Dispensary: Delivery Agent & Manager Onboarding DIY Guide


The Dispensary Delivery Agent and Manager Onboarding is everything you need to onboard a new delivery team and to provide them with an overview of their position.  When used for applications, this is best used in the hiring and training plan, either in its entirety, or pieces of it.

Use Cases

Operators can use this as a working operational document which gets updated periodically as policies and procedures change.

License applicants can use this plan in its entirety in applications when the application requires a section or exhibit solely addressing staffing and training.  


Search for each of these terms in the regulations. You're looking for pieces of each regulation that pertain to staffing, training, onboarding, delivery and transport. Refer to the General Sheet Editing DIY Guide for guidance on what to do with these key words.

  • Hiring
  • Training
  • Staff
  • Benefits
  • Employee
  • Cash
  • Transportation
  • Transport
  • Delivery

Replace All

Search for each of these terms in the onboarding, including the brackets, and do a "replace all" with the description of the term located underneath the term in non-bolded font.

[Company *1]

Replace with the name of the company.

[State *1]

Replace with the name of the state in which your business operates

[Required Age *2]

Replace with the required age of adult use marijuana customers.  DELETE this if your state does not allow adult use marijuana.

[Regulatory Authority *1]

Replace with the name of the department that regulates dispensaries in your state

[Delivery Limit *1]

Insert the maximum amount of marijuana that a delivery agent is allowed to transport at one time.

Suggested Customizations

We suggest that you read through the sheet and make any additional edits or additions that you see fit. Here are some suggestions to get you started. Search for the following items within the onboarding (they're in green lettering) and make the suggested changes.

Search for these role titles.  Keep them if they match your procedures, change them if you'll have other roles fulfill the duties. Insert correct role title. Ex: Manager, Assistant Manager, Supervisor, Security Officer, Human Resources, insert other if applicable.

  • General Manager
  • Security Manager

Delete this if employees won't be on the about us page of the company website

  • “About Us” Section on the Website
  • Add picture and bio to website

Delete these if your state does not have adult use marijuana:

  • A person who is at least [Required Age *2] years of age

This is only applicable if your company has cultivation and/or processing and will be transferring product from those facilities to your dispensary.  If not, delete the section that's found under this header in the onboarding:

  • Intra-Company Transfers

Edit the section found under this header in the onboarding to match your state's rules about deliveries

  • Authorized Deliveries

Your state likely has specific requirements for delivery vehicles.  Check your state regulation for such requirements by searching terms within the regulation such as "delivery vehicle" "transportation vehicle" or "vehicle" and use those to edit the section that follows this paragraph in the onboarding:

  • Any vehicle used to transport marijuana must have a secure, locked storage compartment that is attached to the vehicle (i.e. trunk). The Delivery Manager must ensure all transportation vehicles are compliant prior to authorizing the vehicle’s use for transportation and that...

Your state may have a specific number of years that records must be kept.  If the required number of years if greater than 5 years, insert that number here.

  • a minimum of five (5) years


When you save the document, if using it for an application, make sure to title the document in the specific way that the application requires. If not using for an application, keep the document title as is, or change it to whatever you desire.