Checklist Start-Up

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Checklist Start-Up

Checklist Start-Up

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Section 1: Legal & Registration

Task: Register company name with the relevant authority (e.g., CIPC in South Africa, Registrar of Companies in other Southern African nations). Status: {{completed_date_legal_registration}}

Task: Obtain business registration certificate. Status: {{completed_date_business_registration}}

Task: Register for VAT/Tax with the relevant revenue service (e.g., SARS in South Africa). Status: {{completed_date_tax_registration}}

Task: Register for any industry-specific licenses or permits. Details: {{licenses_permits_details}}. Status: {{completed_date_licenses}}

Task: Draft and finalize shareholder agreements/partnership deeds. Status: {{completed_date_shareholder_agreement}}

Section 2: Financial & Banking

Task: Open a corporate bank account. Bank: {{bank_name}}. Account No: {{account_number}}. Status: {{completed_date_bank_account}}

Task: Appoint an accountant/auditor. Name: {{accountant_name}}. Contact: {{accountant_contact}}. Status: {{completed_date_accountant}}

Task: Set up accounting software/system. System: {{accounting_software}}. Status: {{completed_date_accounting_setup}}

Task: Establish initial budget and financial projections. Status: {{completed_date_budget}}

Task: Secure initial funding/capital. Source: {{funding_source}}. Amount: {{funding_amount}}. Status: {{completed_date_funding}}

Section 3: Operations & Infrastructure

Task: Secure office/business premises. Address: {{premises_address}}. Lease/Purchase Agreement: {{lease_agreement_details}}. Status: {{completed_date_premises}}

Task: Set up utilities (electricity, water, internet). Provider: {{utility_provider}}. Account No: {{utility_account_number}}. Status: {{completed_date_utilities}}

Task: Purchase necessary equipment and furniture. Details: {{equipment_details}}. Status: {{completed_date_equipment}}

Task: Establish IT infrastructure (computers, network, software). Details: {{it_details}}. Status: {{completed_date_it_setup}}

Task: Develop operational procedures and workflows. Status: {{completed_date_procedures}}

Section 4: Human Resources

Task: Recruit initial staff. Positions: {{staff_positions}}. Status: {{completed_date_recruitment}}

Task: Draft employment contracts. Status: {{completed_date_employment_contracts}}

Task: Register with relevant social security/pension funds (e.g., UIF in South Africa, NSSF in other nations). Status: {{completed_date_social_security}}

Task: Establish payroll system. System: {{payroll_system}}. Status: {{completed_date_payroll_setup}}

Task: Develop HR policies and procedures. Status: {{completed_date_hr_policies}}

Section 5: Marketing & Sales

Task: Develop brand identity (logo, branding guidelines). Status: {{completed_date_brand_identity}}

Task: Create a business website and social media presence. Website URL: {{website_url}}. Social Media: {{social_media_platforms}}. Status: {{completed_date_online_presence}}

Task: Develop initial marketing strategy. Status: {{completed_date_marketing_strategy}}

Task: Set up sales channels and processes. Status: {{completed_date_sales_channels}}

Task: Design and order initial marketing materials (business cards, brochures). Status: {{completed_date_marketing_materials}}

Section 6: Insurance & Risk Management

Task: Obtain necessary business insurance (e.g., public liability, property, professional indemnity). Provider: {{insurance_provider}}. Policy No: {{policy_number}}. Status: {{completed_date_insurance}}

Task: Conduct a preliminary risk assessment. Status: {{completed_date_risk_assessment}}

Task: Develop basic contingency plans. Status: {{completed_date_contingency_plans}}

Section 7: General Administration

Task: Set up filing system (physical and digital). Status: {{completed_date_filing_system}}

Task: Obtain necessary stationery and office supplies. Status: {{completed_date_office_supplies}}

Task: Establish communication systems (phone lines, email addresses). Status: {{completed_date_communication_systems}}

Task: Arrange for postal services/mail delivery. Status: {{completed_date_postal_services}}

Completion & Sign-Off

This checklist has been reviewed and all applicable tasks have been completed or assigned. The business is ready for official launch.

Reviewed By: {{reviewer_name}}

Date of Review: {{review_date}}

Signature: _________________________