Shift Lead Training & Transition Summary (roles & responsibilities) Area Coach initiates & concludes SL training process Provides DMAT & MTM with SL start/end dates Kicks off in MTR Submits labor credit spreadsheet for 40-30-20-10 overlap Reviews development plan & registers SL for CPFM & Foundations Stays engaged in SL development through coaching & mentoring MTM leads the in-restaurant training process Completes trainee status form & sends to DMAT Follows national approach: Internal promotes (2 weeks) External promotes & red markets (2 weeks TM Training plus 2 weeks SL Training) Starts new training weeks 1 & 3 of each period Teaches and coaches MIC Success Routine/Shift Excellence along with STP2 DMAT monitors training execution Uses the Trainee Tracking Spreadsheet Follows-up on in-restaurant training & coaches MTM MTM initiates transition process Schedules transition meeting Completes employee transfer (TAS) Updates training certification (revised 7/15/08) Follows up with SL to coach MIC success, discuss transition issues, etc. RGM manages transition process Schedules RGM/SL overlap (40-30-20-10) Completes all employee updates & profile changes in TACO Executes 40-30-20-10 schedule SL completes training SL, MTM, RGM, & Area Coach participate in transition meeting Home Restaurant Transition Meeting - Agenda Review STP2 Certification Strengths & areas for additional development Recognition Other questions & feedback from SL Discuss SL/MIC performance expectations Roles & responsibilities MIC Success what it looks like MIC Success Routine & Shift Excellence Review SL development plan CPFM Foundations Weekly 1-on-1 feedback & coaching with RGM Review 1 st month in home restaurant: 40-30-20-10 Schedule Week-by-week schedule 1 st day in home restaurant Schedule weekly AC & MTM follow-up meetings Discuss open issues, questions & next steps Shift Lead Home Restaurant Transition 08.doc (rev. 7/10/08) 1
Working the 40-30-20-10 Overlap (Summary) Week 1 (40 hours) Restaurant Orientation Team Introductions Management Orientation, Communication, & Leadership Review Food Safety & Product Quality Review MIC Success Routine & Shift Excellence Roles & Responsibilities Review Shift Accountability: Starting, Managing, & Ending a Shift Run Peak Period as MIC (with RGM observing/coaching) Run Peak Period as MIC Run Peak/Rush Period Weekly 1-on-1 Feedback & Coaching Area Coach check-in (actual day may vary based on AC schedule) Week 2 (30 hours) Planning Cleaning Opening MIC Tasks Review Shift Accountability: Opening the Restaurant (with RGM observing & coaching) Weekly 1-on-1 Feedback & Coaching MTM follow-up (actual day may vary based on MTM schedule) Week 3 (20 hours) Review Customer Service Review TM Training Closing MIC Tasks Review Shift Accountability: Closing the Restaurant (with RGM observing & coaching) Weekly 1-on-1 Feedback & Coaching Area Coach follow-up (actual day may vary based on MTM schedule) Week 4 (10 hours) Review SL Performance & Accountability Identify & Coach Opportunities for Further Development 40-30-20-10 Review & Recognition (RGM & Area Coach) Shift Lead Home Restaurant Transition 08.doc (rev. 7/10/08) 2
WEEK 1: Work 40 Hour Overlap RGM orients SL to the restaurant, introduces the team, & focuses on running great shifts during peak/rush periods. RGM executes Restaurant Coach Routine & uses STP2 Certification (skill observations) to coach performance. RGM works 40 hours 5 complete shifts with SL SL runs 1 peak period (as MIC) with RGM observing & coaching SL runs 2 peak periods (as MIC) on own RGM facilitates weekly 1-on-1 feedback & coaching Area Coach checks in with SL to observe/coach MIC success Restaurant Orientation & Team Introductions Introduce team & recognize new SL Conduct restaurant tour & orient SL to office set-up/management resources Review code of conduct (TM & Manager) & conditions of employment Review harassment & open door policy Review local employment laws & compliance requirements Review safety & security procedures *Refer to STP2 Certification (Building Great Teams), the Answer System, & local employment requirements Management Team Orientation, Communication & Leadership Review working as part of the management team: managers log, managers meeting, communication log, OPS bulletins Coach MIC Success skills: the importance of effective communication & leadership skills *Refer to STP2 Certification (Building Great Teams), the Answer System, & company-specific communications MIC Success Routine & Shift Excellence Roles & Responsibilities Review people, food, & customer pre-rush, rush & post-rush activities Observe & coach SL during peak/rush period: provide feedback, summarize development areas, & recognize great work *Refer to Bold Future Leader s Guide & STP2 Certification (Running Great Shifts) Food Safety, Prep/Hold, & Product Quality Review food safety standards, procedures, & tools ensure SL can execute all routines Review product quality standards, procedures & tools ensure SL can execute all routines *Refer to Bold Future Leader s Guide & STP2 Certification (Running Great Shifts) 60% 40% Shift Accountability: Starting, Managing, & Ending a Shift Review all shift accountability responsibilities & tasks ensure SL can execute all routines Observe & coach SL completing shift accountability tasks *Refer to STP2 Certification (Acting Like an Owner & Putting It All Together) Days 3-5 Run Peak/Rush Period as MIC Observe & coach SL running a peak/rush period ensure SL can execute all routines Execute restaurant coach routine as SL runs peak/rush period on own *Refer to Bold Future Leader s Guide & STP2 Certification (Putting It All Together) Weekly 1-on-1 Feedback & Coaching Review week 1: feedback, recognition, development opportunities & action items Plan following week: scheduling, marketing items, goals, etc. *Area Coach also checks-in with SL to coach MIC success, discuss transition issues, etc. Shift Lead Home Restaurant Transition 08.doc (rev. 7/10/08) 3
WEEK 2: Work 30 Hour Overlap RGM reviews & coaches shift planning, cleaning assignments & opening the restaurant. RGM executes Restaurant Coach Routine & uses STP2 Certification (skill observations) to coach performance. RGM works 30 hours 5 shifts (6 hour overlap per shift) with SL SL opens restaurant (as MIC) with RGM observing & coaching SL opens restaurant (as MIC) on own RGM facilitates weekly 1-on-1 feedback & coaching MTM follows up SL to observe/coach MIC success MIC Success Routine: Planning Review 3 rights: right people, right number, right places Review team member performance & areas for development Review & adjust (as needed) following week schedule Plan & review daily deployment *Refer to Bold Future Leader s Guide & STP2 Certification (Running Great Shifts & Putting It all Together) MIC Success Routine: Weekly/Monthly Cleaning Assignments Review weekly cleaning assignments Delegate & follow-up on weekly cleaning assignments Review monthly cleaning assignments, date of last cleaning, & planning for next cleaning date MIC Success Routine: Opening MIC tasks Review all opening tasks & shift excellence roles & responsibilities Observe & coach SL during opening: provide feedback, summarize development areas, & recognize great work Shift Accountability: Opening the Restaurant Review all shift accountability responsibilities & tasks for opening the restaurant Observe & coach opening shift accountabilities: provide feedback, summarize development areas, & recognize great work 40% 60% Days 3-4 Observe & coach SL opening the restaurant ensure SL can execute all routines Execute restaurant coach routine as SL opens the restaurant & runs shift on own Weekly 1-on-1 Feedback & Coaching Review week 2: feedback, recognition, development opportunities & action items Plan following week: scheduling, marketing items, goals, etc. *MTM also checks-in with SL to coach MIC success, discuss transition issues, etc. Shift Lead Home Restaurant Transition 08.doc (rev. 7/10/08) 4
WEEK 3: Work 20 Hour Overlap RGM reviews & coaches closing the restaurant, customer service, & team member training. RGM executes Restaurant Coach Routine & uses STP2 Certification (skill observations) to coach performance. RGM works 20 hours 5 shifts (4 hour overlap per shift) with SL SL opens restaurant (as MIC) on own SL closes restaurant (as MIC) with RGM observing & coaching SL closes restaurant (as MIC) on own RGM facilitates weekly 1-on-1 feedback & coaching Area Coach checks in with SL to observe/coach MIC success 30% 70% Execute restaurant coach routine as SL opens the restaurant & runs shift on own Customer Service Review Customer Mania, LAST and serving with speed Review restaurant service metrics Observe & coach SL: provide feedback, summarize development areas, & recognize great work *Refer to STP2 Certification (Running Great Shifts & Putting It All Together) Team Member Training Review 4-Step Training method & TM training schedule Observe & coach SL follow-up on TM training provide feedback, summarize development areas, & recognize great work *Refer to STP2 Certification (Building Great Teams & Running Great Shifts) MIC Success Routine: Closing MIC tasks Review all closing tasks & shift excellence roles & responsibilities Observe & coach SL during closing: provide feedback, summarize development areas, & recognize great work Shift Accountability: Closing the Restaurant Review all shift accountability responsibilities & tasks for closing the restaurant Observe & coach opening shift accountabilities: provide feedback, summarize development areas, & recognize great work Days 3-4 Observe & coach SL closing the restaurant ensure SL can execute all routines Execute restaurant coach routine as SL closes the restaurant & runs shift on own Weekly 1-on-1 Feedback & Coaching Review week 3: feedback, recognition, development opportunities & action items Plan following week: scheduling, marketing items, goals, etc. *Area Coach also checks-in with SL to coach MIC success, discuss transition issues, etc. Shift Lead Home Restaurant Transition 08.doc (rev. 7/10/08) 5
WEEK 4: Work 10 Hour Overlap RGM reviews weeks 1-3 and coaches areas where additional development is required. RGM & Area Coach review recognize & celebrate SL completion of the 4 week home restaurant transition. RGM works 10 hours 5 shifts (2 hour overlap per shift) with SL SL opens restaurant (as MIC) on own SL closes restaurant (as MIC) on own 2 shifts RGM & Area Coach review performance, plan for additional development & recognize great performance Execute restaurant coach routine as SL opens the restaurant & runs shift on own Review Shift Lead Performance & Accountability Summarize shift performance (speed/accuracy, inventory, labor, cash management) for weeks 1-3 of the overlap schedule Recognize strengths & coach areas for improvement Coach Opportunities for Development Review weeks 1-3 for additional areas of development & coaching Days 3-4 Execute restaurant coach routine as SL closes the restaurant & runs shift on own 40-30-20-10 Review & Recognition Review week 4: feedback, recognition, development opportunities & action items Review 40-30-20-10 transition: performance assessment, development planning, & next steps Complete Training & Transition Certification (see revised certification form) Recognize & celebrate great work *Area Coach participates with RGM 20% 80% Shift Lead Home Restaurant Transition 08.doc (rev. 7/10/08) 6