Dispensary: Customer Education Plan DIY Guide


The Customer Education Plan presents the methods that a dispensary will use to ensure that their customers are fully knowledgeable about cannabis, safe cannabis consumption , possession laws, sales limits, the benefits of purchasing product that has been tested in a lab rather than product that's sold by unlicensed dealers, and other rules that impact the consumer.

Use Cases

Operators can use this customer education plan to train employees about providing customer education.

License applicants can use this Customer Education Plan in the section or exhibit of the application that requests a plan for educating customers/purchasers.

License applicants may also use this Customer Education Plan as an addition to the operations plan if the page limit allows.


Search for each of these terms in the regulations. You're looking for pieces of each regulation that pertain to regulations pertaining to possession, sales limits, and any required educational materials for customers. Refer to the General Sheet Editing DIY Guide for guidance on what to do with these key words.

  • Purchaser
  • Customer
  • Possession
  • Purchase
  • Education
  • Signage (requirements for the information that needs to be on signage can give you clues about what the state would like to make sure customers know (at a minimum).

Replace All

Search for each of the bolded terms in the Customer Education Plan sheet, including the brackets. Do a "replace all" and insert the pertinent information needed to replace the term.  The description underneath each bolded term below tells you what information should replace the bolded term. For instance, you would use the search feature in your document editing software to look for [Company *1] and then using the replace all feature, replace [Company *1] with your company name.

[Company *1]

Replace with the name of the company.

[State *1]

Replace with the name of the state where the company is located

[Regulatory Authority *1]

Replace with the name of the State cannabis regulatory authority (usually)

[State Regulation *1]

Replace with the name of the primary state cannabis regulation.

[Executive Title *1]  

Replace with the role title of the person who will be in charge of revisions to the education guide.

Suggested Customizations

We suggest that you read through the sheet and make any additional edits or additions that you see fit. The Customer Education Plan includes policies and procedures which you can add further detail to if you have additional steps to your policies and procedures.

The document mentions that the company "has developed a summary of consumer related [State Regulation *1] sections."

We suggest making the summary of consumer related regulations.  Once you use the key words in this guide to complete the process in the General DIY Sheet Editing Guide, you'll have a list of all consumer-related regulations and can use that to make your summary.

Your state may have specifications for signage sizing.  If so, insert the appropriate sizing here.  If your state does not have specific signage sizing requirements, then leave this sentence as is.

  • no smaller than 24 inches tall by 36 inches wide

Your state may have specific warnings that must be posted in store.  Check the regulation for these required warnings and list those warnings in addition to or in place of this list in the document:

  • (1) No minors permitted on the premises unless the minor is a qualified patient; (2) No on- site consumption of any cannabis or cannabis products; (3) Distribution to persons under the legal age for marijuana purchasing is strictly prohibited; (4) Transportation of cannabis or cannabis products across state lines is prohibited.


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.