FlarePaths

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FINISHED WORKFLOW · 02 OF 4

Pre-shift briefing.
Every leader, the same page.

The problem: Each day started from a message thread, three spreadsheets and a different version of the priorities. What it does: One brief before open: yesterday, today’s plan, staffing, and up to four priorities, each with an owner.

Used
Before every opening walk
Who
Store leadership and department leads
Runs on
Phones and the office screen

Built in my previous retail management role and used by the team every day. This page recreates it with invented data; it isn’t a FlarePaths client project.

HOW THE WORKFLOW RUNS

From the first number
to the person who acts on it.

  1. 6:30 a.m.

    Pull the day

    Yesterday’s results, today’s plan, the schedule and anything special on the calendar.

  2. 6:35 a.m.

    Build the brief

    Coverage problems go to the top. Everything else becomes a short list with an owner.

  3. 6:45 a.m.

    Everyone reads it

    Leaders see the same page on their phones, so the huddle starts on the same facts.

  4. 7:00 a.m.

    Assign and go

    Call-outs are covered and each lead knows the one thing they own today.

  5. Close

    Feed tomorrow

    What happened today becomes tomorrow’s “yesterday” automatically.

TRY IT

A working copy,
with invented numbers.

Store 104Pre-shift brief
Example data · invented

Pick a day and add call-outs. The brief rewrites itself, and coverage always goes to the top.

Call-outs this morning1

Short 2 people on the floor. Fix coverage before open.

Yesterday$18,400102% of $18,000 plan
Today’s plan$21,500Event day
Staffing15 / 171 call-out · short 2

Priorities

  1. Opening managerCall 2 people from the on-call list, or move a returns associate to registers from 10 to 2.
  2. All leadsPayday weekend: expect a rush from 4 to 7 p.m.
  3. Front leadApp checkouts: show members the app checkout in the long lines.
  4. Receiving leadProduce at 6:30 a.m. Two people on the dock until it’s worked.

In a real project, the numbers come straight from your systems and the screens fit your names, your items and the way your team works. This copy shows the thinking.

WHAT CHANGED

Before and after.

Before

  • Priorities scattered across texts and printouts
  • Call-outs discovered at the door
  • Each leader quoting different numbers
  • Huddles that ran long and ended vague

After

  • One brief, the same numbers for everyone
  • Coverage handled before open
  • Every priority has a name next to it
  • A short huddle that ends with assignments

IN YOUR BUSINESS

The same idea,
built around your work.

Restaurant

Covers booked, prep status, 86’d items and who’s running the pass, before lineup.

Shop or showroom

Yesterday versus plan, today’s promotion and who covers the floor at lunch.

Service crew

Today’s jobs, parts on the truck and the crew short a tech, before trucks roll.

Want a pre-shift briefing of your own? The walk-through is free.

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