1. Project Lists
1.1. Financial Cleanup
1.1.1. Get control of the finances
1.1.1.1. Kim is meeting with Juan Carlos today
1.1.2. Understand the financial situation
1.1.3. Develop financial control mechanisms
1.2. Operational Overhaul
1.2.1. Develop the leadership and management programming & structure
1.2.1.1. Leadership Development Program
1.2.2. Create Cruzt University
1.2.3. Create Team Member Handbook
1.3. Leadership / Cultural Overhaul
1.3.1. Create / Drive a Happy, Healthy Team
1.3.1.1. Implement Employee of the Week Program for a Trial Run
1.3.1.1.1. Use Wheel of Names to pick a team member each week
1.3.1.2. Develop the leadership and management programming & structure
1.3.1.2.1. Leadership Development Program
1.3.1.3. Find ways to recognize improvements and celebrate the team
1.3.1.4. Ensure that all team members are clear of what's expected of them, when, and why
1.3.2. Improve Team Member Morale
1.4. Emergency Items
2. January 30th Meeting
2.1. Cost Savings
2.1.1. What can we cut:
2.1.1.1. GoDaddy
2.1.1.1.1. Curent bill:
2.1.1.1.2. Potential Savings:
2.1.1.1.3. David
2.1.1.1.4. Net impact:
2.1.1.2. Toast
2.1.1.2.1. Cancel services
2.1.1.2.2. Current Toast bill:
2.1.1.2.3. Tasks:
2.1.1.2.4. Potential savings of $300
2.1.1.2.5. David
2.1.1.3. Energy Efficiency - Goal for February = Reduce by $600
2.1.1.3.1. Oven/Gas
2.1.1.3.2. Electricity
2.1.1.4. Labor
2.1.1.4.1. Plan
2.1.1.4.2. We need a baseline and way to monitor this better.
2.1.1.4.3. Daily compliance monitoring to begin Wednesday February 14th
2.2. Business Development
2.2.1. Determine a Business Development Strategy
2.2.1.1. Catering
2.2.1.1.1. Create a catering bundle
2.2.1.2. Strategic Partnerships
2.2.1.3. Marketing
2.2.2. Get things up on the menu
2.2.3. Get photos for the alcohol up on the sites
2.3. Brain Dump of Areas that Need Focus and Improvement
2.3.1. General Operations Improvement
2.3.2. Team accountability
2.3.3. Cost Control Measures
2.4. How can we add $1,500
2.4.1. Increase the prices across the board
2.4.1.1. Obstacles
2.4.1.1.1. Time to configure the system
2.4.1.1.2. What about the price increase we just made to the OOP's
2.4.1.2. We need to perform a competitive pricing survey
2.4.2. Put up the visual menu board
2.4.2.1. Decide what is to be posted on the menu board
2.4.2.1.1. QR code for our menu
2.4.2.1.2. Top items
2.4.2.2. Oprtimize menus and get fried foods up
2.4.2.2.1. P
2.4.2.2.2. Mozz (6)
2.4.2.2.3. Mozz (4)
2.4.2.2.4. Chicken Tenders
2.4.2.2.5. Waffle Fries
2.4.2.2.6. Zucc
2.4.2.2.7. Let's get profitability
2.4.2.3. Find the people to make the menu board mock ups on Fiverr
2.4.2.4. Publish
2.4.2.4.1. Youssef
2.4.2.5. The new board mocks are supposed to be done on Thursday Feb. 15th
2.4.2.6. Need to fix the vertical issues by Wednesday/Thursday
2.4.3. Focus on marketing and promotions with other sites
2.4.3.1. Contact EZCater and Relish to see what we can do
2.4.3.2. Contact Doordash
2.4.3.2.1. See about how we can add an item like the parmesan sticks, etc. rather than a discount
2.4.3.3. Contacting Grubhub
2.4.3.3.1. See about how we can add an item like the parmesan sticks, etc. rather than a discount
2.4.3.4. David
2.4.3.5. Contact Uber Eats
2.4.3.5.1. See about how we can add an item like the parmesan sticks, etc. rather than a discount
2.4.4. Run additional promotions (Youssef)
2.4.4.1. Create and send a weekly campaign
2.4.4.1.1. Valentines Day Promotion
2.4.4.2. Activate all promotions in Toast
2.4.4.3. Activate promotions in Owner.com
2.4.4.4. Create a campaign with Owner.com
2.4.4.4.1. Could we use this to promote the happy hour
2.4.4.5. Create a media/marketing/promotional plan
2.4.4.5.1. Set up a meeting with Chris from Owner.com
2.4.4.5.2. I requested a meeting with Chris from Owner.com on Monday of next week.
2.4.4.5.3. Brainstorm ideas on this prior with the TSA team
2.4.5. Set up and promote a happy hour
2.4.5.1. P & D
2.4.6. Focus on improving our scores with Doordash and the other OOP's
2.4.6.1. Patrick
2.4.7. Set up promotions with WeWork
2.4.8. Install alcohol signs in the window
2.4.9. Have regular weekly business development meeting
2.4.10. Fix the photos in the menus
2.4.10.1. Get the photos up for alcohol
2.4.10.1.1. P
2.4.10.2. David sent the photos over for us to use
2.5. Goal:
2.5.1. To add $3,000 to the bottom line
2.6. Other things we can work on in operations
2.6.1. Automate reviews
2.7. Optimize the menu
2.7.1. Fix the meal deal
2.7.1.1. We want it to be one thing where they pick a pizza, pick a salad, and that's it.
2.8. Business Development
3. January 31 Meeting with Blessing & Youssef
3.1. Setting priorities
3.2. Setting goals
3.3. Have a project plan
3.4. To do:
3.4.1. Brain dump with Patrick
3.4.1.1. Go over Patrtick's view of where we are on things and what needs to happen
3.4.1.2. Develop the strategy
3.4.1.2.1. Come up with the steps to reach the goals in the strategy
3.4.1.3. Go over the existing contract and deliverables and where we are with those
3.4.1.4. Set the goals
4. February 22 meeting with Chris Reed
4.1. Business development strategies
4.1.1. Ghost kitchen
4.1.2. Parbroiled/Fresh Frozen
4.1.3. Low hanging fruit
4.1.3.1. Increase check averages
4.2. Quesitons:
4.2.1. How do we set it up so that things are automatically added to the cart
4.3. Goals for the next 30 days - How does Owner contribute to that?
4.3.1. 35-45% of customers are Dashpass customers.
4.3.2. 55-65%
4.3.3. Local boots on the ground in the delivery area
4.3.4. Rebrand:
4.3.4.1. Send the location a pre-paid visa.
4.3.4.2. Throw a re-grand opening or a re-launch
4.3.4.3. Local fire department or Police station
4.3.4.4. To win the gift card, people have to sign up and be in the database in order to win
4.3.4.5. Menu should be 15% higher
5. March 14 2024 Meetings
5.1. FOH
5.1.1. Review & Refine Task Lists
5.1.2. Review & Refine Cash Handling Process
5.1.3. Implement the tablets
5.1.4. Phone procedures
5.1.5. Get uniform processes in order
5.1.6. Decide on and implement the time clocking system
6. Meetings
6.1. Outcomes
6.1.1. what we need from zpizza
6.1.2. How Blessing can help move it forward
6.1.3. I'd like to have the start of a visual chart to the projects
7. Brain Dump
7.1. Projects
7.1.1. Increase / Improve Profitabilty
7.1.1.1. Increase Revenues
7.1.1.2. Decrease Waste
7.1.1.3. Create Fiscal Responsibility
7.1.1.3.1. Create a financial plan
7.1.1.4. Create a budget
7.1.1.5. Create forecasting models
7.1.1.6. Implement Financial Controls
7.1.1.7. Define success in this area and project stages and milestones
7.1.2. Streamline Operations
7.1.2.1. Create the Cruzt University training program
7.1.2.2. Develop policies and procedural manual
7.2. Tasks / Deliverables
8. February 1 Meeting with Youssef / Blessing
8.1. Outcomes
8.1.1. Understanding
8.1.1.1. Of what could be offloaded to the team
8.1.1.2. How we could provide and demonstrate more value to zpizza
8.1.1.3. What the next phase of our with zpizza might look like
8.1.1.4. How we're going to achieve our objectives with our plan
8.1.2. Confidence
8.1.2.1. The team understands what I've been working on
8.1.2.1.1. What's been promised to David & Zpizza
8.1.2.2. That there's an actionable plan that will allow me to focus on business development strategies
8.1.3. CLarity
8.1.3.1. In a project plan of what we intend to do for the next 12 weeks
8.1.3.2. In the goals
8.1.3.3. In the responsibilities of each team members
8.2. To share:
8.2.1. The promises made
8.2.2. Potential outcomes
8.2.3. Next phase vision
8.3. Review existing items:
8.3.1. Goals and Targets
8.3.1.1. Rebuild/Craft a winning team and organizational culture.
8.3.1.1.1. Team member of the week
8.3.1.2. Reduce overall operational demands by 25% or more.
8.3.1.2.1. Create systems
8.3.1.2.2. Automate
8.3.1.3. Overhaul existing management structure.
8.3.1.4. Eliminate approx. $700/month in payroll waste.
8.3.1.4.1. Shift Reports
8.3.1.4.2. Compliance reports
8.3.1.4.3. Optimized schedule
8.3.1.5. Cut over $1,400/month in compliance liabilities.
8.3.1.5.1. Compliance Reports
8.3.1.6. Develop and implement new policies and procedures.
8.3.1.7. Align organizational goals with owner’s desired outcomes.
8.3.1.8. Improve sales revenues and decrease waste for enhanced profitability.
8.3.2. Success Metrics Checklist
8.3.3. Systems and Automation
8.3.3.1. Integrate and automate systems to reduce labor on repetitive tasks.
8.3.3.2. Focus on business development enhancement.
8.3.4. Policies, Procedures, and Culture
8.3.4.1. Implement a system of policies and procedures.
8.3.4.2. Establish a culture of accountability.
8.3.4.3. Increase consistency in product quality and scheduling.
8.3.4.4. Enhance overall satisfaction for staff and customers.
8.3.5. Reviews and Engagement
8.3.5.1. Increase the quantity and quality of customer reviews and engagement.
8.3.6. Team Member Satisfaction
8.3.6.1. Improve team member satisfaction for a better team experience.
8.3.7. Reporting and Metrics
8.3.7.1. Establish clear metrics and KPIs: revenue, payroll costs, loss, etc.
8.3.7.2. Enhance daily reporting and communication for business state clarity.
8.3.8. Financial Health
8.3.8.1. Improve cash flow for reinvestment in advertising and business development.
8.3.9. Return on Investment Checklist
8.3.10. Cost Reductions
8.3.10.1. Eliminate $500 - $700/month in payroll waste and time theft.
8.3.10.2. Reduce $1,400/month in payroll and labor compliance liabilities.
8.3.10.3. Address $16,800 in outstanding potential liabilities.
8.3.10.4. Lower costs associated with high turnover.
8.3.10.5. Redirect over $10,000 in management expenses to higher value usage within 60 days.
8.3.11. Additional Tasks
8.3.11.1. Regularly review and update the checklist as per the project's progress.
8.3.11.2. Assign specific tasks to team members for delegation and tracking.
8.3.11.3. Schedule regular meetings for progress review and team feedback.
8.3.11.4. Identify potential areas for further improvement or adjustment in strategy.
8.4. Proposed goals
8.4.1. $1,500/month additional revenue/month each month Feb, March, April
8.4.2. Cut $1,000 in expenses
8.4.3. Craft & implement settlement with team members over past employment liability
8.4.4. Create a system where we are monitoring for breaks, payroll labor compliance
8.4.5. Create the Team Member Handbook & Training System
8.4.6. Create the team member accountability system
8.4.6.1. Scoring shifts
8.4.6.2. Looking out for potential labor liability
8.4.7. Create executive / management monitoring reporting/accountabilyt system
8.4.7.1. Create a moniotring system for financial goals / Weekly executive report
8.4.7.2. Create the KPI dashboard system
8.5. Compliance liability reduction:
8.5.1. Objectives:
8.5.1.1. Ensure that all team members are taking breaks as needed
8.5.1.1.1. Challenges:
8.5.1.2. Create a system and schedule that ensures that cooks have scheduled breaks
8.5.1.3. Ensure all team members have signed and have waivers on file for breaks
8.5.1.4. Ensure that team members clock in and out
8.5.1.5. Structure a settlement type agreement with team members
8.5.2. Create compliance scoring system Impromptu Zoom Meeting
8.5.2.1. Metrics:
8.5.2.1.1. All team members take a break if working more than 6 hours
8.5.2.1.2. Overtime hours
8.5.2.1.3. Missed Breaks
8.5.2.2. Workflow
8.5.2.2.1. Gather data
8.5.2.2.2. Analyze data
8.5.2.2.3. Prepare report
8.5.2.2.4. Send a message to the "Management Ticker" chat in 7shifts
8.5.2.2.5. Contact team members as needed
8.5.2.3. Scoring:
8.5.2.3.1. "A" - No missed breaks or other compliance issues
8.5.2.3.2. F - 3 or more compliance issues
8.5.2.4. Actions
8.5.2.4.1. Start scoring immediately for February going forward
8.5.2.4.2. Go back over the month of January and score