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.
Disasters » Business Continuity
Business continuity planning, business recovery post-disaster

Business Continuity and Disaster Recovery for IT Assurance [pdf] [29770] ?

For information technology business continuity planning

Business Continuity Plan Checklist for Pandemic Flu [pdf] [29769] ?

A checklist for plan development

Business Continuity Plan Checklists [29768] ?

For use in your business continuity or disaster recovery plans

Financial Risk » Cost Estimating
Online models for estimating the cost of a project, building valuation data, etc

FAA Acquisition System Toolset [9337] ?

Lifecycle phases, decisions and management control

General Business » Internal Audit
Resources for internal audit departments

Audit Committee Checklist [6137] ?

Questions to Ask and Items to Review

Guide to Internal Controls - GAO [pdf] [2841] ?

An internal control management and evaluation tool

Internal Controls Checklist [6134] ?

AICPA checklist for internal controls

General Business » Management
Business management tips, strategic planning, scenario planning, etc.

Buy/Sell Agreement Checklist [13234] ?

Use this checklist when buying or selling a business

General Business » Nonprofits
Management of nonprofits, risk management, insurance, issues

National Center for Charitable Statistics [12349] ?

NCCS provides data on nonprofit organization activities

General Business » Pensions
Pension plan guides for employers, plan participants and others

Pension and Retirement Plan Tools and Tips [5109] ?

Provides tools (IRS series 5500 forms) & practical applications (checklists, tips)

General Business » RFP
How to write and respond to a Request for Proposal (RFP)

Proposal Checklist [13669] ?

Proposal preparation checklist

General Business » Small Business
Guides, handbooks, tools, forms, software, etc. for small business

Communicating with Prospective Clients [12503] ?

Guidelines when meeting with a prospective client

Human Resources » Policies
Ready-to-use sample letters, contracts, forms, policies, checklists

Business Forms [2028] ?

A variety of business templates: sample forms, policies and checklists

Human Resources » Terminations
Employee termination issues.

When Should You Fire an Employee? [12497] ?

A true/false checklist to assist with termination decision-making

Legal » Forms
Large number of resources for fill-in-the-blank legal forms and contracts

Contract Review Checklist [25287] ?

What to look for before you sign

Legal » Internet Law
Case developments, articles, resources related to internet technology

A Checklist for Web Site Counsel [5258] ?

Managing the Legal Risks of E-Commerce: Practical Legal Strategies

Risk Mgt » Agriculture
Risk management related to agriculture, crops, etc.

Building a Risk Management Plan - Agriculture [8455] ?

Meant to help agricultural growers start building a risk management plan

Risk Mgt » Privacy
Gramm-Leach-Bliley Act requirements, etc.

OCC Privacy Preparedness Questionnaire [pdf] [18728] ?

Assessing Existing Information Practices

Security » Site Security
Facility physical and electronic controls - shrinkage in retail

Building Security Checklist [25290] ?

Provides considerations for assessing your building security



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