BUSINESS

STRUCTURE
CHECKLIST
 Hi there,
My name is Tracy Uwom
 I am the founder of Saint Tracy
Enterprise.

Over the years I ran my business like every new entrepreneur without

knowing exactly how things should be done, I only knew there was a need

for my products, and so I sold wedding and engagement rings.

However the business began to grow and everything internally was out of

place. I had to pause and went to get the solution to organizing my Business

which I now want to teach you. I help small business owners to organize

and create independence for their business and themselves. I have ran 2

successfully businesses for over 10 years.

I have attended courses at Lagos Business School, where I obtained

certification on entrepreneur management, I attended Tara Fela Durotoye

master classes on structure, I have now implemented the solutions in my

company, and experienced the results I now teach.

With these solutions I have been able to scale my business from one shop to

4 physically owned shops in 3 states in Nigeria, and other distribution

channels which we run all at the same time! I have helped over 50

businesses in the past and now ready to help more people achieve success

from the problems that are peculiar to small businesses in scaling and

structuring.

Click link and download this free checklist that will quickly

help you identify the core problems and the next steps to take to solve the

problems.
 THE CHECKLIST

Company Policy

Staff Handbook

Job Description

Standard Operating Procedures

Bio data Form

Employment Letter

Non-Disclosure Agreement

Key Performance Indicators

Guarantors Form

Leave Application   Form

Self-Appraisal Form

Rejection Email

Exit Clearance Form

Approval Memo

Personal Development Plan

Performance Review Form

Warning /Query Letter

Confirmation Appraisal Form

Training Feedback Form

Suspension Letter

Interview Success Email

Welcome Pack Checklist

Exit Interview Form

Staff Undertaking
 26 Business
Structure Documents
you need for your
Company

@Tracy Business School

Documents?

They are documents that contain Procedures and Policies they

serve as a working guide for structured companies and companies

that want to build a structure.

We have different documents for different purposes, while some

are documents or forms of documentation that records expected

employee behavior and workplace requirements to maintain an

orderly, fair workplace in which employees know what is

expected from them. Others are for administrative purposes; they

are mostly about an employee’s performance which will guide the

employer on whether to discipline, terminate, fairly promote,

reward, or recognize an employee. Without documentation,

making a case for any of these actions is difficult, and potentially

risky for the employer. Business owners are encouraged to have

all necessary business structure documents/Forms so as to build

smooth, productive and pace setting brands.

1.
Types of Company Documents
 

1. Company Policy: They are procedures that guide the conducts of employers within

an organization, they are put in place to protect the rights of workers as well as the

business interests of employers.

2. Staff handbook: It is a compilation of job-related information which an employee

needs to know. It serves as a working guide for employees in the understanding of the

day-to-day operations of the company.

3. Job Description: It is a written chronicle that narrates the overall tasks, and other

related responsibilities, and function of a position or role.

4. Standard Operating Procedures: It is a document that provides instructions on

how an employee should perform a routine or technical task. It provides consistency

and helps to ensure quality outcome.

5. Bio-Data: It is an abbreviation for the term biographical data. It is a document that

demands relevant factual information about an individual or employee. i.e. personal

information, educational background, occupational history etc

6. Employment Letter: It is a formal document indicating an agreement between

employer and employee. It usually includes details regarding salary, benefits,

employment starting date, the title and task description of the offered position and any

necessary details concerning employment conditions or stipulations.

7. Non-Disclosure Agreement: This is signed document that ensures that employees

protect company’s information

that employers would want to withhold from the public and other companies.

2.
8. Key Performance Indicators (KPI): This is a document that is used to measure

values that help companies know if they are meeting their most important business

objectives. The aim of these indicators is to provide hard data on where a business is

succeeding and where it needs to improve.

9. Induction Checklist: This document is used to identify tasks and actions that needs

to be addressed at each phase of new employee induction. It is usually tailored to suit

the company’s timescales.

10. Guarantors Form: The employee is required to give this document to

a guarantor whom by signing this document has agreed to be

responsible for employee’s shortcomings and any inappropriate behavior. In

cases of theft, the guarantor

must replace stolen item(s) if they cannot be retrieved from the employee

directly.

11. Leave Application Form: This is a document that serves as a  formal way  of

employee asking for a break from work for a particular time period.

12. Self-Appraisal Form: This is a document that helps employees to evaluate their

own worth and significance to the growth of a company.

13. Rejection Email: This is an email sent to a prospective employee after an

interview session, informing him/her of being turned down or of non-acceptance of the

Role interviewed for.

14. Exit Clearance Form: It is a document that is used by the company to ensure that

the  employee  who is resigning from the job has fulfilled all responsibilities and has

returned every company property with him/her.

15. Exit Interview Form: It is used as a survey to get information from an employee

that is resigning from the company and the essence is to provide feedback on why

employee is leaving, what they liked about the employment and what areas of the

company need improvement.

3.
16. Interview Success Email: It  is an email sent to successful candidates after an

interview session to let them know that they have successfully moved to the next

hiring stage.

17. Approval Memo: This is a form that allows employee to make a request or

statements that requires approval from their line managers. The memo may be for

informative reasons, to explain a problem or request a certain action.

18. Performance Review Form: This is a form that employer’s use to document and

evaluate their staff performance. The essence is to identify strength and weaknesses,

offer feedback and set goals for future performance.

19. Warning/query Letter: This is a document that is usually sent from an employer

or manager to an employee or subordinate, stating their discontent with a deplorable

action. The essence is to reprimand.

20. Confirmation Appraisal form: This is a document given to an employee at

the end of their probation period. The essence is for them to outline what they

have been able to achieve within the space of time that has been given to them,

their challenges and potential areas for improvement.

21. Training Feedback form: This is a document given to an employee at

the end of a training session. The essence is for the company to evaluate if

the training was of benefit to the staff and also take note of areas that may be

needing more trainings.

22. Suspension Letter: This is a document given to an employee after

a repeated gross misconduct. The duration of suspension depends on the offence

committed and how it has affected the growth of the company.

23. Welcome pack Checklist: This document is used to identify items that are needed

for the onboarding of a new

employee.

4.
24. Staff Undertaking: This is a document of assurance by an

employee to his/her employer that s/he will fulfil the obligation that had been

previously agreed on.

25. Staff Meeting Checklist: This document is used to identify tasks and actions that

needs to be addressed at each phase of company’s staff meeting.

26. Personal Development Plan: This is a document used in creating action

plans based on values, goal-setting and personal development within the context

of a career.

5.
 ARE YOU READY TO
LEARN MORE ON HOW TO CREATE
YOUR OWN COMPANY
DOCUMENTS?

Click here
to start creating your own Company
Documents

@TracyBusiness School