Operations Review Meeting
Date: November 8, 2025
Attendees: Owner, Assistant Manager

Monthly metrics review:

Revenue:
- October: $47,200 (+8% vs Oct 2024)
- YTD: $412,000 (on track for $490k annual)
- Average ticket: $8.42 (up from $7.85)

Cost analysis:
- COGS: 28% (target: 26-28%) - OK
- Labor: 34% (target: 30-32%) - needs attention
- Rent/overhead: 14% - stable
- Net margin: ~18% before owner draw

Labor deep dive:
- Morning shift overstaffed by ~0.5 FTE
- Afternoon understaffed on Wednesdays
- Recommend shift rebalancing

Inventory issues:
- Oat milk stockout last week (supplier issue)
- Added backup supplier
- Waste tracking shows pastry over-ordering
- Reduce pastry par levels by 15%

Equipment status:
- Grinder maintenance overdue - scheduled
- Espresso machine: preventive maintenance Q1
- Refrigerator gasket needs replacement

Customer feedback themes:
- Positive: coffee quality, staff friendliness
- Negative: occasional wait times (morning rush)
- Suggestion: more seating for laptops

Action items:
- Rebalance schedule by Nov 15
- Pastry par level adjustment immediate
- Get quotes for second grinder

Next review: December 6, 2025
