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Year End Checklist


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Year End Checklist This Year-End checklist is a brief guide through some ideas to sum up your business successes and problems at the end of the year, so you can use it for preparing your own planning practice. With a help of this checklist you can handle your business activities such as reviews on performance, closing HR issues, etc;

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Year-End Checklist:

  • Analyze your financial documents & ratios, and get your financial books in order;
    • This process may include calculating your company’s revenues & expenses, with taxes paid, assets purchased and sold, with loans and loan repayments;
    • Carry out your tax planning beforehand to minimize/optimize your taxation bill;
  • Determine your business’s position;
    • Considering your ongoing business strategies (that are to be implemented during the current year), you need to perform your goal-setting in advance;
    • Preliminary goal-setting allows you to have a bunch of objectives at hands to check at the end of the year if you reached all of them, and if something is missed or failed, then learn why it happened so;
    • Perform SWOT-analysis to carry out business planning for the next year;
    • Review your competitors and your market for creating a more adequate business strategy for the next year;
    • Celebrate your wins, and learn your failures to remedy them and avoid in future;
  • Carry out inventory;
    • Check and assess the state of all material assets owned by your company (in your office and other working premises, company’s vehicles, etc);
    • Make sure you know what needs a repair, what should be replaced by a new one, what should be newly acquired, what stocks need to be supplemented, etc;
    • Analyze how much the amortization costs to you this year;
  • Perform employee review;
    • Determine your staff turnover, as well as their working potential and performance during the last year;
    • Define how well your employees have been working during this year to know who and how merits to be rewarded for excellent performance (results-related bonus);
    • Prepare backgrounds for some possible promotions;
    • Analyze and resolve possible HR problems;
  • Perform performance review;
    • Collect reports from all your employees and units to analyze state of affairs;
    • Study how well your company has been performing during the year at the areas of the major success factors to reach your strategic business goals and promote business growth;
    • Define whether your existing business processes were effective enough or something needs improvements in the upcoming year;
    • Study your business organization’s structure to define what business units, departments, etc brought you the most of profit during the year or added more value to your business activities;
    • Determine what units need qualitative investments to perform better (new technologies, better specialists, modern equipment, etc);
    • Define if any outstanding issues and claims (including legal, HR, clients, etc) are pending to be resolved, and define proper ways to close them out before the year ends;
  • Hand out gifts;
    • Prepare and hand-out (send by mail service or with a courier if required) good New Year gifts to your employees, partners and clients;
    • The best clients, partners and employees can be presented with valuable gifts or special offers to benefit from during the next year, while others can get encouraged by nice souvenirs;
  • Send congratulatory letters to partners and clients;
    • Acknowledge successful collaboration and partnership between you and your partners/clients with a help ...

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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