Profile PictureChantale Streeting
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Small Business Startup Checklist

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Small Business Startup Checklist

CAD$0+
1 rating

So you want to start a business!

And you might not know where to start...

This Google Sheet is a high-level master to-do (tasks & projects) checklist, and project management tool, to get you UNBLOCKED.

*** DISCLAIMER: this is REALLY just a checklist. You have the task to add your own links to resources for every task & project (row). The purpose of this checklist is really just to understand the different moving parts, what you might have to research. You can subscribe to my Gumroad page (chantalestreeting.gumroad.com) to get notified when I publish the individual resources.***

This is a list of - Legal & Finance, Office Productivity, Marketing & Sales, Human Resources - tasks & projects that you should either DO, CONSIDER, or BE AWARE OF for your business' general operations and all-round success. It has been curated from my 15+ years of experience of working in different senior roles in small businesses and tech startups.

This checklist will get you looking at your idea or business from a high level and get it going. This is ESPECIALLY GOOD if you're an ADHDer and/or have a level of executive dysfunction. Protip: respect those dates that you will put in the End Date column :)

Specifically, you get a spreadsheet with the following columns:

  • Tasks: Legal & Finance, Office Productivity, Marketing & Sales, or Human Resources to-dos
  • Task hover: A short description and/or examples of how to complete the task at hand
  • Link: Add a link to your shared drive of folder where you will store everything related to the to-do item
  • Status: Understand the status of the progress of an item
  • % Complete: Get an idea of the amount of work left to be done on an item
  • Start & End Date: Set proper dates to get things done on time
  • Lead: Who is responsible for delivering the item

Here is an example of a task's row:

  • Item: Do Market Research and Determine Target Audience
  • Item hover:
    • Identify your target audience and understand their demographics, behaviors, and preferences.
    • Research your competitors to understand their strengths and weaknesses.
    • Determine your unique selling proposition (USP) and value proposition.
  • Status: In progress
  • % Complete: 80%
  • Start Date: 08/10/2023
  • End Date: 09/10/2023
  • Lead: Shelly B.

Please make a copy, add your columns and delete rows that don't apply to your business. You can also integrate your copy of this sheet with automation tools like Zapier to create an Asana task out of every row.

I hope this gives you a better idea on how you can get unblocked with this tool.

And I hope you like it!

Chantale


Follow me on socials: @chantalestreeting

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This Google Sheet is a high-level master to-do (tasks & projects) checklist, and project management tool, to get you UNBLOCKED.

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