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Coaching Practice Checklist
Use this checklist to help you structure and organize your
efforts to establish, manage, and grow your coaching practice. Not all
businesses will need or want all of the items listed, nor is this list
exhaustive. Review the checklist to determine which elements are applicable
to your practice, and which items you've already completed.
Laying the Foundation
- Business name
- Business structure
- Sole proprietorship
- Partnership
- Limited Liability Company (LLC)
- S-Corporation
- Fictitious business name filing
- Employer identification number
- Business license(s)
- Seller or resale permit, and sales tax license
- Zoning restrictions
- Address, phone, and fax numbers
- Internet access
- Internet connection hardware (modem, ISDN, cable, DSL, satellite)
- Internet service provider
- Email account
- Domain name
- Web-hosting service provider
Financial Matters
- Record-keeping process
- Budget
- Business accounts (checking, business credit card)
- Accounts Payable management
- Client invoicing process
- Client payment methods (check, credit card, barter)
- Business insurance
- Business property
- Business liability
- Automobile
- Business interruption
- Health and disability
- Errors and omissions
- Taxes
- Business deductions
- Estimated tax payments
- 1099s
- Self-employment tax
- Annual tax return
- Retirement plans (SEP-IRA, Keogh)
Marketing and Communications
- Marketing plan
- Self-assessment
- Target market definition
- Short-term business goals
- Short-term action plan
- Marketing activities
- Marketing materials
- Elevator speech
- Business card and logo
- Brochures
- Introduction letters
- Fliers or information sheets
- Web site
- Effective networking
Around the Office
- Successfully transitioning to self-employment
- Work structure
- Work schedule
- Time management
- Paperwork management and retention
- Improving efficiency
- Addressing procrastination
- Office equipment
- Telephone and headset
- Messaging
- Personal computer
- Printer and fax machine
- Office ergonomics