Period Planning Guide
November 2 – January 7
DM
5 WEEKS
OUT
4
3
2
1
LAUNCH
9/24
11/2
Holiday
Launch
12/3
1/8
Winter
Launch
Holiday
PPK posts
Winter
PPK posts
1
SM
2
3
4
5 WEEKS
PAST
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Holiday
3
Excellence in Holiday
6
Committed to Customers
10
Products, Events & Offers
PAGE
FEATURE 1
PAGE
FEATURE 2
PAGE
FEATURE 3
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Period Planning Business Commitments
Continuous improvements
Making spirits bright
Returning favorites and new traditions
TABLE OF CONTENTS
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Excellence in Holiday
It’s the most wonderful time of the year!
As the year winds down, planning for Holiday is a great time to
reflect on the successes and opportunities experienced in the past
several months. Consider the way you have embraced the focus on
operational excellence. Did you achieve your goals? What wins can
you applaud? Before you roll up your flannels and begin to deck the
halls, take a moment to reflect and celebrate any accomplishments.
Thank you for all you do.
This holiday, to help achieve operational excellence and nurture
the human spirit, your planning period introduces fewer updates
to operations and creates space for you to practice and sustain
new behaviors. Since Spring, you’ve been doing a lot of heavy lifting
(Barista Approach, Daily Operations Approach, Deployment, Steps to
Excellence and the Ops Excellence Field Guide...whew!). For Holiday,
continue practicing with these new approaches and tools, share your
learnings with your Starbucks DM, and if you’re going to do any heavy
lifting, let it be of your customers’ holiday spirits!
3
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Excellence in Holiday (continued)
FEATURE 1
Steps to Excellence Insights
Each program supporting Starbucks operations was created
with a purpose, usually an opportunity to improve or a
problem to solve. Here are some things to keep in mind
when working with the Steps to Excellence:
• An update to the knowledge base, Steps to Excellence
clarifies the behaviors, standards and tools required to be
your best at that work.
¶ Currently this shows how to be excellent at Staffing &
Scheduling your store
¶ Coming soon! How to be excellent at your Sales &
Inventory work
• When challenges are discovered, or standards are not
being met, Steps to Excellence can be used as a checklist
to quickly diagnose where a step along the way was
missed, leading to the less than successful moment
you’ve observed.
If the cake doesn’t taste right, check the recipe. Maybe an
ingredient was missed. Steps to Excellence is literally your
recipe for success. Whatever your approach to excellence is,
share your goals with your leaders and team so that we can
go far together.
4
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Excellence in Holiday (continued)
FEATURE 1
Retiring QASA and introducing the Food Safety Assessment
As Starbucks continues to evaluate stores through the lens of what is best for
the customer and brand, the Quality Assurance Standards Assessment has
been modified. As we adjust the approach to achieving cleanliness and safety
goals, we are also evolving the way we measure performance. Audits in stores
(frequency, reporting and content) will change. Food safety, cleanliness and
facilities standards are not changing.
Food Safety Assessment
What to expect:
• The new audit will focus on food safety, in fact, it is now called the
Food Safety Assessment
• Frequency of your store’s audits will be based on your store’s support level
(low, medium, high), determined by a variety of risk factors
¶ Being categorized as high-support does not mean your store is not foodsafe; a store’s support level is determined by a variety of risk factors e.g.
higher volume locations are considered higher risk because they serve
more customers
• Stores should expect one to four audits per Starbucks fiscal year
(October-September)
DM
• The assessment is organized by food safety categories and highlights
individual items by criticality (critical, major and minor findings) and includes
space to document a plan to close any standards gaps
¶ Review the new Food Safety Assessment which will post on
StoreLink in late September
¶ The auditor may provide limited coaching and direction
based on findings
¶ The assessment will not have a score; the goal is zero critical
food safety findings
DM ACTIVITY
SM
SM ACTIVITY
¶ Review the new Food Safety Assessment which will post on
StoreLink in late September
¶ There is no longer a pass/fail threshold for assessments
¶ What gaps in knowledge or skill could be closed?
It is vital to the success of your store that every barista is committed to food
safety. Empower your team to continue self-calibration through the new Self
Assessment form on StoreLink and the Clean, Safe and Ready program to help
your store safely serve customers.
¶ Where is your team excelling?
LVM, DM & SM ACTIVITY - TOGETHER
DM
SM
¶ Walk the store together with the Food Safety Assessment to
calibrate on cleanliness and food safety
5
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Committed to Customers
FEATURE 2
DM
DM ACTIVITY
¶ Reference Ops Excellence Field Guide - Licensed Stores
Coaching & Consulting for Excellence, pages 66 and 67, to
assess your role in supporting licensees as they elevate the
customer experience
SM
SM ACTIVITY
¶ On page 16 and 20 in your Ops Excellence Field Guide Licensed Stores, review the Operations Activities for those roles
• What gaps in service or skill could be closed?
• Where is your team excelling?
• Where do you need the support of your Licensee leaders
or Starbucks district manager?
In Fall, baristas focused on being present to create a sense of warmth and belonging
where everyone is welcome. When baristas are welcoming, they create the Starbucks
Experience for customers and each other. During the holidays, when life can get hectic,
it’s even more important to remember to be open hearted, connect and take the time
to understand your customers’ needs. Whether they are a twice-a-day regular or a
new customer looking for a special treat, everyone who visits your store should leave
feeling good about their visit, and the moments they shared with you. This Holiday, be
present and connect with compassion to make the moment right for every customer
that walks through your doors.
LVM, DM & SM ACTIVITY - TOGETHER
DM
¶ Reference Ops Excellence Field Guide - Licensed Stores page 16,
Barista Approach, Be Committed to Customers
• Observe baristas in role
SM
• Leverage the Barista Approach and the Generates Insights
questions to gain clarity on the store team’s path to
creating the best moment in every customer’s day
• Celebrate successes and address gaps to standard
6
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Committed to Customers (continued)
FEATURE 2
Making Spirits Bright
As part of the holiday season, Starbucks is celebrating the Week of Cheer
(11/26 - 12/2) by volunteering in local communities. For some of our
customers, the holiday season is a challenging time. Taking a moment to give
an #extrashotofgood can turn one of the darkest times of the year into a
festival of lights for everyone.
SM
SM ACTIVITY
¶ Support your baristas who want to participate in
community events through thoughtful scheduling
when possible
¶ Consider scheduling a community event with a
local organization
¶ Use starbucks.volunteermatch.org to register your event
or sign up for an already registered event as a way to give
back to the communities that give so much to us
Staffing & Scheduling for Success in Holiday
The increase in customer traffic that comes with the holiday season requires careful
planning to ensure that this time of year is magical for both customers and baristas.
SM
SM ACTIVITY
¶ Connect with your baristas about their plans for the season
¶ Review community events in your area to determine potential impact
¶ Follow Siren's Eye guidelines to post all holiday operating hours
7
Inventory Readiness for Holiday
During the holiday season, many stores will see an increase in sales of retail
merchandise, Starbucks Cards and At Home Coffee. Starbucks sells more
Christmas Blend than any other coffee all year! With customers looking for
fun gifts for family and friends, more than one third of merchandise sales are
made during Holiday and most of those purchases occur after 2 p.m. Use the
inventory planning information below to help set your store up for success
during Holiday.
Holiday Deliveries
FEATURE 2
Holiday Set
On 11/1, baristas all over the U.S. and Canada will be setting up for Holiday in
their stores! While completing the set after close of business is recommended,
partner with your leader to determine the best plan for your location and share
your plan with your Starbucks district manager. Refer to Step 2 of the Starbucks
manager Steps to Excellence - Scheduling on StoreLink for additional support for
writing an effective schedule.
The Holiday Launch Set-up Scheduling Tool has been updated for Holiday to
provide guidance on your store-specific needs for the set including prep and
clean up. If possible, consider scheduling more baristas or shorter shifts to keep
energy high and the holiday spirit abundant.
The best way to prepare for Holiday deliveries is to have a strong plan and
communicate it to the leaders in your store. You will receive a separate Holiday
pallet on your regular delivery day between 10/15 – 10/30. This pallet will
include seasonal merchandise, At Home Coffee, Holiday cups, sleeves and a
gifting podium. All Holiday beverage components will arrive with your regular
order in time for training.
No Peeking
As in years past, the merchandise boxes will have a "No Peeking" sticker on
them. This sticker is a visual cue for customers in the event that your order is
too large for back of house storage. If this is the case, please ensure that you
do not block bathrooms, exits or the customer path.
While your Holiday products are not for customers’ eyes before launch,
peeking for baristas is highly encouraged! Unboxing and staging merchandise
based on your store-specific fixtures is a great way to reduce the time spent
completing the Holiday set.
o
N
 ing 
eek
P
8
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Committed to Customers (continued)
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Committed to Customers (continued)
FEATURE 2
Planning for the Year
Knowing key dates in advance helps you to plan, prioritize and
set goals for the year. Take a moment to review key dates for
Starbucks fiscal 2019 including:
• Dates the PPK will post to StoreLink
• Period launch dates
Holiday
PPK posts
9/24
Winter
PPK posts
12/3
DM
Winter PPVs
Winter
launch
1/8
Spring PPVs
Spring
launch
3/5
Summer 1 PPVs
Summer 1
launch
4/30
Summer 2 PPVs
Summer 2
launch
6/25
Fall PPVs
Fall
launch
TBD
DM ACTIVITY
¶ Reference Ops Excellence Field Guide - Licensed
Stores Staffing & Scheduling and Sales & Inventory,
pages 24 and 25, to support observation and
insights in store visits
Spring
PPK posts
1/28
Summer 1
PPK posts
3/25
SM
Holiday PPVs
Holiday
launch
11/2
SM ACTIVITY
¶ Know your order day! Stores can no longer make
modifications to a booked order through the LSR
after the order cut off time and day
¶ Check iStore to see when your Holiday deliveries
will arrive; schedule to support the work
• Leverage Steps to Excellence, Staffing and
Scheduling on StoreLink
Summer 2
PPK posts
5/20
Fall
PPK posts
TBD
¶ Use the unpacking and staging time from the
Holiday Launch Set-up Scheduling Tool when
planning to organize
Holiday product
¶ Inventory readiness includes planning for food
sales; leverage the updated Pull-to-Thaw tool on
StoreLink to grow your
food business
9
Launching 11/2
CO FFE E
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Products, Events & Offers
FEATURE 3
B E V E R AG E S
FO O D
• Thanksgiving Blend
• Toasted White Chocolate Mocha
• NEW! Chocolate Swirl Brioche
• Christmas Blend
• Peppermint Mocha
• NEW! Pistachio Honey Croissant
• Christmas Blend Ground
• Gingerbread Latte
• NEW! Sugar Plum Cheese Danish
• Christmas Blend Decaf
• Eggnog Latte
• NEW! Penguin Cake Pop
• Christmas Espresso Roast
• Chestnut Praline Latte
• Holiday Gingerbread Loaf Cake
• Holiday Blend
• Caramel Brulée Latte
• Cranberry Bliss® Bar and Tray
• VIA® Christmas Blend
• Snickerdoodle Hot Chocolate
• Snowman Cookie
• VIA® Peppermint Mocha Latte
• Peppermint Hot Chocolate
• Peppermint Brownie Cake Pop
• Holiday Turkey & Stuffing Panini
Launching 11/27
NEW! Juniper Latte
Launching 12/26
Black and White Mocha
10
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Products, Events & Offers (continued)
FEATURE 3
LS
USD's/$1,000
0.4
LS
USD's/$1,000
0.9
LS
USD's/$1,000
0.7
Toasted White chocolate Mocha -- LS USD's -- based on AWS store size
$8,000
$10,000
$12,000
$14,000
$16,000
$18,000
$20,000
$22,000
$24,000
$26,000
$28,000
6
7.5
9
10.5
12
13.5
15
16.5
18
19.5
21
Caramel Brulee Latte -- LS USD's -- based on AWS store size
$8,000
$10,000
$12,000
$14,000
$16,000
$18,000
$20,000
$22,000
$24,000
$26,000
$28,000
7.1
8.9
10.6
12.4
14.2
15.9
17.7
19.5
21.2
23
24.7
Chestnut Praline Latte -- LS USD's -- based on AWS store size
$8,000
$10,000
$12,000
$14,000
$16,000
$18,000
$20,000
$22,000
$24,000
$26,000
$28,000
3.1
3.8
4.6
5.3
6.1
6.8
7.6
8.3
9.1
9.8
10.6
LS
USD's/$1,000
0.3
$8,000
LS
USD's/$1,000
1.7
$8,000
LS
USD's/$1,000
0.3
Gingerbread Latte -- LS USD's -- based on AWS store size
$8,000
$10,000
$12,000
$14,000
$16,000
$18,000
2.2
2.7
3.2
3.8
4.3
4.8
$10,000
$12,000
$14,000
$16,000
$18,000
2.1
2.6
3.1
3.6
4.1
4.6
$20,000 $22,000
5.2
$24,000 $26,000 $28,000
5.7
6.2
6.7
7.2
Peppermint Mocha -- LS USD's -- based on AWS store size
$10,000
$12,000
$14,000
$16,000
$18,000
13.5
16.9
20.3
23.6
27
30.4
$20,000 $22,000
33.7
$24,000 $26,000 $28,000
37.1
40.5
43.8
47.2
Juniper Latte -- LS USD's -- based on AWS store size
$20,000 $22,000
5.4
5.9
$24,000 $26,000 $28,000
6.4
6.9
7.5
NOTE: USD = Units sold daily
11
FEATURE 3
BEVERAGE
FOOD
AT HOME COFFEE AND TEA
Once ingredients arrive in your store ensure
baristas begin to make, taste and describe
Holiday beverages. Autoshipments of beverage
components will support this activity.
Cranberry Bliss® Bar and Tray (11/2)
For stores that will be displaying
refrigerated retail trays of
Cranberry Bliss® Bars, consider
opening display trays before
pulling from freezers to stock
your pastry case.
Christmas Blonde® Roast (11/2)
Featured as a brew only offering and not available
for retail sale.
Peppermint Mocha Frappuccino® Blended
Beverage (11/2)
Updated Frappuccino® build similar to Ultra
Caramel and Triple Mocha Frappuccino® blended
beverages
MERCHANDISE
Exciting news! Licensed Stores will feature exclusive
items (glitter cold cups!) not available in company
operated stores.
70% of all Starbucks Card
DI
D
Helpful Smallware: wire basket
riser SKU (11001084) can be used
to elevate sauce jugs.
See Now Brewing, Food Cards and Product Glossary
for details on NEW! and returning favorites.
W
Toasted White Chocolate Mocha (11/2)
• Reformulated sauce and an updated topping
this year
• Updated Frappuccino® build similar to Ultra
Caramel and Triple Mocha Frappuccino®
blended beverages
activations during Holiday occur
between 12/11 - 12/24. Have a plan
to keep cards stocked and available
for customers.
O
See Product Glossary and Beverage Recipe cards
for details on NEW! and returning favorites.
YOU K N
Eggnog Latte (11/2)
To support the preparation of eggnog mix a
beverage recipe card will arrive with the rest of
the Holiday mailpack.
After Christmas Starbucks will focus
on registering new members to the
Starbucks Rewards™ Program.
NOTE: 48 hour shelf life for eggnog mix
Eggnog mix preparation – yields 1 liter
Total Eggnog Latte units
sold per week
50
100
150
200
Liters needed
12 liters
24 liters
36 liters
48 liters
Quarts needed
13 quarts
25 quarts
38 quarts
50 quarts
Half Gallons
7 half gallons
13 half gallons
19 half gallons
25 half gallons
Gallons
4 gallons
7 gallons
10 gallons
13 gallons
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Products, Events & Offers (continued)
DISCONTINUED ITEMS
Lightly Sweet Chai
To help stores better manage waste, Starbucks
is discontinuing Lightly Sweet Chai.
• Ramp down inventory by 11/7; Licensees may
offer until inventory is depleted
• Make the moment right for customers by
offering Classic Chai with one less pump
• For customers ordering Pumpkin Spice Chai Tea
Latte, suggest one less pump of Classic Chai and
one less pump of Pumpkin Spice Sauce
Teavana® Joy Tea
Recommend Teavana® Rev Up Wellness Brewed
Tea which offers a similar flavor profile.
MISCELLANEOUS
Holiday Red Aprons
All stores will receive two Holiday aprons with your
Holiday autoshipment and are not reorderable.
2018 Holiday Cups and Sleeves
Every year customers are eager for the return
of the Starbucks Holiday cups. See your Holiday
Paper Grid Quick Reference Guide for inventory
transition details.
12
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Products, Events & Offers (continued)
FEATURE 3
SALES, EVENTS AND OFFERS
Holiday Happy Hour
Every week during Holiday we will feature offers
for our Starbucks Rewards™ members on their
favorite holiday beverages and more. Offer days
and times will vary week to week. Continue to
look for details in the Weekly Update.
Licensed Stores Exclusive Bakery Offer
(11/2 - 11/26)
Two for $3 cake pops and cookies all day
Holiday Red Reusable Cup Giveaway
(11/2 - while supplies last)
Starbucks will be giving away a reusable cup to
customers who purchase a holiday beverage.
Within your Holiday signage kit, you will receive
stickers communicating this offer. On 11/2 have
your POS baristas sticker the reusable cups and
encourage customers to return to participate in
the offer.
• Stores participating in this offer will be
autoshipped a minimum of one sleeve of
Reusable Red Cups (11093803); cups
are reorderable
• Cannot be combined with any other
beverage offer
• The Red Reusable Cups are also available for
retail sale; licensees may elect to limit their
participation in the giveaway
• Lids will be autoshipped to support the offer
Holiday Red Reusable Cup Offer
(after 2 p.m. 11/3 - 1/7)
• When a customer brings back their Red
Reusable Cup they will receive $0.50 off a
grande Holiday handcrafted beverage after 2
p.m. from 11/3 - 1/7
Licensed Stores Exclusive Beverage Offer
(11/7 - 11/11)
• $3 Grande Holiday handcrafted beverage
• Excludes brewed coffee, tea and ready to drink
Veterans Day Offer (11/11)
• Veterans, active duty service members and
their spouses receive a free tall hot brewed
coffee on Veterans Day
• NEW! This year Starbucks will donate $.15 to
the Blue Star Families organization for every
purchase of brewed coffee in the stores on
Veterans Day
Licensed Stores Exclusive Warming Offer
(11/15- 11/21)
• 50% off warm and toasty breakfast
sandwich with purchase of any grande or
larger handcrafted beverage
• Includes Sous Vide Egg Bites
• Excludes brewed coffee, tea and ready
to drink
Starbucks Rewards™ Shopping Event
(11/20 - 11/23)
Brewed Refill Tumbler Launch (11/20)
Black Friday Sale (11/20 - 11/26)
30% off 16 oz plastic cold cups
• Starbucks will manage the donation on behalf
of Licensees
• Blank postcards will be available to baristas
and customers to fill out for deployed troops;
additional details will be provided in a future
Weekly Update
• Customers who want to participate in this
offer but did not receive a giveaway Reusable
Red Cup can purchase a Reusable Red Cup to
redeem this offer
13
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
Products, Events & Offers (continued)
FEATURE 3
SALES, EVENTS AND OFFERS
(CONTINUED)
Gift with Purchase
(11/20 - until supplies last)
• Baristas should hand out one tote with any
$25 purchase
¶ Store totes in a convenient location
behind the register
• Qualifying purchase includes lobby, food
and beverage.
¶ Does not include Starbucks Gift
Card purchases
30% off Cranberry Bliss® Bar Tray
(11/20 - 12/17)
Spend and Save Offer (11/27 - 12/10)
Spend $20, save $5 (qualifying purchase includes
lobby, food and beverage)
Starbucks for Life (11/27 - 12/31)
World AIDS Day with (RED) (12/1)
Starbucks will contribute $.20 to the Global
Fund to help fight AIDS with (RED) for every latte
purchased in U.S. and Canada stores
• DOB chalking instruction will be provided in a
Siren’s Eye
• Baristas are invited to support (RED) by
chalking their name tags “(RED)” using a red
chalk pen
• Starbucks will manage the donation on
behalf of Licensees
Last Minute Gifting Lobby Offer
(12/18 - 12/25)
• 30% off Holiday At Home Coffee and Holiday
merchandise with purchase of any size
handcrafted beverage
• Excludes brewed coffee, tea and ready to
drink
Starbucks Rewards™ Sleeve
(12/26 - while supplies last)
select stores
To support the post holiday increase
in Starbucks Card use, Starbucks will
have a sleeve to promote the Starbucks
Rewards™ program.
The QR code on the sleeve is designed
to take customers who want to join
Starbucks Rewards™ to the app store
to download the Starbucks app. Once
downloaded, customers can register
their card and begin earning rewards.
40% off Cranberry Bliss® Bar Tray (12/18 - 1/7)
• Select stores; follow direction from your
company
End of Year Holiday Lobby Sale (12/26 - 1/7)
14
Staffing &
Scheduling
L • • • • • • • • O • • • • • • • • A
The right baristas, in the right
place, at the right time, doing the
right work
When discussing your staffing &
scheduling plan, consider:
• Seasonal impact to barista
availability and forecasted hours
• Staffing for deliveries, sales events
and peak periods
Prioritizing &
Planning
Teaching &
Training
L • • • • • • • • O • • • • • • • • A
The right knowledge & skills
When discussing your teaching &
training plan, consider:
• Holiday training on new and
returning beverages, sales events
and offers
• How will you and your team
connect with compassion?
Coaching for
Performance & Development
Store Number
L•O•A
Learning | Owning | Advising
Sales &
Inventory
L • • • • • • • • O • • • • • • • • A
Ops Standards &
Continuous Improvement
L • • • • • • • • O • • • • • • • • A
The right products, in the right
place and quantity to grow sales
and minimize waste
The right systems, used consistently,
to deliver the Starbucks Experience
and guide improvement
When discussing your sales &
inventory plan, consider:
• What are your sales goals and how
will you achieve them?
• Use of Pull-to-Thaw tool or
licensee food management
par sheet
When discussing your ops standards
& continuous improvement plan,
consider:
• How you will use the Food Safety
Assessments to improve food
safety in your store
Culture &
Effective Communication
Business Analysis &
Problem Solving
L • • • • • • • • O • • • • • • • • A
L • • • • • • • • O • • • • • • • • A
L • • • • • • • • O • • • • • • • • A
L • • • • • • • • O • • • • • • • • A
Baristas are prepared with plans in
place to achieve established goals and
space to adapt to the unexpected
Baristas have a development plan and
managers have meaningful coaching
conversations that drive performance
Baristas are inspired to deliver on our
Mission & Values and have the
information they need to achieve goals
Baristas understand how to achieve
top priorities and identify problems
that are a barrier to excellence
When discussing your culture &
effective communication plan,
consider:
• Coffee leaders in your store
• Using the Daily Records Book to
communicate necessary info and to
celebrate wins
When discussing opportunities to
drive results, consider:
• Maximize Holiday sales and
marketing events
• Completing a Big Opportunity
Breakdown for specific events
When discussing your business
prioritizing & planning, consider:
• Assess when order and delivery
dates will change
• Order appropriately for peak periods
and sales
PRIORITIZATION & PLANNING
When discussing coaching for
performance & development
consider:
• Observing baristas connecting
with customers; celebrate and
coach as needed
15
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
PPV Discussion Guide: Holiday Planning Period
NOTES:
COMMITMENTS:
DM
DM
LVM SIGNATURE
PRIORITIZATION & PLANNING
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
PPVNotes:
Discussion
Guide:
Holiday
Planning Period
PPV
Holiday
Planning
Period
DM ACTION:
DM FOLLOW-UP:
DM SIGNATURE
16
DM
Holiday
This planning guide replaces the one you received with the Fall Period Planning Kit (PPK); please recycle that version and begin
using this one along with SM Weekly Planning Guide to prioritize and plan. Remember to check Partner Hub each day for updates!
Prioritizing
& Planning
ALWAYS
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
DM Planning Guide
Check the Leader Weekly Planning
Guide for activity for the applicable
week. Leaders consider this information as
they develop store plans.
Coaching for
Performance & Development
Review the Leader Weekly Planning
Guide for activity happening this week.
Look for that activity when you visit
stores – encourage and coach baristas as
needed based on what you observe.
Business Analysis
& Problem Solving
Review Customer Experience Report
and Customer Contact Trends and
Details reports – available on the
second Friday of the fiscal month for
the previous month.
Culture & Effective
Communication
Recognize baristas and share stories
during store visits.
Refer to Partner Hub and StoreLink for
the most accurate and up-to-date
information.
NOVEMBER
HAPPENINGS
This Month
10/8: Columbus Day
10/31: Halloween
PLAN / DO
Prioritizing & Planning
10/12: Customer Experience
Reporting posts by end of day
By 10/24: Discuss hours of
operation changes for Thanksgiving
and Black Friday with Licensees
HAPPENINGS
This Month
11/2: Holiday Launch
11/4: Daylight Savings Time ends
11/6: Election Day
PLAN / DO
Prioritizing & Planning
11/9: Customer Experience Reporting
posts by end of day
11/19 - 11/28: Discuss hours of
operation changes for Christmas and
New Year’s with Licensees
11/11: Veterans Day
11/22: Thanksgiving Day
11/23: Black Friday
PRIORITIZATION & PLANNING
17
DM
Holiday
This planning guide replaces the one you received with the Fall Period Planning Kit (PPK); please recycle that version and begin
using this one along with SM Weekly Planning Guide to prioritize and plan. Remember to check Partner Hub each day for updates!
Prioritizing
& Planning
ALWAYS
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
DM Planning Guide
Check the Leader Weekly Planning
Guide for activity for the applicable
week. Leaders consider this information as
they develop store plans.
Coaching for
Performance & Development
Review the Leader Weekly Planning
Guide for activity happening this week.
Look for that activity when you visit
stores – encourage and coach baristas as
needed based on what you observe.
Business Analysis
& Problem Solving
Review Customer Experience Report
and Customer Contact Trends and
Details reports – available on the
second Friday of the fiscal month for
the previous month.
Culture & Effective
Communication
Recognize baristas and share stories
during store visits.
Refer to Partner Hub and StoreLink for
the most accurate and up-to-date
information.
DECEMBER
HAPPENINGS
This Month
12/3: Hanukkah (first day)
12/10: Last day of Hanukkah
JANUARY
PLAN / DO
Business Analysis
& Problem Solving
11/9: Customer Experience
Reporting posts by end of day
HAPPENINGS
This Month
1/1: New Year’s Day
PLAN / DO
Business Analysis
& Problem Solving
1/11: Customer Experience Reporting
posts by end of day
1/1: Kwanzaa Ends
12/24: Christmas Eve
12/25: Christmas Day
12/26: Kwanzaa (first day)
12/31: New Year’s Eve
PRIORITIZATION & PLANNING
18
This replaces the one you received with the Fall PPK; please recycle that version and begin using this one to prioritize and plan. Remember to check Partner Hub each day for updates!
3
T W
T
4
5
6
10
11
12
13
17
18
19 20
F
S
S
1
2
7
8
9
14
15
16
HAPPENINGS
24
Holiday PPK posts to StoreLink
25
National Voter Registration Day
PLAN/DO
NOTES
MON
M
21 22 23
ONGOING:
TUES
24 25 26 27 28 29 30
WED
26
THURS
27
FRI
28
National Coffee Day
SAT
29
SUN
30
PRIORITIZING & PLANNING
19
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | SEPTEMBER 24 - 30
SM
HOLIDAY
T
F
S
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19 20
21
HAPPENINGS
PLAN/DO
NOTES
1
MON
T W
22 23 24 25 26 27 28
31
1
2
3
ONGOING:
4
2
By open 10/2: Execute Siren’s Eye for Lobby
and Food
TUES
29 30
WED
3
THURS
4
FRI
5
SAT
6
SUN
7
PRIORITIZING & PLANNING
20
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | OCTOBER 1 - 7
SM
M
HOLIDAY
T
F
S
S
1
2
3
4
5
6
7
8
9 10
11
12
13
14
18
19 20
21
16
17
22 23 24 25 26 27 28
29 30
31
1
2
3
ONGOING:
8
PLAN/DO
NOTES
Columbus Day
4
9
TUES
15
HAPPENINGS
MON
T W
By 11/2: All baristas
complete Holiday
readiness activities
WED
10
THURS
11
Customer Experience Reporting posts
FRI
12
SAT
13
SUN
14
PRIORITIZING & PLANNING
21
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | OCTOBER 8 - 14
SM
M
HOLIDAY
T
F
S
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
31
1
2
3
16
By 11/2: All baristas
complete Holiday
readiness activities
WED
17
18
THURS
10/15 - 10/24: Discuss
hours of operations
changes for Thanksgiving
and Black Friday with
store leaders and
Starbucks DM
NOTES
15
4
ONGOING:
PLAN/DO
TUES
29 30
HAPPENINGS
MON
T W
FRI
19
SAT
20
SUN
21
PRIORITIZING & PLANNING
22
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | OCTOBER 15 - 21
SM
M
HOLIDAY
T
F
S
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
31
1
2
3
22
4
ONGOING:
NOTES
By open 10/22: Execute Siren’s Eye for End
of Fall Sale
23
By 11/2: All baristas
complete Holiday
readiness activities
WED
24
25
THURS
By 10/24: Discuss hours
of operation changes for
Thanksgiving and Black
Friday with your store
leaders and Starbucks
DM
PLAN/DO
TUES
29 30
HAPPENINGS
MON
T W
By 10/25: All baristas make, taste,
describe Halloween Frappuccino®
Blended Beverage Spark
FRI
26
SAT
27
SUN
28
PRIORITIZING & PLANNING
23
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | OCTOBER 22 - 28
SM
M
HOLIDAY
WEEKLY PLANNING GUIDE | OCTOBER 29 - NOVEMBER 4
T W
T
F
S
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
1
2
3
ONGOING:
HAPPENINGS
PLAN/DO
NOTES
29
MON
M
4
30
TUES
SM
11/2 - 11/26 Bakery
Offer
WED
31 Halloween
By open 11/2: Execute Siren’s Eye for
Holiday launch
2 Holiday launch
By 11/2: All baristas complete Holiday
readiness activities
THURS
1
FRI
11/2 Bakery Offer begins
11/2 Reusable Cup Offer
SAT
3
SUN
4 Daylight Savings Time ends
PRIORITIZING & PLANNING
24
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
HOLIDAY
F
S
S
31
1
2
3
4
9 10
11
5
6
7
8
12
13
14
15
19 20
16
17
18
21 22 23 24 25
26 27 28 29 30
1
HAPPENINGS
NOTES
5
2
ONGOING:
PLAN/DO
MON
29 30
T
6
Election Day
7
$3 Grande Beverage Offer Begins
TUES
T W
11/2 - 11/26 Bakery Offer
8
THURS
Thanksgiving Holiday will
affect your order and
delivery schedule; ensure
you are aware of changes
by checking iStore
Customer Experience Reporting posts
WED
11/7 - 11/11 Beverage Offer
FRI
9
SAT
10
SUN
11
PRIORITIZING & PLANNING
Veterans Day
Veterans Day Offer
25
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | NOVEMBER 5 - 11
SM
M
HOLIDAY
29 30
T
F
S
S
31
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
1
HAPPENINGS
12
2
ONGOING:
PLAN/DO
NOTES
Veterans Day (observed)
MON
T W
13
TUES
M
11/2 - 11/26: Bakery Offer
14
WED
11/15 - 11/21: Warming Offer
Warming Offer begins
THURS
15
FRI
16
SAT
17
SUN
18
PRIORITIZING & PLANNING
26
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | NOVEMBER 12 - 18
SM
HOLIDAY
F
S
S
31
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
1
HAPPENINGS
19
2
ONGOING:
20
WED
21
22
Thanksgiving Day
23
Black Friday
FRI
By 11/27: Make, taste and
describe Juniper Latte
Gift w/Purchase offer begins
Brewed Refill Tumbler launch
11/15 - 11/21: Warming
Offer
11/20 - 12/17: 30% off
Cranberry Bliss® Bar Tray
NOTES
30% off Cranberry Bliss® Bar
Tray begins
11/2 - 11/26: Bakery Offer
11/20 - 11/26: Black Friday
Sale & Gift with Purchase
Offer
PLAN/DO
By open 11/20: Execute Holiday Siren’s Eye
for updated Lobby set
MON
29 30
T
TUES
T W
THURS
M
SAT
24
SUN
25
PRIORITIZING & PLANNING
27
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | NOVEMBER 19 - 25
SM
HOLIDAY
WEEKLY PLANNING GUIDE | NOVEMBER 26 - DECEMBER 2
29 30
T
F
S
S
31
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
1
HAPPENINGS
26
2
ONGOING:
27
By 11/28: Discuss hours
of operation changes for
Christmas and New Year’s
with store leaders and
Starbucks DM
Juniper Latte and Cold Cup
Bundles launch
By 11/27: All baristas make, taste and
describe Juniper Latte
Starbucks for Life begins
28
WED
11/26 - 12/2: Week of Cheer
NOTES
Spend and Save Offer begins
By 11/27: Make, taste and
describe Juniper Latte
11/27 - 12/10: Spend and
Save Offer
PLAN/DO
By open 11/27: Execute Holiday Siren’s Eye
for signage updates
MON
T W
29
THURS
M
TUES
SM
FRI
30
World AIDS Day
By open 12/1: Execute Holiday Siren’s Eye
for DOB updates
2
Hanukkah begins
By open 12/2: Return DOB to standard
Holiday messaging
SUN
SAT
1
PRIORITIZING & PLANNING
28
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
HOLIDAY
T
F
S
S
26 27 28 29 30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19 20
21 22 23
HAPPENINGS
3
24 25 26 27 28 29 30
Winter PPK posts to StoreLink
TUES
11/27 - 12/10: Spend and
Save offer
5
WED
11/27 - 1/7: Starbucks for
Life
NOTES
4
31
ONGOING:
PLAN/DO
Hanukkah (first day)
MON
T W
THURS
6
Customer Experience Reporting posts
FRI
7
SAT
8
SUN
9
PRIORITIZING & PLANNING
29
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | DECEMBER 3 - 9
SM
M
HOLIDAY
T W
T
F
S
S
26 27 28 29 30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19 20
21 22 23
HAPPENINGS
10
24 25 26 27 28 29 30
WED
12
13
THURS
Christmas and New
Year Holidays will affect
your order and delivery
schedule; ensure you
are aware of changes by
checking iStore
Last Day of Hanukkah
TUES
11/27 - 12/10: Spend
and Save Offer
11/27 - 1/7: Starbucks
for Life
NOTES
11
31
ONGOING:
PLAN/DO
MON
M
FRI
14
SAT
15
SUN
16
PRIORITIZING & PLANNING
30
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | DECEMBER 10 - 16
SM
HOLIDAY
T
F
S
S
26 27 28 29 30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19 20
21 22 23
HAPPENINGS
18
TUES
31
Last Minute Gifting Lobby
Offer begins
40% off Cranberry Bliss® Bar Tray
begins (select stores)
19
WED
Christmas and New
Year Holidays will affect
your order and delivery
schedule; ensure you
are aware of changes by
checking iStore
NOTES
17
24 25 26 27 28 29 30
ONGOING:
PLAN/DO
MON
T W
THURS
20
FRI
21
SAT
22
SUN
23
PRIORITIZING & PLANNING
31
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | DECEMBER 17 - 23
SM
M
HOLIDAY
T W
T
F
S
S
26 27 28 29 30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19 20
21 22 23
HAPPENINGS
24 25 26 27 28 29 30
26
Kwanzaa begins
By 12/26: All baristas make, taste and
describe Black and White Mocha
End of Year Sale begins
Black & White Mocha launch
By close: Execute Siren’s Eye for End of
Year Sale
Begin using Rewards Sleeve
(participating stores)
27
THURS
New Year and MLK
Holidays will affect
your order and delivery
schedule; ensure you
are aware of changes by
checking iStore
Christmas Day
NOTES
28
FRI
Through 12/31:
Starbucks for Life
25
WED
12/18 - 12/25: Last
minute Gifting Offer
12/18 - 1/7: 40% off
Cranberry Bliss® Bar tray
offer (select stores)
Christmas Eve
PLAN/DO
TUES
31
ONGOING:
24
MON
M
SAT
29
SUN
30
PRIORITIZING & PLANNING
32
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | DECEMBER 24 - 30
SM
HOLIDAY
T W
T
F
S
S
31
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
31
ONGOING:
31
New Year’s Eve
1
New Year’s Day
PLAN/DO
NOTES
Kwanzaa ends
TUES
28 29 30
HAPPENINGS
MON
M
12/26 - 1/7: End of Year
Holiday Lobby Sale
WED
2
THURS
3
FRI
4
SAT
5
SUN
6
PRIORITIZING & PLANNING
33
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | DECEMBER 31 - JANUARY 6
SM
HOLIDAY
T W
T
F
S
S
31
1
2
3
4
5
6
7
8
9 10
11
12
13
14
15
18
19 20
16
17
HAPPENINGS
PLAN/DO
NOTES
7
MON
M
21 22 23 24 25 26 27
31
ONGOING:
8
TUES
28 29 30
12/26 - 1/7: End of Year
Holiday Lobby Sale
Winter launch
By 1/8: All baristas complete Winter
readiness activities
WED
9
THURS
10
Customer Experience Reporting posts
FRI
11
SAT
12
SUN
13
MORE TO COME IN WINTER!
PRIORITIZING & PLANNING
34
September 11, 2018 2:10 PM © Starbucks Coffee Company. All rights reserved. For internal use only | US - LS
WEEKLY PLANNING GUIDE | JANUARY 7 - JANUARY 13
SM
HOLIDAY