SW Retail Store Walk: Quarterly Version 1

• Site conducted

  Select

• Conducted on

  Date

• Prepared by

• MOD you are walking with and their position.

Customer Experience

• Greeter present?

  Yes

  No

  N/A

• Observations of staff and customer interactions

  Good

  Fair

  Poor

  N/A

• Is the facility clean?

  Good

  Fair

  Poor

  N/A

• Are all displays and assets up to date?

  Yes

  No

  N/A

• Sufficient amount of flyers?

  Yes

  No

  N/A

• Current Google review count?

• Are all digital and in-store menus accurate and up to date?

• Are employees actively engaging in suggestive selling and patient education?

  Yes

  No

  N/A

• Any repeat customer complaints that have not been resolved?

  Yes

  No

  N/A

Facilities

• Conduct a full facility walk-through (backroom, restrooms, storage, breakroom). Any issues?

  Yes

  No

  N/A

• Are all compliance postings visible and up to date?

  Yes

  No

  N/A

• Are there any open facility tickets?

  Yes

  No

  N/A

• How is the outside of the building?

  Good

  Fair

  Poor

  N/A

• What needs to be entered as a ticket?

• How is the interior of the building?

  Good

  Fair

  Poor

  N/A

• Rugs and Floor: Are the quarterly cleanings sufficient?

  Good

  Fair

  Poor

  N/A

• Are you vacuuming, sweeping and mopping regularly?

  Yes

  No

  N/A

• Do any Ceiling tiles need to be replaced?

  Good

  Fair

  Poor

  N/A

• TVs are on and functioning?

  Yes

  No

  N/A

• Are plants, real or fake, in good shape?

  Good

  Fair

  Poor

  N/A

• Please upload a photo showing the exterior of the dispensary.

  Media

Operations

• Evaluate the speed and efficiency of checkout

  Good

  Fair

  Poor

  N/A

• Is the compliance ID tool in place?

  Yes

  No

  N/A

• Doobie Decimal System in place?

  Yes

  No

  N/A

• FS Cabinet organized?

  Yes

  No

  N/A

• Check out counter clean and organized?

  Yes

  No

  N/A

• All Help Desk tickets are being maintained, no extended wait times?

  Yes

  No

  N/A

• Any outstanding questions/concerns for cross functional partners?

• EOM folder aligned?

  Yes

  No

  N/A

• Transport Manifest aligned?

  Yes

  No

  N/A

• Are weekly meeting notes regularly posted on the communication board or in store Teams?

  Yes

  No

  N/A

• Are important updates posted on the wall?

  Yes

  No

  N/A

• Are schedules posted 3 weeks out?

  Yes

  No

  N/A

• Is there any severely out of date information still up?

  Yes

  No

  N/A

• Is the pantry organized and labeled properly?

  Yes

  No

  N/A

• Team using BiBo?

  Yes

  No

  N/A

• Flyers are up to date

  Yes

  No

  N/A

Employee

• Open Door Policy up to date?

  Yes

  No

  N/A

• Comms Board up to date?

  Good

  Fair

  Poor

  N/A

• How are Weekly Retail meeting notes shared with team?

• Do all leaders have keys to the building?

  Yes

  No

  N/A

• Do all leaders know where the spare key is for the pantry?

  Yes

  No

  N/A

• Last All Hands meetings?

  Date

• Last Leadership meeting?

  Date

• Use of attendance tracker?

  Yes

  No

  N/A

• Accountability is maintained properly through documented 1-1's, coaching conversations and progressive discipline?

  Yes

  No

  N/A

• Effective scheduling at least 2 weeks in advance?

  Yes

  No

  N/A

• AOM creating schedule and being signed off by SM?

  Yes

  No

  N/A

• Schedule reflects business needs (pt under 30hrs, salaried 40hrs)

  Yes

  No

  N/A

• Are there any open reqs?

  Yes

  No

  N/A

• How many interviews have taken place?

• How has collaboration with TA been?

  Good

  Fair

  Poor

  N/A

• Is your Greenleaf Org Chart up to date?

  Yes

  No

  N/A

• All Term Pars and LOA Pars up to date?

  Yes

  No

  N/A

• Team utilizing training Journey Handbook for all new associates?

  Yes

  No

  N/A

• 30 & 60 day reviews both utilized?

  Yes

  No

  N/A

• GreenLeaf PTO requests are being utilized for all scenarios?

  Yes

  No

  N/A

• Current Zipline Readership

• Current Zipline Execution

• Current Zipline Engagement

• What does the team do in their downtime?

• Have employees completed all required training modules?

  Yes

  No

  N/A

• Are there any opportunities for leadership development?

  Yes

  No

  N/A

• What is the current employee turnover rate? Any retention concerns?

• All employees wearing their badge above their waist, visible to customers (this is a DOH requirement)

  Yes

  No

  N/A

• Appropriate music is playing

  Yes

  No

  N/A

Revenue

• How has the store’s customer count evolved quarter-over-quarter?

• Compare revenue trends over the past three months. Any seasonal shifts?

• Which product categories have increased or decreased in sales?

• How does this store’s KPIs compare to company averages?

• Last weeks Revenue

• Last week % to AOP

• Last week Transactions

• Last week Customers

• Last week First Time Patients

• Last week AOV

• Last week IPT

• Last month Revenue

• Last month % to AOP

• Last month Transactions

• Last month Customers

• Last month First Time Customers

• Last month AOV

• Last month IPT

• What day is your busiest day?

• What are your busiest hours?

• Current EBITDA $

• Current EBITDA %

• What is your rent?

• What is your Square Footage?

• Team build budget well maintained?

  Good

  Fair

  Poor

  N/A

• Operational/Store supply budget well maintained?

  Good

  Fair

  Poor

  N/A

• Have there been any new competitors in the area?

  Yes

  No

  N/A

• Are there any pricing or promotional trends that could impact sales?

  Yes

  No

  N/A

• What are competitors taking from your location?