Free South African SME resource
Small-Business Administration Readiness Checklist
Find the administrative gaps that cost time, weaken cash flow and make a growing business harder to control. Score what is working, identify priority gaps and turn the result into a practical 30-day action plan.
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What it checks
Eight areas that keep everyday admin under control.
Answer Yes, Partly, No or N/A based on evidence you can produce today. The score helps you see where stronger routines and documents will make the biggest difference.
Business identity and statutory records
Pricing, quotations and invoicing
Customer, order and agreement records
Income, expenses and payment control
Daily operations and quality control
Staff and contractor administration
POPIA, records and information security
Weekly and monthly admin discipline
From assessment to action
Use the checklist in three practical steps.
- 1
Complete the assessment
Work through all 48 statements and answer from the records and routines that exist now.
- 2
Score the result
Calculate the readiness percentage and flag serious gaps that need attention regardless of the score.
- 3
Build the 30-day plan
Assign the five most important actions to an owner, add due dates and review progress after 30 days.
Free partner resource
Business-support programmes may share it unchanged.
SME-support partners may share the checklist unchanged and in full, free of charge, with their beneficiaries. It may not be sold, rebranded, altered or included in a paid product without DokKit's written permission.
Ready to close the gaps the checklist finds?
Browse DokKit's editable Word templates and Excel workbooks for practical South African small-business administration.