Small Business Planner
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Small Business Planner
Planner Board

Timeline

When I want to check in on our overall timeline, I use one of the two visuals below. The top one shows the progression of projects, using the date ranges given on the underlying tasks (earliest started to latest due). The bottom timeline displays the tasks themselves and helps give context to open activities when I am using the
Planner Board
⁠
to review the backlog.
Madcats Project Timeline
2
Sep 28 - Mar 22
Permits & licenses
Communications & branding setup
Documentation & training
PoS selection
Staff hiring
Interior design & construction
Insurance selection & purchase
Payroll & HR system setup
Budget & financials setup
Restaurant launch strategic planning
Accounting system setup
Sound design
Security system setup
Supplier relations & selection
Supplies, equipment & furniture procurement
Sep 28
Oct 26
Nov 23
Dec 21
Jan 18
Feb 15
Mar 15
Permits & licenses
Communications & branding setup
Documentation & training
PoS selection
Staff hiring
Interior design & construction
Insurance selection & purchase
Payroll & HR system setup
Budget & financials setup
Restaurant launch strategic planning
Accounting system setup
⁠
Madcats Upcoming Activities Timeline
3
Search
Oct 2020 - Mar 2021
PoS selection
PoS analysis - narrow down to a few options & enter features + pricing into the
IT Hub
⁠
⁠
Accounting system setup
Set up accounting solution
Staff hiring
Respond to & vet all chef Indeed candidates
Conduct chef first-round interviews
Interior design & construction
Building permits
Bar design ideas
List of to-do items for management company
Documentation & training
Employee handbook - initial draft
Migrate all planning & tracking to Coda
Add expenses policy - what to expense and how
Add mandated rules to employee handbook
Communications & branding setup
Social media content & strategy
Permits & licenses
Special use permit
Register basset certificate with Palatine PD
Insurance selection & purchase
Workers comp insurance?
Dram shop insurance quote
Budget & financials setup
Set up budget & financials
Restaurant launch strategic planning
Event schedule & planning document (calendar of events??)
Payroll & HR system setup
Payroll solution options
Create scheduling app
Oct 2020
Nov 2020
Dec 2020
Jan 2021
Feb 2021
Mar 2021
PoS analysis - narrow down to a few options & enter features + pricing into the
IT Hub
⁠
⁠
Set up accounting solution
Respond to & vet all chef Indeed candidates
Conduct chef first-round interviews
Building permits
Bar design ideas
List of to-do items for management company
Employee handbook - initial draft
Migrate all planning & tracking to Coda
Add expenses policy - what to expense and how
Add mandated rules to employee handbook
Social media content & strategy
Special use permit
Register basset certificate with Palatine PD
Workers comp insurance?
Dram shop insurance quote
Set up budget & financials
Event schedule & planning document (calendar of events??)
Payroll solution options
Create scheduling app
⁠

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