Branch Office Checklist

Prepared By:

[YOUR NAME]
[YOUR COMPANY NAME]

1. Legal & Compliance

• Register the branch and obtain the required licenses.

• Ensure compliance with local tax and labor laws.

• Set up legal structure and intellectual property protection.

2. Financial Setup

• Open a local bank account.

• Establish accounting systems and payroll.

• Set up financial controls and tax registration.

3. Office & Infrastructure

• Secure office space and ensure safety compliance.

• Set up utilities, furniture, and equipment.

• Install security systems.

4. Staffing & HR

• Hire and onboard staff.

• Set up employee contracts, benefits, and payroll.

• Comply with local work permits and visa regulations.

5. IT & Technology

• Establish IT infrastructure (network, devices, software).

• Set up email, communication, and data security systems.

6. Marketing & Communication

• Implement local marketing strategy.

• Create marketing materials and a local digital presence.

7. Operations

• Develop standard operating procedures (SOPs).

• Set up supply chain and inventory management.

8. Risk Management

• Secure insurance for property and liability.

• Assess and mitigate operational risks.

9. Communication with HQ

• Set up reporting and communication systems with headquarters.

10. Launch & Review

• Plan branch opening and monitor initial operations.

• Conduct a review and address challenges.

Checklist Templates @ Template.net