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opening and closing
Opening Checklist
Ensure all necessary equipment is functioning (e.g., computers, printers, cash registers)
Inspect each piece of equipment.
Test functionality by powering on.
Print a test page for printers.
Check cash register operations.
Report any issues to maintenance.
Turn on lights and check for any maintenance issues
Switch on all lights in the area.
Inspect bulbs for any flickering or outages.
Look for signs of water leaks or damage.
Report any maintenance needs immediately.
Unlock doors and ensure security systems are off
Use the key or access code to unlock.
Verify security alarms are disarmed.
Check for any unauthorized access.
Close and secure any windows.
Set up workstations and organize supplies
Arrange computers, monitors, and peripherals.
Stock necessary office supplies at each station.
Ensure chairs and desks are clean.
Organize files and documents for easy access.
Check inventory levels and restock as needed
Review inventory lists for stock levels.
Identify low or out-of-stock items.
Order or restock items as necessary.
Organize storage areas for easy access.
Review schedule and assignments for the day
Check calendar for meetings and appointments.
Assign tasks to team members.
Highlight any changes from previous day.
Ensure everyone is aware of their responsibilities.
Conduct a brief team meeting to discuss goals and tasks
Gather team in a designated meeting area.
Outline daily objectives and priorities.
Encourage team input on tasks.
Set expectations for communication throughout the day.
Prepare cash register and ensure sufficient change is available
Open the cash drawer and check contents.
Ensure a mix of small and large bills.
Add coins as necessary for transactions.
Confirm register balance with previous day’s totals.
Turn on any necessary software or systems
Power on computers and connect to networks.
Launch required applications and programs.
Log in with authorized credentials.
Check for updates or notifications.
Confirm appointments or reservations for the day
Review the appointment book or system.
Contact clients to confirm attendance.
Make note of any cancellations or changes.
Prepare any necessary materials for the appointments.
Closing Checklist
Complete all customer transactions and ensure cash register is balanced
Finalize all sales and refunds.
Count cash in register accurately.
Verify credit and debit transactions.
Ensure all receipts are accounted for.
Document any discrepancies in the log.
Clean and organize workstations and common areas
Wipe down surfaces with disinfectant.
Organize tools and supplies in designated areas.
Dispose of any trash or recycling appropriately.
Restock any necessary items in the workspace.
Ensure the area is tidy for the next shift.
Turn off and secure all equipment (e.g., computers, printers)
Shut down computers and other devices properly.
Unplug non-essential equipment to save energy.
Secure equipment in locked cabinets if necessary.
Check that all software is saved and closed.
Ensure printers are turned off.
Lock doors and activate security systems
Check that all entry points are closed.
Engage the locking mechanism on doors.
Activate alarm systems according to protocol.
Ensure windows are secured before locking.
Confirm that the security system is armed.
Review inventory and note any items that need restocking
Conduct a physical count of inventory items.
Compare counts to inventory records.
Make a list of items running low.
Communicate restocking needs to the team.
Place orders for necessary items as required.
File away any necessary paperwork and secure sensitive documents
Sort paperwork into appropriate categories.
Use labeled folders for easy retrieval.
Ensure sensitive documents are stored securely.
Shred any unnecessary paperwork for confidentiality.
Double-check that all files are properly organized.
Set up for the next day (e.g., prepare schedule, restock supplies)
Review tomorrow's schedule and assignments.
Prepare any necessary documentation for the team.
Restock supplies based on inventory review.
Set out equipment needed for opening.
Ensure everything is ready for a smooth start.
Ensure all lights are turned off and the premises are secure
Walk through the premises to check lights.
Turn off non-essential lights and equipment.
Confirm that all areas are properly lit.
Make sure that exits are clearly marked.
Lock up any storage areas as needed.
Double-check that all windows and exits are locked before leaving
Inspect each window for secure closure.
Ensure all exit doors are locked tightly.
Check that emergency exits are accessible but secured.
Verify that no items are blocking exits.
Document any issues for follow-up.
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