2.

Initial Planning Checklist

Business Name: Date:

1. Certifications & Qualifications

List out all the certifications and qualification you have:

2. Services (already qualified)

List out all the services you are going to offer - of which you're already trained/qualified in:

3. Services (yet to be qualified)

List out all the services you are going to offer - of which you either need more training/qualification in, or that you need to
hire someone to do for you:

4. Your core skillset

Of the services you listed out in #2 and #3, now list out those which you consider yourself highly skilled and proficient in (so
you can do it like second-nature):

5. What type of business are you going to categorise yourself under?

Are you going to mainly be a Beauty? Healthcare? Massage? Alternative Medicine? Energy Healing/Reiki? Tarot cards and
Palmistry? Yoga? Breathwork? Something else? Will you be performing any services involving touching your client?

4. Understanding local laws

Contact your local council/regulatory business body to advise them of what kind of business you're planning to open (refer
to #5) and, if they request, tell them the services you'll be providing (#2 and #3) to find out if there are any specific
requirements you must meet in order to operate with the public (permits, licenses, insurances, etc). Enter your notes here:

5. Are you going to sell products? Y / N

If yes, list out the items you plan to retail:

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6. Where will you work from?
List out the possible locations, rent, other costs, pros/cons of your option so you have a clear vision of all the upsides, and
downsides, of your choice, thus giving you the best chances to make the best of the situation.
Location Rent Term Costs Pros Cons

___ Home (which room? _________________)

___ Rent a chair/room (where? _____________)

___ Lease a space (suburb ________________)

7. What essential equipment do you need to purchase?

List out the equipment and tools you're going to need in order to operate:

8. Do you need to purchase any specific type of decoration or interior fit-out?

List out the other decoration/fit-out items you're going to need:

9. Are you going to hire staff or contractors? Y / N

If yes, what are their roles? How often will you need them?

10. Your business operations skillset

Out of 10 (10 being the best, 1 being the worst - rank yourself in the below main areas of business operations. If you score
under a 7, you'll want to consider getting someone who is proficient in that area to help you.
Providing / Performing Services 1-2 (NA) 3 4 5-6 (Okay) 7 8 9-10 (Pro)
Customer Service / Phones / Front Desk 1-2 (NA) 3 4 5-6 (Okay) 7 8 9-10 (Pro)
Book Keeping / Accounts / Taxes / Payroll 1-2 (NA) 3 4 5-6 (Okay) 7 8 9-10 (Pro)
Staff Management 1-2 (NA) 3 4 5-6 (Okay) 7 8 9-10 (Pro)
Marketing / Advertising 1-2 (NA) 3 4 5-6 (Okay) 7 8 9-10 (Pro)
11. Your personality
Looking at your own rankings from #10 above, what areas are you admittedly weaker / less skilled in? If you can't afford or
are unable to get someone to help you in those areas right now - educate yourself as best you can in that area.
Enter your notes here:

12. Your financial goal

In 1 year, I want to be earning $ per Goal Date: Achieved:
In 2 years, I want to be earning $ per Goal Date: Achieved:
In 5 years, I want to be earning $ per Goal Date: Achieved:
13. Your work-life balance goal
In 1 year, I want to be working hours per Goal Date: Achieved:
In 2 years, I want to be working hours per Goal Date: Achieved:
In 5 years, I want to be working hours per Goal Date: Achieved:
14. Your ultimate goal
What are you really doing all this for? Enter your notes here:

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