Paleo Caf Franchise Opening Checklist

Franchisee Name:____________________________ Franchise Location:

_____________________________
FRANCHIS S!"P !I#LIN $ RFR !O APPN%I& '(
Finalise lease for you premises. Ensure you have signed the lease, paid
the required deposit and all terms are agreed with the landlord. Ensure
all works to be completed by the landlord are done prior to handover of
the premises. ns)re *o)r lease is s)+,ect to co)ncil appro-al for a
Paleo Caf.
Speak with your local council town planner or certifier about required
building approval application form and food licence approval. Collate
required documents and submit approval to council or certifier. !HIS CAN
!A/ "P !O 0 1/S2
Provide proof of finance approval and cash available to Paleo Caf !".
Commencement date of #perations $anual % Pay &alance of Franchise Fee
&egin using Social $edia ' other marketing avenues to promote your
opening.
(efer to appendi) *++
&egin your recruitment drive for Staff (efer to appendi) *,+
Finalise proposed plans with -ision Shopfitters. .iaise with !"
regarding design, equipment requirements etc. /his will also include
your signage for the premises.
#btain Franchisor approval of fit out and signage
Finalise equipment accounts as per accounts below
Finalise your business and premise insurance prior to commencing
construction
#btain any approvals need from local authorities to commence
construction
I#POR!AN! NO!:
Paleo Caf #perations manual must be read in its entirety prior to attending
franchisee training
(ead and watch mandatory educational material to ensure you have adequate
Paleo knowledge to operate your own Paleo Caf
!" will arrange set up of 0ero accounting package for your business. Engage
the services of a qualified book keeper if you are not e)perienced in that
field
FINALIS 3ISION SHOPFI!!R R4"IR#N!S 5 !O 6 CO#PL!% 67 HA% OFFIC
8ai to prepare the follo9ing :oc)ments prepare: for 3ision Shopfitters:
Site Plan Floor Plan
!ydraulics Plan
Electrical Plan Photos
1nventory list 2 if 3pplicable 4
3ISION !I#LIN 5 !O 6 CO#PL!% 67 HA% OFFIC
Plans % 5enerally ; 9eeks to finalise
Pricing % 5enerally ; 9eeks after plans have been finalised
Page 1
Construction % this commences ' requires < 9eeks for construction to be
completed
.ead 1n to opening % this requires ( 9eek till opening date
R1AR%S %IS!RI6"!ION 5 !O 6 CO#PL!% 67 HA% OFFIC
(ewards 6istribution applications completed ' returned to !" = 9eeks
prior to opening
Refer to appen:i> '(=.(
!ead office to place order ( month prior to opening
HA%OFFIC PRO%"C!S 5 !O 6 CO#PL!% 67 HA% OFFIC
C)stom Paper Coffee C)ps ?arment Or:er
?ift Car: Hol:ers Retail 6ags
Paleo Caf Lifest*le @
Cook+ook
Staff "niform Or:er 7 "uantities
to be advised
6L"IA !I#LIN 5 !O 6 CO#PL!% 67 FRANCHIS
&lui8e "uotes and Payment Finalised 7 minimum = 9eeks before open
&ank 3dvised of Eftpos (equirements 7 minimum B 9eeks before open
Precision 6ata $ember Cards #rder and Payment 7 minimum < 9eeks before
open
Computer organised 9 month prior to opening with 1ntek Computers 7
minimum < 9eeks before open
Completed 1mpact 6ata S$S 3ccount Forms to &lui8e 7 minimum C 9eeks
before open
Final Product 3mendments .ist to &lui8e 7 minimum (D :a*s before open
Final .ocation ' promotional details sent to &lui8e 7 minimum (D :a*s
before open
!LS!RA $ !O 6 CO#PL!% 67 FRANCHIS
Contact /elstra for phone and data line. /his needs to be done at least
9 month out,
prefera+l* = 9eeks
3ISA? LA6LS @ S!A!IONAR7$ !O 6 CO#PL!% 67 FRANCHIS B 1/S PRIOR
!O OPNIN?
Contact 6enis at -isage to organise stationary order. Phone number
required to complete this
info:visage.com.au
4"IP#N! OR%RS 5 !O 6 CO#PL!% 67 FRANCHIS
CC!3EAlarm Alsco FLinenG
Ne>tren: FF)rnit)reG Pest Control
)reka Street F)rnit)re Ha-e a Seat or Image 6)siness
F)rnit)re #ttomans
Stat)s Signs 5 &arrier;3
Frame
Name 6a:ges
SOF!1ARECO#P"!R S!"P 5 !O 6 CO#PL!% 67 FRANCHIS
Resort program F/itchen
Soft9areG
Refer to appen:i> ';( ';;.;
6l)iHe
Refer to appen:i> ';;.(
A#& %rop+o>
Page 2
Fin: m* Shift Apra Licence
Refer to appen:i> 'IC
%o9nloa: @ Register Spotif* Crossfit ?ames set)p on "S6
StickE%ri-e
%o9nloa: Omnes font onto
Comp)ter
Refer to appen:i> '0=
/I!CHN ACCO"N!S @ OR%RS
!op C)t #eats (EP< 1nitial #rder
(equired
6i:-est (EP< 1nitial #rder
(equired
Seafoo:
S)pplier
C#$P3=><
(EP<
1nitial #rder
(equired
Fr)it @
3egeta+le
S)pplier
C#$P3=><
(EP<
1nitial #rder
(equired
MANDATORY STORE ACCOUNTS & ORDERS Refer to Appendix #26 FOH Initial Order Form
All accounts to be setup at least 4 ee!s prior to t"e caf# opening$
Acco)nts to
Set)p
1hereEHo9 Complete: Ho9 to Or:er Complete:
(0D N)trition #nline 3pplication #rder #nline
AmaHonia 3ccount 3pplication %
Find .ocal 6istributor
See initial #rder
6aker @
!a*lor
#nline 3pplication #rder #nline
6io Pack #nline 3pplication See initial #rder
6l)e %inosa)r #nline 3pplication #rder by Email
CocoL)scio)s Find .ocal 6istributor< See initial #rder
Co*o Find .ocal 6istributor< See initial #rder
%rink
%istri+)torE
6aco
Find .ocal 6istributor< See initial #rder
li>ir Coffee =ikki to Setup
appendi) *?@
1nitial Setup
(equired
Irena #acri =o 3ccount (equired See initial #rder
#ilk Compan* Find .ocal 6istributor< Phone #rder 6aily
#orin:a $
Noni
#nline 3pplication #rder #nline
Nat)re
Pacific $
6ana+an
3ccount 3pplication
appendi) *?+.@
#rder #nline
N)Aest 3ccount 3pplication
appendi) *?+.A
#rder #nline
Office9orks
stationar*
#nline 3pplication #rder #nline
Omni-erse
Packaging
=o 3ccount (equired #rder by Email
OptimoH =o 3ccount (equired #rder by Email7
See initial #rder
Page %
Paleo #ana
!oa
3ccount 3pplication
appendi) *?+.99
#rder #nline
P)re :en =o 3ccount (equired #rder by Email7
See initial #rder
P)re Pharma #nline 3pplication #rder #nline
Ra9 C Find .ocal 6istributor See initial #rder
Simpl* Ra9 =o 3ccount (equired #rder by Email
"niJ)e Health
Pro:)cts
#nline 3pplication #rder #nline
3isage
Stationar*
=o 3ccount (equired #rder by Email
NON MANDATORY STORE ACCOUNTS & ORDERS Refer to Appendix #26 FOH Initial Order
Form
All accounts to be setup at least 4 ee!s prior to t"e caf# opening$
CaitlinKs
8ars
=o 3ccount 3pplication #rder by Email
Hea-enl*
Cacao
=o 3ccount 3pplication #rder by Email
8imalie 3ccount 3pplication
appendi) *?+.B
1nitial #rder by
Email
/ora Organics
@ !reas)re
7o)rself 6ook
3ccount 3pplication
appendi) *?+.C
1nitial #rder by
Email
Little arth =o 3ccount (equired See initial #rder
#o,o /om+)cha Find .ocal 6istributor See 1nitial #rder
#* ?*ps*
Chil:
=o 3ccount (equired #rder by Email
Oceania
!ra:elink
=o 3ccount (equired #rder by Email
S9eet Leaf
6liss 6alls
#nline 3pplication #rder #nline
1ile* @ Sons #nline 3pplication #rder by Email
H"#AN RSO"RCS $ !O 6 CO#PL!% 67 FRANCHIS
&egin recruitment drive for Ditchen ' F#! staff
3ll Staff financial paperwork completed at least (D :a*s prior to
opening.
Staff to be emailed contracts, handbook ' personal details form ( 9eek
prior to opening
Set a date ' time to received staff paper work from staff ' give staff
new uniforms.
Staff roster completed ' Staff contacts list printed ' both displayed
Contact staff regarding induction day in the caf.
E "niforms @ name +a:ges to +e 9orn :)ring in:)ction.
#N"S $ !O 6 CO#PL!% 67 FRANCHIS
Food $enu to be finalised ; 9eeks prior to opening with head #ffice
(efer to appendi) *9?
6rinks $enu to be finalised ; 9eeks prior to opening with head #ffice
(efer to appendi) *9?.9
$enus ' specials printed ' put into 3C P-C hard cover folders ; 6rinks
menu to be laminated 3A
Feekly specials created ' printed 2 create a folder on drop bo)4
(efer to appendi) *9,
Page 4
N!R!AIN#N! CHC/LIS! $ !O 6 CO#PL!% 67 FRANCHIS
Spotify connected to 3mp ' Speakers
/- playing cross fit via GS& drive
SOCIAL #%IAE#AR/!IN? CHC/LIS! $ !O 6 CO#PL!% 67 FRANCHIS
Ensure you are active on 1nstagram, /witter ' Facebook leading up to
your opening.
6isplay HComing soonI poster in window
6eliver posters ' brochures to all local sports
club;gyms;nutritionists;training groups
Send fa) through #Jmedia of brochure ' menu to health, fitness,
sporting, medical ' corporate companies
Contact local media companies to let them know you are opening soon
Follow social media guidelines
(egister for 5oogle places % preferably ,7C weeks prior to opening.
FOL%RSESI?NA? !O 6 %ISPLA7% IN !H CAF
/ill folder created with till sheets ' till procedures
Ditchen (ecipe folders ) A
!( folder with Staff Policies included for staff to access
/imesheet folder created ' timesheets printed
Kuice ' Smoothie recipes printed ' laminated
#pening ' closing procedures for kitchen ' F#! printed, laminated
Cleaning roster Ditchen ' F#! printed ' laminated
Fridge temperature sheets printed ' laminated
Print 1nstagram ' facebook signage
Change bag form printed ' laminated
Food safety certificate displayed in kitchen
#pen ' closed sign ' caf opening hours stuck on window
3P(3 ' PP-C licence on window
Staff name badges printed
Financial
LCMM float from bank ' LCMM change float ordered from bank
?) &anking bags, money bags, rubber bands ' change order forms ordered
from bank
/hese items put in the safe
&anking bag to take deposits to the bank organised
%rop+o> set)p $ !O 6 CO#PL!% 67 FRANCHIS
$ A%#IN 2eg. general set up info, approvals and correspondence, price
labels, sticker labels etc4
$ HR 2all staff related documentation4
$ OH@S 2all health and safety documentation4
$ FOO%@63RA?S 2all menus, costingIs, specials etc4
$ S!OR PRO%"C!S 2all product information and price lists etc4
Page &
$ #AR/!IN? 2branding and marketing info4
$ L?AL@ACCO"N!IN? 2all legal and financial records, reports '
correspondence4
I:eal Opening timeline
!)es:a* Ditchen signed off by council.
3ll kitchen, F#! and electrical equipment installed,
tested and working.
1e:nes:a* !ead chef start. 3rrange to meet all suppliers in the
caf.
Familiari8e themselves with the kitchen and wash all
containers, plates, cutlery etc. Ensure operations
manual, #!'S manuals are printed, in a folder and
available for all staff to see. Setup all F#! folders.
6ownload resort
!h)rs:a* Continue on with washing and preparing. (eceive and
arrange correctly all dry goods. /est all equipment again
to ensure working properly and no faults when all under
full load.
Prepare and cook granola, trail mi), bars etc.
Stock all fridges ' Free8ers F#!. Gse fridges dividers
for drinks.
Fri:a* 6o a final check of all equipment to ensure they have
everything ready for opening.
Ensure fridge temperature sheets, cleaning rosters '
staff bag storage areas are in place.
Stock all retail shelving.
Sat)r:a* #ff or general cleaning
S)n:a* #ff or general cleaning
#on:a* !" staff arrive to begin training.
Page 6