ZenLeaf Quarterly Retail Audit^

• Site conducted

• Conducted on

  Date

• Conducted by

• Team Member + Front and Rear Location Photos

  Media

Cash + Smartsheets

• Include a photo of the last two weeks of SmartSheets. Is Over/Short being reflected in daily sales lines on SmartSheets?

  Media

• Is the change safe being counted and logged twice daily? Include a photo of the Change Safe Log

  Media

• Does cash on hand match the balance on SmartSheets? Is the change safe balance the only balance remaining after the most recent deposit?

  Yes

  No

• Are daily drawer count sheets and bill count sheets included on each Sales line? Spot check 3 entries.

  Yes

  No

• Is all cash present at the dispensary, including customer change, tip change, and cash overages, properly recorded on Smartsheets?

  Yes

  No

• Do the last three expenses have all required attachments? Take Picture?

  Yes

  No

• Does the manager have Debit and AeroPay / JanePay (if applicable) backend access?

  Yes

  No

• Correct safes present and are in working condition?

  Sufficient

  Not Sufficient

• What is the current condition of the safe?

  Good

  Fair

  Poor

• Are there counterfeit pens at each register? Are they being used for all big bills at the POS?

  Yes

  No

• Send a picture of tip line on Smartsheets.

  Media

• Notes:

Inventory

• Are managers comfortable with all operations on Sweed, Dutchie? Product masters? Where is training needed?

• Are all expiration dates entered into Sweed or Dutchie? When are they entered?

  Yes

  No

• Are managers confident in handling all operations in Sweed and Dutchie, including Product Masters? In which areas is additional training required?

• Please explain your employee sample process (if applicable).

General

• Do AGMs know how to perform all GM responsibilites?

  Yes

  No

• Provide photo of manager holiday schedule made for the year.

  Media

• Are managers comfortable with the hiring process? How would you handle walk-in applications?

  Yes

  No

• Please upload a copy of your Termination Checklist.

  Media

• Please provide a photo of your Performance Tracker & Attendance Tracker.

  Media

• Is management utilizing counseling records? Explain how attendance points work and what action is done at each occurrence.

• Managers utilizing discplinary actions and write ups correctly?

  Yes

  No

• Is store management actively engaging with customers on the sales floor? Are they setting aside time to walk the floor regularly?

  Select Good Fair Poor

  • Good
  • Fair
  • Poor

• Are shift meetings occurring to keep employees updated?

  Yes

  No

• Provide screenshot of national template from prior week.

  Media

• Employee Holiday Lunches on schedule (4/20, Friday before Memorial Day, 7/4, Green Wednesday, 12/24 & 12/31).

  Sufficient

  Not Sufficient

• Notes:

Online Portals + Menu

• Is there a current username and password lists shared between the managers and state director? Send updated list to state director

  Media

• Are employees auditing the menu for accuracy? Communicate menu discrepancies to marketing contact.

  Yes

  No

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

  Yes

  No

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

  Sufficient

  Not Sufficient

• Do managers understand the backend of IHeartJane / Sweed and how to edit important settings?

  Good

  Fair

  Poor

• Notes:

Exterior

• Is the exterior of store and parking lot clean and free of trash? Please provide a photo of the store exterior, both day and night.

  Media

• Are exterior signs clean? Confirm with photo at night

  Media

• Is exterior sign lighting operational? Confirm with photo at night.

  Media

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

  Yes

  No

• Do employees have a clear expectation of where to park?

  Yes

  No

• Any exterior paint touch ups needed? Are the tinting and decals in good condition?

  Sufficient

  Not Sufficient

• Accurate hours posted?

  Media

• What day is trash picked up? Please provide photo of exterior trash disposal area.

• Notes:

FOH

• Is all lighting working and on? Please provide photo of all FOH lighting.

  Media

• Does the store have RockBot setup? If not, is streaming service running without commercials? Is music is it at the appropriate level?

  Yes

  No

• Are the TVs on, working correctly with the slideshows, and displaying relevant content? If using Divvy, do they stay on at night?

  Yes

  No

• Wire behind TVs hidden and the ledges under them are clean? Upload photo.

  Media

• Provide picture of most recent cleaning log.

  Media

• Take pictures of any paint chips / damage in customer facing areas.

  Media

• Are baseboards clean? Do they clean them at least once a week?

  Good

  Fair

  Poor

• Shelves and displays dusted? Does this occur weekly?

  Yes

  No

• Are all toilet seats securely fastened?

  Yes

  No

• Are the proper spot cleaning supplies readily available in the FOH?

  Sufficient

  Not Sufficient

• Please provide photo of reception area, in front and behind reception desk.

  Media

• Are ATMs working?

  Yes

  No

• Do ATMs have dedicated garbage can?

  Yes

  No

• Is all signage in the store relevant and updated?

  Yes

  No

• QR codes working correctly? Scan and double check.

  Yes

  No

• Any homemade / laminated signage? Confirm with photo of all signage in-store.

  Media

• Notes:

BOH

• Is all inventory and equipment stored off the floor?

  Yes

  No

• Is the dispensary free of clutter and unused items that won’t be needed in the next six months?

  Yes

  No

• Is the managers office(s) clean and organized? Is there a file system being used? One monitor in the office for cameras?

  Yes

  No

• Please provide a photo of most recent cleaning logs and office.

  Media

• Is the breakroom clean and organized? Is the fridge cleaned weekly?

  Sufficient

  Not Sufficient

• Is the security office clean and organized, if applicable?

  Sufficient

  Not Sufficient

• Is dry storage / janitor closet neat and organized?

  Sufficient

  Not Sufficient

• Is the back door secured and working?

  Yes

  No

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

  Yes

  No

• Do we have proper safes in the store? Are they working correctly?

  Yes

  No

• Are all cameras operational and is there any other security system maintenance needed? Are there any camera warnings occurring? Are any views blocked (i.e boxes)?

• All wall facing faucets are set to drip when expecting below 0 weather?

  Yes

  No

• Notes:

Opening

• Are shift meetings setup and happening before each shift? Provide photo.

  Yes

  No

• Are drawers assigned daily? Lunch times? Please provide most recent photo of battleboard / assignment sheet.

  Media

• Drawers being distributed and recounted by employees before open?

  Yes

  No

• Opening walkthroughs complete? Spot cleaning assignments happening as needed?

  Sufficient

  Not Sufficient

• How long does it take staff to complete morning inventory count? Can count be completed sufficiently before store opens?

• Is the exterior setup before open? Is FOH setup before open? A frames, any parking signage, etc…

  Yes

  No

• Is the vault setup and ready for open?

  Yes

  No

• Are move-ups happening throughout the day? Explain Process?

• Notes:

Closing

• All devices charged and accounted for?

  Yes

  No

• Is all cannabis being secured in the vault? No overnight bags?

  Yes

  No

• Is all cash being secured in safes and deposit prepped?

  Yes

  No

• Are drawers balanced at EOD?

  Yes

  No

• Are tips being properly accounted for, and explained process?

• Are all register supplies restocked at EOD?

  Sufficient

  Not Sufficient

• Is the rest of the store restocked at EOD? Bathrooms and reception?

  Sufficient

  Not Sufficient

• Final walkthrough building secured and alarm armed after exiting?

  Sufficient

  Not Sufficient

• How many team members are trained in closing procedures and have access to the alarm code?

• Notes:

Marketing

• Is there appropriate Directional Signage in-store? Please provide a photo of your sales floor.

  Media

• Is DIVVY or Sweed content being shown? Is it current and approved?

  Yes

  No

• Are there business cards for managers available?

  Yes

  No

• Take a photo of all Marketing signage.

  Media

• Is there an A-Frame available with updated content? Does QR code function correctly? Please provide photo of A-Frame's in use at the store.

  Media

Reception

• Is reception welcoming guests upon entry and clearly guiding all patients/customers through the next steps to complete their purchase?

  Good

  Fair

  Poor

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

  Yes

  No

• Is employee at reception refraining from cell phone usage?

  Good

  Fair

  Poor

• Are visitor badges present? Please provide photo of your current visitor badges.

  Media

• Are employees rotating through reception?

  Yes

  No

• Are employees asking about Cabbage Club (where applicable)?

  Yes

  No

• Notes:

Sales Floor

• Observe three transactions and one Cabbage Club transaction (if applicable). Are employees asking about loyalty accounts at the start of an interaction? Cabbage Club? (where applicable)

• Are employees greeting their customers to start the interaction?

  Good

  Fair

  Poor

• Are employees checking ID's at the POS?

  Yes

  No

• Are employees using customer's name at least 3 times during the transaction?

  Good

  Fair

  Poor

• Are employees using proper product pulling etiquette? (sell firsts, pulling from correct spots, etc…)

  Good

  Fair

  Poor

• Are employees using Baskets?

  Good

  Fair

  Poor

• Are employees verifying each product with the customer before scanning?

  Yes

  No

• Are employees following proper payment procedures? Counterfeit procedure? Always waiting until payment has been accepted before completing transaction?

  Sufficient

  Not Sufficient

• Are employees casino counting?

  Yes

  No

• Are employees following proper debit procedures? Using merchant copies and communicating the debit fee to customers?

  Good

  Fair

  Poor

• Are employees following proper bag packing etiquette?

  Sufficient

  Not Sufficient

• Notes:

AIC

• Are shifts setup and managed appropriately by AICs? Battlestations board and lunch times?

  Yes

  No

• Are AICs running preshift meetings when managers are not available?

  Sufficient

  Not Sufficient

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

  Yes

  No

• Do AICs have the tools to deescalate situations? Comfortable with discounts?

  Yes

  No

• Are AICs performing proper closing duties? Safe counts, drawer balancing, and deposit prep?

  Yes

  No

• Are AICs performing proper opening duties?

  Sufficient

  Not Sufficient

• All AICs know proper vendor/visitor sign in procedures?

  Sufficient

  Not Sufficient

• Do AICs know the product replacement procedure?

Misc

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

  Good

  Fair

  Poor

• Express lanes setup? Are there more express lanes than walk-in lanes? (Rec markets)

• Is all drive-thru equipment operational i.e. mic working, cameras, lighting, etc. (If applicable)

  Yes

  No

• Do employees log out of the POS after they are done using it?

  Good

  Fair

  Poor

• Are loyalty signups working correctly and linked with Dutchie/Sweed?

  Sufficient

  Not Sufficient

• Are all walkie talkies working and being used effectively?

  Yes

  No

• Are all devices labeled at the POS?

  Sufficient

  Not Sufficient

• Notes:

Vault

• Is the vault organized by cultivator? Verano easiest to access for employees? Upload photo.

  Yes

  No

• Provide photos of vault.

  Media

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

  Sufficient

  Not Sufficient

• Other product organization procedures being followed? Labeling on the shelves, rows of 10s, bands of 5s, etc…

  Sufficient

  Not Sufficient

• Are employees following proper product pulling etiquette?

  Yes

  No

• Are sell first procedures being used?

  Yes

  No

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

  Yes

  No

• Are medical and recreational products seperated and organized? (If applicable)

  Yes

  No

• Is backstock being labeled and sealed correctly? Custom labels being used? Take a picture of backstock labels that are currently in use.

  Sufficient

  Not Sufficient

• Notes:

Inventory

• How many discrepancies currently? Any other concerns?

• Are delivery intakes going smooth? Any other improvements to be made?

• How often do inventory blind counts happen?

• Are proper quarentine procedures being followed?

  Yes

  No

• Are proper destuction procedures being followed? On schedule? (If applicable)

  Sufficient

  Not Sufficient

• Do staff follow FirstinFirstOut(FIFO) policy?

  Yes

  No

• Are sell first stickers being used and in stock?

  Yes

  No

• Are high dose stickers being used and in stock?

  Yes

  No

• Are inventory records being filed and stored properly? (If applicable)

  Sufficient

  Not Sufficient

• Notes:

AIC

• Do AICs help with vault management and replenishment? Are they familiar with move ups?

  Yes

  No

• Are AICs leading deliveries? Do all AICs know how to receive a delivery if necessary?

  Yes

  No

• Do all AICs know how to print inventory sheets?

  Yes

  No

• Are AICs familiar with the backstocking process?

  Sufficient

  Not Sufficient

• Notes:

Compliance

• How far back does the camera footage go?

  Media

• Do you have a generator on site and has it been tested? If so when?

• Explain your process for State inspections?

• Send pictures of all logs? Camera testing, Visitor, Employee Training, etc

  Media

• Are all waste disposal procedures for cannabis products being followed and properly logged?

  Yes

  No

• Is the POS accurately reporting all transactions to the state’s tracking system (ex: METRC, BioTrack)? (If applicable)

  Yes

  No