TopicNonprofit annual report checklist.
PostedSun, Feb 16th 2020 08:09 AM
The strategic plan is a list of goals to be accomplished in the next year, and prioritized according to importance. The tactical plan is a list of action steps to take to meet a particular goal. A budget is a list of income and expenditure accounts and amounts intended to produce a profit. Planning checklists may divide into sub-lists, which, for example, might address store (or office) goals, customer goals, or product goals.
Make a list of items or tasks that need to be addressed or accomplished. For example, a buyer would make a list of items to order, a salesclerk would have a list of steps needed to process an order, and a human resource person would have a list of steps necessary to process a new employee.