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Luella Mauzy April 11, 2020 Checklist Template

With everything digitally managed and together with the GST/VAT system, it is impossible not to use a computerized accounting system for your medium sized business. Everything is organized digitally and the only reason to use these inventories checklist is to do an annual stock check manually. Even the smallest tech related businesses need to implement some form of manual inventory control system to keep an accurate merchandise count. A manual system gives a small business owner a greater sense of control, this allows the owner to know the true count due to theft, damage, expiry, and unforeseen circumstances. Ideal for schools, universities, charity organization, church, mosque and etc for inventory checks.

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Personally, I use two types of checklists. I use an excel spreadsheet and a filemaker database. They serve two different purposes: 1. The excel or spreadsheet style checklist affords a lot of room for detail and serves well as a simple database. I can plug in dates, times, names and math/budget functions. Budget functions are really important in a checklist in my opinion. For me as an event planner, I live and die by the budget. We can train anyone to plan an event, but planning an event within theme and on or below budget is the sign of a pro. Using a spreadsheet allows us to combine budget details with all of the other event details.

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To create your party checklist you need to sit down with a pen and paper and spend some time brainstorming. Try to think of everything you are going to need to get done to pull this party off in style. Your list should have information about where the party is going to be, a rough idea of the guest list, what kind of food you are going to be serving and who is providing that food, anything that you are going to have to rent, etc. try to include as many details as possible.

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Once your tasks are in order you can start determining how far ahead of the party they are going to need to be accomplished. You list categories might be something like "More Than 3 Weeks Before", "2-3 Weeks Before", "1 Week Before", "3 Days Before", "2 Days Before", "1 Day Before", "Party Time!". Each one of the tasks on your list should fall into one of these categories.

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The first thing you need to decide is to when, how, where and for what purpose you need to organize an event. What would be the specific date of your event, when it should get planned, timings and most importantly the location? Also you should decide about the guests of your event that whom do you want to invite or reach? What is your interest to conduct an event? How you can reach your prospects easily and conveniently? What message do you want to convey to your prospective clients through your event? What you want them to remember once they left to your event?

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Here are few important things to remember when you build your checklist: 1. The devil is in the details. Include as many details as possible, even if for your own reference. 2. Include an autodate/time stamp function so each time you update the checklist, the file keeps track of when you did it. 3. Incorporate a way to communicate your checklist. Not every event participant needs your level of detail, nor does everyone need to see the budget. But do develop a nice summary style interface that people can scan for information. Spreadsheets do not lend themselves well to this, but something like Bento by filemaker does. Linking spreadsheet detail to your database is simple. 4. Also incorporate a way to quickly and easily communicate checklist details to everyone. In Bento it is very easy to pull email addresses from your contacts and send the information in just a few keystrokes.

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