CHECK LIST

Date April 22, 2020

Aim Collect information from the company xxxx located
xxxxx in the location xxxx in the city of Bogotá.
Instructive You are asked to provide truthful information so
that the project is focused on the real situation of
the company.
CONTENT
ADMINISTRATIVE MANAGEMENT
Item. Items Complia No Observations
nt meets
1 Legalization of the company.

2 Strategic platform (mission,

vision, objectives, principles,
values).
3 Administrative process
(planning, organization,
direction, control).

Document organization.
4
5 Business organization chart
(company hierarchical
structure).
HUMAN TALENT AND HEALTH MANAGEMENT AT WORK
Item Items No Observa Items
. meets tions
1 Affiliation with the health system
(EPS, pension fund, ARL).
2 Employee well-being policies Ex. Incentives
(e.g. recreation, event, nursing consist of study
service, life stimuli, interview, permits
incentives).
3 Technical methods for
incorporation.

4 Personal protection elements

(e.g. face masks, glasses,
uniform, helmet, gloves).
5 Monitoring employee
 satisfaction.
6 Hiring of employees (e.g. verbal,
written, fixed term, provision of
service, work contract).
7 Licenses and permits
(firefighters, health secretary,
Sayco and Acinpro).
8 Maintenance of facilities and
infrastructure security.
9 Performance evaluation
(monitoring of the employee's
work and attitudes).
10 Training for company members.
11 Existence of the Function
Manual. (document where the
functions of each position are
recorded).
12 Existence of the Procedures
Manual. (document where the
flowcharts of the company's
procedures are located).
13 Existence of the Policy Manual.
(documents where the policies
of each area are recorded)
14 Existence of internal work
regulations.
15 Conflict management protocol
(steps to follow to resolve
differences in the company).
16 Active breaks.

COMMERCIAL MANAGEMENT
Item. Elements Compliant meets No Observations
meets
1 Identification of the Ex. The residents
segment of the of the
population served. neighborhood
2 Number of regular Ex. He estimates
customers. there are around
30 clients.
3 Facade maintenance Ex. Annually
(external part of the
company).
4 Advertising management Ex. Posters,
(e.g. posters, flyers, flyers, events
events, radio advertising,
TV).
5 Customer service
(service presentation and
presentation).
6 Customer loyalty (e.g.
points card, bonuses,
birthday greetings).
7 Studies of new markets
(what new markets they
can reach).
8 Innovation in your
products and services
(sales styles, new
products with improved
features).
9 Web page
10 Direct sales (counter) or
indirect sales (with
intermediaries).
11 Telephone attention
protocol. (correct way to
answer a business call).

ACCOUNTING MANAGEMENT
Item. Elements Compliant meets No Observations
meets
1 Chronological
organizations of
accounting supports.
2 Public accountant
advice.
3 Accounting assistant.
4 Accounting software.
5 Transaction log.
6 Journal accounting
book.
7 Tax payment (VAT,
ICA, source
redemption).
8. Management of credits
with third parties (e.g.
banks, corporations)
9. Analysis of financial
statement information.
INVENTORY AND WAREHOUSE MANAGEMENT
Item Elements Compliant meets No Observations
. meets
1 Classification by
product lines.
2 Product coding (bar
code).
3 Barcode readers.
4 Managed shelves.
5 Signage of the aisles
within the warehouse.
6 Existence of
specialized inventory
management workers.
7 Label management.
8 Inventory protection
measures (against
Light, theft, humidity,
dust, etc.).
9 Inventory management
(control of product
rotation, orders and
expiration dates).
10 Accounting record of
the purchase and sale
operations of raw
materials, finished
 products and/or
merchandise.
11 Internal transportation
of inventories (e.g.
conveyor belts, forklifts,
elevators)
12. External transportation
for product distribution.
PRODUCTION MANAGEMENT (only applies to industrial companies)
Item Items meets No Observations
. meets
1. Production plant size.
(suitable or not for the
production process)
2. Number of operators
(workers who carry out
the production process).
3. Hours worked per day
in production.
4. Work shifts.
5. Machines they have for
the production process.
6. Machinery
maintenance
(preventive-corrective)
7. Health and safety
standards at work in
the production plant.
(signage, delimitation of
areas, fire
extinguishers,
8. Units produced per
day.
9. Production control
activities. (verification
of the quality of
manufactured products)
Annotations:
Signature of the person who collected the information.