6

Managers

Last Update a month ago

PRODUCT - GENERAL - ROLES GETTING STARTED - INTRODUCTION TO MODEERI GETTING STARTED - IN-STORE ROLLOUT GUIDE (BRANCH MANAGER-LED) GETTING STARTED - TRAINING BRANCH MANAGERS PRODUCT - CHECKLISTS - CREATING & EDITING CHECKLISTS

GETTING STARTED - IN-STORE ROLLOUT GUIDE (BRANCH MANAGER-LED)

(MANAGERS)

Modeeri

Last Update 5 months ago

Purpose
This guide helps Branch Managers successfully onboard their store teams to Modeeri and ensure consistent daily usage. Modeeri is rolled out using a manager-led, train-the-trainer approach. Branch Managers are responsible for training staff, enforcing usage, and identifying issues during the first week of live usage.

Goal

Ensure all staff and managers:


  • Understand why Modeeri is used
  • Adopt Modeeri as part of their daily workflow
  • Reach and maintain a minimum 80% checklist completion rate
Before In-Store Training (Preparation)
Responsible: Operations Manager + Branch Manager
(Modeeri Support assists remotely as needed)Before training staff, confirm the following:
  • All roles, users, and checklists are finalized in the web app and users recorded on the branch’s Credentials & Sign-off Log
  • Checklist Start Date (Duration) is set to the first day of rollout
    This controls when checklists appear and begin collecting data
  • Staff have been informed ahead of time what Modeeri is and why it’s being introduced
  • Training is scheduled on a slow day / slow shift to avoid interruptions
  • Training starts at least 3 hours before the first checklist due time
  • Branch Manager has access to:
    • User credentials
    • Role assignments
    • This guide and Modeeri help docs

For large rollouts (20+ locations), Branch Managers should already be trained through a centralized Ops training session before running in-store onboarding.

Step 1: Branch Manager Readiness
Before training staff, the Branch Manager must:
  • Review all checklists assigned to their location
  • Understand:
    • Which checklists run daily, weekly, opening, closing, etc.
    • Which roles are responsible for each checklist
  • Know how to:
    • View completion rates
    • Review submissions
    • Identify missed or late checklists
    • Escalate issues to Operations or Modeeri Support

    The first week is focused on finding gaps, not perfection. Adjust checklist timing, structure, or task grouping if needed.

    Step 2: Staff Introduction (Group Session)
    Responsible: Branch ManagerGather all staff on shift and clearly explain:
    • What Modeeri is and why the store is using it
      • Modeeri replaces paper checklists
      • It helps everyone stay organized and consistent
    • Expectations:
      • Modeeri is part of daily work
      • Checklists must be completed on time
      • Completion affects performance and KPIs
    • Reassurance:
      • The first few days may take longer
      • Support is available until everyone is comfortable
    • Clarify:
      • Task changes go through the Branch Manager
      • Technical issues should be reported through support (not ignored)
    Step 3: Mobile App Walkthrough (Staff View)
    Walk the team through the app together:
    • Logging in
    • Home dashboard
    • Viewing assigned checklists
    • Claiming and completing tasks
    • Submitting checklists
    • Understanding notifications
    • Viewing checklist history


      Explain checklist types:
      • Opening
      • Shift / daily
      • Closing
      • Weekly
      Demonstrate all task response types:
      • Yes / No
      • Number
      • Text
      • Photo
      • Temperature (if applicable)

      Explain how completion % works and how shared responsibility keeps the team accountable.
      Step 4: Role-Based Walkthrough
      Group staff by role (e.g. cooks, cashiers, supervisors):
      • Walk through today’s checklists for each role
      • Ensure each employee can:
        • Log in independently
        • See their assigned checklists
        • Complete tasks correctly
        • Submit required photos or data
        • Understand what and when checklists are due
      Step 5: First-Week Expectations
      Reinforce that the first week is for:
      • Identifying missing or unclear tasks
      • Fixing checklist timing issues
      • Catching technical problems early
      • Helping staff build habits

      Branch Managers should:

        • Review submissions daily
        • Follow up on missed checklists
        • Encourage staff feedback

        Report issues to Operations / Modeeri Support

          Step 6: Ongoing Staff Onboarding
          If staff are trained shift-by-shift:
          • Ensure employees not present are onboarded before their next shift - All users must be onboarded from your branch’s Credentials & Sign-off Log to be considered fully implemented
          • Use the same walkthrough and expectations
          • Avoid leaving users untrained, as this impacts completion scores
          Feedback Loop
          • Staff share feedback with their Branch Manager
          • Branch Manager consolidates and forwards feedback to Operations
          • Operations escalate product or technical issues to Modeeri
          Final Confirmation (Before Ending Training)
          Before concluding onboarding, confirm that all trained staff can:
          • Log in without help
          • Access assigned checklists
          • Complete and submit tasks correctly
          • Navigate basic app features
          • Know who to contact for support
          Summary
          You succeed with Modeeri when:
          • Managers lead adoption
          • Staff are trained clearly and consistently
          • Expectations are enforced from day one
          • Feedback is collected early and acted on
          This manager-led rollout model is proven, scalable, and used by leading operations platforms across large multi-location chains. 

          If you have any questions, please reach out to your designated internal Modeeri sponsor or operations manager, or contact us anytime through our support chat.

           

          Was this article helpful?

          0 out of 0 liked this article