Small Business Planner
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Small Business Planner
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Projects

My favorite thing about this list of ongoing projects is that it calculates and displays the task completion for all tasks related to a project. It also uses conditional highlighting to call out which projects are going well and which are starting to slip.
Add Project
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Project Name
Notes
Progress
Status
Links
Owner
Related Tasks
Complete Date
1
Permits & licenses
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📉 Moving downhill
​
SL
Savio Lobo
Sign rental agreement
Staff certifications
Special use permit
Hire attorney
Register corporation
Register basset certificate with Palatine PD
Liquor license
Obtain basset certificates
Live entertainment application
Permits
File for permits
2
Accounting system setup
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📉 Moving downhill
​
SL
Savio Lobo
Compile accounting solution options
Set up accounting solution
3
Budget & financials setup
Set up budget & financials
📉 Moving downhill
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SL
Savio Lobo
Set up budget & financials
Prepare budget sheet
4
Restaurant launch strategic planning
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👍🏽 On track
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Kristen Lobo
Event schedule & planning document (calendar of events??)
Plan for opening
Finalize business plan
5
PoS selection
Select system(s) for PoS + CC Processing + Order Capture + Inventory + maybe Payroll
👍🏽 On track
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Kristen Lobo
Schedule toast demo
PoS analysis - narrow down to a few options & enter features + pricing into the IT Hub
Follow up with Square with additional questions
Follow up with Jenn (CC processing lady)
6
Staff hiring
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👍🏽 On track
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SL
Savio Lobo
Server hiring process
Post Indeed ad
Respond to & vet all chef Indeed candidates
Conduct chef first-round interviews
7
Communications & branding setup
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👍🏽 On track
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AL
Amelia Lobo
Kristen Lobo
Social media content & strategy
Initial draft of menu & graphics
DPBA March/April Newsletter
Create business cards
Register & set up domain
Set up email addresses
Local artist spotlight campaign
New email address
Make band list
8
Documentation & training
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👍🏽 On track
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Kristen Lobo
Add mandated rules to employee handbook
Add expenses policy - what to expense and how
Migrate all planning & tracking to Coda
Team training
Team member agreements
Employee handbook - initial draft
Set up LastPass
9
Interior design & construction
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📉 Moving downhill
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Kristen Lobo
SL
Savio Lobo
Bathroom upgrade ideas
Bar design ideas
List of to-do items for management company
Building permits
10
Insurance selection & purchase
Select insurance providers and purchase required insurance
Not started
​
Kristen Lobo
SL
Savio Lobo
Workers comp insurance?
Dram shop insurance quote
11
Sound design
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👍🏽 On track
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​
Plan for A/V setup
12
Security system setup
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👍🏽 On track
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SL
Savio Lobo
Kristen Lobo
Select security system
13
Supplier relations & selection
Reach out to suppliers & decide which vendors to use initially
Not started
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Select & establish contact with suppliers, create tracking system
14
Supplies, equipment & furniture procurement
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Not started
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Bar inventory
Dishware & cutlery
15
Payroll & HR system setup
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👍🏽 On track
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Payroll solution options
Create scheduling app
There are no rows in this table
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