Florist Onboarding Checklist

Florist Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Florist starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Retail onboarding experience or just need an onboarding checklist for your new Florist, you’re in the right place. We’ve put together a sample Florist onboarding checklist below and have created onboarding templates & resources to help.

Florist Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new florist with an overview of the company’s culture, values, and mission. This helps them understand the company’s vision and align their work accordingly. The HR department or a designated company representative typically performs this task.

2. Orientation to store layout and equipment: This task involves familiarizing the new florist with the store layout, including the location of different sections, storage areas, and equipment. They will be shown where tools, supplies, and materials are kept, ensuring they can efficiently navigate the store. A senior florist or store manager usually performs this task.

3. Introduction to product inventory: The new florist needs to become familiar with the store’s product inventory, including various types of flowers, plants, and accessories. They will be shown how to identify different flowers, understand their characteristics, and learn about seasonal availability. This task is typically performed by an experienced florist or the store manager.

4. Training on floral design techniques: This task involves providing the new florist with training on various floral design techniques, such as bouquet arrangements, centerpieces, and corsages. They will learn about color schemes, flower combinations, and different styles of arrangements. An experienced florist or designated trainer within the company usually performs this task.

5. Introduction to customer service protocols: As a retail florist, providing excellent customer service is crucial. The new florist will be trained on customer service protocols, including greeting customers, assisting with their floral needs, and handling customer inquiries or complaints. This task is typically performed by the store manager or a senior florist.

6. Familiarization with point-of-sale (POS) system: The new florist will be trained on how to use the store’s POS system for processing sales, tracking inventory, and generating invoices. They will learn how to handle cash transactions, process credit card payments, and issue receipts. The store manager or a designated staff member from the sales team usually performs this task.

7. Understanding store policies and procedures: The new florist needs to be familiarized with the store’s policies and procedures, including opening and closing procedures, safety protocols, and handling customer complaints. They will also learn about any specific guidelines related to floral care, storage, and disposal. The store manager or HR department typically performs this task.

8. Introduction to delivery processes: If the store offers delivery services, the new florist will be trained on the delivery processes, including packaging arrangements, loading vehicles, and ensuring timely and safe delivery. They will also learn about any specific delivery areas, routes, or protocols. This task is typically performed by the store manager or an experienced delivery driver.

9. Training on pricing and cost management: The new florist will receive training on pricing strategies, cost management, and profit margins. They will learn how to calculate the cost of materials, labor, and overheads to ensure profitability. This task is usually performed by the store manager or a designated staff member from the finance or operations team.

10. Introduction to marketing and merchandising: The new florist will be introduced to the store’s marketing and merchandising strategies. They will learn about promotional activities, seasonal displays, and how to create visually appealing arrangements to attract customers. This task is typically performed by the store manager or a designated marketing representative.

11. Health and safety training: The new florist will receive training on health and safety protocols, including proper handling of flowers, use of protective equipment, and maintaining a clean and organized workspace. They will also learn about emergency procedures and first aid protocols. This task is usually performed by the store manager or a designated health and safety officer.

12. Introduction to vendor relationships: The new florist will be introduced to the store’s vendors and suppliers. They will learn about the ordering process, establishing relationships with vendors, and ensuring timely delivery of fresh flowers and supplies. This task is typically performed by the store manager or a designated staff member from the purchasing department.

13. Shadowing experienced florists: To gain practical experience and learn from experienced professionals, the new florist may be assigned to shadow senior florists. This allows them to observe and learn different techniques, customer interactions, and overall workflow. The store manager or an experienced florist usually arranges this task.

14. Continuous learning and professional development: The new florist will be encouraged to engage in continuous learning and professional development opportunities. This may include attending workshops, industry conferences, or online courses to enhance their floral design skills and stay updated with the latest trends. The HR department or store manager typically supports and facilitates this task.

15. Performance evaluation and feedback: Regular performance evaluations and feedback sessions are essential to help the new florist grow and improve. The store manager or designated supervisor will conduct these evaluations, providing constructive feedback, identifying areas for improvement, and recognizing achievements. This task is typically performed by the store manager or HR department

Setting Up Your Employee Onboarding Process

From reading through the items in the example Florist checklist above, you’ll now have an idea of how you can apply best practices to getting your new Florist up to speed and working well in your Retail team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.