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Include in this document:
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Money Goals Total goal for the month, and quick calculation of how I'll get there
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MaintenanceChecklist of website maintenance tasks, including updating plugins, malware scan, deleting unused posts, checking for broken links
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Emergency PlanList of ideas that can be implemented in the case of a cash flow emergency
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Daily Moneytracking sheet for money earned each day (including gifts)
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Guest BloggingList of guest posts: pitched posts, in progress posts and published posts
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ListsSummary of list size by month (email list, Facebook fans, Google Plus, LinkedIn, Twitter, Pinterest, Revenue)
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Mailing ListsList of mailing lists, autoresponders, etc.(how frequently I email, where they are housed, etc.)
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My Projectsprojects, programs and products I've created myself (with the intention of selling)
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AffiliateA list of affiliate programs programs I'm involved with. Include the logins.
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SoftwareList of all software still being used on your current devices
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HardwareList of computers, devices (phones, tablets, etc) and other equipment used for business
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PLRList of any Private Label Rights resources you own, and how you plan to use it
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Domain NamesList of current domain names, renewal dates and if they should be renewed again this year
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EducationList of all education purchased or free: online and stored on devices
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Groups/MembershipsList of membership I belong to. Including Facebook groups (Paid or Free)
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WP DatabasesList of all WordPress data bases (and where to find them)
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PluginsList of all plugins currently in use, and ones I've purchased but aren't currently using
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Brandingfonts to use, colors (in RGB and CMYK), logos, photos to be used for public, etc
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Blog LoginList of login URL, username and reference to passwords (I store mine in lastpass)
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You may also want to include:
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EmailsCreate a list of all your email addresses, what they are used for, their passwords, etc.
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Regular ExpensesInclude web hosting, shopping carts, memberships, etc. Detail what those expenses are specifically for, how often they’re paid, how much and how you pay them. Identify which are necessities and which are luxuries.
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List of DebtsList of Debts. Whether they are debts you owe or someone owes to you. List the parties involved, amounts, payments and contact information.
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ContractorsA list of contractors that work for you. Including what they do for you, their contact information, their rates and how you pay them. Don’t forget to include anything about minimum work agreements, etc.
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Summary of Business ActivitiesGive an overview of what you do, your main websites, products, etc. Include your business plan as well.
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ProductsA list of products that you have for sale and how they are sold (ex. Amember, through Clickbank, 1ShoppingCart, etc.)
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Mailing ListsKeep a list of your mailing lists, autoresponders, etc. Note where some may need to be updated, how frequently you email, where they are housed, etc.
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Profit/Loss StatementsYou should be keeping detailed bookkeeping for business and tax purposes, but keep your profit and loss statements handy, so they are easy to refer to for whomever may need them.
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Checklists for Various ProcessesWhether you’re training a VA, preparing instructions for someone who may run your business at a later date or even documenting so it’s easy for you to remember things, documenting various processes will go a long way. Document processes for creating a new website, sales page, putting together a teleseminar, setting up a new auto responder, etc.
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