Day 1 Checklist
Sunday — get eyes on everything, document what you find
Progress
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Week 1 Plan
May 18 – 24 — get to baseline in 7 days
Turnaround Dashboard
Back to baseline — one task at a time 💪
Overall Progress
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➕ Add Turnaround Task
Baseline Report
Document what you inherited — protect your bonus, prove your progress
📝 Add Observation
Document what you find — you can keep adding as you discover more over your first few days.
📋 All Observations 0
Store Assessment
Complete this on Day 1 to understand what you're working with
⚙️ Operations
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Opening/closing procedures documentedIs there a written checklist or is it tribal knowledge?
Check date labels on ALL productCheck every item in every location — discard anything expired or unlabeled before counting
Add expired/near-expired items to waste logDocument everything discarded — quantity, item, reason — this is your baseline waste documentation
All stock pulled, reorganized & inventoriedNOW pull everything, wipe shelves, restock in logical order — only counting good product
Inventory locations mapped in appEnter where each item lives (front/back) so ordering is accurate going forward
Equipment calibrated & functioningEspresso machine, sandwich unit, brew stations, drive-thru timer — note anything broken
Espresso machine cleaned & descaledWhen was it last serviced? Check the log if there is one
Brew timers set correctlyVerify brew times match Dunkin' standards for each station
Drive-thru headsets charged & workingTest all headsets — how many working vs broken?
Temperature logs currentHot hold, cold hold, walk-in, freezer — all within range and documented?
Hot holding temps verifiedAll hot hold units at correct temperature before service
Sanitizer levels checked at all stationsSanitizer buckets filled, test strips available
POS system functioning & access confirmedDo you have manager-level POS access? Any error codes?
Security cameras workingCheck all angles — note any blind spots or offline cameras
Back door secured & alarm functioningTest the door alarm — confirm you have the code
Safe combination changedChange immediately — you don't know who had the old combo
Manager codes updated in all systemsPOS, alarm, safe — update any codes tied to previous manager
WorkPulse tasks currentAny overdue tasks or open maintenance items?
Drive-thru timer average notedWhat is current speed of service? What's the target?
👥 Staffing
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All staff confirmed in ADP payroll systemVerify every employee is active — no ghosts, no missing people
All staff have TeamWorx app downloaded & activeAnyone not on TeamWorx can't see their schedule — fix this fast
Current headcount confirmedHow many active employees? How many regularly showing up?
Availability collected from all staffSpeak with each person — when can they work, when absolutely can't they?
Time-off requests for next 30 days collectedAnyone with planned time off needs to tell you now so you can plan around it
Staff strengths assessedWho is best at: window, order taking, sandwiches, beverages, cleaning, stocking, customer interaction?
Emergency contacts collected for all staffEvery employee should have an emergency contact on file
Food safety certifications verifiedWho has current ServSafe or equivalent? Any expired certs?
Dunkin Brands training completion checkedWho is current on required training? Who is behind?
Any employees on corrective actionCheck files — are there any open disciplinary matters you need to know about?
Open shifts identifiedWhat shifts are currently uncovered or being cobbled together?
Schedule for next week builtGet a schedule posted as fast as possible — staff need stability
Reliability issues identifiedWho is chronically late, calling out, or unreliable?
Hiring needs assessed & posting createdHow many positions? Which shifts are most critical to fill first?
💰 Financial
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Safe count completed & documentedCount the safe immediately on Day 1 — note exactly what's there and any discrepancies
Last bank deposit date confirmedWhen was the last deposit made? Is there a backlog?
Petty cash accounted forIs petty cash present and documented?
Monthly budget obtained from Kaleb/AaronGet your ordering budget in writing before your first order
GSD targets known by day of weekWhat are the daily sales goals? Get the corporate targets entered in the app
Current GSD vs target gap assessedHow far off are they? Which days are worst?
Labor cost % reviewedWhat is current labor % vs target?
Deposit schedule establishedSet a consistent deposit schedule and stick to it
Waste & comp procedure establishedMake sure staff know how to ring comps correctly — set the standard from Day 1
Any outstanding invoices or vendor issuesCheck for any unpaid bills or vendor holds from previous management
🌡️ Culture & Morale
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Introduced myself to every staff member individuallyNot as a group — one on one, learn their name, shake their hand
Asked each person what they need to do their jobListen more than you talk — this is the most important question you can ask
Identified the go-to reliable personEvery store has one — find them fast and lean on them while you learn the store
Any known interpersonal conflicts notedDon't dig — just listen for what comes up naturally
Morale temperature takenAre people relieved, anxious, checked out, cautiously hopeful?
Communication preference establishedGroup chat? Board? TeamWorx messages? Set this up Day 1
First win deliveredFix or order one thing they've been asking for — show them things are already different
First staff touchbase scheduledSet a recurring Thursday meeting — brief, positive, consistent
🛡️ Health & Safety
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Pest control contract confirmed & currentWhen was the last service visit? Get the service record — 15 weeks of neglect = real risk
Evidence of pest activity checkedDroppings, gnaw marks, entry points — check all corners, under equipment, walk-in, back room, mop sink area
Back door seal intact — no gapsPrimary pest entry point — check the entire perimeter of the door
Dumpster area checkedDistance from back door, lid closing properly, no overflow — pest magnet if neglected
Grease trap — last service date locatedCritical health violation if overdue — ask Kaleb/Aaron if you can't find the record
Hood/ventilation system — last service dateFire hazard if overdue — should be serviced regularly, especially with grease buildup
Ice machine — clean & last sanitizedMajor health violation if neglected — check inside for slime or buildup
Fire extinguisher — inspection date currentCheck the tag — annual inspection required
First aid kit stockedBandages, burn treatment, gloves — restock anything missing
Slip/fall hazards identifiedWet floor areas, uneven mats, broken floor tiles — note and address
Last health inspection date & score locatedKnow what the inspectors found last time — fixes anything flagged immediately
Grease buildup around equipment checkedAttracts pests AND is a fire hazard — note anything significant
Menu boards current & properly litCurrent promos posted? Any burned out lights? Customers complain when signage is wrong
Drive-thru speaker & intercom workingTest it — dead spots or static cause order errors and frustration
Condiment & customer station stockedSugar, cream, napkins, straws, lids, sleeves — all full and organized
Bathrooms — stocked, clean & inspectedSoap, paper towels, toilet paper — first thing customers notice
Parking lot & exterior checkedLights working, no hazards, signage intact, drive-thru lane clear
Any open work orders or maintenance ticketsCheck WorkPulse for anything outstanding — escalate anything safety-related immediately
Staff Meeting
Your first meeting agenda — sets the tone for everything
📋 Meeting Details
🗣️ Agenda & Script
0:00 — 2 min
Introduction
"Hey everyone, thank you for taking a few minutes. My name is Jen and I'm your new manager. I want to keep this short and real — I'm not here to tear everything down or make your lives harder. I'm here to help. My job is to make sure you have what you need to do yours well."
2:00 — 3 min
My Approach
"A few things you should know about how I work. I communicate directly. If there's a problem I'll tell you — I won't go behind your back. I expect the same from you. I'm fair. The rules apply to everyone the same way. I'm here to fix problems, not create them. If something isn't working — scheduling, supplies, a coworker situation — come to me. That's what I'm here for."
5:00 — 3 min
What I Need From You
"Three things. Show up on time. Your coworkers are counting on you and I will notice. Communicate. If you can't make a shift, tell me as soon as possible — not 30 minutes before you're supposed to be here. Do your job well while you're here. That's all I ask."
8:00 — 3 min
What I'm Working On
"I know this store has had some challenges. I'm not going to pretend otherwise. Here's what I'm focused on right away: getting you better coverage so nobody's drowning, making sure the schedule works for people's lives, and getting this store hitting its goals so everyone's in a good position. I can't do any of that without you."
11:00 — 3 min
Open Floor
"Before I let you go — what do you need? What's been frustrating you? What's broken that nobody's fixed? I'm not promising I can fix everything today but I want to know." [Listen. Take notes. Don't get defensive.]
14:00 — 1 min
Close
"Thank you. I mean it. I'm excited to work with you all and I think we can turn things around here. My door is always open. Let's get back to it."
📝 Staff Feedback Captured
Notes from the open floor — what did they say?
✅ Action Items from Meeting
My Team
Staff profiles, availability, reliability, and notes
GSD & Scheduler
Upload your corporate GSD sheet, then build your weekly schedule with AI
📊 GSD Targets Not set
Upload a photo of your corporate GSD spreadsheet. AI will extract the hourly staffing targets automatically.
📷
Click or drag a photo of your GSD sheet here
JPG, PNG, or HEIC
📅 AI Schedule Builder
AI builds your weekly schedule based on GSD targets and your team's availability.
🎯 Daily Sales Tracker
Manager Log
Daily notes, coaching conversations, and incident documentation
➕ New Entry
Daily Scorecard
Track performance metrics daily — input manually or upload a report photo
🎯 My Goals Setup
Set your corporate targets by day of week, then your personal stretch percentage.
If corporate target is $1,500 and stretch is 8%, your goal = $1,620
Corporate targets by day of week:
📋 Today's Numbers
📅 Recent Entries
Prep & Ordering
AI recommends prep quantities based on history, weather, and local events
🌤️ Planning Inputs
📚 Prep History
Inventory
Count, order, verify deliveries, and track budget
🔢 Inventory Count
Store Condition
Document before & after — protect yourself, prove your progress
📸 Add Photo Entry
📋 All Entries 0
Hiring
Track candidates, conduct interviews, and build your team
➕ Add Candidate
👥 All Candidates 0
Product Windows
Track new menu launches, order deadlines, and training requirements
➕ Add Product Window
Promotions & Events
National holidays, BOGO days, freebies — plan your orders and staffing
➕ Add Promotional Event