Institute for Independent Business

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Items Required Next Meeting

The following items must be ready at the next meeting:
Forms supplied by IIB:
1. Employee Questionnaires
One from each employee. __________
One from all key employees (must sign). __________
One from each owner if more then one owner (must sign). __________
2. Owner Goals
One from each owner. __________
3. Key Management Summary Information __________
4. Checklist - Employee Details __________
Client Supplied Information:
5. Company Financials
Balance Sheets, YTD and for the past three (3) years. __________
Income Statements, YTD and for the past three (3) years. __________
6. Copy - Personnel Policies and Procedures Manual __________
Job descriptions for all positions __________
Employee job evaluation forms. __________
7. Summary of Benefits Programs __________
8. Copy - Operational Policies and Procedures Manual
__________
9. Copy
Current Business Plan __________
Current Marketing Plan __________
Current Sales Plan __________
Current Working Budget __________

Thank You!