Small Business Planner
Share
Explore

icon picker
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:
AL
Amelia Lobo
+4
Filter by workstreams:
Brand 🗂️ +13
Backlog
Interior design & construction
Bathroom upgrade ideas
AL
Amelia Lobo
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
SL
Savio Lobo
Kristen Lobo
Communications & branding setup
Create business cards
Permits & licenses
Permits
Communications & branding setup
Local artist spotlight campaign
Communications & branding setup
New email address
SL
Savio Lobo
Communications & branding setup
Make band list
PoS selection
Follow up with Square with additional questions
2/19/2021
Kristen Lobo
PoS selection
Follow up with Jenn (CC processing lady)
2/19/2021
Kristen Lobo
On Deck
Documentation & training
Add mandated rules to employee handbook
2/7/2021
Kristen Lobo
Documentation & training
Add expenses policy - what to expense and how
2/12/2021
Kristen Lobo
Restaurant launch strategic planning
Event schedule & planning document (calendar of events??)
2/13/2021
Kristen Lobo
Budget & financials setup
Set up budget & financials
2/20/2021
Kristen Lobo
Interior design & construction
Bar design ideas
2/7/2021
AL
Amelia Lobo
Insurance selection & purchase
Workers comp insurance?
2/20/2021
SL
Savio Lobo
Insurance selection & purchase
Dram shop insurance quote
2/20/2021
SL
Savio Lobo
Payroll & HR system setup
Payroll solution options
2/19/2021
Kristen Lobo
PoS selection
2/6/2021
Kristen Lobo
Payroll & HR system setup
Create scheduling app
2/20/2021
Kristen Lobo
Accounting system setup
Set up accounting solution
2/27/2021
In Progress
Documentation & training
Migrate all planning & tracking to Coda
2/20/2021
Kristen Lobo
Communications & branding setup
Social media content & strategy
2/20/2021
AL
Amelia Lobo
Interior design & construction
List of to-do items for management company
2/3/2021
SL
Savio Lobo
Permits & licenses
Special use permit
2/6/2021
Interior design & construction
Building permits
2/6/2021
MA
Permits & licenses
Register basset certificate with Palatine PD
2/20/2021
SL
Savio Lobo
Documentation & training
Employee handbook - initial draft
2/7/2021
Kristen Lobo
AL
Amelia Lobo
Staff hiring
Respond to & vet all chef Indeed candidates
2/6/2021
Staff hiring
Conduct chef first-round interviews
2/22/2021
SL
Savio Lobo
Complete
Permits & licenses
Sign rental agreement
SL
Savio Lobo
PoS selection
Schedule toast demo
2/2/2021
Kristen Lobo
Staff hiring
Post Indeed ad
1/29/2021
Kristen Lobo
Permits & licenses
Hire attorney
12/5/2020
SL
Savio Lobo
Communications & branding setup
Register & set up domain
SL
Savio Lobo
Restaurant launch strategic planning
Finalize business plan
SL
Savio Lobo
Permits & licenses
Register corporation
SL
Savio Lobo
Permits & licenses
Liquor license
2/1/2021
SL
Savio Lobo
Documentation & training
Set up LastPass
2/3/2021
Kristen Lobo
Permits & licenses
Obtain basset certificates
SL
Savio Lobo
Budget & financials setup
Prepare budget sheet
SL
Savio Lobo
Communications & branding setup
Set up email addresses
11/15/2020
MA
Accounting system setup
Compile accounting solution options
2/19/2021
SL
Savio Lobo
Kristen Lobo
Permits & licenses
Live entertainment application
2/25/2021
SL
Savio Lobo
Permits & licenses
File for permits
2/21/2021
SL
Savio Lobo
On Hold
Permits & licenses
Staff certifications

Planner Overview
Planner Board
Meeting Tracker
Admin
More