Universal Franchise
Launch Playbook

Site Selection & Evaluation

• Farm Site Assessment Checklist
  Soil quality, water access, proximity to markets, road conditions, environmental contamination screening, sun exposure, drainage. Score: 0-100. Minimum threshold: 65.
• Soil Fertility Test Report
  pH levels, nutrient analysis (N-P-K), organic matter content, heavy metals. Baseline data for SOIL research integration.
• Property Location Map
  GPS coordinates, market access routes, labor availability radius, nearest water source, nearest medical facility.
• Land Lease Agreement Template
  Terms, duration (minimum 5 years), rent, maintenance responsibilities, cooperative ownership protections, early termination clauses, renewal rights.
• Environmental Risk Assessment
  Contamination sources, invasive species inventory, flood zone verification, water quality baseline test results.
• Seasonal Accessibility Checklist
  Road conditions by season (dry/rainy), equipment access routes, market delivery feasibility year-round.

Youth Recruitment & Selection

• Youth Application Form
  Contact info, age (16-24), education level, previous work experience, emergency contacts, available hours, transportation method. Bilingual Kreyòl/French.
• Interview Evaluation Rubric
  Scored 1-5 on: communication, teamwork readiness, physical capability, attitude, reliability, learning aptitude. Minimum score: 18/30.
• Structured Interview Questions Guide
  15 standardized questions. Same questions for every candidate. Scoring system attached. Two interviewers minimum.
• Reference Check Template
  3 references per candidate. Standardized questions: reliability, character, work ethic. Response documentation form.
• Youth Skills Inventory Sheet
  Existing agricultural knowledge, manual labor experience, literacy level, numeracy level, technical aptitude. Determines initial role assignment.
• Medical Clearance Form
  Fitness for farm work, injury history, current health conditions, allergies, emergency medical instructions.

Cooperative Legal Formation

• Cooperative Membership Agreement
  Rights, responsibilities, equity requirements (40-51% youth ownership), withdrawal procedures, dispute resolution mechanism, profit-sharing formula. Compliant with Haiti's 1953 Cooperative Law.
• Cooperative Bylaws
  Governance structure, voting rights (one member one vote), membership criteria, officer roles, profit distribution formula, meeting procedures, amendment process.
• MOU Among Founding Members
  Commitments, equity contributions, roles, duration, exit procedures. Signed by all 10 youth before Day 1.
• Equity Share Certificate Template
  Document of ownership stake, par value, transferability restrictions, vesting schedule (12-month cliff).
• Member Rights & Responsibilities Handbook
  Simplified bylaws summary in Kreyòl. Visual format. Every member gets a copy. Covers: voting, profit-sharing, discipline, meetings, exit.

Trust & Financial Setup

• SAKALA Trust Onboarding Form
  Links franchise to USDC blockchain trust. Wallet creation, subscriber assignment, fund allocation rules, transparency dashboard access.
• Startup Budget Allocation Sheet
  $3,600 broken down: Growing ($745), Livestock ($267), Processing ($431), Tools ($251), Storage ($175), Tech ($88), Month 1 Operations ($1,543). Every line item priced to real Haiti market data.
• Supplier Pre-Qualification List
  Vetted suppliers for seeds, tools, equipment, packaging, construction materials. Contact info, pricing, delivery terms, quality ratings.
• Equipment Procurement Checklist
  Complete list of everything purchased with the $3,600. Quantities, unit prices, suppliers, delivery dates, inspection criteria.

Daily Financial Operations

• Daily Cash Log
  Opening balance, cash in (sales), cash out (expenses), closing balance, reconciliation signature. Two-person verification.
• Daily Sales Receipt Journal
  Date, product, quantity, unit price, customer name/type (market/wholesale/subscriber), running daily total.
• Daily Expense Tracker
  Date, category (supplies/transport/labor/maintenance), vendor, amount, description, authorization signature.
• Petty Cash Record
  Maximum balance: 5,000 HTG. Date, amount, purpose, approver signature, running balance. Replenished weekly.

Weekly Reporting

• Weekly P&L Summary
  Revenue by product, direct costs, operating expenses, gross profit, net income. Comparison to budget. Variance flagging (>10% = explain).
• Weekly Cash Flow Forecast
  Projected receipts and disbursements for next 4 weeks. Cash position alerts if balance drops below 2-week operating reserve.
• Weekly Labor Hours Log
  Hours per youth member, total payroll equivalent, overtime tracking, role distribution.

Monthly Financial Reporting

• Monthly Financial Statement
  Income statement, balance sheet, statement of cash flows. Standard format. Submitted to SAKALA central by the 5th of following month.
• Monthly Revenue Report by Product
  Each product: volume sold, revenue generated, percentage of total revenue, trend vs. prior months. Identifies top performers and underperformers.
• Monthly Expense Report by Category
  Seeds/inputs, labor, transport, packaging, maintenance, contingency. Actual vs. budget. Variance analysis.
• Inventory Valuation Sheet
  Beginning inventory + purchases - COGS = ending inventory. By product. Valued at cost. Physical count verification quarterly.

Capital & Equity Management

• Member Equity Ledger
  Tracking each member's equity: initial contribution, earned equity from labor, retained earnings allocation, current total stake.
• Patronage (Profit-Sharing) Calculation Worksheet
  Total surplus, member participation hours, patronage formula (50% equal share, 50% proportional to hours), distribution amounts.
• Retained Earnings Decision Log
  Board decisions: how much surplus retained for reinvestment vs. distributed. Rationale documented. Vote recorded.

Budgeting & Planning

• Annual Operating Budget
  Revenue forecast by product by month. Monthly expense projections. Contingency reserve (10% minimum). Upgrade fund allocation.
• Crop-by-Crop Profitability Analysis
  For each crop: estimated yield per cycle, cost of production (seeds, inputs, labor), expected revenue, break-even point, profit margin.
• Break-Even Analysis Worksheet
  Fixed costs (rent, salaries, equipment depreciation) + variable costs per unit = break-even volume. Updated quarterly.
• Self-Funding Upgrade Tracker
  Tracks cumulative surplus available for upgrades. Mapped to upgrade timeline: rabbits (M4), BSF (M5), aquaponics (M6), apiary (M7), vetiver (M8-9), research station (M10).

The 10 Youth Roles

Daily Schedule

Operational Checklists

• Farm Opening Checklist
  Security inspection (perimeter, locks, no intrusion signs), equipment status (all tools accounted for), water system check, weather assessment, animal welfare check.
• Farm Closing Checklist
  Equipment shutdown and secured, supply inventory count (compare to morning), facility lockdown, cash deposit prepared, incident reporting (if any), handoff note.
• Weekly Task Calendar Template
  Pre-planned activities for each day of the week. Crop schedules, harvest dates, processing dates, market days, maintenance day (Saturday AM).
• Daily Stand-Up Meeting Agenda
  15 minutes max. Format: (1) Yesterday's results, (2) Today's plan by role, (3) Blockers/needs, (4) Safety reminder of the day.

Weather & Environmental Contingencies

• Weather Emergency Protocol
  Action thresholds: Heavy rain >25mm/hr = cover crops, secure tools, indoor processing only. Wind >60 km/hr = all operations cease, secure structures. Heat >38°C = modified schedule (start 5AM, break 11AM-2PM).
• Hurricane Preparedness Checklist
  72-hour pre-storm: harvest everything possible, secure equipment in storage, board windows, move animals to shelter, back up all data, evacuate if Category 3+.
• Drought Contingency Plan
  Water rationing protocol, crop prioritization (moringa most drought-tolerant = maintain, peppers = reduce, herbs = reduce), irrigation schedule adjustment.
• Daily Weather Monitoring Log
  Temperature (AM/PM), precipitation, wind, humidity, UV index, forecast notes. Used for planting/harvest decisions.
• Crop Damage Assessment Form
  Post-event documentation: date, cause, crops affected, estimated loss (kg and HTG), photos required, replanting plan, timeline to recovery.

Equipment & Facilities

• Equipment Inventory Master List
  Every tool and piece of equipment: name, serial number (if any), value, location, condition rating (1-5), assigned to whom, purchase date.
• Equipment Maintenance Log
  Date, equipment, maintenance performed, duration, parts used, cost, next scheduled maintenance. Preventive maintenance: weekly for hand tools, monthly for processing equipment.
• Equipment Damage Report
  What happened, when, severity (minor/major/replacement needed), repair cost estimate, who was responsible, corrective action.
• Tool Checkout/Return Sheet
  Daily tracking: who took what tool, when returned, condition on return. Missing tools flagged immediately.

Planting & Harvesting

• Planting Schedule Calendar
  Crop, variety, planting date, expected maturity, harvest window, responsible youth. Updated each season. Includes succession planting dates.
• Daily Harvest Log
  Date, crop, quantity (kg), quality grade (A/B/C/reject), harvester name, storage location, weather conditions at harvest. Data feeds KoboToolbox.
• Crop Rotation Plan
  Sequence of crops by bed/plot, nutrient management rationale, pest prevention strategy. 4-season rotation minimum.
• Post-Harvest Handling SOP
  By crop: cooling method, washing protocol, sorting/grading criteria, packaging procedure, storage placement, maximum time from harvest to processing.

Product Grading Standards

• Moringa Grading Checklist
  Color: bright green = A, faded = B, brown = reject. Moisture: must be <10% before packaging. Particle size (if powder). Aroma: fresh, earthy = pass. Musty = fail.
• Hot Sauce Grading Checklist
  Color consistency (batch-to-batch photo reference). pH level: must be <4.6 for food safety. Heat level verification. Texture/viscosity standard. Shelf stability: no separation after 30 days.
• Mamba Grading Checklist
  Texture: smooth, no grittiness. Color: golden brown, consistent. Oil separation: minimal (<5mm after 30 days). Taste: roasted, no burnt flavor. Allergen labeling verified.
• Honey Grading Standards
  Moisture: must not exceed 18.6%. Color grading (water white to dark amber). Clarity assessment. Crystallization documentation. Flavor/aroma profile notes (floral source).
• Rabbit Meat Grading
  Carcass weight range, fat coverage assessment, bruising/damage check, temperature at processing (<4°C within 2 hours), packaging integrity.
• Dried Herb Grading
  Color retention, moisture <12%, aroma intensity, stem-to-leaf ratio (<10% stems), foreign matter check.

Packaging & Labeling

• Label Template — Master
  Required elements: product name, net weight (g and oz), ingredient list (by weight), allergen warnings, storage instructions, best-by date, batch number, producer info, SAKALA cooperative branding, QR code to farm dashboard.
• Packaging Process Checklist
  Fill weight verification (±5% tolerance), label placement (straight, no wrinkles), seal integrity test, batch number applied, date code applied, visual inspection pass.
• Batch Numbering System
  Format: [PRODUCT]-[YYYYMM]-[###]. Example: MOR-202604-001 = Moringa, April 2026, batch 1. Sequential within month. Never reused.

Batch Traceability

• Batch Record Template
  Date, ingredients used (with lot numbers), quantities, processing steps completed (with times/temps), personnel involved, quality check results, approval signature.
• Ingredient Traceability Log
  Every input: supplier, lot number, receipt date, quantity, storage location, which batch it went into. Enables full trace from finished product back to source.
• Finished Goods Inventory by Batch
  Batch number, production date, quantity produced, quantity sold, quantity remaining, expiration date, storage location.
• Recall Procedure
  If batch is suspect: identify all units by batch number, locate all distribution points, notify subscribers/buyers, document everything, investigate root cause, corrective action.

Attendance & Scheduling

• Daily Attendance Sheet
  Date, time in, time out, assigned role, notes on tardiness/absence, manager initials. Maintained by Operations Coordinator.
• Monthly Attendance Summary
  Attendance percentage by member, patterns flagged (>2 unexcused absences = review). Feeds into patronage calculation.
• Absence Request Form
  Date of absence, reason, advance notice (minimum 48 hours except emergency), coverage arranged (who fills the role).

Skills & Training

• Role-Based Training Curriculum
  Modular training for each of 10 roles. 2-week onboarding per role. Competency checklist with sign-off. Cross-training required: every youth must be competent in at least 3 roles.
• Skills Development Plan
  Individual goals per youth, training needed, timeline for advancement, measurable milestones. Updated quarterly.
• Training Sign-Off Sheet
  Who trained, date, skills covered, competency verified by trainer signature. Youth cannot perform role unsupervised until signed off.
• Certification Tracking Log
  Food safety, first aid, equipment operation, KoboToolbox data entry. Dates earned, expiry dates, renewal schedule.

Performance & Development

• Monthly Performance Evaluation
  Scored 1-5 on: quality of work, reliability, teamwork, communication, initiative, procedure compliance. Written feedback. Discussed one-on-one.
• 90-Day Review Template
  For new members. Assesses fit for role and cooperative. Continuation decision. Equity vesting begins only after successful 90-day review.
• Peer Recognition Form
  Any youth can nominate another for exceptional work. Read aloud at weekly meeting. Builds culture without hierarchy.

Conflict & Discipline

• Conflict Resolution Protocol
  Step 1: Direct conversation (facilitated by Ops Coordinator). Step 2: Mediation by two neutral members. Step 3: Full cooperative vote. Step 4: External mediator (SAKALA central). Documented at every step.
• Progressive Discipline Policy
  Verbal warning → Written warning → Suspension (cooperative vote required) → Removal (2/3 vote required). Each step documented. Member has right to respond in writing.
• Incident Report Form
  Date, time, parties involved, description of incident, witnesses, immediate action taken, follow-up required.
• Grievance Filing Form
  Any member can file. Anonymous option available. Must be addressed within 7 days. Resolution documented.

Food Safety

• Food Safety Plan (HACCP-Adapted)
  Hazard analysis for each product. Critical control points identified. Monitoring procedures. Corrective actions. Verification schedule. Adapted from HACCP principles for small-scale cooperative production.
• Handwashing & Hygiene Protocol
  When to wash (before processing, after handling animals, after restroom, after handling raw ingredients). How to wash (20 seconds, soap, rinse, dry). Signs posted at every wash station.
• Processing Area Sanitation Checklist
  Pre-processing: surfaces sanitized, equipment cleaned, no pest evidence. Post-processing: all surfaces wiped, equipment disassembled and cleaned, waste disposed. Daily sign-off.
• Temperature Monitoring Log
  Storage areas: twice daily temperature reading. Cold storage: must maintain <4°C. Dry storage: <30°C. Any deviation: immediate corrective action + documentation.
• Water Quality Testing Record
  Monthly testing: pH, turbidity, coliform bacteria. Source water and processing water. Results documented. Failed test = stop all washing/processing until resolved.

Worker Safety

• First Aid Kit Inventory & Inspection
  Monthly inventory check. Minimum contents: bandages, antiseptic, burn cream, eye wash, splints, emergency blanket. Restocked within 48 hours of any use.
• Emergency Contact Sheet
  Posted at 3 locations on site. Includes: nearest hospital/clinic, emergency phone number, poison control, SAKALA central contact, each youth member's emergency contact.
• Incident & Injury Report
  Date, time, location, person injured, nature of injury, first aid administered, medical referral (if needed), witnesses, root cause analysis, preventive measures.
• Equipment Safety Training Record
  Each piece of equipment: safety protocol, proper use demonstration, PPE required, sign-off by trainer and trainee. No one operates equipment without sign-off.
• PPE (Personal Protective Equipment) Checklist
  Gloves (processing), boots (field work), sun protection (hats), eye protection (chemical handling if any). Issued to each youth. Replacement tracked.

Fire & Environmental

• Fire Safety Protocol
  Extinguisher locations (minimum 2 on site), evacuation route posted, cooking area fire prevention (hot sauce/mamba processing), burn pile protocols (if used), emergency assembly point.
• Chemical Storage Protocol
  If any chemicals used (cleaning supplies, pest control): locked storage, MSDS sheets on file, spill procedure, PPE requirements, disposal method.

Subscriber Updates

• Monthly Subscriber Update Template
  Format: (1) Photo of the month, (2) What happened this month (3-5 bullets), (3) Financial snapshot (revenue, expenses, surplus), (4) Next month preview. Bilingual Kreyòl/English. Sent by 10th of following month.
• Quarterly Impact Report
  Comprehensive: all financials, product output, youth development milestones, cooperative governance decisions, upgrade progress. Accompanies each Harvest Box shipment.
• Harvest Box Manifest
  Every box shipped: contents list (product, quantity, batch number), farm of origin, youth who produced each item, total box value, subscriber name/address.

Photo & Media Documentation

• Photo Documentation Protocol
  Minimum 10 photos per week. Required shots: morning stand-up, field work, processing, finished products, equipment, team photos. Stored in shared drive with date/description naming.
• Video Update Guide
  Monthly 2-minute video update. Format: youth member speaks directly to camera, shows what they built that month. Subtitled in English. Posted to subscriber dashboard.

Data Collection

• KoboToolbox Data Entry Guide
  Step-by-step for each form: harvest log, financial daily, inventory count, quality inspection, weather. Offline-capable. Syncs when connectivity available. Wesley monitors from Delaware in real time.
• KoboToolbox Form Library
  Pre-built forms for: daily harvest, daily finance, weekly inventory, monthly quality audit, weather log, incident report, equipment maintenance. All bilingual.
• Data Quality Checklist
  Weekly review: completeness (all fields filled), accuracy (cross-check financial vs. inventory), timeliness (submitted same day), consistency (no contradictions between forms).

Reporting to SAKALA Central

• Monthly Franchise Report
  Standardized format submitted to SAKALA central. Financials, production data, youth status, equipment condition, issues/needs. Due by 5th of following month.
• Quarterly Trust Report
  Blockchain-verified financial summary for trust compliance. All fund inflows/outflows, balance verification, subscriber payment status.

• Seed & Input Inventory Tracker
  Seed type, variety, quantity on hand, supplier, date received, storage location, germination rate (tested), reorder point, reorder quantity.
• Input Purchase Order Template
  Date, supplier, items ordered, quantities, unit prices, total, delivery date, payment terms, authorized by. Three quotes required for purchases >5,000 HTG.
• Supplier Contact Directory
  Vetted suppliers for every input category: seeds, fertilizer, packaging, tools, construction materials. Contact info, pricing, lead times, quality rating, backup supplier for each.
• Harvest Yield Tracking by Crop
  Running total: crop, planting date, harvest date, yield (kg), quality grade distribution (% A/B/C/reject), yield per bed/plot, comparison to forecast.
• Processing Batch Records
  Input ingredients (with batch numbers), processing date, method, time/temperature, output quantity, quality check result, finished goods location.
• Finished Goods Inventory
  Product, batch number, quantity on hand, production date, expiration date, storage location, allocated to (local market/Harvest Box/wholesale).
• Harvest Box Assembly Checklist
  Box #, subscriber name, contents (each item checked off with batch number), weight verification, letter/report inserted, sealed, labeled, shipping prep complete.
• Shipping Preparation Checklist
  Boxes counted, manifest prepared, carrier confirmed, cold pack inserted (if perishable items), documentation attached (customs if export), pickup/delivery confirmed.
• Waste & Loss Tracking
  Daily: what was wasted/lost, quantity, reason (spoilage, damage, quality reject, pest), disposal method. Monthly summary: total waste as % of production. Target: <5%.
• Circular Loop Tracking
  Tracks the 8 circular loops: which waste streams feed which inputs. Moringa stems → compost → soil. Rabbit manure → BSF → chicken feed. Documented monthly to verify zero-waste targets.
• Market Price Monitoring Sheet
  Weekly local market prices for each product sold. Comparison to franchise pricing. Ensures competitive positioning. Tracks price trends over time.

• Weekly Meeting Agenda Template
  Standing items: (1) Financial update (Finance Lead, 5 min), (2) Production update (Product Leads, 5 min), (3) Issues/decisions (all, 15 min), (4) Peer recognition (5 min), (5) Next week preview (Ops Coordinator, 5 min). 35 minutes total.
• Meeting Minutes Template
  Date, attendees, agenda items discussed, decisions made (with vote counts), action items (who/what/by when), next meeting date. Signed by secretary. Stored permanently.
• Voting Record
  Every decision requiring a vote: motion text, who proposed, who seconded, vote count (for/against/abstain), result, implementation assigned to whom.
• Annual General Meeting Guide
  Agenda: annual financial review, officer elections, bylaws amendments, strategic plan review, patronage distribution decision, member concerns. Quorum: 7 of 10 members.
• Officer Election Procedures
  Roles: President, Secretary, Treasurer (all elected by cooperative). Term: 1 year. Secret ballot. Simple majority wins. No term limits but rotation encouraged.
• Member Equity Statement
  Annual statement for each member: beginning equity, contributions during year, patronage allocated, withdrawals, ending equity. Basis for profit-sharing.
• Patronage Distribution Resolution
  Annual decision document: total surplus, amount retained for reinvestment, amount distributed, distribution formula, individual member amounts. Requires 2/3 vote.
• Member Withdrawal & Equity Redemption Form
  Process for members leaving: 90-day notice, equity calculation, payout schedule (may be up to 12 months depending on cooperative cash position), non-compete acknowledgment.
• New Member Admission Process
  Application, interview, trial period (90 days), vote by existing members (2/3 required), equity buy-in terms, onboarding plan.

• Franchise Site Audit Checklist
  Used to evaluate whether an existing franchise is ready to mentor a new site. Criteria: 6+ months self-sustaining, all SOPs followed consistently, financial records complete, at least 3 youth cross-trained, surplus sufficient to support mentoring time.
• New Site Readiness Assessment
  Comprehensive evaluation before approving a new franchise launch: site assessment score (>65), youth pool identified (>15 applicants for 10 spots), subscriber secured ($3,600 committed), supplier relationships confirmed, community support verified.
• Mentor-Mentee Pairing Protocol
  Experienced franchise (mentor) paired with new franchise (mentee). Mentor visits weekly for first 3 months. Knowledge transfer checklist: 47 skills to transfer. Both sites document lessons learned.
• Knowledge Transfer Checklist
  47 specific skills/procedures organized by role. Each one: demonstrated by mentor, practiced by mentee, signed off when competent. Cross-referenced with training curriculum.
• Franchise Performance Benchmarks
  KPIs for franchise health: break-even by Month 4-5, self-sustaining by Month 5-6, first upgrade funded by Month 6-7, 30+ products by Month 9, Full Organism by Month 12. Any franchise falling >2 months behind triggers intervention protocol.