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> branch opening checklist
branch opening checklist
Pre-Opening Preparations
Confirm branch location and address
Ensure all necessary permits and licenses are obtained
Finalize lease agreements
Set up utility services (electricity, water, internet)
Coordinate with vendors for supplies and equipment
Staffing and Training
Hire and onboard employees
Schedule training sessions for staff
Review company policies and procedures
Set up roles and responsibilities for each team member
Facility Setup
Arrange furniture and equipment layout
Install signage (interior and exterior)
Set up security systems (alarms, cameras)
Ensure compliance with health and safety regulations
Technology and Systems
Install and test banking software and hardware
Set up customer relationship management (CRM) systems
Ensure internet and phone systems are operational
Conduct a test run of all technology systems
Marketing and Promotion
Develop a marketing plan for the opening
Create promotional materials (flyers, banners)
Plan a grand opening event and activities
Set up social media accounts and website updates
Final Checks
Inspect the branch for any last-minute issues
Ensure all staff are ready and briefed
Confirm inventory levels are adequate for launch
Conduct a final walkthrough of the facility
Grand Opening Day
Set up refreshments and decorations for the event
Ensure all staff are in place and prepared
Welcome customers and engage with the community
Gather feedback from customers during the opening
Post-Opening Review
Hold a debriefing session with staff
Review customer feedback and address any issues
Analyze opening day performance metrics
Plan for any necessary adjustments moving forward
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