Documentation is vital when lending money to people and businesses. A promissory note is an example of such documentation. It is a written promise by the debtor/borrower to pay back a specified amount and any applicable interest fees under defined terms of payment. Examples of payment terms include a predetermined …
Preparing and issuing receipts is an essential part of most businesses. As a business, you will need receipts to organize your financial records. They will help you identify the items you sold and the money you earned as payment from clients. On the other hand, customers will need it as …
An event planning checklist is a list of tasks that need to be completed to plan and execute an event successfully. It is helpful when organizing and managing the various tasks and details that go into running a successful event. It helps to ensure that all necessary tasks are completed …
An employee performance evaluation, or simply a performance review, is a unique process designed to assess and review an employee’s professional performance. In most cases, managers are responsible for conducting employee performance evaluations. Even though every business determines its employee evaluation cycles, most conduct a complete performance evaluation annually, with …
Peer evaluation is a process that enables you to give an honest assessment of your colleague’s performance. It is an activity carried out by one or more individuals who occupy jobs of the same level in an organization and belong to the same teams or departments. Peer evaluation is also …
A sign-up sheet is an online or physical document that allows people to sign up for an event or activity. It also allows organizations to collect contact information about prospective clients to fine-tune their marketing strategies. The sign-up sheet can be used for infinite reasons, such as to gather information …
Once the engagement phase is over, for most couples, the next step is to plan for their wedding. The only way a couple can prepare a gorgeous and outstanding wedding is to have a proper guide. This can easily be achieved by using a wedding to-do checklist. No matter the …
A meal plan is a schedule of the meals a person eats over time, for example, weekly or monthly. A plan contains different meal options for breakfast, lunch, and dinner. The plans are made for various purposes, including maintaining diets or achieving nutritional goals for people trying to manage their …
A lease termination letter is a document written as a formal notice of terminating a lease agreement. It is written by the tenant or landlord, whoever wishes to end the lease, to the other party in the lease agreement. The letter is a legal document that protects the sender from …
A quotation letter is a document that provides a comprehensive cost of the goods or services an organization offers. Details about the price, delivery timelines, and discounts are also included in the document. Businesses typically use it to provide prospective customers with an abstraction of the expenses associated with a …
When moving into your first apartment, deciding what supplies and items to bring is often overwhelming. Therefore, creating a checklist of everything you require from the start is advisable. A first apartment checklist is an itemized list of all the things you may need for moving in. It ensures you …
A board meeting is a formal, scheduled meeting of the board of directors of an organization. Members or shareholders of an organization appoint a director to represent their interests and make decisions on their behalf. Board meetings are typically held on a monthly, quarterly, or sometimes annual basis. These meetings …
An employee performance evaluation form is defined as a document that provides objective feedback/review on an employee’s performance at work. It indicates the employee’s strengths and weaknesses in their role at the company. Each employee is assessed independently to determine what they did well and identify areas of improvement. Performance …
Invoicing can be challenging in the auto repair industry for multiple reasons. The most common challenge is the complexity of the invoicing process. It can be difficult to keep track of all charges and generate an invoice that accurately reflects all the costs associated with a repair. Without an effective …
Donation receipts are the means through which a nonprofit organization acknowledges financial contributions from its donors. While donation receipts come in various shapes and sizes, they all achieve the same purpose. Most donation receipts are filled-out forms, but a letter, email, or card can qualify as a donation receipt. Sending …
Most people dread the idea of household cleaning. It is a tedious, painstaking, and time-consuming task. Yet, this does not always have to be the case. Cleaning can be much easier and more enjoyable with a little planning and organization. You only need to plan your cleaning schedule and create …