

Keys To The Shop : Equipping Coffee Shop Leaders
Chris Deferio
A coffee podcast providing coffee shop owners and leaders, with insights, inspiration, and the tools you need to grow and advance your coffee business or coffee career. We learn from experts both in and outside the coffee industry as they deliver specific, practical, and actionable advice about ownership, optimization, profitability, barista work, employee culture, management, scaling, leadership, personal development, and anything else that will help you achieve success in the coffee shop.
Episodes
Mentioned books

Sep 16, 2021 • 10min
Make Everything Like Latte Art
Baristas are obsessed with it! The question we have to ask is, why?Most of us don't need to get people interested in latte art. In fact many of you probably wish your baristas would focus on other things. Contrary to what we might assume, baristas that gravitate toward latte art are not trying to avoid work so much as they are compelled by what latte art offers. Today we will be talking a little about why, if we want staff to engage holistically with the cafe, we will make all work like latte art. Related episodes: 248 : The 5 Elements of Resourcing your Team 172 : Why Tracking Performance is a Must! 162 : Discussing "Baristastainability" w/ Jenna Gotthelf of Counter Culture Coffee 047 : Mastering Latte Art : Some of the worlds best latte masters weigh in! Visit our awesome Sponsors! Elevated batch brew and so much more! Ground Control Cyclops Brewer The best espresso machines in the world! www.lamarzoccousa.com

Sep 14, 2021 • 57min
303 : Create Authentic Partnerships w/ Marc Gessler of Cat & Cloud Coffee
Ideally, the nature of your relationship with your wholesale customers is less like a transaction and more like a partnership. How do we approach caring for those who have decided to serve our coffee in a way that is true to our values, supports their success, and creates growing trust and mutuality? In this episode these questions and more are answers as we talk with the Partner Program manager for Cat and Cloud Coffee, Marc Gessler! Marc has been in coffee now for 7 years. Born and raised in Santa Cruz, he began his career at Verve and after following the progress of Cat and Cloud he landed a job as a barista and quickly moved into working in the wholesale partnership program. Marc now leads this program that seeks to build authentic and values based relationships with all the people who partner with Cat and Cloud. In this conversation we will talk a bit about Marc's own journey into coffee, then dive into the work he does in supporting all the Cat and Cloud wholesale partners on a day to day basis, how they manage challenges, and continue to improve their standards and communication. I love the passion Marc brings that absolutely resonates with what I know about the whole team over there at Cat and Cloud. You are sure to gain some very valuable insight that you can apply to your wholesale department after listening to today's episode. We cover: Where do leads come from Values and authenticity as prerequisites Managing partner relationships Training and customization Trusting your clients Meeting people where they are Dealing with difficulties and when to part ways Keeping track of partner progress and needs Links: www.catandcloud.com Related Episodes: 246 : Selecting a Wholesale Coffee Provider 133 : 5 Keys to Successful Wholesale w/ Sarah Richmond 233 : A Conversation w/ Anthony Ragler, Black and White 235 : 4 Tips for Training your Staff 191 : Retraining your Staff on new Standards Visit our amazing Sponsors! www.prima-coffee.com/keys www.pacficfoodservice.com www.coffeefest.com

Sep 9, 2021 • 6min
Study the Rules
If you want to do well in competition you have to study the rules. Without this you are flying blind and will probably get a less that stellar result for your effort. The same thing is true for your career. Today on Shift Break we will be talking about the importance of learning the "rules" as it applies to your professional journey in coffee and why doing this will give you a much better chance of success. Related episodes: Laziness & the Most Important Decision 243 : Encore Episode! "The Sleepwalking Barista (Owner)" 031 : Essential Advice for New Baristas : Tips to help you successfully navigate and thrive in your new coffee career Patience & Passivity : Career Advice for the Long Game 014 : A Barista's Guide to Advancing: How to take full advantage of where you are and set yourself up for success in coffee The Barista Slump Visit our awesome Sponsors! Elevated batch brew and so much more! Ground Control Cyclops Brewer The best espresso machines in the world! www.lamarzoccousa.com

Sep 6, 2021 • 57min
302 : Data's Roll in the Success of your Shop w/ Mark Calhoun and Jim Strarcev of Perfect Cube
There is a lot of information available to us through our POS systems that show us the numbers behind the business. Owners and managers read these numbers to get a sense of not only how the business is doing, but also to get an idea of where it needs to go and what decisions need to be made to make that happen. So it is quite important that we have a sensible way to approach and use the data so the conclusions we come to and actions we take benefit the business long term. Today I am so pleased to be talking with Mark Calhoun and Jim Strarcev of PerfectCube! After they sold their financial technology business to Charles Schwab, Mark and Jim pivoted to the retail space by opening a gelato shop. They ultimately wanted to learn the retail business so they could create a better software solution for mom-and-pop stores and small franchises. The result is PerfectCube, an online platform that allows small retailers to easily track their performance and even forecast the near future. In the space of a few minutes, users can get a read on sales, inventory levels and other important metrics. PerfectCube can assess what hours of the day have the highest sales and which individual products sold fastest, not just today, but last week, last month and last year. Mark and Jim give a great work shop at Coffee Fest trade shows called -Real Number in Your Cafe- and today they are going to be discussing with us their path to retail, approach to the numbers, and how owners and operators should be managing the metrics to make the best choices for how they run their cafes. We cover: From big data to gelato Learning the key points of focus for retail Taking care of customers Looking at what was behind the data Short term thinking, long term damage False positives and confirmation bias Iportance of easy visualization Metrics to pay attention to Next steps to get and use data well Links: www.perfectcube.co PerfectCube on Facebook Related episodes: 009 : How to Approach Data and Metrics w/ Simon Ouderkirk 170 : Why your Inventory Counts w/ Albert Amar and Pierre-Francois Rio of SwiftCount 172 : Why Tracking Performance is a Must! 184 : Making Great Business Decisions w/ Dave Stachowiak Visit our amazing Sponsors! www.prima-coffee.com/keys www.pacficfoodservice.com www.coffeefest.com

Sep 2, 2021 • 11min
The Quality Standards Equation
If your shop does not have specific standards for the products your serve and the way you serve them, then you are leaving a lot of the success of your coffee shop up to chance. Question is, how do you go about setting standards? Where do the parameters come from? In today's Shift Break we will be discussing an equation for how to set up the basics of your cafe's quality standards in a fashion that is informed, practical, and flexible. Related Episodes: 298 : A Trophy, or Atrophy? 235 : 4 Tips for Training your Staff 172 : Why Tracking Performance is a Must! 123 : The 10 Essentials of a Barista Manual Communicate, Duplicate, Repeat Your Peers are not your Customers How to ruin a Game of Telephone Visit our awesome Sponsors! Elevated batch brew and so much more! Ground Control Cyclops Brewer The best espresso machines in the world! www.lamarzoccousa.com

Aug 31, 2021 • 54min
301 : Hiring and Training for Excellence
These are the two most important and intensive processes in the cafe yet they often are the most rush and poorly thought through. The preparations we make and the actions we take when hiring and training staff will and does create a ripple effect that is felt by everyone who interacts with your business for years to come. Maybe more than ever, a proper focus on hiring and training with excellence is the key to creating resilience and sustainability in our coffee shops. Strong investment in the beginning helps alleviate issues down the road. Today we will be going through a detailed presentation I delivered at Coffee Fest that dives into some very practical advice to equip you to bring on, and care for well, the right people for your coffee shop and customers. We cover: Values based hiring and the problem of false-promises Building the role and job description Steps of the interview process and the role of feedback Ways to attract staff Proper views toward training and onboarding Structures to equip baristas Patience, follow through and intentionality Manuals and teach trainers to teach Related Episodes: Hiring Friends and Making Enemies 278 : Making great Hiring Decisions Hard Work is Hard Training TMI Shifting the Shadow Shift 296: Holistic Barista Training w/ David Castillo of Go Get Em Tiger , Los Angeles 123 : The 10 Essentials of a Barista Manual 130 : Anne Nylander | Training Principles for Specialty Coffee Professionals Visit our sponsors! www.prima-coffee.com/keys www.pacficfoodservice.com www.coffeefest.com

Aug 25, 2021 • 1h 9min
300 : Founder Friday! w/ Jermey Lyman of Birch Coffee, NYC
New York City is undoubtedly one of the coffee capitals of the world. With a seemingly endless number of options to choose from, it is hard to stand out and create something that makes people notice and even hard to keep their attention and patronage. Birch Coffee in NYC was founded with the intention to level up the hospitality and customer service one can expect in a coffee house and has been busy building and making this a reality since 2009. Today on Founder Friday we get to talk with the Co-Funder of Birch Coffee, Jeremy Lyman! Jeremy Lyman is the co-founder of Birch Coffee, a New York City-based coffee company. Since its first store opened in 2009, the company has grown to become one of New York City's premiere and most loved independent coffee shop chains. With more than a dozen locations throughout the city, the focus of Birch is on customer service. Service is something Jeremy believed was lacking in the Specialty Coffee industry and being that both he and his partner Paul are consumers first and worked in bars and restaurants for years before, they realized that this was what was necessary to stand out in the industry. In order to grow the company, he has overseen the development of not only a high level of service, but methods in which to hone and develop those skills amongst his teams. Jeremy, Paul, and their team have also figured out creative ways to stand out. From eliminating wifi and introducing conversation starters to designing extraordinarily unique napkins, they have caught the eye of the Wall Street Journal, the New York Times and Forbes who have paid specific attention to these differentiators. In this conversation we will not only her the story of Birch Coffee's founding and growth but we will also be hearing about Jeremy's journey as an owner through the years as he owns up about hard lessons, values, the impact of vulnerability, and what we considers the most valuable thing owners can focus on at any stage of their cafes development. I loved this talk and was greatly moved by Jeremy's honesty and candor. I hope you enjoy this episode but more than that I hope it helps inspire you to new levels of personal and professional excellence. Excellent customer service First steps and lessons learned early Overcoming arrogance What makes a great partnership Recovery and Vulnerability Being honest and self aware Making good decisions Healthy and unhealthy fear The vital role of feedback and observation Training baristas for real world scenarios Looking for the lessons in everything Advice for entrepreneurs Links: www.birchcoffee.com Follow Birch on Instagram Email: Jeremy@birchcoffee.com Related episodes: 177 : Founder Friday w/ Jonathan Pascual of Taproom Coffee and Beer in Atlanta, Georgia 228 : Cracking the Leadership Code w/ Alain Hunkins 181 : Organizational Self-Knowledge 145: Founder Friday w/ Red Rooster Coffee Roasters co-founder, Haden Polseno-Hensley 017 : Founder Friday w/ Jonathan Rubinstein of Joe Coffee: Entrepreneurship | Coffee Business | Hiring | Barista Culture | Growth Visit our sponsors! www.prima-coffee.com/keys www.pacficfoodservice.com

Aug 24, 2021 • 14min
Hard Work is Hard
At work there is unnecessary difficulty and then there is just…necessary difficulty. The trouble is that sometimes we can blur the line between the two and generally will default the thinking all difficulty is to be avoided or is a sign of something wrong with the system, ourselves, or the people we lead. On this Shift Break I channel my inner old man (kinda) as we will be discussing the necessary difficulty of work and how to avoid blaming others, and why embracing hard work as a blessing and not a curse can change you and your business. Interested in consulting services? Reach out to : Chris@keystotheshop.com Listen to these episodes next: Laziness & the Most Important Decision 056 : The Sleepwalking Barista Patience & Passivity : Career Advice for the Long Game 6 Truths about Power 283 : 5 Bad Reasons to Open a Coffee Shop 226 : The Art of being Indispensable at Work w/Bruce Tulgan Visit our awesome Sponsors! Elevated batch brew and so much more! Ground Control Cyclops Brewer The best espresso machines in the world! www.lamarzoccousa.com

Aug 24, 2021 • 35min
299 : 5 Rules for a Successful Coffee shop
What makes a successful coffee bar? This whole show is dedicated to exploring the depths of the question and yet there are a few fundamental elements that, if practiced, will greatly help your coffee bar succeed. Were are not going to be talking about the common things you might associate with success such as location, Cost of Goods, and great customer service. Those things and many like them are definitely important but even if you have the major pieces in place, there are aspects of your shop that are quite nuanced and are responsible for hold those big pieces in place. Today we will be exploring the top 5 rules for a successful coffee shop, why they are important, and what it looks like to implement them to make your cafe sustainable for you and everyone associated with it. We cover: Doing the right thing facing reality Celebrating staff and community People-first systems Pursuing humility, empathy Iterating your business Passion and realism Feedback and communication Accepting different means to and end Values in various contexts Recommended episodes related to this: 173 : 5 Areas of Focus for Retailers 276 : Six Ideas for Increasing your Revenue 269 : What to Focus on after you Launch 194 : Encore Episode! Leadership in the Cafe: 10 Steps to being a People First Leader | Aired January 17 2017 057 : SOP's FTW! Success through Standard Operating Procedures 108 : Founder Friday w/ Dorian Bolden of Beyu Caffe in Durham, NC 043 : Founder Friday w/ Kathy Turiano: Joe Bean Coffee Roasters Visit our sponsors! www.prima-coffee.com/keys www.pacficfoodservice.com www.coffeefest.com

Aug 19, 2021 • 7min
Care Assurance is the New Quality Assurance
Quality control and assurance is common in most well established coffee shops. Even if it is not a dedicated position, it at least is an area where we invest a lot of time and effort. What we don't see very much of is a focus on care. How do the staff and customers experience the business and what are we doing to make sure we are dialing in that experience? Today on Shift Break we will talk about how investing in care assurance is a critical to success. Related episodes: Fear and Trust Systems as Care 208: Building a Company that Cares w/ Kyra Kennedy of Baratza 162 : Discussing "Baristastainability" w/ Jenna Gotthelf of Counter Culture Coffee 085 : How we Ruin the Specialty Experience 248 : The 5 Elements of Resourcing your Team Visit our awesome Sponsors! Elevated batch brew and so much more! Ground Control Cyclops Brewer The best espresso machines in the world! www.lamarzoccousa.com


