Starting & Maintaining a New Home Office Checklist

Starting a Home Office Checklist 

Do It Yourself (Or Hire a Business Support Specialist!)

1.  Purchase Furniture necessary for your specific business.

2.  Design your workspace to accommodate your needs.

3.  Make a list of your business needs.  What systems do you want in place to make your workspace flow in a systematic manner? Ex. Types of shelving, cabinetry, etc. Take into consideration if you will be having clients visit your home office or if it is for strictly personal use.

4.  Draw a rough floor plan on how you think your furniture would be best laid out.

5.  Decorate. Make a list of possible decorative items/themes that would suit your personality and business best.

6. Purchase supplies necessary to run and maintain your business.

7.  Create an organizational structure. Decide where your supplies should be placed or stored for best use. Implement databases to track inventory of supplies & business maintenance databases such as a Lead/Client Activity Tracking Log, Marketing Tracking Log, Supply Inventory, Seminars/Continuing Education Logs, Sales & Expense Logs, etc.  (See attached examples).  Simplify your life and “Go Green” by consider putting into place an online filing system such as Google Docs for your business maintenance. Consult a Business Support Specialist for more ideas on what systems might work best for your particular business needs.

8.  Maintaining your organizational structure. Follow up on maintaining your business by inputting reminders into your calendar to check up on the status of your systems.  Or hire a Business Support Specialist to relieve you of this burden! The following are some of the systems that you will want to check and update regularly.

Databases/Spreadsheets – are they up to date with all pertinent information entered.

Contacts List – are all recent and past contacts entered?

Calendar – are all appointments and important dates entered?

Client/Lead Follow Up – go through your lead/client list and make sure that they have been followed up with appropriately and in a timely manner.

Email Manager – are all emails organized into files appropriately?

Supplies – is there an adequate amount of all necessary operating supplies?

Client Accounts – are all your clients up to date with their payments?

9.   Expenses – Are your bills paid and filed appropriately?  Are your expenses & income recorded in Quickbooks or other finance manager?

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