TopicHome insurance checklist.
PostedMon, Feb 24th 2020 16:23 PM
What would happen if each salesperson processed an order differently? Or there was no budget? Or you did not know what was in inventory? Or what items were already on order? Or who was scheduled to work the evening shift? This not only would be chaotic, it is simply not good business. Checklists are essential to the successful operation of a business.
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.