Bagel University

Victor's Systems Plan Review — confirm the plan so we can start building

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Hey Victor — Here's How This Works

Everything below is based on our on-site walkthrough and conversations. Each section covers a system we're building for the business. We're not asking for detailed information yet — just confirming the plan is on track.

For each section: Approve if our understanding is correct. Needs Correction if something is off — use the notes field to explain.

Once you approve these, we'll build a more detailed system pre-populated with data we already have from your POS, website, and DoorDash. You'll just fill in the gaps — things like recipes, portion weights, and procedures that only you know.

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— Reference —

What We Already Have Access To

POS (Shift4 / SkyTab) All orders with item detail, employee list, clock-in/out data, scheduling
Lighthouse (back office) Sales reports, labor reports, historical transaction data
Website / DoorDash Full menu with items, descriptions, pricing
Walkthrough notes Daily flow, staffing structure, production process, inventory methods, vendor info

What We'll Need From You (Next Phase)

Not needed now — just so you know what's coming after approval.

StationsResponsibilities per station
EmployeesSkill level assessments per station per employee
RecipesFull recipes with ingredients, measurements, batch sizes, steps
PortionsWeight/quantity per ingredient per menu item
InventoryComplete item list with baseline quantities and vendor assignments
ProceduresOpening checklist, closing checklist, cleaning routines, equipment list
WorkflowsRush protocol, slow period protocol, escalation procedures
Vendor contactsFull vendor list with contacts, order methods, delivery schedules

Next Steps

  1. Review and approve (or correct) each system above
  2. We build the detailed intake system — pre-populated with everything we can pull from existing sources
  3. You fill in the gaps (recipes, portions, procedures, skill assessments)
  4. We build and deploy — starting with task management on the wall tablet