Evelyn Clarke Portal

Project Management Roadmap:
Sky Learning Daycare

Evelyn Clarke

Founder/Managing Director

Consultant/Business Management: Farstar Vally L.L.C
Status: Phase 1 (Initiation)

💡 The "Compliance Folder"

Create a digital folder (or a physical binder) labeled "The Audit-Ready Kit." Every time one of these items is finished, pop the certificate or receipt in there. If a state inspector walks in, the owner just hands them the binder. It makes the owner look incredibly professional.

Phase 1: Legal & Identity (The Foundation)

Goal: Ensure the business is legally compliant and brand-ready.

[ ] Entity Formation: Finalize LLC registration and Articles of Incorporation.

[ ] Government Filings: Secure Business License and ensure State Compliance.

[ ] Intellectual Property: * Name Search & Registration (Copyright).

Logo Design & Trademarking.

[ ] Insurance & Legal: Secure Business Insurance and establish legal counsel.

Phase 2: Financial Architecture

Goal: Set up the "Money Engine" for transparency and tax readiness.

[ ] Banking Setup (Citizens Bank):
- Investment (Growth).

Tax Savings (Future obligations).

Savings (Emergency Fund).

Checking (Operations/Payroll).

[ ] Financial Systems: Implement QuickBooks and assign/hire an Accountant.

Phase 3: Digital Presence & Communication

Goal: Create the "Window" through which parents find the daycare.

[ ] Technical Setup: Email configuration and domain management.

[ ] Website Development:
- Core Pages: Home, About, Contact, Enrollment.

- Features: Payment Portal integration, Signup forms.

[ ] Content Engine: Launch the Blog and set up the Newsletter (Free Subscription model).

Phase 4: Operations & Human Resources

Goal: Build the "Internal Machine" to manage staff and students.

[ ] Writing Business Plan

[ ] HR Development: Define Benefits, Policies, and Systems.

[ ] Training: Create PowerPoint/Video training for onboarding and safety.

Employee Criminal Background Clearance (Child Abuse Clearance)

[ ] Roles & Staffing: Define duties for Reception, Coordinator, and Operations.

[ ] Maintenance: Establish a schedule for facility upkeep.

Phase 5: Marketing & Brand Exposure

Goal: Physical assets to attract and retain families.

[ ] Physical Assets: Business cards, Indoor/Outdoor signage, Vehicle magnets.

[ ] Merchandising: Staff uniforms, Laptop covers, and branded marketing supplies.

Project Management Roadmap:
Sky Learning Daycare

Consultant/Business Management: Farstar Vally L.L.C
Status: Phase 1 (Initiation)

🛠️ Consulting "To-Do" List (Immediate Actions)

Execute first:

Administrative: Conduct the Name Search and finalize the Email/Password setup.
Creative: Draft the Logo concept and Website sitemap.
Research: Compare Business Insurance quotes to present to the owner.

"Traffic Light" system. Mark items as Green (Completed), Yellow (In Progress), or Red (Needs Owner Input). This keeps them from feeling overwhelmed!

🚦 Business Registration & Compliance Checklist

Project: Sky Learning Daycare

Focus: Legal Foundation & Licensing

🔴 Phase A: Business Structure (Immediate Priority)

These must be completed before opening bank accounts or signing leases.

[ ] Name Availability Search: Confirm "Sky Learning Daycare" is available in the state registry and not trademarked by another entity.

[ ] Articles of Organization: File the formal LLC paperwork with the Secretary of State.

[ ] EIN Acquisition: Obtain an Employer Identification Number from the IRS (necessary for banking and hiring).

[ ] Operating Agreement: Draft the internal document outlining how the LLC is managed (even for a single-member LLC, this is vital for liability protection).

🟡 Phase B: Licensing & State Compliance (In Progress)

Daycares have higher compliance bars than standard businesses.

[ ] Department of Children & Families (DCF) Licensing: Apply for the specific state childcare license (requires inspections).

[ ] Zoning Permit: Ensure the physical location is zoned for a "Childcare Facility" by the local municipality.

[ ] Fire & Health Inspections: Schedule and pass inspections for smoke detectors, lead paint, water quality, and food prep areas.

[ ] Background Check System: Set up the state-mandated fingerprinting and background check process for all future hires.

🟡 Phase C: Legal & Protection

Mitigating risk for the owner.

[ ] Business Insurance Policy:
- Professional Liability: Specific to childcare errors/omissions.

- Workers' Comp: Required if you have even one employee.

General Liability: For accidents on-site.

[ ] Copyright & Trademark: * Register the business name with the state.

File for a Trademark on the "Sky Learning" logo to prevent copycats.