Mobilization Preparation Checklist
|
Check
|
Task
|
Notes
|
| Primary Business Concerns | ||
| Decide whether to suspend or sustain operations |
|
|
| Designate key manager | ||
| Take inventory | ||
| Updating Your Business | ||
| Invest in training for yourself and your key managers | ||
| Legal and Administrative Concerns | ||
| Notify your legal and financial advisers about your deployment or potential of future mobilization | ||
| Assign power of attorney | ||
| Review Uniformed Services Employment and Reemployment Rights Act (USERRA) as needed | ||
| Review leases | ||
| Review Servicemembers Civil Relief Act | ||
| Review insurance status | ||
| Address the following: | ||
| Warranties/Guarantees: product, service, contract | ||
| Contracts and agreements: assignment, completion, non-complete, confidentiality, nondisclosure, franchise |
||
| Contingent legal problems: litigation, disputes, judgments | ||
| Strategic alliance agreements and obligations | ||
| Labor union agreements | ||
| Meet with employees to discuss future company objectives | ||
| Thoroughly review your business and identify problem areas | ||
| Review a list of assets and perform a physical inventory | ||
| Taxes | ||
| Notify IRS of your deployment status | ||
| Identify any unresolved tax issues | ||
| Check IRS for updated tax information | ||
| Other Financial Considerations | ||
| Review the financial portions of your updated business plan (See administrative issues) | ||
| Determine financial needs prior to mobilization | ||
| Contact your lenders | ||
| Inform and request assistance from vendors and creditors | ||
| Loan deferral or interest rate restructuring as needed | ||
| Update listing in Dun & Bradstreet | ||
| Review credit report | ||
| Review and update all signature authorities | ||
| Review existing business plan or create a business plan | ||
| Check credit rating | ||
| Review Military Reservist Economic Injury Disaster Loan (MREIDL) if needed | ||
| Healthcare Considerations | ||
| Determine eligibility for military transitional healthcare | ||
| Update your and your family’s status in the Defense Enrollment Eligibility Referral System (DEERS) | ||
| Review civilian insurance policy and decide whether to discontinue or change coverage | ||
| Change plans as appropriate and ensure proper enrollment/disenrollment dates | ||
| Explore veterans service organizations and small business association memberships for insurance plans | ||
| Marketing | ||
| Determine the needs of your current customers | ||
| Reanalyze your company’s competitive advantages in order to update your market strategy | ||
| Determine the best way to satisfy your customers' needs in the current market | ||
| List all current and prospective customers | ||
| Summarize competitors' products | ||
| Research your competitors' strengths and weaknesses | ||
| Obtain copies of your competitors’ annual reports | ||
| Examine the strength of the current market | ||
| If applicable, notify your customers that your business will be temporarily closing | ||
| Obtain and compare competitors’ annual reports for the financial condition of businesses, market share, and insight into future projects | ||
| Conduct market research to determine current market strength for your business sectorList business in CCR (Central Contractor Registration system) | ||
From Balancing Business and Deployment, U.S. Small Business Administration