Dispensary: Manager Onboarding DIY Guide

Purpose

The Dispensary Manager Onboarding is everything you need to onboard a new Manager and to provide them with an overview of their position. When used for applications, this is best used in the hiring and training plan, either in its entirety, or pieces of it.

Use Cases

Operators can use this as a working operational document which gets updated periodically as policies and procedures change.

License applicants can use this plan in its entirety in applications when the application requires a section or exhibit solely addressing staffing and training.

Keywords

Search for each of these terms in the regulations. You're looking for pieces of each regulation that pertain to staffing, training and onboarding. Refer to the General Sheet Editing DIY Guide for guidance on what to do with these key words.

Hiring
Training
Staff
Benefits
Employee

Replace All

Search for each of the bolded terms in the Dispensary Manager Onboarding sheet, including the brackets. Do a "replace all" and insert the pertinent information needed to replace the term. The description underneath each bolded term below tells you what information should replace the bolded term. For instance, you would use the search feature in your document editing software to look for [Company *1] and then using the replace all feature, replace [Company *1] with your company name.

[Company *1]

Replace with the name of the company.

[State *1]

Replace with the name of the state in which your business operates

[City *1]

Replace with the name of the city in which your business operates

[Required Age *1]

Replace with the required age of medical marijuana patients

[Required Age *2]

Replace with the required age of adult use marijuana customers. DELETE this if your state does not allow adult use marijuana.

[State Regulation *1]

Replace with the name of your state's primary marijuana regulation

[Medical Purchase Limit *1]

Replace with the product purchase limit(s) for medical marijuana patients

[Adult Use Limit *1]

Replace with the product purchase limit(s) for recreational marijuana customers

[Point of Sale *1]

Replace with the name of the point of sale system used at your dispensary

Suggested Customizations

Delete this if your state allows home growing. Keep it if your state does not allow home growing.
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Non-Grow Agreement
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Change the names of these registrations if your state has a different name for each. Delete if your state does not require these registrations.
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Police Department Card
Agent Registration Card
City of [City *1] Card
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Insert the correct hours of operation in this chart in the onboarding document.
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Regular Schedule for Hours of Operation
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Insert what the employees will check out for their shift. Panic button, key, fob, ID lanyard, etc.
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panic button‍

Will your personnel be required to wear or have access to, a panic button while on premises?" If YES, then keep this paragraph. If NO, then do not keep the paragraph that follows this header in the document.
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‍Panic Buttons
‍The Manager is responsible for ensuring the following...

Insert the amount of cash that you will keep in the drawers
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$300‍
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This is only relevant if your state has a state wide tracking system. If your state does not have a state wide tracking system then delete this.
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matches the state tracking software
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Five years is a standard requirement for record keeping. If your state requires fewer than 5 years, then it is safe to leave five years here as it exceeds the requirement. If your state requires more than 5 years, then insert the number of years required for record keeping.
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five (5) years.
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Make sure your state allows a manual cashiering system. If it is not prohibited, then leave this here. If it is explicitly prohibited then delete this section
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Manual Cashiering
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Add to this list if your state has additional requirements
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a. Arrival and departure times;
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b. Description of the marijuana acquired;
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c. Product name and type;
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d. Quantity; (See pre-packaging and bulk packaging procedure below)
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e. Tracking Number
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f. Expiration date.
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Check your state regulations to make sure bulk packaging is allowed. If not, then delete this paragraph in the document.
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Bulk orders: For orders of flower bud that are delivered in a bulk package, the Manager with a second agent must follow the procedure for Receiving Orders. All weight verifications must be done so using a certified scale. Once the order is verified and accepted, the Manager or agent must follow the procedure for Filling Product Display Jars. Each flower display jar must be labeled with the product’s barcode generated by the POS system.
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Will you be using Armored Vehicle services to transport cash from your facility? If YES, keep the section included under the header below. If NO, remove the section with this title:
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Armored Vehicle Service
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Check to see if your state has different size regulations for the label and font size. If so, change these numbers to the correct numbers from the state regulation.
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(a) The text used on all labeling must be printed in at least 10-point font and may not be in italics; and
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(b) Each label must be at least 2¾ inches high by 4 inches wide.
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Will your dispensary allow customers to call in pre-orders for pick up? If yes, keep the section that appears under this header in the document, and add to it as needed. If no, delete the header and the section.
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‍Pre-Orders

Will your dispensary accept debit payments? If not, delete the section that follows this header in the document:
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‍Processing Card Payments
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Your state may have specific protocol that they require a dispensary to follow in the event of disposing of marijuana waste. If the requirements vary from the procedure found under this header in the document, edit the section:
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WASTE PROCEDURE
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Search for these role titles in the document. Keep them if they match your procedures, change them if you'll have other roles fulfill the duties. Insert correct role title. Ex: Manager, Assistant Manager, Supervisor, Security Officer, Human Resources, insert other if applicable.
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General Manager
Inventory Control Manager
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Delete this form the document if your state does not have a state level tracking system.
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Activate in State Tracking System
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Delete these from the document if employees won't be on the about us page of the company website.
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“About Us” Section on the Website
Add picture and bio to website
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Delete these from the document if your state does not have adult use marijuana:
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and at least [Required Age *2] for adult use customers.
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An adult upon age verification (Retail Customer)
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Adults 21 and older, and
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[Adult Use Limit *1]
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you are able to purchase up to [Adult Use Limit *1] per transaction.
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Customers may purchase retail products to lawfully transfer or gift to another person over the age of [Required Age *2] who is also eligible to consume marijuana within [State *1] .
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‍Adult Retail Purchase Restrictions
‍The maximum allowable quantity for customers of marijuana or marijuana products and marijuana-infused products in the State of [State *1] is an consume marijuana within [State *1] .

Check the definition section of your state regulation and insert the definition of "dispensary" (or the equivalent term) in place of the following definition found in the document:
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A dispensary is a business that acquires, possesses, delivers, transfers, transports, supplies, sells or dispenses marijuana or related supplies and educational materials
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[Note: You may keep the existing definition if it is essentially the same as the state's definition.]
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Your state may have a specific number of years that records must be kept. If the required number of years if greater than 5 years, insert that number here.
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five (5) yearsWe suggest that you read through the sheet and make any additional edits or additions that you see fit. Here are some suggestions to get you started. Search for the following items within the onboarding (they're in green lettering) and make the suggested changes.

Rename

When you save the document, if using it for an application, make sure to title the document in the specific way that the application requires. If not using for an application, keep the document title as is, or change it to whatever you desire.

Sheets

Facts

States

Guides

Dispensary: Manager Onboarding DIY Guide

Purpose

Use Cases

Keywords

Replace All

[Company *1]

[State *1]

[City *1]

[Required Age *1]

[Required Age *2]

[State Regulation *1]

[Medical Purchase Limit *1]

[Adult Use Limit *1]

[Point of Sale *1]

Suggested Customizations

Delete this if your state allows home growing. Keep it if your state does not allow home growing.‍

Change the names of these registrations if your state has a different name for each. Delete if your state does not require these registrations.‍

Insert the correct hours of operation in this chart in the onboarding document.‍

Insert what the employees will check out for their shift. Panic button, key, fob, ID lanyard, etc.‍

Will your personnel be required to wear or have access to, a panic button while on premises?" If YES, then keep this paragraph. If NO, then do not keep the paragraph that follows this header in the document.‍

Insert the amount of cash that you will keep in the drawers‍

This is only relevant if your state has a state wide tracking system. If your state does not have a state wide tracking system then delete this.‍

Five years is a standard requirement for record keeping. If your state requires fewer than 5 years, then it is safe to leave five years here as it exceeds the requirement. If your state requires more than 5 years, then insert the number of years required for record keeping.‍

Make sure your state allows a manual cashiering system. If it is not prohibited, then leave this here. If it is explicitly prohibited then delete this section‍

Add to this list if your state has additional requirements ‍

Check your state regulations to make sure bulk packaging is allowed. If not, then delete this paragraph in the document.‍

Will you be using Armored Vehicle services to transport cash from your facility? If YES, keep the section included under the header below. If NO, remove the section with this title:‍

Check to see if your state has different size regulations for the label and font size. If so, change these numbers to the correct numbers from the state regulation.‍

Will your dispensary allow customers to call in pre-orders for pick up? If yes, keep the section that appears under this header in the document, and add to it as needed. If no, delete the header and the section.‍

Will your dispensary accept debit payments? If not, delete the section that follows this header in the document:‍

Your state may have specific protocol that they require a dispensary to follow in the event of disposing of marijuana waste. If the requirements vary from the procedure found under this header in the document, edit the section: ‍

Search for these role titles in the document. Keep them if they match your procedures, change them if you'll have other roles fulfill the duties. Insert correct role title. Ex: Manager, Assistant Manager, Supervisor, Security Officer, Human Resources, insert other if applicable.‍

Delete this form the document if your state does not have a state level tracking system.‍

Delete these from the document if employees won't be on the about us page of the company website.‍

Delete these from the document if your state does not have adult use marijuana:‍

Check the definition section of your state regulation and insert the definition of "dispensary" (or the equivalent term) in place of the following definition found in the document:‍

Your state may have a specific number of years that records must be kept. If the required number of years if greater than 5 years, insert that number here.‍

Rename

Delete this if your state allows home growing. Keep it if your state does not allow home growing.
‍

Change the names of these registrations if your state has a different name for each. Delete if your state does not require these registrations.
‍

Insert the correct hours of operation in this chart in the onboarding document.
‍

Insert what the employees will check out for their shift. Panic button, key, fob, ID lanyard, etc.
‍

Will your personnel be required to wear or have access to, a panic button while on premises?" If YES, then keep this paragraph. If NO, then do not keep the paragraph that follows this header in the document.
‍

Insert the amount of cash that you will keep in the drawers
‍

This is only relevant if your state has a state wide tracking system. If your state does not have a state wide tracking system then delete this.
‍

Five years is a standard requirement for record keeping. If your state requires fewer than 5 years, then it is safe to leave five years here as it exceeds the requirement. If your state requires more than 5 years, then insert the number of years required for record keeping.
‍

Make sure your state allows a manual cashiering system. If it is not prohibited, then leave this here. If it is explicitly prohibited then delete this section
‍

Add to this list if your state has additional requirements
‍

Check your state regulations to make sure bulk packaging is allowed. If not, then delete this paragraph in the document.
‍

Will you be using Armored Vehicle services to transport cash from your facility? If YES, keep the section included under the header below. If NO, remove the section with this title:
‍

Check to see if your state has different size regulations for the label and font size. If so, change these numbers to the correct numbers from the state regulation.
‍

Will your dispensary allow customers to call in pre-orders for pick up? If yes, keep the section that appears under this header in the document, and add to it as needed. If no, delete the header and the section.
‍

Will your dispensary accept debit payments? If not, delete the section that follows this header in the document:
‍

Your state may have specific protocol that they require a dispensary to follow in the event of disposing of marijuana waste. If the requirements vary from the procedure found under this header in the document, edit the section:
‍

Search for these role titles in the document. Keep them if they match your procedures, change them if you'll have other roles fulfill the duties. Insert correct role title. Ex: Manager, Assistant Manager, Supervisor, Security Officer, Human Resources, insert other if applicable.
‍

Delete this form the document if your state does not have a state level tracking system.
‍

Delete these from the document if employees won't be on the about us page of the company website.
‍

Delete these from the document if your state does not have adult use marijuana:
‍

Check the definition section of your state regulation and insert the definition of "dispensary" (or the equivalent term) in place of the following definition found in the document:
‍

Your state may have a specific number of years that records must be kept. If the required number of years if greater than 5 years, insert that number here.
‍