Special Resources » Checklists & Audits: Business & Finance
Checklists and tools for general business and finance. Includes checklists that are currently in use as well as checklist guides to assist businesses with labor laws, financial internal audits, company performance, building lighting assessments and more.
The following is the collection of special resources throughout the library. Click on main category / sub-category for that section of the library OR Click on resource title for immediate access to the resource.
Business continuity planning, business recovery post-disaster
For information technology business continuity planning
A checklist for plan development
For use in your business continuity or disaster recovery plans
Online models for estimating the cost of a project, building valuation data, etc
Lifecycle phases, decisions and management control
Resources for internal audit departments
Questions to Ask and Items to Review
An internal control management and evaluation tool
AICPA checklist for internal controls
Business management tips, strategic planning, scenario planning, etc.
Use this checklist when buying or selling a business
Management of nonprofits, risk management, insurance, issues
NCCS provides data on nonprofit organization activities
Pension plan guides for employers, plan participants and others
Provides tools (IRS series 5500 forms) & practical applications (checklists, tips)
How to write and respond to a Request for Proposal (RFP)
Proposal preparation checklist
Guides, handbooks, tools, forms, software, etc. for small business
Guidelines when meeting with a prospective client
Ready-to-use sample letters, contracts, forms, policies, checklists
A variety of business templates: sample forms, policies and checklists
Employee termination issues.
A true/false checklist to assist with termination decision-making
Large number of resources for fill-in-the-blank legal forms and contracts
What to look for before you sign
Case developments, articles, resources related to internet technology
Managing the Legal Risks of E-Commerce: Practical Legal Strategies
Risk management related to agriculture, crops, etc.
Meant to help agricultural growers start building a risk management plan
Gramm-Leach-Bliley Act requirements, etc.
Assessing Existing Information Practices
Facility physical and electronic controls - shrinkage in retail
Provides considerations for assessing your building security
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