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Administrative Duties Checklist

1. Daily Tasks

Review and record daily sales and customer orders

Prepare cash register for daily transactions

Check and restock baking ingredients and supplies as needed

Verify staff attendance and adjust schedules for the day

Clean and sanitize workstations and equipment

2. Weekly Tasks

Conduct a weekly inventory of ingredients and packaging supplies

Analyze sales performance and identify best-selling products

Hold team meetings to discuss baking techniques and customer feedback

Update and finalize the production schedule for the upcoming week

Review and maintain equipment for any needed repairs or servicing

3. Monthly Tasks

Prepare and analyze monthly profit and loss statements

Review staff performance and provide feedback and training opportunities

Assess marketing strategies and plan promotional campaigns for upcoming months

Evaluate supplier contracts and explore new vendor options

Plan and budget for seasonal offerings and special events

4. Financial Management

Monitor cost of ingredients and adjust recipes or pricing as necessary

Track customer payments and manage accounts receivable

Review payroll for accuracy and address discrepancies

Analyze financial reports to ensure alignment with business goals

Prepare for sales tax submissions and financial audits

5. Compliance and Safety

Ensure compliance with local health and safety regulations

Schedule food safety and hygiene training for all staff

Conduct regular inspections of the baking area for cleanliness and safety

Verify that all necessary licenses and permits are current

Document any safety incidents and implement corrective actions

6. Staff Development

Identify skill gaps and create training sessions for staff development

Organize team-building activities to strengthen staff relationships

Conduct interviews for any open positions and onboard new hires

Update employee handbooks with current policies and procedures

Implement recognition programs to reward outstanding employee performance

7. Customer Experience Enhancement

Gather and analyze customer feedback for product improvements

Develop and promote loyalty programs to encourage repeat business

Monitor and engage with customers on social media and review platforms

Experiment with new cake flavors and designs based on customer preferences

Organize tasting events or workshops to attract new customers and build community

8. Technology and Systems Management

Evaluate the effectiveness of current order management and bakery software

Ensure all staff are trained on point-of-sale (POS) systems and ordering procedures

Regularly back up data and ensure proper cybersecurity measures are in place

Research and assess new baking tools or technologies for operational efficiency

Address and troubleshoot any recurring technical issues with equipment or software

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