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90-day checklist for your business

You have ideas, but day-to-day work swallows your weeks. This 18-point checklist helps you review what matters, set clear priorities and plan your next steps, in three blocks of 30 days. A printable PDF guide, with the worksheets to fill in, comes with it.

Do my checklist

What's inside the guide

  • 1
    The 18-point checklist to printThree groups of checks with a tick box each: operations review, clear priorities and the 90-day plan.
  • 2
    The worksheet for your five key processesWho handles each one, how many hours a week and what gets stuck, to spot the inefficiencies.
  • 3
    The cost of one irritant, in a formulaHours, hourly rate and weeks worked: a way to put a number on what slows you down, using your own figures.
  • 4
    The gain and effort matrixA simple way to pick three priorities at most, and to set the rest aside without guilt.
  • 5
    The plan in three 30-day blocksClarify, set up, measure and adjust, with a checkpoint and a decision at each stage.
  • 6
    The action table and the 15-minute meetingAction, owner, deadline and success measure, plus the weekly ritual that keeps the plan alive.

Who this checklist is for

Owners and managers of small and mid-size businesses (clinics, construction, retail, transport, professional services) who sense inefficiencies, have more ideas than time and want a short, realistic, measurable plan.

A checklist does not replace a decision.

This checklist will not solve a cash flow, staffing or sales problem for you. It helps you see clearly and choose. If the review reveals tasks worth automating, we tell you honestly whether software is the right answer or whether a simple change of method is enough.

Frequently asked questions

How long does it take to fill in?

About 20 minutes for the 18-point checklist. The guide's worksheets (processes, priorities, plan) take an hour more, ideally with the person who does the work every day.

Why 90 days?

A year is too long for a plan to stay alive, a week too short to change anything. Three months is enough to fix a real problem and see the effect, before day-to-day work takes over again.

Are my answers sent anywhere?

No. Your answers stay in your browser. Only your contact details, asked once to display the result and the guide, are saved.

Does a good score mean everything is fine?

No. It means your plan is well prepared, not that the business is healthy. The checklist does not replace accounting or legal advice.

Need a hand turning this into action?

Tell us what your review revealed. We tell you honestly what a better method can fix and what justifies a custom tool.

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