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Owner-Led Firm Operations Checklist
Use this checklist to identify the responsibilities, systems and recurring work that still depend too heavily on the owner.
People and access
Every employee has a documented onboarding checklist.
Account ownership and administrator access are documented.
Offboarding removes access promptly.
Passwords are not stored in email or spreadsheets.
Documents and records
Business files have one agreed storage location.
Naming and folder standards are documented.
CPA, payroll and vendor document requests have an owner.
Sensitive files use secure sharing rather than ordinary email.
Deadlines and renewals
Licenses, insurance, subscriptions and contracts are centrally tracked.
Every deadline has an owner and reminder schedule.
Completion evidence is saved.
Requests and approvals
Staff know where to submit operational requests.
Every request has a visible owner, status and next step.
Material purchases and changes require approval.
Completed work has a closeout record.
Monthly operating review
Open requests and overdue items are reviewed.
Upcoming deadlines are reviewed.
New and departing employees are reviewed.
Missing documents and outstanding approvals are reviewed.
One repetitive workflow is selected for improvement.
How many of these still depend on you?
ScoutCollie can review your business and identify the first five responsibilities to remove from the owner.
Request a preliminary review →