Benchmark Business Group

Spring Cleaning Checklist for Your Business

April 11, 2017

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Last week we discussed the impact that Spring Cleaning can have on your business and this week we're jumping right into the heart of that matter with a sample Spring Cleaning Checklist. We encourage you to make this list your own. Add to it, tailor it, and adjust it to make sure that your business has what it needs to be organized, focused, and you have what you need to build a business of value.
 

Spring Cleaning Checklist
 
Information/Knowledge:
  • Are you and your team up to date on all regulations or compliance?
  • Are there gaps in your training for employees?
  • How is information/knowledge stored? Does the business own it?
  • What processes need to be updated?
Inventory:
  • What inventory has been idle too long?
  • When is the last time you took inventory?
Equipment:
  • Are your employees all up to date with any equipment/safety training?
  • What equipment is due for maintenance, check-ups, or do they need to be scheduled?
  • What equipment needs to be replaced in the near future?

Facilities:

  • What do your customers/vendors see when they pull up to your office?
  • What do they see when they come in the door?
  • What maintenance needs done or scheduled?
  • Are employee work-spaces kept within your brand image?
  • Ensure that offices are de-cluttered.
Task Management:
  • What projects need to be completed to reach your goals?
  • How clear is your to-do list?
  • Do your teams' to-do lists include action steps with dates?
Relationships:
  • Check in with vendors on what they can and should be doing for your business
    • Review pricing
    • New products/services
    • What has worked well and where you'd like to see improvements
    • Current issues/opportunities and what they can or should be doing to help
    • Clean up any information from vendors or potential vendors not needed
    • Special note: go over your books with your accountant
  • Unsubscribe from any services you no longer need
  • Check in with client relationships
    • Ensure that your business has strategic meetings scheduled with top clients
    • Create a hot list of new clients
    • Clean up any old client files
  • Review employee relationships
    • Are certain policies getting lax and need to be updated?
    • What communications need to be shared with employees?
    • Are relevant team and individual meetings scheduled?
    • Are employees engaged and taking ownership of getting results?

You might notice that we have not covered any electronic clean up in this checklist, don't worry we didn't forget. We're covering electronic cleanup in week four of this month. Focus this next week on cleaning up non-technical aspects of your business and then join us later this month for the electronic cleanup.

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