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Checklists & Templates

Professional Tools to Strengthen Your Organization

Download practical checklists, templates, and guides developed by Integrity Advisory Group to improve operations, reduce risk, strengthen compliance, and make better business decisions.

All resources are professionally designed and immediately downloadable.

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FREE DOWNLOADS

All resources are free to download.

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READY TO USE

Practical tools you can implement right away.

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EXPERT DEVELOPED

Created by experienced professionals.

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PRACTICAL TOOLS

Designed for real-world business challenges.

EXPLORE OUR CHECKLISTS & TEMPLATES

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FINANCIAL & ACCOUNTING

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Financial Health Assessment Checklist

Evaluate the overall financial health of your organization.

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Monthly Bookkeeping Checklist

Stay organized with monthly accounting tasks.

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Internal Controls Assessment

Identify weaknesses before they become costly problems.

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​Cash Flow Planning Worksheet

Forecast cash flow and improve financial decisions.

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HUMAN RESOURCES

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Employee Onboarding Checklist

Standardize your hiring and onboarding process.

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Employee File Audit Checklist

Ensure personnel files remain compliant.

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HR Compliance Checklist

Review important employment law requirements.

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Workplace Investigation Intake Form

Collect the information needed before beginning an investigation.

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RISK MANAGEMENT

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Fraud Red Flags Checklist

Recognize warning signs of fraud and financial misconduct.

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Cybersecurity Best Practices Checklist

Protect your organization from common cyber threats.

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Vendor Due Diligence Checklist

Reduce risk before entering vendor relationships.

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Business Risk Assessment Worksheet

Identify operational, financial, and compliance risks.

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NONPROFIT RESOURCES

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Board Governance Checklist

Help your board remain compliant and effective.

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Grant Compliance Packlist

Track grant requirements and reporting deadlines.

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Nonprofit Financial Health Scorecard

Evaluate organizational financial stability.

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Internal Controls for Nonprofits

Reduce fraud risk while improving accountability.

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LEADERSHIP & OPERATIONS

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Strategic Planning Template

Create a practical roadmap for organizational growth.

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Meeting Agenda
Template

Conduct productive leadership meetings.

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Performance Improvement Plan Template

Help supervisors document coaching efforts.

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Standard Operating Procedure (SOP) Template

Document repeatable business processes.

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NEED MORE THAN A CHECKLIST?

Our consultants can help implement these tools within your organization through consulting, training, investigations, financial advisory, and compliance services.

Let's build stronger systems and achieve better results together.

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