CHECKLIST

COMPANY NAME: _________________________________________________

MEMBERS: _________________________________ ______________________________

__________________________________ ______________________________

___________________________________

TOPICS PAGE NUMBER REMARKS

EXECUTIVE SUMMARY

-Description of the business and business

model: system model
-Legal personality
-Description of the product
-Team members and Management set-up
-Product, Production and Operations
*input
*throughout
*output
-Best Practices

COMPANY PROFILE
Description of your company
Mission, Vision and Values
What you offer
Customer/Clients

MARKETING
Product ( WITH PRODUCT DEVELOPMENT)
Price
Location
Target Market
Marketing Strategies
Marketing Budget

MANAGEMENT AND OPERATIONS

PRODUCTION
-SIPOC
-Fixed Assets
-Plant Location and layout
-Inventory Report
MANAGEMENT
Organizational Structure and Design
Business Owners Profile
Job description and Job spec
Performance Evaluation (accomplished)
Personnel Requisition List
Gantt Chart (actual activities implemented)
FINANCIAL
Income Statement
Balance Sheet
Cash Flow

SOCIAL INOCULATION
Employee Programs and Benefits
Waste Disposal Management
Others

APPENDICES
All Business Registration
DTI
Mayor’s Permit
BIR
Books of Accounts (photo copy)
Used Official Receipts (photocopy cash receipts)
Note: few used official receipts then all should
be in soft copy
O.R. from supplier (Cash Disbursements)
Sales Monitoring Sheet
Sales Report
Sales Program Strategies
Monthly Tax Returns
Minutes of the meeting
Survey/Feedback report by customer

OTHER SUPPORTING DOCUMENTS

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