How to Create Dispensary Opening and Closing Checklists

Dispensary opening and closing checklists can maintain cleanliness and compliance standards by streamlining daily tasks. Here's how to make one.

How to Create Dispensary Opening and Closing Checklists
Guest contributor

Dutchie

The Dutchie Squad
Get your free copy
By submitting this form, you're agreeing to receive marketing communications from Dutchie. We promise to never spam you, and you're welcome to opt-out at any time. We value your privacy. Learn about our data collection and privacy policies.

How to Create Dispensary Opening and Closing Checklists

Dispensary opening and closing checklists can maintain cleanliness and compliance standards by streamlining daily tasks. Here's how to make one.

Preview of what's inside

Disclaimer: This content is provided for informational purposes only and is not intended as legal advice. You are responsible for your own compliance with laws and regulations.

A lot of work goes into setting up and closing down a cannabis dispensary every day. There are a lot of small tasks that all team members need to to stay on top of in order to keep the dispensary operating efficiently.

That’s why dispensary owners know the importance of streamlining day-to-day operations.

Opening and closing checklists for dispensaries can take a lot of the stress out of delegating tasks. Front-of-house (FOH), back-of-house (BOH), and management staff all benefit from using checklists to keep up with tasks.

Many dispensaries use checklists to train staff and keep employees focused. Plus, checklists help management to keep staff accountable while ensuring that no one forgets what needs to be done.

Checklists can be divided by the kind of task and items listed in the order they should be completed. And, you can create checklists for daily, weekly, and monthly tasks for cleaning and maintenance.

In this article, you'll learn about why checklists are useful and how to use them effectively in your dispensary. We'll also provide a sample of some of the tasks that can be included on your dispensary's checklists.

What is an opening and closing checklist?

What is an opening and closing checklist?

Opening and closing checklists are lists of the key tasks that staff complete at the start and end of the workday. Opening checklists ensure that the dispensary is ready to run smoothly throughout the day. Closing checklists help staff to clean the dispensary properly and set the dispensary up for the next shift. Both staff use checklists to keep them on track and stay compliant.

Why do you need a checklist before opening and closing a dispensary?

Why do you need a checklist before opening and closing a dispensary?

No matter how reliable your staff is, checklists help your employees to keep track of tasks. Opening and closing checklists for front-of-house staff help to keep productivity up and labor costs down. Checklists for back-of-house staff keep the dispensary clean and help staff avoid compliance violations.

1. Training

Checklists are great for training new staff members. They ensure that new staff knows the proper way to open and close the dispensary. That way, they don’t have to rely on memory to remember what needs to be done.

2. Team accountability

Detailed checklists ensure that all the opening and closing tasks are completed correctly and on time. And they help managers and shift leaders to keep the staff accountable by streamlining delegation. Checklists make it easy to split tasks evenly for everyone on a shift.

3. Ensures cleanliness

You’d be surprised how quickly high-traffic areas of dispensary become unclean. Dispensaries have to stay clean to be inviting to guests. Daily, weekly, and monthly checklists ensure that cleaning tasks are regularly completed.

4. Reduce human error

In the cannabis industry, teams rely on each other to set them up for success. When mistakes happen during opening or closing, they can make it more difficult for the next shift. Checklists help to ensure that all tasks are completed every shift.

5. Increase operational efficiency

Reducing mistakes with opening and closing checklists can increase the overall efficiency of the dispensary. When tasks are completed on time, everyone is set up for a successful shift. And they take eliminate guesswork for the whole crew, making it easy to complete all necessary tasks.

Tips for creating and implementing your dispensary opening and closing checklists

Tips for creating and implementing your dispensary opening and closing checklists

1. Brainstorm tasks

Start creating your opening and closing checklists by brainstorming tasks that need to be completed during each shift. List everything that needs to be done beyond catering to customers and preparing orders on these checklists. You might create separate lists for cleaning tasks that need to be completed weekly or monthly.

2. Consult your team

When you have a first draft of the checklists, consult your front-of-house team, back-of-house team, management team, and leadership staff to make sure that nothing is missing. Your team has its feet on the ground during every shift. So they know what needs to be done, including things that may not be so obvious. Make a plan for regular cleaning of every surface and small corner of the dispensary.

3. Use a template

Templates can help you to build clear and comprehensive opening and closing checklists for your dispensary. There are templates available for all areas of the dispensary, including front-of-house and back-of-house. Β It’s important to use precise, easy-to-read language in your checklists so that there’s no question of what list items refer to.

4. Train staff

Training your team to use checklists by walking them through how to properly execute each of the listed tasks. You don’t want team members to have to guess about the steps of any of the tasks. Make several copies of your checklists and laminate them so that they stay clean and can be reused with dry-erase markers.

5. Update frequently

Every good process requires a few iterations to get it right. As your dispensary grows and changes, you might need to add items to the checklist to keep it relevant. Make sure that your team is working from the most recent versions of your checklists so that they complete the right tasks.

Types of opening and closing checklists

Types of opening and closing checklists

You can create a checklist for each area of the dispensary. Creating checklists for each station helps to delegate tasks to the right employees. It might help to divide each checklist by the time of day that tasks need to be completed and/or the kind of task, such as stocking and cleaning.

Front-of-House Opening

In addition to providing customer service, front-of-house teams keep the dispensary sales floor clean and sanitized. Some FOH checklists tasks include:

  • Turn on your cannabis point of sale (POS) system.
  • Learn the day’s specials and program them into the POS.
  • Set the music, lighting, and room temperature.
  • Unlock the front door.
  • Do a security sweep.
  • Spot clean glass doors and windows so that they're free of smudges and streaks.

Front-of-House Closing

  • Empty trash bins and replace bags.
  • Sanitize surfaces.
  • Sweep or vacuum the floors.
  • Count cash drawers.

Management Opening

Dispensary management teams delegate tasks, solve problems, and ensure the safety and security of staff and customers. Here are some examples of management checklist tasks:

  • Confirm that cash register drawers include amounts reported from previous shifts.
  • Review inventory.
  • Prepare for a staff meeting.
  • Walk through the dispensary to make sure that everything is clean.
  • Organize incoming deliveries.
  • Review the staff schedule.
  • Explain specials to staff and review menu items.
  • Set daily sales goals.

Management Closing

  • Delegate cleaning tasks to the staff.
  • Review sales and labor costs for the day and run reports.
  • Walk through the dispensary to check the staff’s closing tasks.
  • Lock doors and set the security system.

Streamlining your dispensary operations with checklists

Streamlining your dispensary operations with checklists

There are dozens of tasks to be completed in a dispensary during opening and closing each day. Without checklists, it’s really difficult for staff and managers to remember them all. Creating checklists for each area of the dispensary makes tasks more manageable and helps operations to run more smoothly overall.

These checklists will help you to streamline daily tasks and help your staff focus on providing each guest with a memorable shopping experience.