Checklist Start-Up

Company Letterhead (for official communications)

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Section 1: Legal and Registration

1.1 Business Name Registration:

- Check availability and reserve: {{business_name_registration_date}}

- Obtain business registration certificate: {{business_registration_certificate_number}} dated {{registration_date}}

1.2 Business Type Selection:

- Sole Proprietorship / Partnership / Company / Trust: {{business_type}}

- If Company: Document Memorandum of Incorporation (MOI): {{MOI_document_reference}}

1.3 Tax Registration:

- Register for Income Tax (IT): {{income_tax_registration_number}}

- Register for Value Added Tax (VAT) (if applicable): {{VAT_registration_number}} dated {{VAT_registration_date}}

- Register for Pay As You Earn (PAYE)/Unemployment Insurance Fund (UIF)/Skills Development Levy (SDL) (if employing staff): {{PAYE_UIF_SDL_registration_number}}

1.4 Industry-Specific Licenses and Permits:

- Identify required licenses/permits: {{list_of_licenses_permits}}

- Obtain all necessary licenses and permits: {{licenses_permits_obtained_date}}

Section 2: Financial Planning and Management

2.1 Business Bank Account:

- Open dedicated business bank account: {{bank_name}}, Account No: {{account_number}}

2.2 Funding:

- Secure initial funding (own capital, loans, investors): {{funding_source}}, Amount: {{funding_amount}}

- Develop cash flow projections for {{projection_period}} months: {{cash_flow_projection_reference}}

2.3 Accounting System:

- Set up accounting software/system: {{accounting_system_name}}

- Appoint accountant/bookkeeper: {{accountant_name}}

Section 3: Operations and Infrastructure

3.1 Business Location:

- Secure business premises (lease agreement / purchase): {{premises_address}}

- Ensure zoning compliance: {{zoning_compliance_date}}

3.2 Utilities and Connectivity:

- Arrange for electricity, water, internet: {{utilities_setup_date}}

3.3 Equipment and Supplies:

- Procure necessary equipment and initial supplies: {{equipment_procurement_date}}

Section 4: Human Resources (if applicable)

4.1 Staffing Plan:

- Determine staffing needs and job descriptions: {{staffing_plan_reference}}

4.2 Employment Contracts:

- Draft compliant employment contracts: {{employment_contract_template_reference}}

4.3 Payroll System:

- Establish payroll system: {{payroll_system_name}}

4.4 Employee Benefits (UIF, Pension, etc.):

- Register for mandatory benefits and consider additional: {{employee_benefits_registration_date}}

Section 5: Marketing and Sales

5.1 Branding:

- Develop company logo, brand guidelines: {{brand_guidelines_reference}}

5.2 Website and Social Media:

- Create website and establish social media presence: {{website_go_live_date}}

5.3 Marketing Strategy:

- Outline initial marketing and sales strategy: {{marketing_strategy_reference}}

Section 6: Insurance and Risk Management

6.1 Business Insurance:

- Obtain appropriate business insurance (e.g., public liability, property, professional indemnity): {{insurance_policy_details}}

6.2 Risk Assessment:

- Conduct initial risk assessment and mitigation plan: {{risk_assessment_plan_reference}}

Signature Block

Prepared by:

_________________________

{{preparer_name}}

{{preparer_title}}

Date: {{preparation_date}}

Reviewed by:

_________________________

{{reviewer_name}}

{{reviewer_title}}

Date: {{review_date}}