Self Employment Checklist
Table of Contents
Business
State your reasons for becoming self-employed.
Check how feasible is your idea.
State the unique selling point of your business.
Learn about the knowledge, skills and qualifications that are needed in the sector that you have chosen.
Check how you will keep your knowledge, skills and qualifications up to date.
Think about how do you intend to 'grow' the business.
Research
Decide which areas of research you will need to tackle first.
Check where you will find the information.
Desk research only goes so far: decide who you should talk to.
Check who you will need to help you - inside and outside the business.
Check with which professional organisations and associations you should register.
Funding
Analyse how much money you will need to start the business.
Check if you will need the help of an accountant.
Check what resources and equipment will be necessary.
Check what IT facilities will be required.
Decide where you will be based and what this will cost.
Decide which sources of funding you will approach first.
Decide how you will support yourself while starting up the business.
Marketing
Perform competitors analysis.
Check where you can network.
List five outlets for your products or services.
Check what is a competitive price for your product(s)/service(s).
Decide what advertising methods will best suit your business.
Practicalities
Decide what type of business will you run (a sole trader, a partnership, a limited company, a co-operative, a franchise).
Find out how to pay income tax.
Find out what can you set against tax.
Check what mandatory regulations you must follow.
Check what necessary licensing you must obtain.
Decide what pension arrangements you will make.
Download or Print this Self Employment Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Campbell Rodriguez
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Views: 37
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Uses: 10
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Tasks: 34
Who it's for
This Self Employment Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Self Employment steps every time, regardless of who executes
- Save time - reuse a proven Self Employment workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Self Employment checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Self Employment Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Self Employment comes up again, start from your saved version and run it with clear ownership.