Title Page
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Site conducted
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Conducted on
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Conducted by
GM + AGM
Cash + Smartsheets
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Take a photo of the last 2 weeks SmartSheets. Is Over/Short being reflected in daily sales lines on SmartSheets?
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Is the change safe being counted and logged twice daily? Take a photo of the Change Safe Log
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Does cash on hand match the balance on SmartSheets? Is the change safe balance the only balance remaining after the most recent deposit? Submit photo.
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Are daily drawer count sheets and bill count sheets included on each Sales line? Spot check 3 entries.
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Is there any cash present at the dispensary not recorded on Smartsheets? (customer's change, tip change, cash overage, etc)
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Check the last 3 expenses. Are there any attachments missing?
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Does the manager have Debit and AeroPay / JanePay (if applicable) backend access?
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Correct safes present and are in working condition? What is the current condition of the safe?
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Are there counterfeit pens at each register? Are they being used for all big bills at the POS?
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Send a picture of tip line on Smartsheets and signed tip release form.
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Notes:
Inventory
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Are managers comfortable with all operations on Sweed, Dutchie? Product masters? Where is training needed?
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Are all expiration dates entered into Sweed or Dutchie? When are they entered?
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Are managers investigating and correcting inventory discrepancies? Please explain your most recent discrepancy and take pictures of all relevant documentation.
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Please explain your employee sample process (if applicable).
General
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Do AGMs know how to perform all GM responsibilites?
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Provide photo of manager holiday schedule made for the year.
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Are managers comfortable with the hiring process? How would you handle walk-in applications?
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Please upload a copy of your Termination Checklist.
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Please provide a photo of your Performance Tracker & Attendance Tracker.
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Is management utilizing counseling records? Explain how attendance points work and what action is done at each occurrence.
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Does store management make an effort to engage with their customer on the sales floor? Are they making time to do rounds around the store?
- Good
- Fair
- Poor
- N/A
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Are shift meetings occurring to keep employees updated? Provide screenshot of national template from prior week.
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Managers utilizing discplinary actions and write ups correctly?
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Employee Holiday Lunches on schedule (4/20, Friday before Memorial Day, 7/4, Green Wednesday, 12/24 & 12/31).
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Notes:
Online Portals + Menu
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Is there a current username and password lists shared between the managers and state director? Send updated list to state director
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Are employees auditing the menu for accuracy? Communicate menu discrepancies to marketing contact.
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Do managers have access to and understand Orders.co?
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Do managers have a login for the security system backend and know how to create fobs?
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Do managers understand the backend of IHeartJane / Sweed and how to edit important settings?
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Notes:
Appearance + Readiness
Exterior
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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.
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Are exterior signs clean? Confirm with photo at night
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Is exterior sign lighting operational? Confirm with photo at night.
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Is there clear labeling of curbside/medical/etc. parking? Do employees have a clear expectation of where to park?
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Any exterior paint touch ups needed? Are the tinting and decals in good condition?
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Accurate hours posted?
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What day is trash picked up? Please provide photo of exterior trash disposal area.
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Notes:
FOH
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Is all lighting working and on? Please provide photo of all FOH lighting.
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Does the store have RockBot setup? If not, is streaming service running without commercials? Is music is it at the appropriate level?
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Are the TVs on, working correctly with the slideshows, and displaying relevant content? If using Divvy, do they stay on at night?
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Wire behind TVs hidden and the ledges under them are clean? Upload photo.
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Provide picture of most recent cleaning log.
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Take pictures of any paint chips / damage in customer facing areas.
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Are baseboards clean? Do they clean them at least once a week?
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Shelves and displays dusted? Does this occur weekly?
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Are there any loose toilet seats?
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Are appropriate spot cleaning supplies present for the FOH?
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Please provide photo of reception area, in front and behind reception desk.
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Are ATMs working?
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Do ATMs have dedicated garbage can?
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Is all signage in the store relevant and updated? QR codes working correctly?
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Any homemade / laminated signage? Confirm with photo of all signage in-store.
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Notes:
BOH
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Is there anything being stored on the floor?
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Is there any clutter to be thrown out? Anything not being used in the next six months?
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Is the managers office(s) clean and organized? Is there a file system being used? One monitor in the office for cameras? Please provide a photo of most recent cleaning logs and office.
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Is the breakroom clean and organized? Is the fridge cleaned weekly?
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Is the security office clean and organized, if applicable?
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Is dry storage / janitor closet neat and organized?
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Is the back door secured and working?
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Is there a monitor in the BOH dedicated to exterior cameras?
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Do we have proper safes in the store? Are they working correctly?
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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)?
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All wall facing faucets are set to drip when expecting below 0 weather?
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Notes:
Opening
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Are shift meetings setup and happening before each shift? Provide photo.
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Are drawers assigned daily? Lunch times? Please provide most recent photo of battleboard / assignment sheet.
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Drawers being distributed and recounted by employees before open?
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Opening walkthroughs complete? Spot cleaning assignments happening as needed?
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How long does it take staff to complete morning inventory count? Can count be completed sufficiently before store opens?
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Is the exterior setup before open? Is FOH setup before open? A frames, any parking signage, etc…
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Is the vault setup and ready for open? Are move-ups happening throughout the day?
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Notes:
Closing
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All devices charged and accounted for?
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Is all cannabis being secured in the vault? No overnight bags?
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Is all cash being secured in safes and deposit prepped? Are drawers balanced at EOD?
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Are tips being divided and distributed? Upload photo.
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Are all register supplies restocked at EOD?
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Is the rest of the store restocked at EOD? Bathrooms and reception?
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Final walkthrough building secured and alarm armed after exiting?
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Notes:
Marketing
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Is there appropriate Directional Signage in-store? Please provide a photo of your sales floor.
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Is DIVVY or Sweed content being shown? Is it current and approved?
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Are there business cards for managers available?
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Take a photo of any temporary or laminated signage.
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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.
POS + Reception
Reception
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Is reception greeting guest upon entry? Are employees making an effort to leave a lasting impression?
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Are all guests having their IDs checked? Double verification by AICs for under 21 patients and vertical IDs?
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Is employee at reception refraining from cell phone usage?
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Are visitor badges present? Please provide photo of your current visitor badges.
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Are employees rotating through reception?
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Are employees asking about Cabbage Club (where applicable)?
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Notes:
Sales Floor
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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)
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Are employees greeting their customers to start the interaction?
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Are employees checking ID's again at the POS?
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Are employees using customer's name at least 3 times during the transaction?
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Are employees using proper product pulling etiquette? Basket, sell firsts, pulling from correct spots, etc…
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Are employees verifying each product with the customer before scanning?
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Are employees following proper payment procedures? Counterfeit procedure? Always waiting until payment has been accepted before completing transaction?
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Are employees casino counting?
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Are employees following proper debit procedures? Using merchant copies and communicating the debit fee to customers?
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Are employees following proper bag packing etiquette?
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Notes:
AIC
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Are shifts setup and managed appropriately by AICs? Battlestations board and lunch times?
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Are AICs running preshift meetings when managers are not available?
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Do AICs follow proper procedure for making small change for drawers?
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Do AICs have the tools to deescalate situations? Comfortable with discounts?
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Are AICs performing proper closing duties? Safe counts, drawer balancing, and deposit prep?
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Are AICs performing proper opening duties?
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All AICs know proper vendor/visitor sign in procedures?
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Do AICs know the product replacement procedure?
Misc
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Are curbside and delivery procedures working effectively? (If applicable)
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Express lanes setup? Are there more express lanes than walk-in lanes? (Rec markets)
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Is all drive-thru equipment operational i.e. mic working, cameras, lighting, etc. (If applicable)
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Do employees log out of the POS after they are done using it?
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Are loyalty signups working correctly and linked with Dutchie/Sweed?
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Are all walkie talkies working and being used effectively?
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Are all devices labeled at the POS?
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Notes:
Vault Etiquette + Inventory
Vault
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Is the vault organized by cultivator? Verano easiest to access for employees? Upload photo.
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Are the products by each cultivator organized by product type? Then alphabetical?
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Other product organization procedures being followed? Labeling on the shelves, rows of 10s, bands of 5s, etc…
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Are employees following proper product pulling etiquette?
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Are sell first procedures being used?
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Are the sales floor and backstock separated and organized effectively?
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Are medical and recreational products seperated and organized? (If applicable)
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Is backstock being labeled and sealed correctly? Custom labels being used? Take a picture of backstock labels that are currently in use.
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Notes:
Inventory
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How many discrepancies currently? Any other concerns?
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Are delivery intakes going smooth? Any other improvements to be made?
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How often do inventory blind counts happen?
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Are proper quarentine procedures being followed?
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Are proper destuction procedures being followed? On schedule? (If applicable)
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Do staff follow FirstinFirstOut policy?
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Are sell first stickers being used and in stock?
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Are inventory records being filed and stored properly? (If applicable)
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Notes:
AIC
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Do AICs help with vault management and replenishment? Are they familiar with move ups?
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Are AICs leading deliveries? Do all AICs know how to receive a delivery if necessary?
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Do all AICs know how to print inventory sheets?
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Are AICs familiar with the backstocking process?
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Notes: