Disciplining employees: Free checklist
Outlines steps to address employee behavior or performance issues, ensuring fair, consistent, and documented disciplinary actions.
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Find free, customizable checklists for managing business processes. Download, tailor, and implement them instantly. Use the search bar below to find a specific checklist or explore the full collection.
Legal due diligence for lenders: Free checklist
Outlines key areas for lenders to review during legal due diligence, ensuring thorough assessment of the borrower’s legal standing, risks, and obligations.
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Selecting a new vendor: Free checklist
Outlines the key factors to consider when selecting a new vendor, ensuring a thorough evaluation of their capabilities, reliability, and alignment with your business needs.
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Advertising and promotions on social media: Free checklist
Outlines the essential steps for planning and executing advertising and promotions on social media, promoting compliance, effective targeting, and tracking of results.
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Vendor management compliance: Free checklist
Covers essential steps for managing vendors, focusing on evaluating performance, maintaining clear contracts, and monitoring ongoing risk factors.
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Legal issues with user-generated content: Free checklist
Highlights key legal considerations when dealing with user-generated content, including copyright, consent, and platform liability.
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Preventing attacks on your company website: Free checklist
Outlines essential measures to safeguard your website from attacks, focusing on security protocols, regular updates, and proactive threat monitoring.
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Responding to a data breach: Free checklist
Details the critical steps to take in response to a data breach, including notification, investigation, containment, and implementing corrective actions.
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Avoid discriminatory questions in interviews: Free checklist
Lists common interview questions to avoid, focusing on those that may unintentionally discriminate based on race, gender, age, or other protected characteristics.
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Drafting an executive employment agreement: Free checklist
Outlines key components for drafting an executive employment agreement, including compensation, benefits, responsibilities, and termination terms.
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Employee misconduct on social media: Free checklist
Identifies steps for addressing employee misconduct on social media, including reviewing the content, assessing impact, and determining appropriate disciplinary action.
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Dealing with a non-compete or non-solicitation violation checklist: Free template
Outlines steps for addressing a non-compete or non-solicitation violation, including reviewing the agreement, investigating the breach, and determining corrective actions or legal steps.
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Employee use of social media: Free checklist
Outlines guidelines for employee use of social media, including setting clear boundaries, monitoring activity, and ensuring alignment with company values and policies.
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Using generative AI in the workplace checklist: Free template
Lists key considerations for using generative AI in the workplace, including data privacy, ethical guidelines, employee training, and potential impact on productivity.
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Hiring an independent contractor: Free checklist
Outlines the steps for hiring an independent contractor, including defining the scope of work, agreeing on payment terms, and achieving compliance with tax and legal requirements.
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Departing employee: Free checklist
Lists essential steps when handling a departing employee, including exit interviews, return of company property, final paycheck, and updating access permissions.
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Creating a contract playbook: Free checklist
Outlines key elements for creating a contract playbook, including standard clauses, approval workflows, risk management guidelines, and templates for common contract types.
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Business acquisition: Free checklist
Details the essential steps for a business acquisition, including due diligence, valuation, negotiation, integration planning, and legal documentation.
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Forming a joint venture: Free checklist
Outlines the steps for forming a joint venture, including defining objectives, selecting partners, drafting agreements, and establishing governance and operational structures.
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Contract dispute: Free checklist
Lists key steps for managing a contract dispute, including reviewing the contract, documenting the issue, communicating with the other party, and considering legal action or alternative dispute resolution methods.
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Responding to a business crisis: Free checklist
Outlines steps to respond to a business crisis, including assessing the situation, communicating with stakeholders, implementing a crisis management plan, and taking corrective actions to mitigate impact.
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Managing supply chain disruption: Free checklist
Details key actions to manage supply chain disruption, including identifying affected areas, communicating with suppliers, adjusting inventory, and exploring alternative sources or solutions.
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AI vendor due diligence: Free checklist
Outlines key steps for AI vendor due diligence, including evaluating the vendor’s technology, assessing data security measures, reviewing compliance with regulations, and verifying their track record and support capabilities.
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Obtaining cyber insurance: Free checklist
Outlines the steps for obtaining cyber insurance, including assessing risk exposure, reviewing policy options, evaluating coverage limits, and ensuring compliance with the insurer’s requirements.
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Sexual harassment prevention training: Free checklist
Lists essential elements for sexual harassment prevention training, including defining harassment, outlining company policies, providing real-life examples, and ensuring reporting mechanisms are clear and accessible.
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Consumer product recall: Free checklist
Outlines key steps for managing a consumer product recall, including identifying affected products, notifying customers and regulatory bodies, issuing a return or refund process, and documenting the recall for compliance.
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Remote employees best practices: Free checklist
Outlines best practices for managing remote employees, including setting clear communication channels, defining work hours and expectations, providing necessary tools, and fostering a strong company culture virtually.
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Moving company headquarters: Free checklist
Outlines the key steps for moving company headquarters, including selecting a new location, managing logistics, notifying employees and clients, updating business records, and setting up new office infrastructure.
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Launching a new product: Free checklist
Outlines essential steps for launching a new product, including market research, defining target audiences, creating marketing materials, setting launch goals, and preparing customer support systems.
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Vendor due diligence: Free checklist
Outlines key steps for vendor due diligence, including evaluating financial stability, reviewing compliance with regulations, assessing security practices, checking references, and verifying quality standards.
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