Planner Board
I start by adding tasks and/or projects to be completed:
Add Task
Add Project
Then I use the board below to track progress and run status meetings, filtering by workstreams and/or assignees to narrow down on what’s done and what needs to be done.
Filter by assignees: 
Amelia Lobo +4 Filter by workstreams:
Brand 🗂️ +13
Backlog
19
On Deck
11
In Progress
9
Complete
15
On Hold
1
Interior design & construction
Bathroom upgrade ideas
Sound design
Plan for A/V setup
Security system setup
Select security system
Supplier relations & selection
Select & establish contact with suppliers, create tracking system
Supplies, equipment & furniture procurement
Bar inventory
Staff hiring
Server hiring process
3/15/2021
Documentation & training
Team training
2/28/2021
Communications & branding setup
Initial draft of menu & graphics
Restaurant launch strategic planning
Plan for opening
Documentation & training
Team member agreements
3/4/2021
Supplies, equipment & furniture procurement
Dishware & cutlery
Communications & branding setup
DPBA March/April Newsletter
Communications & branding setup
Create business cards
Permits & licenses
Permits
Communications & branding setup
Local artist spotlight campaign
Communications & branding setup
New email address
Communications & branding setup
Make band list
PoS selection
Follow up with Square with additional questions
2/19/2021
PoS selection
Follow up with Jenn (CC processing lady)
2/19/2021
Documentation & training
Add mandated rules to employee handbook
2/7/2021
Documentation & training
Add expenses policy - what to expense and how
2/12/2021
Restaurant launch strategic planning
Event schedule & planning document (calendar of events??)
2/13/2021
Budget & financials setup
Set up budget & financials
2/20/2021
Interior design & construction
Bar design ideas
2/7/2021
Insurance selection & purchase
Workers comp insurance?
2/20/2021
Insurance selection & purchase
Dram shop insurance quote
2/20/2021
Payroll & HR system setup
Payroll solution options
2/19/2021
PoS selection
2/6/2021
Payroll & HR system setup
Create scheduling app
2/20/2021
Accounting system setup
Set up accounting solution
2/27/2021
Documentation & training
Migrate all planning & tracking to Coda
2/20/2021
Communications & branding setup
Social media content & strategy
2/20/2021
Interior design & construction
List of to-do items for management company
2/3/2021
Permits & licenses
Special use permit
2/6/2021
Interior design & construction
Building permits
2/6/2021
Permits & licenses
Register basset certificate with Palatine PD
2/20/2021
Documentation & training
Employee handbook - initial draft
2/7/2021
Staff hiring
Respond to & vet all chef Indeed candidates
2/6/2021
Staff hiring
Conduct chef first-round interviews
2/22/2021
Permits & licenses
Sign rental agreement
PoS selection
Schedule toast demo
2/2/2021
Staff hiring
Post Indeed ad
1/29/2021
Permits & licenses
Hire attorney
12/5/2020
Communications & branding setup
Register & set up domain
Restaurant launch strategic planning
Finalize business plan
Permits & licenses
Register corporation
Permits & licenses
Liquor license
2/1/2021
Documentation & training
Set up LastPass
2/3/2021
Permits & licenses
Obtain basset certificates
Budget & financials setup
Prepare budget sheet
Communications & branding setup
Set up email addresses
11/15/2020
Accounting system setup
Compile accounting solution options
2/19/2021
Permits & licenses
Live entertainment application
2/25/2021
Permits & licenses
File for permits
2/21/2021
Permits & licenses
Staff certifications
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