Teams want a count that is fast, clean, and easy to explain. Leaders ask how we keep jobs on track across retail, industrial sites, and healthcare spaces. The Monarch Way Methodology is our answer. It gives every project the same clear start, middle, and finish, so results match your goals.
Below, we share how our stages work, what tools we use, and how we tailor the plan to each client. We also show how our team learns from every job and updates our playbook, so your next count is even better.
Why Our Methodology Matters
One Standard, Many Sites
A single method keeps the work steady from store to plant to clinic. Everyone knows the order of steps. Everyone knows what “done” looks like.
Built From Real-World Lessons
We pulled ideas from 15 to 25 years of field work. We listed the common pitfalls at each step and added checkpoints to avoid them.
Key Takeaway: A shared method cuts guesswork. It saves time, reduces errors, and makes training simple.
The Monarch Way, Step By Step
The Chevron Stages We Follow
We use chevrons to show flow. Each chevron is a stage with clear inputs and outputs.
- Scope: Define sites, timelines, access, and safety rules.
- Plan: Map locations, set team roles, and pick tools.
- Prepare: Label bays, clean zones, and sync devices.
- Count: Scan items by location with live checks.
- Verify: Run audit trails and fix gaps.
- Report: Share maps, exceptions, and actions.
- Improve: Capture lessons and update playbooks.
What “Done Right” Looks Like
- 100% of locations touched and marked
- Exceptions listed with cause and fix
- Sign-off from a lead and the client
Pro Tip: Post the chevron board in the break area. A visible plan keeps each crew focused and aligned.
Tools That Support The Method
Interactive Floor Planning (IFP)
We map each site in IFP. It runs on phone, tablet, or computer. Tap a bay to see the items, counts, and notes for that spot.
Audit Trails That Prove The Work
Every scan, edit, and sign-off is time-stamped. You can filter by user or location and export proof in minutes.
Key Takeaway: If you can show it, you can trust it. A strong trail makes reviews fast and fair.
Tailoring The Plan To Your Site
A Simple Fit-Session Before We Start
We ask four quick questions: What is the layout? What access rules apply? Who owns fixes? What deadlines matter most?
Custom Add-Ons By Industry
- Retail: Promo timing, top stock, and price tag checks
- Industrial: Bin IDs, safety locks, and part families
- Healthcare: Secure rooms, lot numbers, and expiry dates
Need expert help with Methodology? Contact Monarch Inventory Services for a free consultation.
Training, Roles, And Quality
Clear Jobs For Every Teammate
- Lead: Owns schedule and approvals
- Counter: Scans and flags issues
- Verifier: Runs the trail and confirms fixes
- Reporter: Builds the closeout packet
Fast Checks That Catch Errors Early
We review high-risk zones daily. We sample counts mid-shift and coach on the spot.
Pro Tip: Ten-minute huddles at open and close keep questions small and progress steady.
Continuous Improvement In Action
Lessons That Feed The Next Job
After each project, we log what worked and what slowed us down. We update the checklist, the device setup, and the training tips.
A Living Method You Can See
The methodology grows with each client. When needs change, we add a step or tighten a rule. Your next count starts stronger because of the last one.
What You Get At Closeout
Clear Results You Can Use Tomorrow
- A verified map of all locations
- An exception list with cause, owner, and due date
- A short action plan for labels, pricing, or vendor follow-up
Simple Handoff, Real Accountability
We schedule 7-day and 30-day check-ins. We confirm each action and track results.
Key Takeaway: Clean reports drive action. Leaders see what changed, why it changed, and who is on point.
A Method That Delivers
The Monarch Way methodology gives you a steady process from kickoff to sign-off. It blends field experience, clear tools, and tight reviews, so counts are accurate, proof is solid, and fixes move fast. Ready to put a proven methodology to work in your stores or sites?
Schedule a call with Monarch Inventory Services. We will scope your project, tailor the stages to your needs, and deliver a plan that your team can trust on day one and every day after.
