Everything you should prepare — grouped, structured, and easy to follow
This page turns your daycare idea into a documentation system you can hand to licensing officers, contractors, staff, and banks. Use the checkboxes as you build each part. You can also print it to PDF for a clean planning binder.
📌 Fastest path to “open-ready”
Build the Business Plan + Financial Model, then complete the Licensing Binder policies and forms. These unlock everything else.
🏦 Loan-ready from day one
Your Funding & Loan Package is just your master plan + proof + estimates, organized like a lender’s due diligence folder.
1) Core “Master Plan” (the backbone of everything)
⭐ Highest priority
Business Plan — what to include
(copy checklist)
- Executive summary (1 page): concept, ages served, capacity, location, start date, funding ask.
- Business model: hours, pricing, enrollment ramp, waitlist strategy.
- Market analysis: neighborhood demand, competitor comparison, differentiators.
- Operations: staffing model, daily schedule, drop-off/pick-up flow, meals, supervision approach.
- Compliance & risk: licensing pathway, safety, contingency plans.
- Growth plan: 1–3 year expansion, programs, second location strategy.
Financial Model — recommended tabs
(structure)
- Startup costs: renos, equipment, deposits, licensing/permits, insurance.
- Staffing: roles, wages, benefits, coverage assumptions.
- Revenue: capacity by age group, enrollment ramp, subsidy assumptions.
- Operating expenses: rent, utilities, food, cleaning, supplies, software.
- Cash flow: break-even, worst-case scenario, contingency cash.
2) Licensing Application Binder
⚡ High priority
Policies — your “must include” list
(copy checklist)
- Health & safety: sanitation schedule, infection control, safe sleep, supervision rules.
- Emergency: evacuation, shelter-in-place, earthquake/fire response, drills, parent communication.
- Food & nutrition: menus, allergies, food handling.
- Medication: storage, consent, dosing record, administration process.
- Incident reporting: injury/illness/near-miss reporting and parent notification workflow.
- Child protection: mandatory reporting process + internal escalation.
- Transportation (if applicable): car seat policy, trip forms, driver requirements.
Suggested binder sections
(organization)
- A. Applications — completed forms, operator details, capacity plan.
- B. Facility — floor plan, room use, equipment lists, cleaning schedule.
- C. Policies — manual, safety, food, medication, incidents.
- D. Staffing — qualifications, onboarding checklist, CRC tracking.
- E. Parent & child forms — registration, consents, emergency contacts.
3) City of Vancouver Development & Permitting File
🏗️ Build + site
What your feasibility memo should cover
(copy checklist)
- Address + neighborhood: target families, local demand, competitor density.
- Space plan: classroom sizes, storage, staff room, kitchen/food area, outdoor access.
- Safety & access: entrances, controlled access, visibility lines for supervision.
- Renovation scope: what must be changed to meet childcare use requirements.
- Timeline & risk: long lead items, permit dependencies, contingency budget.
4) Operations “Playbooks”
🧠 Run the center
Forms to prepare (starter set)
(copy list)
- Child registration & emergency contacts
- Authorized pickup list
- Allergy & medical information
- Photo/video consent
- Field trip consent
- Behavior guidance agreement
- Illness exclusion acknowledgement
Parent handbook essentials
(must include)
- Hours, closures, late pickup policy
- Fees, payment methods, NSF policy
- Sick policy + return-to-care rules
- What to bring (clothes, diapers, etc.)
- Communication expectations + reporting format
- Inclusion statement and support approach
5) HR & Staffing Binder
👥 Team
Each staff file should contain
(copy checklist)
- Qualifications + certifications copies
- Criminal record check status & dates
- First aid / required training records
- Signed orientation checklist
- Emergency contact info for staff
6) Legal, Insurance, and Risk Documents
🧯 Protect
Note: This section is a planning checklist and not legal advice—use it to prepare what you’ll review with a lawyer and insurance broker.
7) Funding & Loan Package (bank-ready)
💸 Finance
8) Marketing & Sales Documents
📣 Fill spots
Flyer content structure (fast trust)
(copy list)
- Headline: “Safe, warm, structured care in Vancouver” (or your unique angle)
- Quick facts: ages, hours, location, contact
- What makes you different: curriculum style, outdoor time, nutrition, language, etc.
- Trust signals: staff qualifications, safety policies, communication style
- Clear CTA: “Join the waitlist” / “Book a tour”
9) Your “Single Source of Truth” Folder Structure
🗃️ Organize
01_BusinessPlan_&_Financials
02_Licensing_Applications
03_Policies_&_Manuals
04_Permits_&_Design_Plans
05_HR_&_Staffing
06_Parent_Forms_&_Handbook
07_Insurance_&_Legal
08_Marketing
+ Document_Control_Log.xlsx
- Document name
- Owner
- Version
- Last updated
- Next review date