If an important team member were suddenly unavailable, would you have instant access to vital business information?

Below is a brief checklist of the types of information you should document to minimise potential disruption.  Regularly discuss and update your important information ‘log’ to suit your needs, and keep it in a safe place.

Consider reviewing your will (and asking your business partners to do the same) agreeing on specific clauses for business continuation in the event of a serious accident or death.

Important Documentation Checklist

• Current business online banking,  payroll system and accounting software details and login information
• Documents relating to insurances, lease agreements, employment contracts, client/customer contracts
• Spare keys to PO boxes, safes and storage facilities
• Client/customer database username and password
• Information on current business accounts: Stationery? Website provider? Stock? Security Company?
• Who acts as the firm’s lawyer? Banker? Accountant?
• Where does off-site system data backup take place?