xyz

• Location

• Audit Date

  Date

• Auditor Name

GM + AGM

Cash + Smartsheets

• Petty cash is not present at the dispensary?

  Yes

  No

  N/A

• Is the over/under being reflected in daily sales lines on SmartSheet?

  Yes

  No

  N/A

• Is the change safe set up correctly? Being counted twice daily and logged correctly?

  Yes

  No

  N/A

• Are change orders being completed in appropriate amounts and frequency?

  Yes

  No

  N/A

• Are cash counts occuring daily?

  Yes

  No

  N/A

• Does the cash on hand match the balance on SmartSheet?

  Yes

  No

  N/A

• Is the change safe balance the only balance remaining after the most recent deposit?

  Yes

  No

  N/A

• Are all attachments relating to expenses present on SmartSheet?

  Yes

  No

  N/A

• Does the manager have access to the debit backend and know how navigate it?

  Yes

  No

  N/A

• Are managers investigating cash discrepancies? Explain the most recent one.

  Yes

  No

  N/A

• Are correct safes present and in working condition? Is all money kept inside the safes?

  Yes

  No

  N/A

• Are drawers being correctly balanced nightly?

  Yes

  No

  N/A

• Are AIC's correctly utilizing drawer count and bill count sheets for EOD?

  Yes

  No

  N/A

• Is casino counting occurring by team members on the sales floor?

  Yes

  No

  N/A

• Are there counterfeit pens being used for big bills at the POS?

  Yes

  No

  N/A

• Is the store utilizing proper cash strap etiquette?

  Yes

  No

  N/A

• Are tips being properly distributed and verified by an AIC on gratuity claim forms?

  Yes

  No

  N/A

• Are proper EOD cash countdown procedures being followed?

  Yes

  No

  N/A

• Notes:

Inventory

• Is all inventory less than 90 days old?

  Yes

  No

  N/A

• Are proper product return protocols being followed?

  Yes

  No

  N/A

• Are all sections of MJ Freeway (users, discounts, coupons) cleaned and up to date?

  Yes

  No

  N/A

• Are managers comfortable with building and submitting purchase orders?

  Yes

  No

  N/A

• Are all expiration dates entered into MJ Freeway upon receipt of product?

  Yes

  No

  N/A

• Are managers comfortable with product masters?

  Yes

  No

  N/A

• Are managers investigating and correcting inventory discrepancies?

  Yes

  No

  N/A

• Notes:

General

• Do AGMs know how to perform all GM responsibilites?

  Yes

  No

  N/A

• Is scheduling managed properly, including compensating for weekends, holidays, sales, etc?

  Yes

  No

  N/A

• Are schedules built out at least 3 weeks in advance?

  Yes

  No

  N/A

• Is there a holiday schedule made for the year?

  Yes

  No

  N/A

• Are managers comfortable with the hiring process and know how to handle walk-in applications?

  Yes

  No

  N/A

• Do the GM and AGM understand The Joint and how to navigate all aspects of it?

  Yes

  No

  N/A

• Are attendance policies being enforced?

  Yes

  No

  N/A

• Does management have and use an attendance tracker?

  Yes

  No

  N/A

• Is management utilizing counseling records?

  Yes

  No

  N/A

• Does management know the termination process and utilize the termination checklist?

  Yes

  No

  N/A

• Are all team members wearing proper attire?

  Yes

  No

  N/A

• Are shift meetings occurring to keep team members updated?

  Yes

  No

  N/A

• Does management make an effort to engage with their customer on the sales floor?

  Yes

  No

  N/A

• Does management do periodic walks of the inside and outside of the building?

  Yes

  No

  N/A

• Does the security company have updated GM/AGM contacts?

  Yes

  No

  N/A

• Are tips enabled on all debit terminals?

  Yes

  No

  N/A

• Are proper replacement procedures being followed for faulty products?

  Yes

  No

  N/A

• Are all salaried management working a minimum of 40 hours a week in store?

  Yes

  No

  N/A

• Notes:

Online Portals + Menu

• Do discount groups match our national standard?

  Yes

  No

  N/A

• Is there a current username and password list shared between the managers and state leads?

  Yes

  No

  N/A

• Are managers alerting leadership if points are needed to be added to a patient profile?

  Yes

  No

  N/A

• Do managers understand how to setup and utilize Seedtalent?

  Yes

  No

  N/A

• Do managers understand who to alert in case of an incorrect special in Sweed or MJ Freeway?

  Yes

  No

  N/A

• Does management know how to make updates to the online menu?

  Yes

  No

  N/A

• Does management know how to make updates to important settings on Sweed?

  Yes

  No

  N/A

• Are the current specials listed in Sweed and correct coupons available in MJ Freeway?

  Yes

  No

  N/A

• Do specials on Sweed match the coupons in MJ Freeway?

  Yes

  No

  N/A

• Are team members auditing the menu for accuracy?

  Yes

  No

  N/A

• Do managers have access to and understand Orders.co?

  Yes

  No

  N/A

• Do managers have a login for the security system backend and know how to create access cards?

  Yes

  No

  N/A

• Notes:

Appearance + Readiness

Exterior

• Is the parking lot clean and free of trash?

  Yes

  No

  N/A

• Is the parking lot cleaned daily?

  Yes

  No

  N/A

• Are exterior signs clean and all lighting operational and visible at night?

  Yes

  No

  N/A

• Is there clear labeling of curbside/medical/etc. parking?

  Yes

  No

  N/A

• Do team members have a clear expectation of where to park?

  Yes

  No

  N/A

• Is landscaping clean and free of trash?

  Yes

  No

  N/A

• Is there enough mulch present?

  Yes

  No

  N/A

• Are the curbs clean?

  Yes

  No

  N/A

• Is the parking lot free of any maintenance issues (potholes, paint lines, etc)?

  Yes

  No

  N/A

• Is the exterior paint in good condition?

  Yes

  No

  N/A

• Are the tinting and decals in good condition?

  Yes

  No

  N/A

• Are accurate hours posted?

  Yes

  No

  N/A

• Are banners, flags, and any other exterior branding in good condition?

  Yes

  No

  N/A

• Are the dumpsters and areas around them free of visible trash?

  Yes

  No

  N/A

• Does the store have enough garbage pick-ups?

  Yes

  No

  N/A

• Is the smoking station away from the entrance and customer lines?

  Yes

  No

  N/A

• Is the parking lot in good condition overall and not in need of any additional parking or signage?

  Yes

  No

  N/A

• Notes:

FOH

• Is all the lighting working and on?

  Yes

  No

  N/A

• Is music at the appropriate level and is volume being adjusted to noise level when needed?

  Yes

  No

  N/A

• Is the music commercial free?

  Yes

  No

  N/A

• Is Rockbot being used?

  Yes

  No

  N/A

• Are TVs on, working correctly with the slideshows, and displaying relevant content?

  Yes

  No

  N/A

• Do the TV's stay on overnight?

  Yes

  No

  N/A

• Are wires behind TVs hidden and are the ledges under them clean?

  Yes

  No

  N/A

• Does the store have Zen Leaf branded runners?

  Yes

  No

  N/A

• Is the clean store policy (no signs or other fliers taped on walls; laminated and framed signs only) being followed?

  Yes

  No

  N/A

• Is all the paint chip-free and lacking visible wear and tear?

  Yes

  No

  N/A

• Are baseboards clean?

  Yes

  No

  N/A

• Are baseboard cleaned at least once a week?

  Yes

  No

  N/A

• Are shelves and displayed dusted?

  Yes

  No

  N/A

• Are shelves and displays dusted weekly?

  Yes

  No

  N/A

• Is all packaging that is on display up to date?

  Yes

  No

  N/A

• Are all bathrooms in working order?

  Yes

  No

  N/A

• Are bathrooms cleaned and stocked?

  Yes

  No

  N/A

• Are cleaning signoffs being completed?

  Yes

  No

  N/A

• Are cash stations setup correctly?

  Yes

  No

  N/A

• Do all sales floor devices work and do all stations have correct supplies?

  Yes

  No

  N/A

• Are debit reader limits set to $500 or more?

  Yes

  No

  N/A

• Are debit signs at the POS to avoid ATMs?

  Yes

  No

  N/A

• Are tip jars available, appropriate, labeled correctly?

  Yes

  No

  N/A

• Is the temperature of the dispensary appropriate?

  Yes

  No

  N/A

• Are appropriate spot cleaning supplies present for the FOH?

  Yes

  No

  N/A

• Is the sales floor free of any storage items?

  Yes

  No

  N/A

• Are all supplies storage areas neat and organized?

  Yes

  No

  N/A

• Are stations set up to maximize traffic flow and efficiency?

  Yes

  No

  N/A

• Are ATMs working and do they have signage for debit readers?

  Yes

  No

  N/A

• Is all signage in the store relevant and updated and QR codes working correctly?

  Yes

  No

  N/A

• Are sales stations set up correctly and efficiently?

  Yes

  No

  N/A

• Notes:

BOH

• Is the BOH area floor free of any storage items?

  Yes

  No

  N/A

• Is the store clutter free?

  Yes

  No

  N/A

• Is the manager's office(s) clean and organized?

  Yes

  No

  N/A

• Is there a file system being used?

  Yes

  No

  N/A

• Is there a monitor in the manager's office for cameras?

  Yes

  No

  N/A

• Is the breakroom clean and organized?

  Yes

  No

  N/A

• Is the fridge cleaned weekly?

  Yes

  No

  N/A

• Is the security office clean and organized?

  Yes

  No

  N/A

• Is dry storage neat and organized?

  Yes

  No

  N/A

• Is the janitor closet setup and organized?

  Yes

  No

  N/A

• Are mop heads changed weekly?

  Yes

  No

  N/A

• Is the back door secured and working?

  Yes

  No

  N/A

• Is there a monitor in the BOH dedicated to exterior cameras?

  Yes

  No

  N/A

• Do we have proper working safes in the store?

  Yes

  No

  N/A

• Are all cameras operational and not in need of maintenance?

  Yes

  No

  N/A

• Notes:

Opening

• Are shift meetings set up and happening before each shift?

  Yes

  No

  N/A

• Are drawers assigned daily and lunch times notated?

  Yes

  No

  N/A

• Are drawers being distributed and recounted by team members before open?

  Yes

  No

  N/A

• Are opening walkthroughs completed to identify any areas of opportunity?

  Yes

  No

  N/A

• Are enough team members present for the inventory count?

  Yes

  No

  N/A

• Is the sales floor set up (POS stations/devices setup/supplies restocked) before open?

  Yes

  No

  N/A

• Is the exterior setup (A-frame signage, curbside parking, etc) before open?

  Yes

  No

  N/A

• Is the vault setup and ready for open?

  Yes

  No

  N/A

• Are move ups completed in a timely manner?

  Yes

  No

  N/A

• Is the sales floor organized appropriately?

  Yes

  No

  N/A

• Notes:

Closing

• Is there a daily cleaning list being used?

  Yes

  No

  N/A

• All devices charged and accounted for?

  Yes

  No

  N/A

• Is all cannabis being secured in the vault without being held in overnight bags?

  Yes

  No

  N/A

• Is all cash being secured in safes and the deposit is prepped (when applicable)?

  Yes

  No

  N/A

• Are tips being divided and distributed?

  Yes

  No

  N/A

• Is daily reporting being completed?

  Yes

  No

  N/A

• Is the 10k safe verified and drawers rebalanced?

  Yes

  No

  N/A

• Are all register supplies restocked at EOD?

  Yes

  No

  N/A

• Is the rest of the store restocked at EOD, such as bathrooms and reception?

  Yes

  No

  N/A

• For the final walkthrough, is the building secured and alarm armed after exiting?

  Yes

  No

  N/A

• Notes:

POS + Reception

Reception

• Are team members asking if patients have an online reservation?

  Yes

  No

  N/A

• Are all guests having their IDs checked (double verification by AICs for under 21 patients and vertical IDs?)?

  Yes

  No

  N/A

• Are the computers setup effectively?

  Yes

  No

  N/A

• Are exterior cameras up?

  Yes

  No

  N/A

• Are pertinent websites readily accessible, such as MJ Freeway and Sweed?

  Yes

  No

  N/A

• Is reception checking in medical patients correctly?

  Yes

  No

  N/A

• Is the new patient intake process happening correctly?

  Yes

  No

  N/A

• Are the vendor and visitor log present and being used correctly with visitor badges present?

  Yes

  No

  N/A

• Is the reception desk organized and decluttered?

  Yes

  No

  N/A

• Any inappropriate signage/displays?

  Yes

  No

  N/A

• Are team members rotating through reception?

  Yes

  No

  N/A

• Are team members trying to leave a positive, lasting impression on patients before they leave?

  Yes

  No

  N/A

• Notes:

Sales Floor

• Are team members greeting their customers to start the interaction?

  Yes

  No

  N/A

• Are team members checking ID's again at the POS and using it to personalize experience with names?

  Yes

  No

  N/A

• When applicable, are team members asking if a customer wants to use their rewards points?

  Yes

  No

  N/A

• Are team members verifying that customer has a preorder?

  Yes

  No

  N/A

• Are team members following proper purchase limits?

  Yes

  No

  N/A

• Do team members have good knowledge of Verano products and suggest them to patients?

  Yes

  No

  N/A

• Are team members using proper product pulling etiquette (basket, sell firsts, pulling from correct spots, etc)?

  Yes

  No

  N/A

• Are team members verifying each product with the customer before scanning?

  Yes

  No

  N/A

• Are team members confirming the total amount of items in their basket after scanning?

  Yes

  No

  N/A

• Are team members following proper payment procedures?

  Yes

  No

  N/A

• Are team members using proper procedures to check for counterfeits?

  Yes

  No

  N/A

• Are team members always waiting until payment has been accepted before running transaction on MJ Freeway?

  Yes

  No

  N/A

• Are team members casino counting?

  Yes

  No

  N/A

• Are team members following proper debit procedures?

  Yes

  No

  N/A

• Are team members printing debit receipts and communicating the debit fee to customers?

  Yes

  No

  N/A

• Are team members following proper bag packing etiquette?

  Yes

  No

  N/A

• Are they packing one item at a time?

  Yes

  No

  N/A

• Is the lot number on the product being compared to the lot number on the receipt?

  Yes

  No

  N/A

• Notes:

AIC

• Are shifts setup and managed appropriately by AICs?

  Yes

  No

  N/A

• Are battle station boards and lunch times utilized?

  Yes

  No

  N/A

• Are AICs running pre-shift meetings when managers are not available?

  Yes

  No

  N/A

• Are AICs managing breaks so not too many team members are gone at one time?

  Yes

  No

  N/A

• Do AICs follow proper procedure for making small change for drawers?

  Yes

  No

  N/A

• Do AICs have the tools to deescalate situations?

  Yes

  No

  N/A

• Are AICs comfortable with discounts?

  Yes

  No

  N/A

• Are AICs comfortable with handling and distributing tips?

  Yes

  No

  N/A

• Do AICs understand and perform required closing duties?

  Yes

  No

  N/A

• Are AIC comfortable completing safe counts?

  Yes

  No

  N/A

• Are AICs comfortable balancing drawers?

  Yes

  No

  N/A

• Are AICs able to prep and complete a deposit?

  Yes

  No

  N/A

• Do AICs understand and perform required opening duties?

  Yes

  No

  N/A

• Are AICs able to generate inventory reports?

  Yes

  No

  N/A

• Are AICs comfortable setting up the sales floor?

  Yes

  No

  N/A

• Do AICs know how payouts work with the registers?

  Yes

  No

  N/A

• Are AICs covering lunches and positions when needed?

  Yes

  No

  N/A

• Is killing the line the priority for AICs?

  Yes

  No

  N/A

• Do all AICs know proper vendor/visitor sign in procedures?

  Yes

  No

  N/A

• Are AICs ensuring end of day sidework and cleaning is complete?

  Yes

  No

  N/A

• Are AICs able to recognize crowd control needs and delegate?

  Yes

  No

  N/A

• Does the store have enough AICs and are there are always enough available on sales floor?

  Yes

  No

  N/A

• Notes:

Misc

• Are curbside and delivery proceudres working effectively? (If applicable)

  Yes

  No

  N/A

• Do team members know the product replacement procedure?

  Yes

  No

  N/A

• Do all team members log in to MJ Freeway with their own credentials?

  Yes

  No

  N/A

• Do team members log out of the POS after they are done with it?

  Yes

  No

  N/A

• Do managers handle manual discounts and manually adding products?

  Yes

  No

  N/A

• Are rewards working correctly in MJ Freeway?

  Yes

  No

  N/A

• Are all walkie talkies working and being used effectively?

  Yes

  No

  N/A

• Are all devices labeled at the POS?

  Yes

  No

  N/A

• Is all food and drink kept off the sales floor and reception?

  Yes

  No

  N/A

• Are preorders being kept up with?

  Yes

  No

  N/A

• Are greeters and kiosks being used correctly and effectively?

  Yes

  No

  N/A

• Notes:

Vault Etiquette + Inventory

Vault

• Is the inventory organized to match rooms on MJ Freeway (shelf, vault, quarantine, etc)?

  Yes

  No

  N/A

• Is the vault organized appropriately?

  Yes

  No

  N/A

• Are the products by each cultivator organized by product type, then alphabetical?

  Yes

  No

  N/A

• Is Verano product the easiest to access for employees?

  Yes

  No

  N/A

• Are product organization procedures being followed for shelves (labeling on the shelves, rows of 10s, bands of 5s, etc)?

  Yes

  No

  N/A

• Are team members following proper product pulling etiquette?

  Yes

  No

  N/A

• Are sell first procedures being used?

  Yes

  No

  N/A

• Are the sales floor and backstock separated and organized effectively?

  Yes

  No

  N/A

• Is back stock labeled and sealed correctly with custom labels being used?

  Yes

  No

  N/A

• Notes:

Inventory

• Are delivery intakes going smooth with appropriate levels of team members?

  Yes

  No

  N/A

• Does the team do move ups throughout the day?

  Yes

  No

  N/A

• Do they have our move up SOP?

  Yes

  No

  N/A

• Are move-ups done first thing in the morning, before sales start?

  Yes

  No

  N/A

• Are management and AICs familiar with backend receiving and entering the correct info?

  Yes

  No

  N/A

• Do inventory blind counts happen?

  Yes

  No

  N/A

• Do full inventory audits happen?

  Yes

  No

  N/A

• Is the SOP being followed for inventory counts?

  Yes

  No

  N/A

• Do blind counts happen daily?

  Yes

  No

  N/A

• Is the team member only counting the sales floor?

  Yes

  No

  N/A

• Are back stock procedures being followed and all back stock is labeled?

  Yes

  No

  N/A

• Are proper quarantine procedures being followed?

  Yes

  No

  N/A

• Do team members understand how to receive and manage accessories on the backend?

  Yes

  No

  N/A

• Are proper return procedures being followed and on schedule?

  Yes

  No

  N/A

• Do team members follow FirstinFirstOut policy?

  Yes

  No

  N/A

• Are proper product return procedures being followed?

  Yes

  No

  N/A

• Is management keeping track of and investigating inventory discrepancies?

  Yes

  No

  N/A

• Is management familiar with product masters and managing them well?

  Yes

  No

  N/A

• Does the team keep up with online menu upkeep?

  Yes

  No

  N/A

• Does the team know how to edit products and sales?

  Yes

  No

  N/A

• Are inventory records being filed and stored properly?

  Yes

  No

  N/A

• Are expiration dates being entered into MJ Freeway at receiving?

  Yes

  No

  N/A

• Are Verano products first on the Sweed menu?

  Yes

  No

  N/A

• Notes:

AIC

• Do AICs help with vault management and replenishment including facilitating move ups?

  Yes

  No

  N/A

• Are AICs familiar with the delivery process and able to lead a delivery if necessary?

  Yes

  No

  N/A

• Are AICs able to print inventory and lead morning inventory counts?

  Yes

  No

  N/A

• Are AICs familiar with the back stocking process?

  Yes

  No

  N/A

• Do AICs manage preorder fulfillment effectively?

  Yes

  No

  N/A

• Notes: