Self Employment Checklist
4.7/5 with 114 votes
Table of Contents
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- 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.
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Presented by:
Campbell Rodriguez
Stats
Views
80
Views: 80
Uses
12
Uses: 12
Tasks
34
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.
Rate this Checklist
5 stars
Scores 4.70 with 114 votes