Metal Mirror
Bear bag rope Emergency Coins
Hand Warmers Extra flashlight/bulb
Rope or Cord
Cooking Gear
Food Optional
Stove & Fuel Hiking Stick
Cook kit (pot,pan,etc) Camera
Cooking utensils Extra shoes/flipflops
Cup
Bowl or plate
Spork Packing Tips
Dish soap 1) Small frequently used items in pants
pockets (knife, compass, matches, moleskin)
[42] Miscellaneous 2) Camp equipment deep in pack
Pocketknife 3) Rain gear, first-aid kit, sweater,
Matches clean socks, and lunch under main flap
Water Bottle or Canteen 4) Map, water bottle, sunscreen, repellent,
Fire Starters and snacks in outside pockets.
Flashlight w/extra batteries 5) Keep fuel bottle isolated.
Watch 6) For comfort, keep center of gravity high and
Pencil & Paper and close to your back.
Repair Kit 7) For stability, keep center of gravity low by
Insect Repellent placing heavy items at bottom of pack.
Bandannas 8) Pad the front of pack's interior with
Sunscreen clothing for cushioning against back.
[42]

This checklist should only be used as a guide. There is no guarantee that items you are going to need on your trip are
included in this checklist. Be prepared and responsible.

Backpacking Checklist Template © 2009-2019 by Vertex42.com

https://www.vertex42.com/ExcelTemplates/backpacking-checklist.html Backpacking Checklist © 2009-2019 by Vertex42.com

Camping Checklist by Vertex42.com
https://www.vertex42.com/ExcelTemplates/camping-checklist.html Camping Checklist
Essentials / Survival Sleep Gear © 2009-2020 by Vertex42 LLC
First-Aid Kit Pack & Rain Cover
Pocketknife Tent & Stakes Additional Templates
Water Bottle or Canteen Ground Cloth ► Backpacking Checklist
Flashlight w/extra batteries/bulb Sleeping Bag ► Checklist Templates
Matches & Fire starters Sleeping Pad ► Spreadsheet Templates
Map and Compass Bear bag, bear bag rope
Whistle
Metal Mirror Miscellaneous To Print (2 Options):
Emergency Coins Pencil & Notebook 1. Hide this column then Print (Ctrl+p)
Nylon Cord, Rope, Twine Gloves 2a. Select columns A:F and press Ctrl+p
Snack / Trail Food Swimsuit 2b. Under "Print" choose "Selected cells"
Sunscreen Watch
Insect Repellent Sunglasses
Clothing for Season Camera & Film
Hiking Boots or sturdy Shoes Extra shoes/flipflops
Shirts, Pants, Shorts Camp Chair
Sweater or warm Jacket Hand Warmers
Socks, Underwear + Extras
Hat (for blocking sun/rain) Group Equipment
Rain Gear Tent, Stakes, Ground cloth
Winter Mittens, Hat, Coat Dining Fly
Nylon Cord, Rope, Twine
Cooking Gear Camp Stove(s), Fuel, Lighter
Stove & Fuel Lantern and Fuel
Cooking kit & utensils Water Container (1 gal/person/day)
Eating utensils Portable Camp Table
Cup, Bowl, Plate Camp Shovel
Dish soap Camp Saw
Hatchet or Ax
Cleanup Kit Repair Kit (thread, needles, pins)
Soap First Aid Kit
Toothbrush Cooking Kit
Toothpaste Pots, Pans, Griddle
Towel Spatula, Spoon, Ladle, etc.
Washcloth Salt, Pepper, Seasoning
Comb Ketchup and Condiments
Toilet Paper Handles or Tongs
Dental Floss Skewers
Cleanup Kit
[42] Food Sponge, dishcloth, soap, bleach
Breakfast(s) Scouring pads
Lunch(es) Toilet paper in a plastic bag
[42] Dinner(s) Garbage bags
This checklist should only be used as a guide. There is no guarantee that items you are going to need on your trip are
included in this checklist. Be prepared and responsible. Camping Checklist Template © 2009-2020 by Vertex42.com.