Planner Board
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
Project Name
Notes
Progress
Status
Links
Owner
Related Tasks
Complete Date
Permits & licenses
📉 Moving downhill
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
Accounting system setup
📉 Moving downhill
Compile accounting solution options
Set up accounting solution
Budget & financials setup
Set up budget & financials
📉 Moving downhill
Set up budget & financials
Prepare budget sheet
Restaurant launch strategic planning
👍🏽 On track
Event schedule & planning document (calendar of events??)
Plan for opening
Finalize business plan
PoS selection
Select system(s) for PoS + CC Processing + Order Capture + Inventory + maybe Payroll
👍🏽 On track
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)
Staff hiring
👍🏽 On track
Server hiring process
Post Indeed ad
Respond to & vet all chef Indeed candidates
Conduct chef first-round interviews
Communications & branding setup
👍🏽 On track
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
Documentation & training
👍🏽 On track
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
Interior design & construction
📉 Moving downhill
Bathroom upgrade ideas
Bar design ideas
List of to-do items for management company
Building permits
Insurance selection & purchase
Select insurance providers and purchase required insurance
Not started
Workers comp insurance?
Dram shop insurance quote
Sound design
👍🏽 On track
Plan for A/V setup
Security system setup
👍🏽 On track
Select security system
Supplier relations & selection
Reach out to suppliers & decide which vendors to use initially
Not started
Select & establish contact with suppliers, create tracking system
Supplies, equipment & furniture procurement
Not started
Bar inventory
Dishware & cutlery
Payroll & HR system setup
👍🏽 On track
Payroll solution options
Create scheduling app
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