2024 Retail Planner

this book belongs to

w e l c o m e t o yo u r r e ta i l p l a n n e r this is y our space for the taking. somewhere to plan without limits, plot y our grow th, and celebrate vic tories (no mat ter how big or small).

Ta ke a f ew m i nu tes at th e beginning of each mont h and w eek t o o utl i ne yo u r g o al s . What are you w ant ing t o achiev e for t he mo n t h /wee k ? Putti ng p e n t o paper is a great w ay t o make t hose g o a l s a re al i ty.

• • • •

M ak e i t a h ab i t. Co ns ist ency is key.

F i l l i n i m p o rtan t d ates and deadlines t o st ay on t r ack.

U s e c o l o r c o d i ng to k eep t r ack of different it ems.

C el eb rate wi n s , an n i ver sar ies, and bir t hdays.

q u e s t i o n s : healthc aremarke ting@iammorrison.com

R E S O U R C E S re tail programming

mhc prints

mntk: csi

a n o t e f r o m c a s e y c l a r k s o n , sr . di rec t o r o f s t r at e g i c pr o j ec ts a nd p r o gr am m i n g As retail managers, you know that success in the ever-evolving world of retail depends on effective planning and preparation. Staying ahead of the competition and exceeding guest expectations is a constant challenge, but it's one that we're here to help you overcome! I'm excited to introduce our new and improved Retail Planner, a comprehensive tool designed to transform the way you plan, execute, and thrive in your retail business.

Our enhanced Retail Planner offers a range of features tailored to empower you with the insights, strategies, and resources needed to drive sales and deliver a superior guest experience. Here's a closer look at what it has to offer: 1. Concepts and Trends: Keeping up with the latest retail trends and consumer preferences is crucial. Our Retail Planner provides you with a dedicated section that highlights emerging concepts and trends, allowing you to stay ahead of the curve and adapt your strategies accordingly.

2. Holiday Planning: The holiday season is a crucial time for retail, and meticulous planning can make or break your year. Included is a comprehensive holiday section, complete with curated insights, campaign ideas, and promotional strategies to help you maximize sales during peak seasons.

3. National Days: Leveraging national holidays and special days can be a powerful marketing tool and help generate excitement within your space.

4. Customizable Templates: Tailoring your planning to your specific needs is essential. Our Retail Planner provides customizable templates, allowing you to create a planning framework that aligns perfectly with your unique retail environment and business goals.

The retail industry is constantly evolving, and those who are well-prepared have a significant advantage. This Retail Planner is more than just a tool; it's your strategic partner in navigating the complexities of retail, driving sales, and enhancing the guest experience. With this comprehensive planning solution at your fingertips, you can confidently face the challenges of the year ahead.

Don't just survive in retail—thrive!

Embrace the future of retail planning with our Retail Planner and make this year your best yet.

C ALE ND A R FEBRUARY

JANUARY S

2024

S

M

T

T

F

S

1

2

3

7

8

9

10

3

4

5

6

13

14

15

16

17

10

11

12

19

20

21

22

23

24

17

18

26

27

28

29

24

25

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

4

5

6

14

15

16

17

18

19

20

11

12

21

22

23

24

25

26

27

18

28

29

30

31

25

W

MARCH S

M

T

W

T

F

S

1

2

7

8

9

13

14

15

16

19

20

21

22

23

26

27

28

29

30

T

F

S

31

APRIL S

MAY

M

T

W

T

F

S

S

M

1

2

3

4

5

6

7

8

9

10

11

12

13

5

6

14

15

16

17

18

19

20

12

21

22

23

24

25

26

27

28

29

30

T

JUNE

W

T

F

S

S

M

T

W

1

2

3

4

7

8

9

10

11

2

3

4

5

6

7

8

13

14

15

16

17

18

9

10

11

12

13

14

15

19

20

21

22

23

24

25

16

17

18

19

20

21

22

26

27

28

29

30

31

23

24

25

26

27

28

29

1

30

JULY S

AUGUST

M

T

W

T

F

S

S

M

T

F

S

S

M

T

W

T

F

S

1

2

3

4

5

6

1

2

3

1

2

3

4

5

6

7

7

8

9

10

11

12

13

4

5

6

7

8

9

10

8

9

10

11

12

13

14

14

15

16

17

18

19

20

12

13

14

15

16

17

18

15

16

17

18

19

20

21

21

22

23

24

25

26

27

19

20

21

22

23

24

25

22

23

24

25

26

27

28

28

29

30

31

26

27

28

29

30

31

29

30

OCTOBER S

M

T

W

SEPTEMBER

NOVEMBER

T

W

T

F

S

1

2

3

4

5

S

M

T

W

T

DECEMBER F

S

S

M

T

W

T

F

S

1

2

1

2

3

4

5

6

7

6

7

8

9

10

11

12

3

4

5

6

7

8

9

8

9

10

11

12

13

14

13

14

15

16

17

18

19

10

11

12

13

14

15

16

15

16

17

18

19

20

21

20

21

22

23

24

25

26

17

18

19

20

21

22

23

22

23

24

25

26

27

28

27

28

29

30

31

24

25

26

27

28

29

30

29

30

31

SMA RT

GO A L S

S MAR T g o al s al l o w yo u t o w r it e goals t hat are clear, at t ainable , a n d m e an i ng f ul . H avi n g clar it y in your goal- set t ing provides t he m o t i vati o n an d f o c us you need t o be successful. Vague goals t ha t l ac k c l ari ty are o f te n left undone, even if t hey have great p ote n ti al . Tran s f o rm f uzzy object iv es int o at t ainable goals w it h the S MA R T goals fr amew or k.

S M A R

T

specific

measurable

attainable

relevant

time-bound

W h a t e xa c tl y a re y o u t r yi n g t o a ch i e ve?

H o w wi l l yo u k no w whe n yo u 've ac hi eved i t?

Is it genuinely possible t o achiev e it ?

Does it cont r ibut e t o our company 's goals?

W hen d o you w a nt t o ach i eve t hi s b y?

h eritag e m o nths obs erva nces

&

JAN 1

NEW YEAR'S DAY

JAN 15

MLK JR. DAY

FEBRUARY

BLACK HISTORY MONTH

FEBRUARY

AMERICAN HEART MONTH

FEB 10

LUNAR NEW YEAR

FEB 13

MARDI GRAS

FEB 14

VA L E N T I N E ' S D AY

FEB 19

PRESIDENT 'S DAY

MARCH

WOMEN'S HISTORY MONTH

MARCH

NATIONAL NUTRITION MONTH

MAR 8

INTERNATIONAL WOMEN'S DAY

MAR 13

RDN DAY

MAR 17

S T. PAT R I C K ' S D AY

MAR 30

DOCTOR'S DAY

APRIL

EARTH MONTH

APR 2

WORLD AUTISM DAY

APR 7

WORLD HEALTH DAY

MAY

asian americ an & pacific isl ander month

h erita ge m o nt hs ob serva nces

&

MAY 6 - 12

NURSES WEEK

MAY 27

MEMORIAL DAY

JUNE

LGBTQ+ PRIDE MONTH

JUN 19

JUNETEENTH

JUL 4

INDEPENDENCE DAY

AUG 26

WOMEN'S EQUALIT Y DAY

SEPTEMBER

NATIONAL HISPANIC HERITAGE MONTH

SEPTEMBER 2

L ABOR DAY

OCTOBER

D I S A B I L I T Y E M P L O Y M E N T AWA R E N E S S M O N T H

OCTOBER

SOCKTOBER

OCT 31

HALLOWEEN

NOVEMBER

NATIVE AMERIC AN HERITAGE MONTH

NOV 10

VETERANS DAY

NOV 23

THANKSGIVING

DEC 31

NEW YEAR'S EVE

scan to access the compass diac page

READY

T O

MA KE

YO U R

MA R K ?

w h y p r o m o t e ?

1. Increase Guest Traffic: Bring new guests to your café.

2. Increase Purchasing Frequency: Encourage existing guests to visit more often.

3. Increase Check Average: Entice your guests to purchase more.

PROMOTIONS are used to attract new guests.

PROMOTIONS keep our exisiting guests coming back.

PROMOTIONS offer innovative recipes to add variety to menus.

m a x i m i z e yo u r m a r k e t i n g 1 . L es s i s mo re. J us t b e c aus e w e hav e mult iple promot ions r unning a t o n ce , i t d o e s n ’t m ean that y ou hav e t o r un t hem all. Don’t over load y o u r g ue s ts .

2 . O wn y our pro m o tio n. E n s ure t hat y our ent ire t eam is infor med on t he w h o , wh at, wh e re, an d wh en of ev er y promot ion – t hey are your be s t sales tool.

3 . A ctiv a te yo ur spa c e. Inter r upt ion t ables should alw ay s sell somet hi ng .

4 . C lea r co m munic a tio n. Yo ur guest s are hungr y and hav e a shor t am ount o f t i me to s p en d i n yo u r c afé. Make messaging clear and concise.

p r o m o t i o n a l o p p o r t u n i t i e s Each month, we have additional promotional opportunities to engage with your guests. These opportunities can include themed holidays, big events, and culinary and wellness features.

•

Holidays

•

L i mi t e d T i m e Off ers

•

S e a s o n a l The m es

•

N a t i o n a l Fo o d D ays

•

B e v e r a g e De al s

•

S n a ck Pro m o ti o n s

g e t r e a d y. s e t. p r o m o t e .

Planning your promotional events is key! Advertising your promotions to guests before and during each event is your best marketing tool. Be sure you walk through your café as a guest and identify areas where communications can be strategically placed. Ensure you're making the most of resources available to you like marketing kits, pricing guides, and MyCompass.

ne e d

n e w i d e a s ?

We h ave tal e n ted t eams ready t o jump in and help y ou!

R e a ch o ut to yo ur Fi el d Mar ket ing Manager, C or por at e Execut iv e C hef, R e t a i l Mark eti n g Ch am p i on, or Regional Execut iv e C hef, and t hey' l l b e h ap p y to b rai n s tor m w it h y ou and put t oget her a plan.

R E MINDERS

F O R

DATE OF LAST RETAIL SURVEY:

T HE

YEAR :

DATE OF LAST RETAIL REVIEW:

QBR DATES:

Q 1: Q2: Q 3: Q4:

re tail programming

healthc aremarke ting@iammorrison.com

culinary

NO T ES

TIPS FOR THE MONTH • • • • • •

recognize mlk jr day national soup month recommended pop-up brands to run: broth & bowl buddha bowl cauli club

to do locate & open programming kit order kachi llama pop-up brand kit read mntk culinary strategy & innovation refresh the takeaway complete real cadence actions locate courtesy shipments

MONTHLY

P L A NNER

JANUARY AT A GL ANCE SUN

MON 1

TUE

WED

THU

FRI

SAT

2

3

4

5

6

new year's day

7

8

9

10

11

12

13

14

15

16

17

18

19

20

popcorn day

cheese lover's day

26

27

mlk jr day bagel day

21

22

23

24

28

29

30

31

croissant day

real cadence due

25

1 monday JAN 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

new year's day

2 tuesday

3 wednesday

4 thursday

5 friday

6 saturday

7 sunday

8 monday JAN 2024 S

M

T

W

T

F

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

S

9 tuesday

1 0 wednesday

1 1 thursday

1 2 friday

1 3 saturday

1 4 sunday

1 5 monday JAN 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

• •

mlk jr. day bagel day

1 6 tuesday

1 7 wednesday

1 8 thursday

1 9 friday

•

popcorn day

2 0 saturday

•

cheese lover's day

2 1 sunday

JAN 2024 S

M

T

W

T

F

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

2 2 monday

2 3 tuesday

2 4 wednesday

CAFÉ

CAFÉ

CAFÉ

PATIENT

PATIENT

PATIENT

S

2 5 thursday

26 friday

27 saturday

28 sunday

CAFÉ

CAFÉ

CAFÉ

CAFÉ

PATIENT

PATIENT

PATIENT

PATIENT

To o l s

+

Re so u rces

JANUARY

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • • •

recognize black history month celebrate valentine's day recommended pop-up brands to run: take a bao egg roll in a bowl fish & chippie

to do read mntk culinary strategy & innovation refresh the takeaway complete real cadence actions

MONT HLY

P L A NNER

FEBRUARY AT A GL ANCE

SUN

MON

TUE

WED

THU 1

FRI 2

SAT 3

tater tot day

4

5

6

7

8

9

10

pizza day

11

18

12

19

president's day

25

26

13

14

mardis gras

valentine's day

20

21

15

16

17

22

23

24

muffin day

27

lunar new year

toast day

28

29

real cadence due

29 monday

3 0 tuesday

3 1 wednesday

croissant day

•

JAN 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

real c adence due

1 thursday

2 friday

•

tater tot day

3 saturday

4 sunday

5 monday FEB 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

notes

6 tuesday

7 wednesday

8 thursday

•

9 friday

1 0 saturday

pizza day

•

lunar new year

1 1 sunday

1 2 monday

1 3 tuesday

1 4 wednesday

mardis gras

•

FEB 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

notes

•

valentine's day

1 5 thursday

1 6 friday

1 7 saturday

1 8 sunday

1 9 monday

2 0 tuesday

FEB 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

notes

•

presdient 's day

•

muffin day

2 1 wednesday

2 2 thursday

2 3 friday

2 4 saturday

•

toast day

2 5 sunday

To o l s

+

Re so u rces

FEBRUARY

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • • • • •

recognize women's history month national nutrition month st. patrick's day celebrate our rdns 3.14 is pi day - utilize marketing available recommended pop-up brands to run: iron city pizza fruita bomba

to do read mntk culinary strategy & innovation refresh the takeaway complete real cadence actions locate courtesy shipments locate & open programming kit

MONTH LY

P L A NNER

MARCH AT A GL ANCE

SUN

3

MON

4

TUE

5

WED

6

THU

7

snack day

10

11

12

13

14

rdn day

17

FRI

SAT

1

2

8

9

international women's day

meatball day

15

16

pi day

18

19

20

21

22

23

25

26

27

28

29

30

real cadence due

doctor's day hot chicken day

st. patrick's day

24 cheesesteak day

31

26 monday

27 tuesday

FEB 2024 S

4

M

5

T

W

6

7

T

F

S

1

2

3

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

notes

•

international women's day

•

muffin day

28 wednesday

29 thursday

•

real c adence due

1 friday

2 saturday

3 sunday

4 monday MAR 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

snack day

5 tuesday

6 wednesday

7 thursday

8 friday

9 saturday

•

meatball day

1 0 sunday

1 1 monday

1 2 tuesday

1 3 wednesday

MAR 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

rdn day

1 4 thursday

•

pi day

1 5 friday

1 6 saturday

1 7 sunday

•

st. patrick's day

1 8 monday MAR 2024 S

3

M

4

T

5

W

T

6

7

F

S

1

2

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

1 9 tuesday

2 0 wednesday

2 1 thursday

2 2 friday

2 3 saturday

2 4 sunday

•

cheesesteak day

2 5 monday MAR 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

26 tuesday

27 wednesday

28 thursday

29 friday

•

real c adence due

3 0 saturday

• •

doctor's day hot chicken day

3 1 sunday

To o l s

+

Re so u rces

MARCH

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • • •

4.14 world health day 4.22 earth day 4.27 stop food waste day - check out marketing available on mycompass recommended pop-up brands to run: all caps basmati & spice

to do read mntk culinary strategy & innovation order henry's kitchen pop-up brand kit refresh the takeaway complete real cadence actions locate & open programming kit locate courtesy shipments

MONTH LY

P L A NNER

APRIL AT A GL ANCE

SUN

MON 1

TUE 2

WED

THU

FRI

SAT

3

4

5

6

10

11

12

13

world autism day pb&j day

7

8

9

world health day burrito day

grilled cheese day

14

15

16

17

18

19

20

21

22

23

24

25

26

27

stop food waste day

earth day

28

29

30

real cadence due

pretzel day

1 monday

2 tuesday

APR 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

• •

world autism day pb&j day

3 wednesday

4 thursday

5 friday

6 saturday

7 sunday

• •

world heatlh day burrito day

8 monday APR 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

9 tuesday

1 0 wednesday

1 1 thursday

1 2 friday

•

grilled cheese day

1 3 saturday

1 4 sunday

1 5 monday APR 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

1 6 tuesday

1 7 wednesday

1 8 thursday

1 9 friday

2 0 saturday

2 1 sunday

2 2 monday

2 3 tuesday

2 4 wednesday

APR 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

earth day

•

stop food waste day

2 5 thursday

26 friday

•

pretzel day

27 saturday

28 sunday

To o l s

+

Re so u rces

APRIL

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • • •

recognize asian american + pacific islander heritage month celebrate fiesta de mayo all month long recommended pop-up brands to run: toasty flat top quessadillas nice thai

to do read mntk culinary strategy & innovation refresh the takeaway complete real cadence locate & open programming kit

MONTH LY

P L A NNER

MAY AT A GL ANCE

SUN

MON

TUE

WED 1

THU

FRI

SAT

2

3

4

9

10

11

salad day

5

6

cinco de mayo

nurses week begins

12

13

mother's day

hummus day

7

8

eat what you want day

14

15

16

17

18

25

19

20

21

22

23

24

26

27

28

29

30

31

biscuit day

real cadence due

29 monday

3 0 tuesday

1 wednesday

APR 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

real c adence due

•

sal ad day

2 thursday

3 friday

4 saturday

5 sunday

•

cinco de mayo

6 monday MAY 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

start of nurse's week

7 tuesday

8 wednesday

9 thursday

1 0 friday

1 1 saturday

•

eat what you want day

1 2 sunday

•

mother's day

1 3 monday MAY 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

hummus day

1 4 tuesday

1 5 wednesday

1 6 thursday

1 7 friday

1 8 saturday

1 9 sunday

2 0 monday MAY 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

2 1 tuesday

2 2 wednesday

2 3 thursday

2 4 friday

2 5 saturday

26 sunday

To o l s

+

Re so u rces

MAY

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • •

recognize lgbtqi+ month boardwalks + beaches promotion recommended pop-up brands to run: hot diggity dog on the vine

to do read mntk culinary strategy & innovation refresh the takeaway complete real cadence locate & open programming kit

MONTH LY

P L A NNER

JUNE AT A GL ANCE

SUN

MON

TUE

WED

THU

FRI

SAT 1

2

3

4

5

6

7

8

11

12

13

14

15

18

19

20

21

22

smoothie day

onion rings day

28

29

doughnut day

9

10

iced tea day

16

17

fatehr's day

23

juneteenth

24

25

26

27

30 real cadence due

27 monday

28 tuesday

29 wednesday

MAY 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

biscuit day

3 0 thursday

3 1 friday

•

real c adence due

1 saturday

2 sunday

3 monday JUN 2024 S

M

T

W

T

F

S 1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

doughnut day

4 tuesday

5 wednesday

6 thursday

7 friday

8 saturday

9 sunday

1 0 monday JUN 2024 S

M

T

W

T

F

S 1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

iced tea day

1 1 tuesday

1 2 wednesday

1 3 thursday

1 4 friday

1 5 saturday

1 6 sunday

•

father's day

1 7 monday

1 8 tuesday

1 9 wednesday

JUN 2024 S

M

T

W

T

F

S 1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

juneteenth

2 0 thursday

2 1 friday

•

smoothie day

2 2 saturday

•

onion rings day

2 3 sunday

2 4 monday JUN 2024 S

M

T

W

T

F

S 1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

2 5 tuesday

26 wednesday

27 thursday

28 friday

•

real c adence due

2 9 saturday

3 0 sunday

To o l s

+

Re so u rces

JUNE

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • •

celebrate red, white + bbq recommended pop-up brands to run: lobster shack silver kings beet root

to do order ziggy's escabeche pop-up brand kit locate & open programming kit read mntk culinary strategy & innovation refresh the takeaway complete real cadence actions locate courtesy shipments

MONTHLY

P L A NNER

JULY AT A GL ANCE SUN

MON 1

TUE 2

WED 3

THU 4

FRI

SAT

5

6

12

13

independence day

7

8

9

10

11

french fry day

chocolate day

14

15

16

17

18

19

20

hot dog day

21

22

23

24

28

29

30

31

real cadence due avocado day

25

26

27

1 monday JUL 2024 S

M

T

W

T

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

F

S

2 tuesday

3 wednesday

4 thursday

•

independence day

5 friday

6 saturday

7 sunday

•

chocol ate day

8 monday JUL 2024 S

M

T

W

T

F

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

S

9 tuesday

1 0 wednesday

1 1 thursday

1 2 friday

1 3 saturday

•

french fry day

1 4 sunday

1 5 monday JUL 2024 S

M

T

W

T

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

F

S

1 6 tuesday

1 7 wednesday

1 8 thursday

1 9 friday

2 0 saturday

•

hot dog day

2 1 sunday

JUL 2024 S

M

T

W

T

F

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

S

2 2 monday

2 3 tuesday

2 4 wednesday

CAFÉ

CAFÉ

CAFÉ

2 5 thursday

26 friday

27 saturday

28 sunday

CAFÉ

CAFÉ

CAFÉ

CAFÉ

To o l s

+

Re so u rces

JULY

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • •

celebrate summer with a luau recommended pop-up brands to run: onolicious cluck cluck boom

to do read mntk culinary strategy & innovation refresh the takeaway complete real cadence actions locate courtesy shipments

MONT HLY

P L A NNER

AUGUST AT A GL ANCE SUN

MON

TUE

WED

THU 1

FRI 2

SAT 3

watermelon day

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

hot & spicy food day

25

26

women's equality day

waffle day

27

28

29

30

real cadence due

31

trail mix day

29 monday

3 0 tuesday

3 1 wednesday

JUL 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

• •

real c adence due avoc ado day

1 thursday

2 friday

3 saturday

watermelonday day • • watermelon

4 sunday

5 monday AUG 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

6 tuesday

7 wednesday

8 thursday

9 friday

1 0 saturday

1 1 sunday

1 2 monday AUG 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

1 3 tuesday

1 4 wednesday

1 5 thursday

1 6 friday

1 7 saturday

1 8 sunday

1 9 monday AUG 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

hot & spic y day

2 0 tuesday

2 1 wednesday

2 2 thursday

2 3 friday

2 4 saturday

•

waffle day

2 5 sunday

To o l s

+

Re so u rces

AUGUST

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • •

recognize hispanic heritage month september 15 - october 15 celebrate oktoberfest recommended pop-up brands to run: carrot greens cinniplistic

to do read mntk culinary strategy & innovation refresh the takeaway complete real cadence action items

MONTH LY

P L A NNER

SEPTEMBER AT A GL ANCE

SUN 1

MON 2

TUE

WED

THU

FRI

SAT

3

4

5

6

7

10

11

12

13

14

labor day

8

9

peanut day

15

16

17

guacamole day

22

23

18

30

real cadence due

20

21

26

27

28

cheeseburger day

24

25

quesadilla day

29

19

pancake day

26 monday AUG 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

women's equalit y day

27 tuesday

28 wednesday

29 thursday

3 0 friday

•

real c adence due

3 1 saturday

•

trail mix day

1 sunday

2 monday SEP 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

l abor day

3 tuesday

4 wednesday

5 thursday

6 friday

7 saturday

8 sunday

9 monday SEP 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

1 0 tuesday

1 1 wednesday

1 2 thursday

1 3 friday

•

peanut day

1 4 saturday

1 5 sunday

1 6 monday

1 7 tuesday

1 8 wednesday

SEP 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

guac amole day

•

cheeseburger day

1 9 thursday

2 0 friday

2 1 saturday

2 2 sunday

2 3 monday

2 4 tuesday

2 5 wednesday

SEP 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

quesadill a day

26 thursday

•

panc ake day

27 friday

2 8 saturday

29 sunday

To o l s

+

Re so u rces

SEPTEMBER

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • • • •

recognize hispanic heritage month september 15 - october 15 recognize disability employment awareness month national seafood month celebrate halloween all month long recommended pop-up brands to run: cathead chloe pie five

to do order korean street food pop-up brand read mntk culinary strategy & innovation refresh the takeaway complete real cadence action items locate courtesy shipments locate & open programming kit

MONTH LY

P L A NNER

OCTOBER AT A GL ANCE

SUN

MON

TUE 1

WED 2

THU 3

FRI 4

SAT 5

cinnamon roll day taco day

international coffee day

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

30

31

nut day

27

28

29

halloween real cadence due

3 0 monday

1 tuesday

SEP 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

real c adence due

•

international coffee day

2 wednesday

3 thursday

4 friday

• •

taco day cinnamon roll day

5 saturday

6 sunday

7 monday OCT 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

8 tuesday

9 wednesday

1 0 thursday

1 1 friday

1 2 saturday

1 3 sunday

1 4 monday OCT 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

1 5 tuesday

1 6 wednesday

1 7 thursday

1 8 friday

1 9 saturday

2 0 sunday

2 1 monday

2 2 tuesday

OCT 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

nut day

2 3 wednesday

2 4 thursday

2 5 friday

2 6 saturday

27 sunday

To o l s

+

Re so u rces

OCTOBER

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • • •

recognize native american heritage month celebrate our guests all month for guest appreciation recommended pop-up brands to run: butcher's block stretched

to do read mntk culinary strategy & innovation refresh the takeaway real cadence locate courtesy shipments locate & open programming kit

MONTH LY

P L A NNER

NOVEMBER AT A GL ANCE

SUN

3

MON

4

TUE

5

WED

6

sandwich day

10

THU

SAT

1

2

7

8

9

14

15

16

22

23

29

30

nacho day

11

12

13

veteran's day

17

FRI

18

pickle day

19

20

21

cranberry day

24

25

26

27

28

thanksgiving day real cadence due

28 monday OCT 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

29 tuesday

3 0 wednesday

3 1 thursday

•

real c adence due

1 friday

2 saturday

3 sunday

•

sandwich day

4 monday

5 tuesday

6 wednesday

NOV 2024 S

3

M

4

T

5

W

T

6

7

F

S

1

2

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

nacho day

7 thursday

8 friday

9 saturday

1 0 sunday

1 1 monday NOV 2024 S

3

M

4

T

5

W

T

6

7

F

S

1

2

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

•

veteran's day

1 2 tuesday

1 3 wednesday

1 4 thursday

•

pickle day

1 5 friday

1 6 saturday

1 7 sunday

1 8 monday NOV 2024 S

3

M

4

T

5

W

T

6

7

F

S

1

2

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

1 9 tuesday

2 0 wednesday

2 1 thursday

•

cranberry day

2 2 friday

2 3 saturday

2 4 sunday

To o l s

+

Re so u rces

NOVEMBER

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NO T ES

TIPS FOR THE MONTH • • • •

use holiday market materials to create seasonal excitement recommended pop-up brands to run: meatbllas & co. kazan

to do read mntk culinary strategy & innovation refresh the takeaway real cadence locate auto shipments locate & open programming kit

MONTH LY

P L A NNER

DECEMBER AT A GL ANCE

SUN 1

MON 2

TUE 3

WED 4

THU

FRI

SAT

5

6

7

cookie day

8

9

10

11

12

13

14

15

16

17

18

19

20

21

cupcake day

chocolate covered anything day

25

26

27

28

22

23

24

29

30

31

bacon day

real cadence due new year's eve

2 5 monday NOV 2024 S

3

M

4

T

5

W

T

6

7

F

S

1

2

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

notes

26 tuesday

27 wednesday

28 thursday

•

thanksgiving day

29 friday

•

real c adence due

3 0 saturday

1 sunday

2 monday

3 tuesday

4 wednesday

DEC 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

cookie day

5 thursday

6 friday

7 saturday

8 sunday

9 monday DEC 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

1 0 tuesday

1 1 wednesday

1 2 thursday

1 3 friday

1 4 saturday

1 5 sunday

•

cupc ake day

1 6 monday DEC 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

•

chocol ate covered any thing day

1 7 tuesday

1 8 wednesday

1 9 thursday

2 0 friday

2 1 saturday

2 2 sunday

2 3 monday DEC 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

2 4 tuesday

2 5 wednesday

26 thursday

27 friday

2 8 saturday

29 sunday

3 0 monday

3 1 tuesday

1 wednesday

DEC 2024 S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

notes

• •

bacon day real c adence due

• •

new year's eve real c adence due

•

new year's day

2 thursday

3 friday

4 saturday

5 sunday

To o l s

+

Re so u rces

DECEMBER

MONTHLY SALES GOAL

BUDGET

FORECAST

ACTUAL

NOTES

NOT ES

NOT ES

NOT ES

NOT ES

NOT ES

NOT ES