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  » Checklists & Audits:
    » Business & Finance

Checklists and tools for general business and finance. Includes checklists that are currently in use as well as checklist guides to assist businesses with labor laws, financial internal audits, company performance, building lighting assessments and more.

Accounting » Cost Estimate Tools

Online models for estimating the cost of a project, building valuation data, etc

FAA Pricing Handbook [9337] ?

Pricing is a necessary part of any acquisition process

Accounting » Internal Audit

Resources for internal audit departments

Audit Committee Checklist [6137] ?

Questions to Ask and Items to Review

COSO Evaluation Form [xls] [19746] ?

A sample form in MS Excel format

Guide to Internal Controls [pdf] [2841] ?

Advice for departments on how to review the effectiveness of internal control

Internal Controls Checklist [6134] ?

AICPA checklist for internal controls

Business Basics » Nonprofit Basics

Resources and tools for managing nonprofits

National Center for Charitable Statistics [12349] ?

NCCS provides data on nonprofit organization activities

Business Basics » Small Business

Small business guides, handbooks, tools, forms, software

Communicating with Prospective Clients [12503] ?

Guidelines when meeting with a prospective client

Business Management » Customer Service

Resources on customer relations, complaint handling, customer satisfaction

Effective Customer Relations and Complaint Handling [8652] ?

Evaluate your company for its strengths and weaknesses in promoting customer satisfaction

Business Management » Management Topics

Management tips, strategic planning, project management

Buy/Sell Agreement Checklist [13234] ?

Use this checklist when buying or selling a business

Business Management » RFP Guides

Write and respond to a Request For Proposal (RFP)

Proposal Checklist [13669] ?

Proposal preparation checklist

Business Security » Building Security

Facility physical and electronic security controls

Building Security Checklist [25290] ?

Provides considerations for assessing your building security

Corporate Law » Forms

Fill-in-the-blank legal forms and contracts

Contract Review Checklist [25287] ?

Information which should be included in a contract

Corporate Law » Internet Law

Case law and resources on internet technology law

A Checklist for Web Site Counsel [5258] ?

Managing the Legal Risks of E-Commerce: Practical Legal Strategies

Disaster Management » Business Continuity

Business recovery post-disaster and business continuity planning

Business Continuity Plan Checklist [pdf] [29768] ?

A checklist that lists the essential ingredients of a business continuity plan

Business Continuity Plan Checklist for Use During a Disaster [pdf] [29770] ?

For the four stages of response, resumption, recovery and restoration

Disaster Recovery Plan Checklist [doc] [29766] ?

A checklist used in creating a business continuity plan

Employee Management » Firing Employees

Resources and issues related to employee terminations

When Should You Fire an Employee? [12497] ?

A true/false checklist to assist with termination decision-making

Employee Management » HR Policies

Ready-to-use sample letters, contracts, forms, policies, checklists

Business Templates [2028] ?

A variety of business templates: sample letters, contracts, forms, policies and checklists

Insurance » Crop Insurance

Agriculture and crop risk management

Updated Building a Risk Management Plan - Agriculture [8455] ?

Meant to help agricultural growers start building a risk management plan

Insurance » Insurance Privacy

Gramm-Leach-Bliley Act requirements, etc.

OCC Privacy Preparedness Questionnaire [18728] ?

Assessing Existing Information Practices

Property Management » Fire Inspections

Fire safety inspection, protection and suppression checklists

Home Inspection Checklist [19468] ?

Measures to take to prevent the risk of loss from fire, water, electrical, etc hazards

Retirement Plans » Pension Plans

Pension plan guides, data and forms

Pension and Retirement Plan Tools and Tips [5109] ?

Provides tools (IRS series 5500 forms) & practical applications (checklists, tips)






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