TopicAnnual report checklist.
PostedSun, Feb 16th 2020 08:10 AM
A checklist has little value if it is not reviewed and tested with the person that is going to use it. If it is your own checklist, you should test it (go through it) to make sure it is workable, makes sense, and it achieves the purpose for which it is intended. With anyone else, take them through it (rehearse it) to make sure they understand what the checklist is used for and how and when to use it.
Management uses checklists to report on how well the business is doing (revenue, expenses, profit), how to manage employees (timecards, payroll, performance), how product is moving (inventory, sales, turnover), how customers are being serviced (repeat sales, complaints, warranty service), and measure how the planning, marketing, and operating plans are progressing.