Please go through the list and check all functions under each of the four (4) essential business infrastructure categories that your business is currently performing or has developed and implemented in order to make the company operational. If you don’t currently have a system, process, or policy developed for a listed item on the checklist, you may skip it or leave blank and move on to the next item on the list.

Remember, in order to achieve an effective system you must be truthful when checking off each function within your current infrastructure.  So, please be honest with your selection. The function, system, policy, or process you choose must be currently being implemented or practiced within your organization.

If there are other functions, systems, policies, or processes that you are currently utilizing or implementing that are not mentioned, please list them below at the bottom of the checklist and state their purpose.

BUSINESS PLANNING:

GENERAL OPERATIONS MANAGEMENT:

MARKETING & BUSINESS DEVELOPMENT:

CASH FLOW MANAGEMENT: