Free Print Shop Planning Checklist

Review your shop, align your team, and build a clearer plan for what comes next.

Every shop typically conducts a year-end review, but sometimes it's just a tally of orders and a check of what's on the books. Planning your shop's growth is more effective when you know exactly what to review and improve. This free checklist, created by Fabric, a coaching group for print shops, helps you evaluate performance, team, leadership, and goals.

What's Inside

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Business performance metrics worth tracking beyond just revenue.
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Profit and loan review guidance to ground decisions in real numbers.
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Team, leadership, and accountability check-ins to surface what's not working.
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Planning questions for goals, systems, and growth heading into next year.

Why Structure Your Review

A planning review that focuses only on revenue misses half the picture. Team accountability, leadership gaps, and operational bottlenecks often matter more to next year's growth than last year's sales numbers. Shops that skip a structured review tend to repeat the same problems year over year because nothing forces the conversation. A simple, repeatable checklist turns planning from a once-a-year scramble into a habit that actually changes outcomes. <em>**<strong>NOTE:</strong> This is a set of helpful tips. We still recommend consulting specialized professionals, such as accountants, for comprehensive business and financial advice. </em>

Download the Checklist

Fill out the form to get the free PDF checklist and use it as a practical reference for your next shop review.