[{"data":1,"prerenderedAt":481},["ShallowReactive",2],{"document-checklist-site-selection-D13623":3},{"document":4,"label":23,"preview":11,"thumb":24,"thumb600":25,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":26,"breadcrumb":30,"related":38,"customDescModule":182,"customdescription":6,"mdFm":183,"mdProseHtml":480},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"CHECKLIST SITE SELECTION CRITERIA This checklist provides a structured framework to evaluate and compare potential sites for your project. Tailor it to match your specific needs and priorities, and use it to guide the site selection process effectively. Project Information: Project Name: ___________________________________________ Project Type (e.g., manufacturing plant, retail store, office): ___________________ Description of Project: __________________________________________________ Project Timeline: Start Date: ________ Completion Date: ________ Location Preferences: Geographic Location (e.g., city, region, state) Proximity to Suppliers Proximity to Target Market or Customers Accessibility for Employees Transportation Infrastructure (roads, ports, airports) Public Transportation Availability Tax Incentives or Benefits Zoning and Land Use Regulations Environmental Regulations Community and Neighborhood Compatibility Infrastructure and Utilities: Access to Water Supply Access to Electricity Natural Gas Availability Telecommunications and Internet Connectivity Sewer and Waste Disposal Access to Emergency Services (e.g., fire, police) Site Characteristics: Site Size and Acreage Topography and Ground Conditions Soil Quality and 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legal description]. GRANT OF LEASE Landlord, in consideration of the rents to be paid and the covenants and agreements to be performed and observed by the Tenant, does hereby lease to the Tenant and the Tenant does hereby lease and take from the Landlord the property described in Exhibit \"A\" attached hereto and by reference made a part hereof (the \"Leased Premises\"), together with, as part of the parcel, all improvements located thereon. LEASE TERM Total Term of Lease: The term of this Lease shall begin on the commencement date, as defined in Section b) of this Article 3, and shall terminate on [DATE]. Commencement Date: The \"Commencement Date\" shall mean the date on which the Tenant shall commence to conduct business on the Leased Premised, so long as such date is not in excess of [NUMBER] days subsequent to execution hereof. EXTENSIONS The parties hereto may elect to extend this Agreement upon such terms and conditions as may be agreed upon in writing and signed by the parties at the time of any such extension. DETERMINATION OF RENT The Tenant agrees to pay the Landlord and the Landlord agrees to accept, during the term hereof, at such place as the Landlord shall from time to time direct by notice to the Tenant, rent at the following rates and times: Annual Rent: Annual rent for the term of the Lease shall be [AMOUNT], plus applicable sales tax. Payment of Yearly Rent: The annual rent shall be payable in advance in equal monthly installments of one-twelfth (1/12th) of the total yearly rent, which shall be [AMOUNT], on the first day of each and every calendar month during the term hereof, and prorata for the fractional portion of any month, except that on the first day of the calendar month immediately following the Commencement Date, the Tenant shall also pay to the Landlord rent at the said rate for any portion of the preceding calendar month included in the term of this Lease. Reference to yearly rent hereunder shall not be implied or construed to the effect that this Lease or the obligation to pay rent hereunder is from year to year, or for any term shorter than the existing Lease term, plus any extensions as may be agreed upon. A late fee in the amount of [AMOUNT] shall be assessed if payment is not postmarked or received by Landlord on or before the tenth day of each month. USE OF PROPERTY BY TENANT The Leased Premises may be occupied and used by Tenant exclusively as a [DESCRIBE], to be known as a [DESCRIBE]. Nothing herein shall give Tenant the right to use the property for any other purpose or to sublease, assign, or license the use of the property to any Sub-Tenant, assignee, or licensee, which or who shall use the property for any other use. RESTRICTIONS ON USE Tenant shall not use the demised premises in any manner that will increase risks covered by insurance on the demised premises and result in an increase in the rate of insurance or a cancellation of any insurance policy, even if such use may be in furtherance of Tenant's business purposes. Tenant shall not keep, use, or sell anything prohibited by any policy of fire insurance covering the demised premises, and shall comply with all requirements of the insurers applicable to the demised premises necessary to keep in force the fire and liability insurance. WASTE, NUISANCE, OR UNLAWFUL ACTIVITY Tenant shall not allow any waste or nuisance on the demised premises, or use or allow the demised premises to be used for any unlawful purpose. DELAY IN DELIVERING POSSESSION This lease agreement shall not be rendered void or voidable by the inability of Landlord to deliver possession to Tenant on the date set forth in Section 3. Landlord shall not be liable to Tenant for any loss or damage suffered by reason of such a delay; provided, however, that Landlord does deliver possession no later than [date]. In the event of a delay in delivering possession, the rent for the period of such delay will be deducted from the total rent due under this lease agreement. No extension of this lease agreement shall result from a delay in delivering possession. SECURITY DEPOSIT The Tenant has deposited with the Landlord the sum of [AMOUNT] as security for the full and faithful performance by the Tenant of all the terms of this lease required to be performed by the Tenant. Such sum shall be returned to the Tenant after the expiration of this lease, provided the Tenant has fully and faithfully carried out all of its terms. In the event of a bona fide sale of the property of which the leased premises are a part, the Landlord shall have the right to transfer the security to the purchaser to be held under the terms of this lease, and the Landlord shall be released from all liability for the return of such security to the Tenant. TAXES Property Taxes: The Tenant shall be liable for all taxes levied against any leasehold interest of the Tenant or personal property and trade fixtures owned or placed by the Tenant in the Leased Premises. Real Estate Taxes: During the continuance of this lease Landlord shall deliver to Tenant a copy of any real estate taxes and assessments against the Leased Property. From and after the Commencement Date, the Tenant shall pay to Landlord not later than [NUMBER] days after the day on which the same may become initially due, all real estate taxes and assessments applicable to the Leased Premises, together with any interest and penalties lawfully imposed thereon as a result of Tenant's late payment thereof, which shall be levied upon the Leased Premises during the term of this Lease. Contest of Taxes: The Tenant, at its own cost and expense, may, if it shall in good faith so desire, contest by appropriate proceedings the amount of any personal or real property tax. The Tenant may, if it shall so desire, endeavor at any time or times, by appropriate proceedings, to obtain a reduction in the assessed valuation of the Leased Premises for tax purposes. In any such event, if the Landlord agrees, at the request of the Tenant, to join with the Tenant at Tenant's expense in said proceedings and the Landlord agrees to sign and deliver such papers and instruments as may be necessary to prosecute such proceedings, the Tenant shall have the right to contest the amount of any such tax and the Tenant shall have the right to withhold payment of any such tax, if the statute under which the Tenant is contesting such tax so permits. Payment of Ordinary Assessments: The Tenant shall pay all assessments, ordinary and extraordinary, attributable to or against the Leased Premises not later than [NUMBER] days after the day on which the same became initially due. The Tenant may take the benefit of any law allowing assessments to be paid in installments and in such event the Tenant shall only be liable for such installments of assessments due during the term hereof. ","Commercial Lease Agreement","19",145,"https://templates.business-in-a-box.com/imgs/1000px/lease-agreement-D1179.png","https://templates.business-in-a-box.com/imgs/250px/1179.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#1179.xml",{"title":6,"description":6},[97,100],{"label":98,"url":99},"Real Estate","real-estate-business",{"label":101,"url":102},"Business Checklists","business-checklists","lease agreement","/template/lease-agreement-D1179",{"description":106,"descriptionCustom":6,"label":107,"pages":108,"size":9,"extension":10,"preview":109,"thumb":110,"svgFrame":111,"seoMetadata":112,"parents":114,"keywords":118,"url":119},"Business Plan Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Statement of Confidentiality & Non-Disclosure This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature. The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent. [YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia. BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT. Table of Content Table of Content 3 Executive Summary 6 Business Description 6 Products and Services 6 The Market 6 The Opportunity 6 The Solution 6 Competition 6 Operations 7 Management Team 7 Risks & Opportunity 7 Financial Summary 8 Capital Requirements 9 1. Business Description 10 1.1 Mission Statement 10 1.2 Values and Vision 10 1.3 Industry Overview 10 1.4 Company Description 10 1.5 History and Current Status 10 1.6 Goals and Objectives 10 1.7 Critical Success Factors 11 1.8 Company Ownership 11 2. Products / Services 12 2.1 Products / Services Description 12 2.2 Unique Features or Proprietary Aspects 12 2.3 Research and Development 12 2.4 Production 12 2.5 New and Follow-on Products & Services 12 3. The Market 13 3.1 Industry Analysis 13 3.2 Market Analysis 13 3.3 Competitor Analysis 14 4. Marketing & Sales 15 4.1 Introduction 15 4.2 Market Segmentation Strategy 15 4.3 Targeting Strategy 15 4.4 Positioning Strategy 15 4.5 Product / Service Strategy 15 4.6 Pricing Strategy 16 4.7 Distribution Channels 16 4.8 Promotion and Advertising Strategy 16 4.9 Sales Strategy 16 4.10 Sales Forecasts 16 5. Development 17 5.1 Development Strategy 17 5.2 Development Timeline 17 5.3 Development Expenses 17 6. Management 18 6.1 Company Organization 18 6.2 Management Team 18 6.3 Management Structure and Style 19 6.4 Ownership 19 6.5 Professional and Advisory Support 20 6.6 Board of [Advisors OR Directors] 20 7. Operations 21 7.1 Operations Strategy 21 7.2 Scope of Operations 21 7.3 Ongoing Operations 21 7.4 Location 21 7.5 Personnel 21 7.6 Production 21 7.7 Operations Expenses 22 7.8 Legal Environment 22 7.9 Inventory 22 7.10 Suppliers 22 7.11 Credit Policies 23 8. Financials 24 8.1 Start-up Costs 24 8.2 Income Statement 25 8.3 Balance Sheet 26 8.4 Cash Flow 27 8.5 Break-Even Analysis 28 8.6 Financial History and Analysis 28 9. Offering / Funding Request 30 9.1 Offer 30 9.2 Capital Requirements 30 9.3 Risk/Opportunity 30 9.4 Valuation of Business 30 9.5 Exit Strategy 30 10. Implementation 31 10.1 Year 1 31 10.2 Subsequent years 31 10.3 Contingency plan 31 Executive Summary Business Description Provide a brief description of your company. The opening paragraphs should introduce what you do and where. Products and Services This should include a very brief overview and description of your products and services, with emphasis on distinguishing features. The Market Provide a brief description of the market you will be competing in. Here you will define your market, how large it is, and how much of the market share you expect to capture. The Opportunity Describe the problem or the pain that the customer feels in order to establish that your business is really offering value to the customer. The Solution The solution is your product or service! However, if you want to set apart from the competition, your solution must be different and unique. Competition Identify the direct and indirect competitors, with analysis of their pricing and promotional strategies, as well as an assessment of their competitive advantage. Main Competitors Name Sales Market Share Nature/Type Operations Briefly outline how you will implement all of the above and include a brief description of the organizational structure and the expense and capital requirements for operation. Management Team Who's the management team? What's their background and skills? Risks & Opportunity Explain why you are in business along with the reasons why you will be able to take advantage of this opportunity. Financial Summary Summarize and explain briefly the key numbers of the business and the assumptions (sales, profit, loss etc.). Income Statement Summary Year 1 Year 2 Year 3 Year 4 Year 5 Revenue Cost of Goods Sold Gross Profit Total Expenses Income Before Tax Less: Income Tax Net Income Balance Sheet Summary Year 1 Year 2 Year 3 Year 4 Year 5 Assets Liabilities Equity Capital Requirements Clearly state the capital needed to start or expand your business. Summarize how much money has been invested in the business to date and how it is being used. Source of Funds: Sources Amount Percentage Owner's Contribution Term Loan New Equity Financing Total Use of Funds: Category Amount Percentage Sales & Marketing Capital Expenditures G & A Expenses Other Total 1. Business Description 1.1 Mission Statement A mission statement is a brief explanation of your company's reason for being. Keep your mission statement to one or two sentences. 1.2 Values and Vision Write the values that drive your business. Explain the visions of your business. 1.3 Industry Overview Write the size of your industry, the sectors it includes; key information on industry markets, demographics and niche areas; the major players in your industry (suppliers, distributors); key industry and economic trends affecting your industry. 1.4 Company Description Describe your business and explain why investors and lenders should be interested in getting involved in your business idea. 1.5 History and Current Status Explain the history of your business and what you have accomplished; explain were you are right now. 1.6 Goals and Objectives Explain the goals and objectives that you follow. They must be measurable with a timeframe. 1.7 Critical Success Factors Ex: In order to reach our goals and objectives, we must: 1.8 Company Ownership Identify the owners, their number of shares and % of ownership. Ownership of Company As of [Date] Name Title (if Applicable) Number of Shares Percentage TOTAL 2. Products / Services 2.1 Products / Services Description Provide a list of products and/or services offered. Provide as many details as possible. For each product/service, describe the main features and benefits. State at what stage of growth your product/service is in. 2.2 Unique Features or Proprietary Aspects Explain the unique value-added characteristics of your product line or service and how these value-added characteristics will in turn give your business a competitive advantage. 2.3 Research and Development List what your Research and Development has accomplished in the past such as innovative products or services. If there are any plans for the future, give the percentage of revenue or dollar amount that will be allocated and the duration of the plan. 2.4 Production List the critical factors in the production of your product or delivery of the service","Business Plan","31","https://templates.business-in-a-box.com/imgs/1000px/business-plan-template-D12528.png","https://templates.business-in-a-box.com/imgs/250px/12528.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12528.xml",{"title":113,"description":6},"business plan",[115,117],{"label":18,"url":116},"business-plan-kit",{"label":18,"url":116},"business plan template","/template/business-plan-template-D12528",{"description":121,"descriptionCustom":6,"label":122,"pages":8,"size":9,"extension":10,"preview":123,"thumb":124,"svgFrame":125,"seoMetadata":126,"parents":128,"keywords":127,"url":133},"FEASIBILITY STUDY SHEET EXECUTIVE SUMMARY Brief overview of the project or business idea Key findings and recommendations INTRODUCTION Purpose of the feasibility study Scope of the project or business idea Background information MARKET ANALYSIS Description of the market Target audience and demographic analysis Competitor analysis Demand assessment Market trends and future outlook TECHNICAL FEASIBILITY Analysis of the technological requirements Availability and sourcing of technology Required infrastructure and resources Technical challenges and risk assessment ORGANIZATIONAL & OPERATIONAL FEASIBILITY Organizational structure Operational workflow Human resource requirements ","Feasibility Study","https://templates.business-in-a-box.com/imgs/1000px/feasibility-study-D13880.png","https://templates.business-in-a-box.com/imgs/250px/13880.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13880.xml",{"title":127,"description":6},"feasibility study",[129,130],{"label":18,"url":116},{"label":131,"url":132},"Starting a Business","starting-a-business","/template/feasibility-study-D13880",{"description":135,"descriptionCustom":6,"label":136,"pages":137,"size":9,"extension":10,"preview":138,"thumb":139,"svgFrame":140,"seoMetadata":141,"parents":143,"keywords":142,"url":150},"Market Analysis Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Table of Content 1. Problem Definition 2 2. Market Size and Trends 3 3. Industry Overview and Characteristics 4 4. Market Potential and Opportunities 6 5. Risks and Challenges 7 6. Companies & Products in the Market 8 7. Conclusion and Recommendation 9 1. Problem Definition In a world where customers make the rules, the organization of information and knowledge has become the prime mover in creating competitive advantage. Since we have entered into the information age, market power has been rapidly shifting from sellers to buyers. Nevertheless, there is still a lot to do regarding the management of customer relationships in order to fulfill the widening chasm that separates customers and marketers. Part of the solution may be to stop to sell, and to empower customers to buy. No one ever said consumerism was easy. At one end, the poor consumer faces a bewildering array of goods and services. On the other, vendors contend with a diverse and fragmented marketplace that makes finding the right set of customers akin to finding the proverbial needle in the haystack. And in between are the billions misspent on muffed purchases and broken marketing campaigns that serve only to stuff mailboxes and alienate the very customers that vendors are trying to attract. The advent of the Internet has only intensified the problem by offering consumers even greater choice, vendors more competition, and new communication means to advertisers - which is just more exasperating consumers! More specifically, the market study addresses: [DESCRIBE] The problem definition must state that sufficient potential demand exists for [COMPANY]'s [PRODUCTS/SERVICES] as proposed. 2. Market Size and Trends Target Market Area Definition The target market (TM) is defined as [DESCRIBE]. The analysis must describe and justify the basis for defining the boundaries of the TM. Use of complete demographic and geographical factors is definitely encouraged. Secondary market areas may be delineated as a subset of the entire market, though the study must include the basis for considering the secondary market. Competition Identify the direct and indirect competitors, with analysis of their pricing and promotional strategies, as well as an assessment of their competitive advantage. Fill in the table below. Competitor 1 Competitor 1 Competitor 3 Market Share Sales Nature/Type Location Time in Business Target Market Uniqueness Factor SWOT Website Social Media Channels 3. Industry Overview and Characteristics Early technical and market developments as well as initial user reactions already indicate that [PRODUCTS/SERVICES] has a significant role to play in the advancement and evolution of [MARKET]. Early signs are that [MARKET] will explode in the next years! When [PRODUCTS/SERVICES] exploded in popularity, it was often portrayed as competition for [IDENTIFY] for the attention of potential clients. Now, however, as [DESCRIBE], it's becoming an alternative. But [PRODUCTS/SERVICES] do more than just serve as [DESCRIBE]. Businesses are beginning to make greater use of [PRODUCTS/SERVICES]. And new technology, services and tools are making it more useful in the enterprise. The Industry Describe your industry like the current situation (growing, maturing, declining), the size, the level of competition; trends and drivers; PESTLE etc. Be concise then fill the chart below. Factor Description Political Economical Social Technological Environmental SWOT Analysis Strength What are your strengths ? What do you do better than others ? What unique capabilities and resources do you possess ? What do others perceive as your strengths ? Weaknesses What are your weaknesses ? What do your competitors do better than you ? What can you improve, given the current situation ? What do others perceive as your weaknesses ? Opportunities What trends or conditions may positively impact you ? What opportunities are available to you ? 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Covers zoning, demographics, costs, accessibility, and competition. Free Word and PDF download.","site selection checklist",[189,190,191,192,193,194,195],"site selection checklist template","business location checklist","site evaluation checklist","retail site selection checklist","commercial site selection template","location analysis checklist","business site checklist free download",{"name":197,"credential":198,"reviewed_date":199},"Bruno Goulet","CEO, Business in a Box","2026-05-02",{"difficulty":201,"legal_review_recommended":182,"signature_required":182},"easy",{"what_it_is":203,"when_you_need_it":204,"whats_inside":205},"A Checklist Site Selection is a structured evaluation form used to assess and compare candidate locations for a business operation — whether a retail store, office, warehouse, restaurant, or franchise unit. This free Word download gives you a consistent scoring framework you can complete for each shortlisted site and share with stakeholders before committing to a lease or purchase.\n","Use it whenever you are evaluating two or more physical locations for a new or relocated business operation and need a documented, side-by-side comparison to support a final decision.\n","Demographic and trade-area data, zoning and permitted use confirmation, site access and visibility scoring, lease or purchase cost fields, competitor proximity, infrastructure and utilities assessment, and a summary scoring section for final comparison across candidate sites.\n",[207,211,215,219,223,227],{"title":208,"use_case":209,"icon_asset_id":210},"Retail entrepreneurs","Comparing storefront locations before signing a commercial lease","persona-retailer",{"title":212,"use_case":213,"icon_asset_id":214},"Franchise applicants","Meeting franchisor site approval requirements with documented evaluation data","persona-franchise-applicant",{"title":216,"use_case":217,"icon_asset_id":218},"Restaurant owners","Assessing foot traffic, parking, and kitchen infrastructure at candidate sites","persona-small-business-owner",{"title":220,"use_case":221,"icon_asset_id":222},"Real estate managers","Standardizing location assessments across a multi-site portfolio","persona-operations-director",{"title":224,"use_case":225,"icon_asset_id":226},"Operations directors","Documenting site due diligence for board or investor approval of a new location","persona-ceo",{"title":228,"use_case":229,"icon_asset_id":218},"Small business owners","Evaluating a first physical location without a dedicated real estate team",[231,235,238,241,245,248,252],{"situation":232,"recommended_template":233,"slug":234},"Evaluating a retail storefront in a shopping center","Retail Site Selection Checklist","checklist-site-selection-D13623",{"situation":236,"recommended_template":237,"slug":234},"Assessing a warehouse or distribution facility","Warehouse Site Selection Checklist",{"situation":239,"recommended_template":240,"slug":234},"Selecting a restaurant or food-service location","Restaurant Site Selection Checklist",{"situation":242,"recommended_template":243,"slug":244},"Comparing office locations for a professional services firm","Office Location Checklist","checklist-office-supplies-D13537",{"situation":246,"recommended_template":247,"slug":234},"Reviewing a site as part of a franchise territory approval process","Franchise Site Approval Checklist",{"situation":249,"recommended_template":250,"slug":251},"Documenting a completed site visit for internal records","Site Visit Report","visit-our-new-website-D1452",{"situation":253,"recommended_template":89,"slug":254},"Formalizing the lease commitment after site approval","lease-agreement-D1179",[256,259,262,265,268,271,274,277,280,283],{"term":257,"definition":258},"Trade Area","The geographic zone from which a business location draws the majority of its customers, typically defined by drive time or radius distance.",{"term":260,"definition":261},"Zoning Classification","A municipal designation that determines which business activities are legally permitted on a given parcel of land.",{"term":263,"definition":264},"Foot Traffic","The number of pedestrians passing a site during a defined period, used as a proxy for walk-in customer potential.",{"term":266,"definition":267},"Ingress / Egress","Entry and exit access points for vehicles and pedestrians at a site — assessed for safety, visibility, and ease of use.",{"term":269,"definition":270},"Co-tenancy","The presence of complementary neighboring businesses (anchor tenants or compatible retailers) that generate shared customer flow.",{"term":272,"definition":273},"NNN (Triple Net Lease)","A commercial lease structure in which the tenant pays base rent plus property taxes, building insurance, and maintenance costs.",{"term":275,"definition":276},"Demographic Profile","Population data for a defined trade area — including age, income, household size, and spending habits — used to gauge customer fit.",{"term":278,"definition":279},"Buildout Cost","The capital expenditure required to fit out a raw or existing space to the tenant's operational specifications.",{"term":281,"definition":282},"Anchor Tenant","A large, high-traffic retailer or business that attracts customers to a center and benefits smaller co-located tenants.",{"term":284,"definition":285},"Visibility Index","A qualitative or scored measure of how easily a location can be seen by passing vehicle and pedestrian traffic.",[287,292,297,302,307,312,317,322,327],{"name":288,"plain_english":289,"sample_language":290,"common_mistake":291},"Site Identification","Records the candidate location's address, property type, listing agent or landlord contact, and the date the assessment was completed.","Site Address: [FULL ADDRESS] | Property Type: [RETAIL / OFFICE / WAREHOUSE] | Landlord/Agent: [NAME, CONTACT] | Assessment Date: [DATE]","Omitting the assessment date — when evaluating multiple sites over several weeks, undated checklists become impossible to sequence or compare accurately.",{"name":293,"plain_english":294,"sample_language":295,"common_mistake":296},"Zoning and Permitted Use","Confirms the current zoning classification, verifies the intended business activity is permitted, and flags any variance or conditional use permit required.","Zoning Class: [C-2 / M-1 / B-3] | Intended Use Permitted: [YES / NO / CONDITIONAL] | Variance Required: [YES / NO] | Planning Contact: [NAME, PHONE]","Assuming permitted use without contacting the local planning department. A zoning classification that sounds commercial may still prohibit specific activities such as food service or drive-through operations.",{"name":298,"plain_english":299,"sample_language":300,"common_mistake":301},"Demographic and Trade-Area Data","Captures population count, median household income, daytime population, and customer-profile fit within the primary and secondary trade area.","Primary Trade Area (X-mile radius): Population [#], Median HHI $[#], Daytime Population [#] | Customer Profile Match: [STRONG / MODERATE / WEAK]","Using national or city-wide demographic averages instead of trade-area-specific data. A high-income city can contain micro-markets with very different spending patterns within a 1-mile radius.",{"name":303,"plain_english":304,"sample_language":305,"common_mistake":306},"Visibility and Signage","Scores how easily the site is seen from the road, whether monument or building signage is permitted, and the estimated visibility distance.","Road Visibility: [HIGH / MEDIUM / LOW] | Signage Permitted: [YES / NO / PENDING APPROVAL] | Visibility Distance: [X] feet | Nearest Traffic Signal: [X] feet","Evaluating visibility on foot rather than at driving speed. A sign that reads clearly when walking may be invisible to drivers approaching at 40 mph.",{"name":308,"plain_english":309,"sample_language":310,"common_mistake":311},"Access and Parking","Documents vehicle ingress and egress points, number of dedicated parking spaces, shared parking arrangements, and ADA compliance.","Dedicated Parking Spaces: [#] | Shared Parking: [YES / NO, terms: ] | Ingress Points: [#] | ADA Compliant: [YES / NO] | Truck Access: [YES / NO]","Counting total parking spaces in a shared lot without confirming how many are actually available during peak business hours.",{"name":313,"plain_english":314,"sample_language":315,"common_mistake":316},"Lease or Purchase Economics","Records base rent per square foot, lease type (NNN, gross, modified gross), lease term, tenant improvement allowance, and estimated buildout cost.","Base Rent: $[X]/sq ft/yr | Lease Type: [NNN / GROSS] | Term: [X] years | TI Allowance: $[X] | Estimated Buildout Cost: $[X] | Total Occupancy Cost: $[X]/mo","Comparing sites on base rent alone without calculating total occupancy cost. A lower-rent NNN site often costs more per month than a higher-rent gross-lease site once taxes and CAM charges are added.",{"name":318,"plain_english":319,"sample_language":320,"common_mistake":321},"Infrastructure and Utilities","Confirms adequacy of electrical service, HVAC, plumbing, internet connectivity, and any operational infrastructure specific to the business type.","Electrical Service: [X] amps / [X] volts | HVAC: [EXISTING / TO BE INSTALLED] | Internet: [FIBER / CABLE / DSL] | Special Requirements: [GREASE TRAP / 3-PHASE POWER / LOADING DOCK]","Deferring infrastructure checks to after lease signing. Upgrading electrical service or adding a grease trap can add $20,000–$80,000 in unbudgeted buildout costs.",{"name":323,"plain_english":324,"sample_language":325,"common_mistake":326},"Competitive Proximity","Maps direct and indirect competitors within the trade area, notes their distance from the site, and assesses whether their presence helps or harms customer flow.","Nearest Direct Competitor: [NAME] at [X] miles | Complementary Businesses Nearby: [LIST] | Competition Assessment: [FAVORABLE / NEUTRAL / UNFAVORABLE]","Treating all nearby competitors as negative. In categories like restaurants, auto services, and furniture retail, clustering with competitors can increase total customer traffic to the area.",{"name":328,"plain_english":329,"sample_language":330,"common_mistake":331},"Summary Score and Recommendation","Aggregates weighted scores from each evaluation category into a single total, enabling direct comparison across all candidate sites.","Total Weighted Score: [X / 100] | Compared to [SITE B]: [HIGHER / LOWER] | Recommendation: [PROCEED / HOLD / REJECT] | Reviewer: [NAME, TITLE]","Assigning equal weight to every category. Rent and zoning are deal-breakers; parking and signage are negotiable. Weight the checklist to reflect which criteria are actually non-negotiable for your business model.",[333,338,343,348,353,358,363],{"step":334,"title":335,"description":336,"tip":337},1,"Complete a separate checklist for each candidate site","Print or duplicate the template once per location under consideration. Fill in the site identification block with the address, property type, landlord contact, and assessment date before visiting the site.","Assign each site a code (Site A, Site B, Site C) at the top so you can reference them consistently in stakeholder discussions without revealing addresses prematurely.",{"step":339,"title":340,"description":341,"tip":342},2,"Verify zoning and permitted use before visiting","Call or email the local planning or zoning department to confirm the current classification and that your intended business activity is permitted as of right. Note whether a variance or conditional use permit is required and the typical timeline.","Zoning lookups on municipal GIS portals are a quick starting point, but always confirm verbally — online data can lag rezoning decisions by 6–12 months.",{"step":344,"title":345,"description":346,"tip":347},3,"Pull trade-area demographic data","Use a source such as the US Census Bureau, Esri Business Analyst, or a free tool like SitesUSA to pull population, income, and daytime population data for the primary trade area radius relevant to your business type.","For most retail businesses, a 1-mile, 3-mile, and 5-mile ring gives enough granularity. For destination businesses, extend to 10 miles.",{"step":349,"title":350,"description":351,"tip":352},4,"Conduct a drive-by and on-site inspection","Visit the site at the time of day your business would peak — not just at a convenient time for the landlord's tour. Assess visibility at driving speed, count parking spaces, walk the ingress and egress routes, and photograph anything that needs follow-up.","Visit on both a weekday and a weekend if your target customer mix differs across those days.",{"step":354,"title":355,"description":356,"tip":357},5,"Calculate total occupancy cost, not just base rent","Add base rent, NNN charges (estimated property tax, insurance, and CAM), estimated utilities, and any required buildout amortized over the lease term. Enter the monthly total in the lease economics field.","Ask the landlord for last year's actual NNN reconciliation statement — projected NNN estimates are routinely 15–25% below actual charges in the first year.",{"step":359,"title":360,"description":361,"tip":362},6,"Score each field and calculate the weighted total","Assign numerical scores (e.g., 1–5) to each evaluation category. Multiply each score by the weight you assigned that category, then sum to get the site's total weighted score.","Set your minimum acceptable score threshold before you start evaluating sites — deciding the cutoff in advance prevents the best available site from winning by default regardless of its absolute quality.",{"step":364,"title":365,"description":366,"tip":367},7,"Compare scores and document your recommendation","Place all sites' summary scores side by side in the final recommendation field. Note any deal-breaker flags — zoning issues, insufficient parking, or unacceptable buildout costs — that override a high score.","A written recommendation with a clear rationale protects you in partnership or franchisor approval processes where the decision will be reviewed by others.",[369,373,377,381],{"mistake":370,"why_it_matters":371,"fix":372},"Evaluating all sites on the same visit day","Traffic patterns, parking availability, and foot traffic vary significantly by day and time. A single visit produces a snapshot, not an accurate picture of operating conditions.","Visit each site at least twice — once during peak hours for your business type and once at a slower period — and record conditions each time.",{"mistake":374,"why_it_matters":375,"fix":376},"Comparing base rent without calculating total occupancy cost","A $25/sq ft NNN site routinely costs $8–$12/sq ft more per year than the headline rent once taxes, insurance, and CAM are added, making it more expensive than a $32/sq ft gross lease.","Build a total monthly occupancy cost figure for every site that includes all fixed and variable costs before making any comparison.",{"mistake":378,"why_it_matters":379,"fix":380},"Skipping the infrastructure assessment","Discovering after signing that the site requires a $50,000 electrical upgrade or a grease-trap installation can eliminate the entire tenant improvement allowance and push the opening timeline back by months.","Complete the infrastructure field — including electrical capacity, HVAC condition, and any specialized requirements for your operation — before entering lease negotiations.",{"mistake":382,"why_it_matters":383,"fix":384},"Using a single unweighted checklist score to make the final decision","If zoning is unresolvable or parking is below your minimum, a high score in demographics or rent does not make a site viable. A flat score can mask a single deal-breaking deficiency.","Flag any field with a score below your non-negotiable threshold as an automatic disqualifier, regardless of the site's total weighted score.",[386,389,392,395,398,401,404,407],{"question":387,"answer":388},"What is a site selection checklist?","A site selection checklist is a structured evaluation form used to assess and compare candidate locations for a business operation. It organizes the key factors — zoning, demographics, access, cost, competition, and infrastructure — into a consistent scoring framework so decision-makers can compare multiple sites on the same criteria and document the rationale for the final choice.\n",{"question":390,"answer":391},"What criteria should a site selection checklist cover?","At minimum, a site selection checklist should cover zoning and permitted use, trade-area demographics, foot traffic and visibility, vehicle access and parking, lease or purchase economics (including total occupancy cost), infrastructure and utilities, competitor proximity, and a summary scoring section. Businesses with specific operational requirements — food service, healthcare, manufacturing — should add category-specific fields.\n",{"question":393,"answer":394},"How many sites should I evaluate before choosing a location?","Evaluating at least three candidate sites gives you enough data for a meaningful comparison. Real estate brokers typically present five to ten options; narrowing to three finalists before conducting full checklist assessments is a practical approach. Evaluating only one site eliminates competitive leverage in lease negotiations and may cause you to overlook a superior option nearby.\n",{"question":396,"answer":397},"Do I need a real estate broker to use a site selection checklist?","No. The checklist is designed to be completed by the business owner, operations manager, or franchise applicant without professional real estate support. A broker adds value in market access, landlord negotiations, and local knowledge — but the structured evaluation the checklist provides is equally useful whether you engage a broker or search independently.\n",{"question":399,"answer":400},"How does a site selection checklist differ from a commercial lease agreement?","A site selection checklist is an internal evaluation tool used before committing to a location. A commercial lease agreement is the legally binding contract signed after a site is selected. The checklist informs and documents the selection decision; the lease formalizes the financial and legal obligations that follow it.\n",{"question":402,"answer":403},"Can I use the same checklist for different types of business locations?","The core framework applies across most location types, but you should adapt specific fields to match the operation. A restaurant checklist needs grease-trap and hood-ventilation fields; a warehouse checklist needs dock height and clear-span ceiling fields; an office checklist prioritizes internet connectivity and conference room capacity. The template is designed to be edited to fit your business type.\n",{"question":405,"answer":406},"How should I weight the scoring categories?","Assign higher weights to criteria that are non-negotiable or difficult to change after signing. Zoning, total occupancy cost, and minimum parking requirements are typically highest-weight because they cannot be improved by negotiation or investment. Visibility, co-tenancy, and signage are lower-weight because they can often be partially addressed through marketing or physical improvements.\n",{"question":408,"answer":409},"What happens if two sites score the same?","A tied score usually signals that neither site is clearly superior and that the decision hinges on qualitative factors not fully captured by the checklist — landlord flexibility, lease commencement timing, or strategic neighborhood positioning. In a tie, return to the non-negotiable fields first; if those are equal, the site with the stronger lease terms or lower buildout cost typically offers the lower overall risk.\n",[411,415,419,423],{"industry":412,"icon_asset_id":413,"specifics":414},"Retail","industry-retail","Foot traffic counts, anchor-tenant co-tenancy, storefront visibility score, and parking ratio per 1,000 sq ft of gross leasable area.",{"industry":416,"icon_asset_id":417,"specifics":418},"Food and Beverage","industry-food-beverage","Kitchen infrastructure confirmation (grease trap, hood, 3-phase power), drive-through feasibility, and proximity to lunch-hour office or residential density.",{"industry":420,"icon_asset_id":421,"specifics":422},"Healthcare","industry-healthtech","ADA accessibility requirements, medical zoning classification, proximity to referring physicians or hospitals, and patient parking minimums.",{"industry":424,"icon_asset_id":425,"specifics":426},"Manufacturing","industry-manufacturing","M-1 or M-2 zoning confirmation, dock-height loading access, electrical service capacity (3-phase, 400A+), and floor load rating.",[428,431,434,438],{"vs":250,"vs_template_id":429,"summary":430},"D{SITE_VISIT_REPORT_ID}","A site visit report is a narrative document capturing observations from a single property inspection. A site selection checklist is a scored evaluation framework applied consistently across multiple candidate sites to enable direct comparison. Use the checklist during the selection process; produce a site visit report for each finalist as a supporting record.",{"vs":89,"vs_template_id":432,"summary":433},"D{COMMERCIAL_LEASE_ID}","A commercial lease agreement is the legally binding contract signed after a site is chosen. The site selection checklist is the pre-decision evaluation tool that determines which site to lease. The checklist informs the decision; the lease formalizes the commitment. Both documents should be retained as part of the location file.",{"vs":435,"vs_template_id":436,"summary":437},"Real Estate Due Diligence Checklist","D{RE_DUE_DILIGENCE_ID}","A real estate due diligence checklist covers legal, title, and structural inspection items needed to close a property transaction. A site selection checklist focuses on operational fit — demographics, access, zoning, and economics — for a business operator. Purchasers of commercial property typically need both.",{"vs":107,"vs_template_id":439,"summary":440},"D{BUSINESS_PLAN_ID}","A business plan defines the overall strategy, market opportunity, and financial model for a business. A site selection checklist is a tactical tool used at a specific decision point within that strategy — when physical location must be chosen and documented. The site economics captured in the checklist feed directly into the operations and financial sections of the business plan.",{"use_template":442,"template_plus_review":446,"custom_drafted":450},{"best_for":443,"cost":444,"time":445},"Small business owners, first-time retail operators, and franchise applicants evaluating up to five candidate sites","Free","1–2 hours per site",{"best_for":447,"cost":448,"time":449},"Multi-unit operators or businesses with complex infrastructure or zoning requirements","$500–$2,000 for a commercial real estate broker or site consultant review","2–5 days",{"best_for":451,"cost":452,"time":453},"National retailers, franchise systems, or developers evaluating dozens of sites with standardized scoring models","$3,000–$15,000 for a custom GIS-integrated site evaluation system","2–6 weeks",[254,455,456,457,458,459,460,461,462,463,464,465],"business-plan-template-D12528","feasibility-study-D13880","market-analysis-D12771","financial-projections_12-months-D360","swot-analysis-D12676","project-plan-D12775","checklist-customer-due-diligence-D13916","restaurant-business-plan-D12047","non-profit-organization-business-plan-D12024","strategic-planning-template-D13857","purchase-order-D1411",{"emit_how_to":467,"emit_defined_term":467},true,{"primary_folder":469,"secondary_folder":470,"document_type":471,"industry":472,"business_stage":473,"tags":474,"confidence":479},"business-administration","checklists","checklist","general","all-stages",[475,471,476,477,478],"real-estate","operations","site-selection","location-evaluation",0.92,"\u003Ch2>What is a Checklist Site Selection?\u003C/h2>\n\u003Cp>A \u003Cstrong>Checklist Site Selection\u003C/strong> is a structured evaluation form used to assess and compare candidate locations for a business operation against a consistent set of criteria — zoning compliance, trade-area demographics, visibility, access, lease economics, infrastructure, and competitive proximity. Rather than relying on gut feel or a single site tour, it gives decision-makers a scored, side-by-side record of every location under consideration. The completed checklist becomes a documented rationale for the final choice, useful for internal approvals, franchisor sign-offs, investor reviews, or simply confirming that no critical factor was overlooked before signing a lease.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Choosing the wrong location is one of the most expensive and difficult-to-reverse mistakes a business can make. A lease commitment of five to ten years locks you into a site's foot traffic, parking constraints, and total occupancy cost long after the initial enthusiasm fades. Without a structured evaluation, critical factors — an electrical service too small for your equipment, a zoning classification that prohibits your intended use, or NNN charges that push monthly costs 30% above the quoted base rent — are discovered after signing rather than before. This template ensures every candidate site is evaluated on the same criteria, in the same order, with the same scoring logic, so the decision is made on evidence rather than whichever landlord pitched most convincingly. For franchise applicants and multi-unit operators, a completed checklist also satisfies the documentation requirements most franchisors and lenders require before approving a new location.\u003C/p>\n",1781185982620]