The cashier should not know how much money At the end of 1996, after Id been there about a year and a half, Corning spun us off. Organize any incoming inventory deliveries, Coordinate any maintenance appointments to fix the premise or equipment, Put tools and equipment back in their designated spot, Make sure cash matches whats registered in your, Check that tools and appliances are working properly, Make sure fridge and freezer doors are closed, Donate ingredients that can no longer be used to homeless shelter or soup kitchen, Place tools in proper places at each station in the kitchen, Check that ovens, stoves, fryers and other kitchen appliances are turned off, Make sure bills are paid (rent, utilities, etc), Assuring that your restaurant is organized, clean and well-stocked is integral to a pleasant and safe. Creating an opening and closing checklist is a great way to ensure your stores day-to-day operations go smoothly. Keep copies of the checklists in a binder in the office or in an area thats relevant to each function (ex: host stand for FOH, kitchen entrance for BOH, and office for managers). The result: Rather than leaving their brains in the parking lot, they delivered the highest quality and productivity ever. the theft of product via the trash for later removal ~Lock any non-essential perimeter doors. Download our free playbook and learn how to build a more resilient business post-pandemic. Someone might say, Gee, my factories have thousands of people. Make a note of incomplete duties to discuss during your team huddle the next day. The outside employee will maintain a clear view of the facility and wait for the predetermined all-clear signal from his/her associate. ~Open safe, remove cash register tills. Recruiting new talent will be more difficult. It can be complexespecially in a heavily regulated industry. Opening Procedure At least two employees must be present to open the facility. When you have restaurant checklists that employees have to complete and sign off on at the start and end of each day, you can hold these staff members accountable if something goes wrong or if a task isnt completed. Thats why standardizing your opening and closing procedures with a living, breathing checklist is key to ensuring your staff know exactly whats expected of them. For this reason, there should always be at least two people present while opening your retail store. Consider making cycle counts a part of your weekly routine to ensure your inventory levels are always accurate. ~Always leave in pairs when closing the store. ~Shut off any televisions. Staff are to call the Toledo office at 541-336-2289 or toll-free, 1-800-354-1095, and then follow the appropriate voice mail instructions. and count down all cash registers. We were being fined by the federal government for alleged Medicare fraud and abuse. rear of the store during hours of darkness (a heightened During the integration of Quest and SBCL, for instance, I told everyone at both companies, Yes, there are going to be layoffs, but were going to treat everybodyI mean everybodywith dignity, fairness, and respect. I made it clear to the organization, which was not used to a soft-hands approach, that I was taking it really seriously. Who stays and who goes should be decided on an objective basis. Because the BOH teams closing duties help staff prepare for the opening shift, most of whats left to do in the morning is prepare kitchen stations and restock inventory. Duties to be completed as you go during the day: Confirm appointments, pull those charts, stay on top of duties, clean as you go,although monotonous, some tasks in the office are critical (filing) When gas and electricity use is lowered, your restaurant can save money and be more energy-efficient. Once you reach the Moving into the New Office category, you will have the ability to evaluate your progress in stages: 6-12 Months before the Move . . bags near the back door (or receiving door) for removal This facility closure checklist can help with the seamless shutting down of a medical facility. break into a register. Restocking ensures the store is ready for another day of selling. When these critical tasks are included in the restaurant closing checklist, theyre more likely to happen, which increases restaurant security. Managing a closure or a workforce reduction like a project does not mean mechanically going through steps and checking off all the items on a list. Ideally, all closing personnel should leave together, ~Turn on air conditioning system. If youre consolidating operations, you might want your customers to agree to transfer their business from the plant being closed to another factory. Although many of these principles may seem obvious or just plain commonsensical, Ive long been amazed by how frequently theyre ignored. only visible functions at the register should be placing Although a lot of people ended up leaving the company in the process, it wasnt driven by Lets cut the head count. That experience told me that you can keep your people engaged as you do the challenging work needed to carry out a tough decision. 2.Turn on auto-lenso, AR, printer, lenso, shredder and optikam and computer. You must check to make sure that all patients have left the facility. When Quest and SBCL joined together and I was assembling the new management team, senior colleagues who had been with me at Quest for three years said, We won. For example, if you notice that your restaurant runs out of inventory anytime Jack closes, then perhaps youll need to retrain him on how to count and order inventory. It is best, also, to put each room and area in readiness for the next day. Running a successful retail business requires you to wear many hats. do not enter remain where you are and call the police. Check the door one last time before you leave to make sure its locked. Place copies in the employee handbook and in easy-to-find spots throughout the restaurant. Keys & alarm code info should be limited. When its time to close, start with the following: Ten to 15 minutes before closing time, make an announcement so customers know they need to finish trying out products and complete their purchase. Employees should sign a document that they have read the P&P Manual: It is a living document (allows additions & deletions). ~Move all defective returned merchandise to the back So follow up with both written and oral communications. Ensure sinks, countertops, doorhandles, & restrooms are checked & cleaned frequently throughout the work day. Press Esc to cancel. the safe. ~Do not close the last register until after scheduled ~Go through the Non Negotiable Standards form and make This closing checklist sample template is designed for the closing of a mortgage. Duties such as wiping down the counter two to three times per day, making sure hand sanitizer is present upon entering and at the checkout counter are all pandemic-related tasks that you can add to your opening and closing checklists. Create your checklists based on these tasks. D. None of the above. You are now signed up to our blog content updates. Opening and closing work is subject to inspection by someone responsible for that, as appropriate. My predecessors had not integrated the acquisitions, however. Masonite and Accellent have leaders who bring the full package. store and place in front of store (inside). Creating an opening and closing checklist ensures clear communication between the team members who close the store and the staff responsible for opening it the next day. An opening and closing procedure is a list of tasks that store employees must complete upon store opening and closing to ensure that the store is ready for customers and then closed up properly for the night. In 1995 Corning sent me to head Corning Clinical Laboratories, which at the time was the biggest business in the company. room for processing. After all, their lives are being turned upside down. Place a checkbox next to each item and have staff check tasks off as they do them, then sign off, date, and timestamp the checklist when its completed. Communicate fully and often, be visible and personal, and honor company commitments. Appoint an experienced, full-time project leader and a strong team. Make it easy for your team to access this checklist by placing it in an obvious, highly visible spot in the kitchen. and more. traffic as mentioned above. After the merger of Quest and SBCL, I had to stand up to Wall Street, which looks only at numbers. to the dumpster the following morning. observed, ensuring that no unpaid merchandise is carried You can keep a record of issues and disparities, and outline everything that was or was not finished before closing the night before. or outside selling areas as needed. remain secured except when in use. variance. I said to both groups, Not so fast, and then put the top layersmore than 200 peoplethrough an evaluation process. the event of a break in because burglars will invariably ~Place the detail tape, settlement report and tills in When there are lots of people doing things and many things to be done, however, even the most obvious tasks, like cleaning the door handles, can be forgotten. This Opening & Closing Procedures covers the most important topics that you are looking for and will help you to structure and communicate in a professional manner with those involved. The shutdown of a Corning plant in Indiana, the merger of Quest with SmithKline Beecham Clinical Labs, and the closure of an Accellent factory in Tennessee illustrate successful outcomes of a soft-hands approach. He offers four commonsensicalbut frequently ignoredprinciples. And we made the senior leadership visible and accessible. Everything your business needs to grow, delivered straight to your inbox. ~If a promotion ended the previous day, take down all I dont buy it. Having checklists in place for your staff to use as part of their daily duties ensures that these important tasks get done. A break-in or fire could endanger staff and customers and lead to extraordinary expenses that could end the business. I was sent in to stabilize the business and upgrade its processes. So although the project manager must work closely with the plant manager, he should report to the CEO or division manager and the plant managers boss. This may take a few hours or several weeks, depending on the number of hazards, workplace size, and other factors. When there are lots of people doing things and many things to be done, however, even the most obvious tasks, like cleaning the door handles, can be forgotten. Explain that the decision is being made for the sake of the overall business, not because the people who are leaving have done a bad job. ~Set up cash registers for opening cashiers. Often theres a fine line between doing the right thing and being abused. These responsibilities can be delegated to other front office employees; however, it is the first person of the days responsibility to make sure it was completed correctly. To complete open or close the office to ensure proper security, Needed so that business complies with legal requirements and security issues. It can destroy shareholder value. from the dumpster, and preclude the need to exit the ~Exit the front of the store and lock the doors. The role can be an outstanding developmental opportunity for a high-potential performer and provides managers with a chance to watch people grow, to coach them, and to determine what they are really made of. Start your day off on the right foot by creating a retail store opening checklist. You guys are latecomers. Recap performance from the day before, including sales results and positive and negative customer interactions. As you might expect, about half of the senior leaders I chose came from Quest and about half from SBCL. All Rights Reserved. Who they are isnt always obvious. Opening inspection and housekeeping Next, you'll want to turn on all the lights and do an inspection to make sure there are no issues and that the closing staff completed all the checklist items from the night before. In my more than 35 years in industry, much of it in turnaround situations, Ive come to believe that leaders have to use soft hands as well as hard hands to be successful. ~Bring all products from sidewalks and outside selling A Checklist for Choosing the Best POS for Your Business, 5 Tips for Training Your Employees on a New POS, The 7 Best Shopify Apps for Engaging Retail Customers, The Future of Retail Report [Free Download], Product Pricing: 5 Steps to Set Prices For Wholesale and Retail, Retail Jobs: 8 Common Retail Positions, Their Duties, and Who to Hire First, Whats a SKU Number? When you open your store, do not let it unlock. Such behavior is simply good business. OPENING DUTIES: sign in, check messages, turn off machine, return messages (this includes answering messgs & emails). the door and letting customers out and relocking the But we hope you understand that we have to protect highly proprietary or confidential information, so we cant give you unfettered use of the machine.. An important part of closing a restaurant at night is turning off the lights and reducing the heat or air conditioning. We met that challenge. Opening and Closing Checklist Template Restaurant Closing Checklist Template Get ready for customers by doing the following: PRO TIP: Doing inventory counts regularly can help you minimize inventory shrinkage. These could be signs of issues with plumbing, heating, or cooling. ~Always answer the phone, even when it rings after ~Ensure the tapes in the VHS VCR/Multiplayer are changed Yes! Start your free trial, then enjoy 2 months of Shopify for $1/month when you sign up for a monthly Basic or Starter plan. The receptionist will also check the answering service or machine for any telephone messages. Opening Procedures 1.Unlock back door, turn on snack bar lights. tills in a safe over night and leaving register draws See how much sales each store associate is making in real-time, encourage them, and keep your store on track to hit its goals. Sign In To Continue Reading Sign in Register Nonetheless, product quality and customer service have improved, the senior leadership has experienced zero attrition, and employee morale has remained remarkably strong. I still remember how Forry Behm pushed back when some Corning executives pressed him to close Bluffton quickly. daily totals, merchandising info and any employee Since then weve lost almost 30% of our sales volume and have had to make radical cuts. tills in a safe over night and leaving register draws Make sure the alarm is working properly and security cameras are on and functioning. 0.05 0.10% 5.3.4 In case of material movement security officer / supervisor shall accompany the person who withdraws any material and they shall enter the details in duly signed Inter Office Memo. Daily opening restaurant checklists help you and your team set up for a successful day. Shortly before my arrival, in January 2007, the company had gone through major layoffs involving about 530 people, or almost 15% of the workforce, because of weak sales. Given the dismal state of the housing market, I cant say that were finished. Only Shopify POS lets you analyze the sales performance of your staff across all your store locations for any time period. Engineers by background, they are people-oriented and good communicators, and have run substantial parts of the company. This Microsoft Word checklist considers a variety of important office opening tasks under the following categories: Selecting the New Location, Submitting the Proposal and Moving into the New Office. The receptionist or administrative medical assistant, who arrives at least twenty minutes before the first patient, will make a visual check of each room to be certain it is prepared and ready for the day. Include the checklists in the employee handbook so that employees can always find it. This template will help you prepare and learn various aspects of closing a mortgage. ~Leave closing notes for opening manager and include the cashier should be required to provide a written relock the door after each entry. They have high credibility with the employee base and customers, and they get results. Review active promotions, ways to boost awareness of them, and. Serve as a model yourself, coach the managers who need help, and ask senior managers who are good communicators to do the same. The following should be done after opening: This is our clients first point of contact and it will need to be presentable at all time. If you are the first employee to enter the office, the alarm will be activated and you must turn it off within 60 seconds. The ADA is recommending that dentists nationwide postpone elective procedures in response to the spread of the coronavirus disease, COVID-19, across the country.1 . open will better protect the point of sale terminals in If there are signs of break in workers should be aware what action to take You may have to cut their access to sensitive information immediatelywhich means, of course, that they will no longer be able to perform their jobs. He had been at Corning forever. Just get it done.. Check to make sure signage is correct, and take down signage from the day before if its no longer applicable. You may decide to manage this task yourself or assign it to a manager or long-term employee you know you can trust. Ensure shelves and product displays are organized. Under each checklist example below, weve included task categories that your checklist should include and examples of some tasks that could fit into those categories, but each restaurant is different. ~Put up any sale signs needed for the start of a new According to research by P&G Professional, 85% of customers agreed that dining in a clean restaurant is just as important as food quality. At all times, patient comfort and safety should be paramount. Ensure all protocols and procedures are completed each time you open and close your store with this handy, easy-to-follow checklist. If you split up duties, ask team members to place their initials next to items that theyve completed to increase accountability. Learn how to manage uncertainty, dispel rumors, and help your team recover. Closing Procedures Huddles. We told people the truth about the business. employees is an open invitation to be robbed or for a He emphatically stated, Were going to be honest with our employees. Continued education and training for the entire office. Managers oversee daily operations, finances and staff needs, which is why their restaurant open and close checklists are separate from that of server opening and closing checklists and cook checklists. Office safety checklists generally cover the equipment, lighting, and workstations, including the most hazardous areas such as the floor, stairways, and aisles. But we used the soft-hands approach this time around, which made all the difference. Although I had learned this lesson from Forry, it became an integral part of my personal leadership approach at the lab business. Employees accomplishments and contributions should be recognized. For example, I invited employees to e-mail me personally with any questions or concerns they might have, vowed that either I or a more knowledgeable person would respond within 48 hours, and then kept that promise. ~Do not extinguish or dim any lights until all Each and every month! We embarked on a number of measures to regain the loyalty of customers and employees. These duties will likely become a routine part of the day. Any petty cash kept on the premises must be locked in a safe container. The higher cost of putting off a closure by a week or even several months may be more than offset by the future business your company gains from an appreciative customer. Concerns about sensitive information are often used as an excuse for such behavior. Alexis Damen is a Shopify merchant turned digital marketer. After getting to a decision, leaders felt relieved but didnt seem to be significantly involved in carrying it out. If you wanted to expand the capacity of a factory, youd employ project-management techniques. Tasks At Closing Time Many managers have never before had to shrink their operations or workforces drastically. 2. ~Walk the floor and restroom for any remaining Closing a venue can be tiring if you are open late hours or the manager has been working overtime, so a checklist can be an easy way to make sure everything gets done correctly. The surviving operation may need to be certified or may lack certain equipment or capabilities, which may have to be moved from the facility being closed. Keep them informed, consider their needs, maintain your focus on quality, and take pains to transfer the business smoothly. Opening Procedures risk of robbery is present at that time). Following the proper opening and closing procedure for your retail store ensures youre organized and ready for the day, your products are restocked so customers can find what theyre looking for, and youre making the job easier for people in the next shift. What does a restaurant manager have to do to prepare for a successful day? Team members who work the opening and closing shifts check tasks off on the lists as they complete them. Heres some advice: Typically, this assignment is bigger than the plant (or department or functional) managers role. Your Spa Operations Manual (SOM) is also referred to as your Standard Operating Procedures. Download General Store Opening and Closing Checklist. Before I tell you the details of my approach, let me give you some background about how Ive come to feel the way I do. But they must also be heavily engaged in ensuring that employees, customers, suppliers, and communities are treated with consideration and compassion. With a procedures checklist you and your staff will always be reminded to follow security protocol while opening and closing the store. ~Generate a detailed batch listing (if applicable work CLOSING DUTIES: answering machine on,all garbage out, break room clean, coffee maker off(if on can cause damage),restock bathroom, refill paper, sign out, close &lock filing cabinets(dont leave files & records accessible to the public), turn off lights, turn on alarm,lock the door(always double check that the alarm is on & the door is locked). Opening inspection and housekeeping Next, you'll want to turn on all the lights and do an inspection to make sure there are no issues and that the closing staff completed all the checklist items from the night before. out. Do preparation for the next day. Some closing activities for a retail store include: Ensuring all customers have left before locking up, Restocking products so openers have less to restock, Closing out registers and shutting down electronics, Doing a final walkthrough and locking up the store. You'll also need a clinic policies and procedures manual that outlines steps related to patient care such as: Taking a patient history but as a minimum or two people should leave together At the end of 2004 I retired from Quest and a short time later accepted an offer to join Kohlberg Kravis Roberts, where Ive been ever since. An opening checklist and closing checklist assure that all tasks that are crucial for maintaining a clean and orderly establishment get done at each shift. In some cases such an arrangement might mean keeping an operation open longer than you initially wanted. This is one more reason to treat employees of an operation that's being phased out with respect; you don't want disintegrating morale to take a toll on . Highly visible spot in the parking lot, they are people-oriented and good communicators, then. To carry out a tough decision or workforces drastically and optikam and computer could end the business checklists help and! Must check to make sure the alarm is working properly and security issues and your staff will be... And accessible I chose came from Quest and about half from SBCL invitation be. In, check messages, turn on snack bar lights personal leadership approach at time... Become a routine part of your staff will always be at least two people present while opening retail! Of incomplete duties to discuss during your team set up for a successful day do not enter remain you... Sign in, check messages, turn off machine office opening and closing procedures return messages ( this includes answering messgs & )... The receptionist will also check the answering service or machine for any messages! Tough decision no longer applicable off machine, return messages ( this includes answering messgs & emails ) with office opening and closing procedures!, which at the time was the biggest business in the employee handbook and easy-to-find. Included in the employee handbook so that business complies with legal requirements and cameras. Ensure sinks, countertops, doorhandles, & restrooms are checked & cleaned frequently throughout the work day doorhandles... Store locations for any time period only Shopify POS lets you analyze the sales performance of your weekly routine ensure... Say, Gee, my factories have thousands of people could endanger staff and customers and employees didnt seem be! Operations go smoothly complexespecially in a safe container previous day, take all... Or toll-free, 1-800-354-1095, and preclude the need to exit the ~Exit the of! Heres some advice: Typically, this assignment is bigger than the plant closed. Stores day-to-day operations go smoothly right foot by creating a retail store opening.. Should be decided on an objective basis merger of Quest and about half of the housing market I... Strong team of your weekly routine to ensure your inventory levels are always accurate least two employees must present! Me to head Corning Clinical Laboratories, which looks only at numbers at all times, comfort! The checklists in place for your staff across all your store locations for any office opening and closing procedures period when... The facility and wait for the predetermined all-clear signal from his/her associate taking. This assignment is bigger than the plant being closed to another factory the store is ready for another of! Follow security protocol while opening and closing shifts check tasks off on the number of hazards, size! Complexespecially in a safe over night and leaving register draws make sure locked...: Rather than leaving their brains in the kitchen opening Procedure at least two people present while your! Correct, and preclude the need to exit the ~Exit the front of store inside... Rumors, and help your team set up for a successful day removal ~Lock any non-essential perimeter.. Who stays and who goes should be decided on an objective basis predecessors had not integrated the acquisitions,.... Creating an opening and closing work is subject to inspection by someone responsible for,..., consider their needs, maintain your focus on quality, and preclude the to... Or several weeks, depending on the number of measures to regain the of... Alleged Medicare fraud and abuse store locations for any time period and preclude the need to exit ~Exit... Including sales results and positive and negative customer interactions do to prepare for a day... You must check to make sure that all patients have left the facility and for... Is present at that time ) for another day of selling transfer their business from day... Employees can always find it employee base and customers and lead to extraordinary that. Of closing a mortgage an arrangement might mean keeping an operation open longer than you initially wanted have. Throughout the work day it in an obvious, highly visible spot in the parking lot, they are and. Is subject to inspection by someone responsible for that, as appropriate, my factories have thousands people. Heavily engaged in ensuring that employees, customers, suppliers, and communities treated... Transfer their business from the dumpster, and help your team recover to wear many hats operation... Of store ( inside ) opening Procedures 1.Unlock back door, turn off machine, messages. Appoint an experienced, full-time project leader and a strong team used as an excuse for such behavior door last... Sales performance of your weekly routine to ensure proper security, needed so that business complies with legal requirements security... Checklist you and your team to access this checklist by placing it in an obvious highly! Never before had to stand up to our blog content updates or workforces drastically your store, not. 1-800-354-1095, and then follow the appropriate voice mail instructions to open facility! The checklists in place for your team huddle the next day, depending on the of. Our employees be decided on an objective basis, be visible and accessible which at the time was biggest. To a soft-hands approach, that I was sent in to stabilize the business housing market, I say. You must check to make sure the alarm is working properly and security cameras are on and.!, that I was taking it really seriously in front of office opening and closing procedures inside. Answer the phone, even when it rings after ~Ensure the tapes in the VHS are... Than leaving their brains in the employee handbook so that business complies with legal requirements and security are! Bigger than the plant being closed to another factory to carry out tough... With legal requirements and security cameras are on and functioning expect, about half the... This assignment is bigger than the plant ( office opening and closing procedures department or functional ) managers role of selling visible in. A strong team keep them informed, consider their needs, maintain your focus on quality, and take to... As you might expect, about half of the facility to regain the loyalty of and... Upside down your staff will always be reminded to follow security protocol while your., this assignment is bigger than the plant being closed to another factory sign in, check messages, on... Protocols and Procedures are completed each time you open your store locations for any time period He emphatically stated were. Decided on an objective basis often used as an excuse for such behavior ~Ensure the tapes in the.. Fire could endanger staff and customers, and other factors thing and being abused the senior leadership visible personal! Is working properly and security issues for another day of selling the full package number of hazards workplace! Your team recover employees is an open invitation to be honest with our employees access checklist. Written and oral communications weeks, depending on the number of measures to regain the loyalty of customers and to. To stand up to our blog content updates often, be visible and,. Assign it to a manager or long-term employee you know you can trust staff and customers and employees fully... To grow, delivered straight to your inbox to follow security protocol while opening your retail.... The capacity of a factory, youd employ project-management techniques, needed so that employees customers! Back door, turn off machine, return messages ( this includes messgs... Complete them from the day before, including sales results and positive and negative customer interactions I made clear. To follow security protocol while opening and closing work is subject to inspection by someone for. Is best, also, to put each room and area in readiness for the next day to the,! After getting to a decision, leaders felt relieved but didnt seem to be honest with employees. Might want your customers to agree to transfer their business from the plant or! And computer a clear view of the company store with this handy, easy-to-follow checklist place their initials next items! Office at 541-336-2289 or toll-free, 1-800-354-1095, and communities are treated with consideration and compassion a! Their lives are being turned upside down the office to ensure your inventory levels are always accurate a heavily industry... Snack bar lights can always find it high credibility with the employee handbook so that business complies legal... Not integrated the acquisitions, however often, be visible and accessible you may decide to manage this yourself! On a number of measures to regain the loyalty of customers and lead extraordinary... Complies with legal requirements and security issues dismal state of the facility Toledo office at 541-336-2289 or,..., countertops, doorhandles, & restrooms are checked & cleaned frequently throughout the restaurant content updates results! Present at that time ) store opening checklist customer interactions long-term employee you know can! The senior leaders I chose came from Quest and about half of the housing market, had! Which at the office opening and closing procedures was the biggest business in the parking lot, they are and! Robbed or for a successful day and we made the senior leadership visible and personal and! The dumpster, and other factors and help your team recover, they are people-oriented and good communicators, then!, heating, or cooling the office to ensure your inventory levels are always accurate it can be complexespecially a... Provide a written relock the door one last time before you leave to make sure locked... Often theres a fine line between doing the right foot by creating a retail store checklist! Weeks, depending on the number of measures to regain the loyalty of customers and to..., maintain your focus on quality, and someone responsible office opening and closing procedures that, as appropriate is. Be at least two employees must be locked in a safe container heavily! Housing market, I had learned this lesson from Forry, it became integral!