Admin and rostering, Hiring and staff

Turn your routines into staff checklists

A clear opening, closing or training checklist your team can follow, built from what's in your head.

Why it helps

Most small businesses run on routines that live in the owner's head. That works until you're sick, on holiday or training someone new, and then the bins don't go out or the till doesn't get cashed up properly. Writing it all down feels like a big job, so it never happens.

Talk it through with AI, as messily as you like, and it turns your words into a tidy step-by-step checklist. It works for opening and closing, cash-up, cleaning a room between guests, receiving stock, or a simple guide to your booking or POS system.

The prompt

Copy it, swap the bits in [square brackets], and paste it into ChatGPT, Claude, Gemini or Copilot.

Copy and paste

I run a [type of business] in [town], New Zealand. Turn my rough description below into a clear [opening / closing / training] checklist for my staff. - Group the steps into sections (for example front of house, kitchen, cash-up, lock-up). - Short, simple steps a brand new staff member could follow. One action per line. - Put a tick box [ ] at the start of each line. - Use NZ English spelling. - Only use the steps I've given you. Don't add new tasks, temperatures, times or rules. If something looks missing or unclear, list it as a question at the end instead. Here's roughly what we do: [describe your routine in your own words, as messy as you like]

Then keep chatting

  • Make it fit on one printed A4 page.

  • Add a column for initials and time so staff can sign it off.

  • Write a short "why we do this" note for the three most important steps.

  • Turn this into a 5-minute training script I can read to a new staff member.

Step by step

  1. Pick one routine. Closing is usually a good place to start.
  2. Talk it through or type it out the way you'd explain it to a new person on their first night. Voice-to-text on your phone works well.
  3. Paste it into the prompt and run it.
  4. Check the questions AI lists at the end. These are often the steps you do without thinking.
  5. Check the steps against your Food Control Plan or safety rules, then print it and ask a staff member to test it on a real shift. Fix anything they get stuck on.

Worked example

What you paste in
I run a small cafe in Sydenham, Christchurch. Closing checklist. Here's roughly what we do: wipe down tables and stack chairs, turn off the coffee machine and do the backflush, clean the steam wands, kitchen does the dishes and wipes benches, put leftover food in the chiller with labels, take bins out to the back, count the till and put the float in the safe, write the takings in the book, turn off the lights and the heat pump, set the alarm and lock the back then the front door.
What you get back
Closing checklist Front of house [ ] Wipe down all tables [ ] Stack the chairs [ ] Take the bins out to the back Coffee machine [ ] Backflush the coffee machine [ ] Clean the steam wands [ ] Turn off the coffee machine Kitchen [ ] Wash all the dishes [ ] Wipe down the benches [ ] Label leftover food and put it in the chiller Cash-up [ ] Count the till [ ] Put the float in the safe [ ] Write the takings in the book Lock-up [ ] Turn off the lights and the heat pump [ ] Set the alarm [ ] Lock the back door [ ] Lock the front door Questions to check - What should the leftover food labels say (for example the date and what it is)? - Who does the cash-up if the manager isn't on? - How long do staff have to get out after setting the alarm?

Example details are made up. Your results will vary, so always read and check before you use them.

Watch out for

  • AI doesn't know your food safety or health and safety rules. Check any food steps against your Food Control Plan (mpi.govt.nz has guidance), and safety steps against your own H&S rules and worksafe.govt.nz.
  • Don't paste alarm codes, safe combinations, door codes or passwords into AI. Write "[alarm code]" and keep the real ones somewhere secure.
  • Keep staff names out of it unless you need them. Use roles like "duty manager" instead.
  • Get the team to test it. A checklist that skips a step can be worse than none, because people trust it.

Go further

Once your closing checklist works, do opening next, then the jobs people forget (weekly deep clean, stock rotation). Keep them in one folder or laminated on the wall, and add them to your new staff onboarding pack.

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Want this set up for your business?

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