Plan recipes

Free plan recipes for every industry, from care homes and schools to logistics and law: real steps, sign-offs and the step most people forget.

Take on a new client: Conflict check, ID checks and the client care letter, done before any work starts.
Buy a house: conveyancing: From the contract pack to Land Registry, every stop on a residential purchase.
Put a litigation hold in place: Preserve every email, chat and file the moment a dispute is likely.
Close the month: Bank, bills, payroll and the P&L, closed and reviewed by day five.
Year-end accounts: Statutory accounts and the Corporation Tax return for a limited company, on time.
Onboard a new accounting client: Engagement letter to first deadline, with the clearance letter nobody remembers.
Site snag list: Walk every room, log every defect, and sign each one off when it is fixed.
Close out a construction project: Punch list to final payment: inspections, warranties, lien waivers and keys.
Renovate a kitchen: Design, strip out, first fix, fit and finish, with the certificates in hand.
Launch a campaign: Brief to week-one report, with client approvals and tracking tested before go-live.
Launch a web page: Copy, images, build and go live, checked on a phone first.
Run an event day: A running order from load-in to thank-yous, fire exits included.
Run a garden party: Invites, food, chairs and a plan for rain.
Open a new venue: Permits, people, menu and a soft opening before the doors open for real.
Hire someone: Advert to first week, with a scorecard after every interview and logins ready on day one.
Move office: Lease, layout, broadband and every address change, in order.
Run a clinic day: Rooms ready, patients seen, notes done, and a clean handover to the next shift.
Run a restaurant service: Prep, allergens, service and close, with a handover the next shift can trust.
Run a warehouse shift: Inbound, picking, dispatch and a handover so nothing waits on the dock overnight.
Turn a deal into delivery: Paste the signed proposal or the sales email. Every promise in it lands as a delivery step with an owner.
Set up a new starter's IT: Laptop, accounts, security and a first day login that works, for small teams without an IT department.
Take a brief to client sign-off: Turn a client brief into finished work the client has approved in writing.
Run the monthly content calendar: Plan, make and schedule a month of social posts for a client.
Send the monthly client report: Pull the numbers, explain what changed and send a clear report each month.
Onboard a new agency client: Get a newly signed client set up with access, contacts and a first plan.
Run a round of website changes: Collect, build and approve one round of changes to a client website or brand refresh.
Open a new matter: Take a new client from first call to a signed engagement letter and open file.
Prepare the court bundle: Build, agree and lodge the hearing bundle on time.
Review and sign off a contract: Review a client contract, negotiate changes and get the right version signed.
Respond to a tribunal claim: Defend an employment tribunal claim from ET1 to filed ET3 and first directions.
Administer an estate: Collect, value and distribute an estate from first meeting to final accounts.
Send the VAT return: Prepare, check and file a client's quarterly VAT return under Making Tax Digital.
Close payroll year-end: Issue W-2s and 1099s and file them on time for a client's year-end.
File a self assessment return: Gather a client's income, prepare the tax return and file before 31 January.
Prepare a 1040 tax return: Take a tax season client from organizer to e-filed Form 1040.
Catch up the books: Bring months of untouched bookkeeping up to date and reconciled.
Kick off a new role: Take a new job order from the hiring manager to a live, compliant job post.
Send a shortlist to the client: Screen candidates and send the client a shortlist they can act on.
Get a hire from offer to day one: Close the offer and get the candidate cleared and ready to start.
Place a temp worker: Book a temp into a client shift with the right terms and checks in place.
Reference and screen a candidate: Run background checks and references the legal way before the start date.
Launch a property listing: Get a new instruction photographed, checked and live on the portals.
Progress a sale to completion: Move an agreed sale from offer to exchange and completion without it falling through.
Take a buyer from contract to closing: Guide a buyer from signed purchase contract to keys at closing.
Move a tenant in: Get a new tenancy legally set up in England and the tenant moved in.
Win a listing from valuation: Turn a valuation request into a signed listing agreement ready to market.
Onboard a new care worker: DBS, right to work, references and the Care Certificate, all done before they work a shift alone.
Get ready for a CQC inspection: Files, audits and evidence for each key question, ready on the day the inspector arrives.
Plan the care home rota: Safe staffing for every shift, with skills mixed and cover booked before gaps appear.
Handle a family complaint: Log it, look into it, reply in writing and say what changes, inside your own time limits.
Roll out new mandatory training: Every carer on every shift trained, recorded and signed off by the deadline.
Set the care home budget: Fees, staffing, agency spend and repairs, set for the year and agreed by the owners.
Onboard seasonal hotel staff: Contracts, right to work, uniforms and training for the summer team before the first busy weekend.
Run a wedding at the hotel: From signed contract to the morning after, with the menu, room block and timings agreed.
Run the month-end bar stock take: Count, cost and check the bars and cellar, then find out where the gaps came from.
Review the hotel fire risk assessment: A current written assessment, fixes done, and staff who know the plan.
Handle a guest complaint: Listen, fix, follow up in writing and stop it turning into a bad review.
Renew the hotel insurance: Property, liability, liquor and workers comp, renewed with the right values before the policy ends.
Recruit Christmas temps for the stores: Headcount, adverts, interviews and training, done before the November rush.
Run a store stock take: Count, check and post the result, so the book stock matches the shelves.
Open a new store: Fit out, stock, staff and systems, ready for the opening day.
Handle a customer refund complaint: Check the rules, decide fairly and reply in writing, in line with the Consumer Rights Act.
Run a store health and safety check: Walk the store, fix hazards and keep the records OSHA expects.
Refresh the online shop: New look, same orders: products, payments and redirects tested before switching over.
Onboard a new HGV driver: Licence, CPC, tacho card and induction checked, before the first run.
Onboard a subcontract haulier: Licence, insurance and terms checked before they carry a load.
Handle a customer damage claim: Evidence, liability limits and a written answer, inside the time limits in your terms.
Prepare for a DVSA operator licence check: Maintenance, drivers hours and records ready for a DVSA visit or audit.
Run a warehouse safety inspection: Racking, forklifts and walkways checked and logged, with fixes owned.
Set the depot budget: Fleet, fuel, people and property costs for next year, agreed against the volume forecast.
Renew the fleet insurance: Vehicles, drivers and claims up to date, so the renewal is priced right.
Prepare for an ISO 9001 surveillance audit: Internal audits, actions and records ready before the certification body arrives.
Approve a new supplier: Quality, finance and terms checked before the first order is placed.
Launch a new product into production: Design, parts, process and paperwork ready before full production starts.
Handle a customer quality complaint: Contain, find the root cause, fix it and reply with an 8D report.
Run a factory safety inspection: Guards, lifting gear and the records PUWER and LOLER ask for.
Run the year-end stock count: Raw materials, work in progress and finished goods counted and valued for the accounts.
Onboard a subcontractor: CIS, insurance, RAMS and the subcontract signed before anyone sets foot on site.
Respond to a construction tender: Read, price, write and submit on time, with every form and certificate the client asked for.
Run a site induction: Everyone new on site knows the rules, the risks and where to go before they start work.
Submit the monthly valuation: Measure the work done, apply for payment on time and chase the payment notice.
Renew the contractors insurance: Contract works, liability and plant cover renewed with the right turnover and values.
Onboard new school staff: DBS, prohibition check, single central record and safeguarding training before day one.
Get ready for an Ofsted inspection: The self evaluation, safeguarding records and the evidence leaders will be asked for.
Plan a school trip: Risk assessment, consent, staff ratios and money collected, approved before anyone books.
Set the school budget: Funding, staffing and running costs for the year, approved by governors.
Answer a parent subject access request: Find, redact and send a pupil's data inside one calendar month.
Run a school open evening: Tours, talks and sign ups for families choosing a school.
Apply for a grant: Read the rules, write to the funder's questions and submit before the deadline.
File the charity annual report and accounts: Trustees report, accounts, independent check and the Charity Commission return, on time.
Onboard new volunteers: Role, checks, induction and a named contact for every new volunteer.
Make a Gift Aid claim: Check declarations, build the claim and send it to HMRC.
Run a fundraising gala: Venue, auction, tickets and thank yous, with costs kept below the money raised.
Prepare the trustee board pack: Agenda, papers, finance and risk register, sent a week before the meeting.
File the nonprofit Form 990: Year end books, schedules and board review, filed with the IRS on time.
Onboard a new dental associate: GDC registration, indemnity and NHS performer list checked before the first patient.
Get a dental practice ready for CQC: Audits, policies and staff records in order for an inspection.
Handle a dental patient complaint: Acknowledge, look into it and reply in writing within your complaints policy.
Credential a new clinician: License, board certification and privileges checked before they see patients.
Handle a patient complaint: Log, look into it and give a written answer that follows NHS complaint rules.
Plan the clinic rota: Clinicians, nurses and reception covered for every session.
Onboard a new agency starter: Contract, logins, client briefings and a first week that ends with real work done.
Respond to a new business pitch: From brief to pitch day, with the team, the idea and the price agreed in time.
Offboard a leaver from the agency: Handover, client access removed and kit returned, so no client is left exposed.
Run the agency staff survey: Ask, listen, share the results and act on two or three things people raised.
Onboard a new engineer: Laptop, access, first commit and security training in week one.
Offboard a leaver from a software company: Every login removed, every key rotated, and the evidence kept for your SOC 2 audit.
Prepare for a SOC 2 audit: Controls, evidence and policies ready before the audit window.
Answer a customer security questionnaire: Answers, evidence and sign off for a deal that needs a security review.
Launch a new product feature: Docs, support, pricing and the announcement ready on launch day.
Onboard a new business customer: Contract, setup, training and a check that they use it, in the first 90 days.
Refresh the team laptops: Order, set up, swap and wipe, with no data lost and no old laptop left loose.
Onboard trainee accountants: Contracts, exam study plan and client work lined up for the new trainees.
Take over a new block: Handover from the old managing company, so service charges and safety records carry on.
Respond to a damp and mould report: Inspect, report and fix inside the time limits Awaab's Law sets.
Onboard a new kitchen starter: Right to work, food hygiene, allergens and a safe first shift.
Get ready for a food hygiene inspection: Safer Food Better Business, temperatures, allergens and cleaning, ready for the EHO.
Launch a new menu: Dishes, costs, allergens and printed menus ready, and the team trained before day one.
Run the restaurant stock take: Count food and drink, cost it and check food cost against target.
Plan the restaurant rota: Covers, staff and labour cost matched for the week ahead.
Handle a guest allergen complaint: Take it seriously, find what went wrong and reply in writing.
Onboard a new gym instructor: Qualifications, first aid, insurance and a first class that runs safely.
Handle a membership cancellation complaint: Check the terms, decide fairly and reply in writing.
Run a pool safety check: Pool water, lifeguards and the normal and emergency plan checked.
Plan the class timetable: Classes, instructors and studio space for the next season.
Replace the gym equipment: Choose, order, install and dispose, with members kept informed.
Plan a conference: Venue, speakers, delegates and the day itself.
Onboard an event supplier: Insurance, risk assessments and terms checked before booking.
Get a licence for an outdoor event: Licence, safety plan and the council and police happy before tickets go on sale.
Submit a planning application: Drawings, reports and forms, submitted and validated first time.
Prepare for a Lexcel assessment: Policies, file reviews and risk records ready for the assessor.
Onboard trainee solicitors: Contracts, SQE support, seats and supervisors set up before they start.
Close and archive a client file: Final bill, money returned, documents handed back and the file archived.
Offboard a fee earner who is leaving: Matters reallocated, clients told, access removed and nothing missed in the diary.
Renew the law firm's professional indemnity insurance: Proposal form, fee split and claims history ready for the October renewal.
Renew a commercial client's insurance: Facts checked, market approached and the client's choice recorded before cover ends.
Onboard a new commercial insurance client: Terms, checks and the demands and needs, done before cover is placed.
Handle a client's insurance claim: Notify, gather and chase, so the client is paid fairly and on time.
Prepare the Consumer Duty board report: Outcomes, data and actions for the annual board review.
Plan a group tour: Flights, hotels, transfers and paperwork for a group.
Handle a travel refund complaint: Check the Package Travel Regulations and reply in writing.
Credential a dentist with insurance plans: License, NPI and plan applications sorted, so claims are paid from the first patient.
Close the dental practice month: Takings, NHS activity, lab bills and associate pay checked and closed by day five.
Answer a patient records request: Verify, gather and send a patient's records within the HIPAA time limit.
Prepare for a clinic compliance audit: Policies, training and logs ready for an accreditation or payer audit.
Set the agency budget: Revenue by client, headcount and freelancers, planned for the year and agreed.
Hand over a client who is leaving: Answer the new accountant's clearance letter, hand over records and close the file.
Review the firm's anti-money laundering checks: Firm risk assessment, client files and training checked each year.
Renew the firm's professional indemnity insurance: Proposal form, fee figures and claims history ready for renewal.
Plan the January tax season: Clients, staff and deadlines planned so every return is filed by 31 January.
Onboard a new recruitment consultant: Contract, systems, compliance training and a desk to work, in week one.
Take on a new recruitment client: Terms agreed and signed before you send any candidate.
Run the weekly contractor payroll: Timesheets approved, contractors paid and clients invoiced, every week.
Answer a candidate subject access request: Find, redact and send their data within one calendar month.
Audit placement files: Right to work, terms and checks on a sample of placement files.
Set a block's service charge budget: Costs, reserve fund and consultation, sent to leaseholders before the year starts.
Run a block fire safety check: Fire risk assessment, doors and records checked for a block of flats.
Turn over an apartment between tenants: Move out, deposit, repairs and a clean unit, ready for the next tenant.
Handle a tenant repair complaint: Log it, fix it and keep the records state law expects.
Renew the buildings insurance for a block: Rebuild value, claims and leaseholder notice, done before the policy ends.
Run the annual gas safety programme: Every home with gas checked within 12 months, and the record given to the tenant.
Turn around an empty home: Inspect, repair and let an empty home within the target days.
Run the tenant satisfaction survey: Run the TSM survey, report the results and act on them.
Prepare the housing association board pack: Agenda, finance, compliance and risk, sent a week before the meeting.
Write the post event report: Numbers, feedback and money, wrapped up for the client.
Agree a new project appointment: Scope, stages, fees and the appointment signed before design starts.
Renew the architect's professional indemnity insurance: Fees, projects and claims ready for renewal.
Respond to an architecture bid: Read, plan, write and submit on time, with every form the client asked for.
Plan the year's CPD: Each architect meets the ARB and RIBA CPD rules for the year.
Respond to an engineering bid: Read, price, write and submit on time.
Sign off a design check: Calculations checked, comments closed and the certificate issued.
Onboard engineering graduates: Contracts, mentors and a chartership plan in place from day one.
Close out an engineering project: Final drawings, records and fees closed, and lessons kept.
Prepare for an ISO 9001 audit: Records and actions ready for the auditor.
Run an IT equipment refresh: Old laptops replaced, data moved and kit disposed of safely.
Get Cyber Essentials certified: Pass the five controls and the self assessment.
Remove a leaver's IT access: All access removed on the last day, and the company data kept.
Onboard a new nursery practitioner: DBS, qualifications, paediatric first aid and a key person role, before they count in ratios.
Get a nursery ready for Ofsted: Safeguarding, records and ratios in order for an inspection.
Handle a nursery parent complaint: Log it, look into it and reply in writing within 28 days.
Make the termly funded hours claim: Codes, hours and parent forms checked before the local authority deadline.
Plan the nursery staff rota: Ratios met in every room, every hour, with breaks and first aid cover.
Onboard a new vet: RCVS registration, drug rules and a supported start.
Prepare for a Practice Standards inspection: Records, drugs and safety checks ready for the RCVS Practice Standards Scheme.
Handle a vet client complaint: Acknowledge, look into it and reply in writing.
Close the vet practice month: Takings, debts, drug stock and insurance claims closed by day five.
Onboard a facilities contractor: Insurance, RAMS and site rules checked before they start.
Run the statutory compliance check: Fire, gas, electrics, water and lifts tested and recorded.
Reopen an office after a refit: Building safe, systems working and people back in.
Renew a building services contract: Scope, prices and service levels agreed before the old contract ends.
Prepare for a BRCGS food safety audit: HACCP, records and site standards ready for the auditor.
Onboard seasonal food production workers: Right to work, hygiene and safety training before they go on the line.
Run a product withdrawal or recall: Find the stock, tell the right people and get it back fast.
Handle a food product complaint: Log it, test it, find the cause and reply.
Respond to an event tender: Read, price, write and submit on time, with every form and certificate the buyer asked for.
Contract hotels for next season: Rates, room allotments and release dates agreed, signed and loaded before sales open.
Launch the new travel season online: Trips, prices and booking terms live on the website, tested before sales open.
Handle an insurance complaint: Acknowledge, look into it and send a final response within eight weeks.
Renew the ATOL licence: Accounts, forecasts and the application in to the CAA before the licence ends.
Run the hotel staff survey: Ask every department, share what you heard and fix two or three things before the next season.