People and onboarding
- New hire or contractor setup checklist
- Role, access, and responsibility notes
- Emergency contact and preferred communication record
- Offboarding checklist for accounts, keys, and devices
Operations checklist
Find the missing files before they slow the business down.
Use this checklist to spot gaps in onboarding, devices, vendor records, software, backups, and daily operating notes.
Devices and access
- Computer, phone, tablet, and printer inventory
- Wi-Fi, router, domain, hosting, and admin account map
- Password manager ownership and recovery notes
- Device maintenance and replacement log
Vendors and payments
- Vendor contact sheet with renewal dates
- Software subscription list with owner and payment source
- Invoice, refund, and chargeback handling notes
- Insurance, license, and permit review reminders
Daily operations
- Opening and closing checklist
- Customer intake or job request form
- Issue, incident, and repair log
- Weekly review sheet for stuck work and missing records
Choose the packet
Match the gap to the records that should exist first.
Use the free checklist to find the operating gap. Use the paid pack when the gap needs printable records instead of another note.
Implementation pack
Onboarding packet
People start work before access, devices, roles, and first-week tasks are written down.
- New hire setup checklist
- Role and responsibility sheet
- Offboarding access checklist
Implementation pack
Devices and access packet
Computers, printers, Wi-Fi, passwords, and admin accounts live in scattered notes.
- Device inventory
- Admin account map
- Maintenance and replacement log
Implementation pack
Vendors and payments packet
Renewals, vendor contacts, subscriptions, refunds, and payment owners are unclear.
- Vendor contact sheet
- Subscription review log
- Invoice and refund tracker
Implementation pack
Customer intake packet
Requests arrive through texts, calls, DMs, email, and memory instead of one repeatable record.
- Customer intake form
- Job request sheet
- Follow-up owner log
Implementation pack
Incident and repair packet
Problems get fixed once, but nobody records what broke, who handled it, or what to check next.
- Issue and incident log
- Repair record
- Escalation checklist
Implementation pack
Weekly review packet
Stuck work, missing records, open renewals, and unclear owners carry into the next week.
- Weekly ops review sheet
- Missing record tracker
- Next-action checklist
Next step
Turn the checklist into a working packet.
The paid Small Office Ops Kits bundle includes printable forms and editable source files so the checklist can become a real internal binder.