cannabis record keeping plan

Cannabis Record Keeping Plan


Priced at $21 per page, our Cannabis Record Keeping Plan is the best you’ll find to meet cannabis compliance requirements because it is written by real commercial cannabis experts with professional writing and hands-on experience. Discounts available for multiple documents.

Scroll down to see the Table of Contents

Want to look inside? Our documents are intellectual property and, as such, are not refundable, but you can preview the whole thing via screen share. Contact Jennifer Martin today to schedule a time. 

Legal Disclaimer: This is a template that will be delivered to you as an editable MS Word doc. It’s filled in with great information, but is NOT location specific. We’ve done 90% of the heavy lifting.

Cannabis Record Keeping Plan

At the time of purchase, this 33-page Word doc is made available for immediate download in the email receipt you will receive. Starting with templates, rather than writing documentation from scratch, will save you thousands of dollars in your application process. These documents are ideal for the smart do-it-yourself cannabis business applicant.

This Cannabis Record Keeping Plan is one of the most foundational documents we offer for cannabis license applicants in the planning phase of their projects because it lists every type of business record you’ll need to keep for each department of the facility. This record list will serve as your main file structure as you set up your tracking systems. This Record Keeping Plan applies to all cannabis license types and can easily be made to match the requirements of your state or municipality. ​

Like all of our operating plan templates, we expect you to read and customize this document to your specific regional regulations your individual approach to operations. If you are new to the cannabis industry, reading this template will give you lots of new ideas that will help you pre-plan your project down to the detail.


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Special Note: This document is intended for projects in the pre-license phase of a cannabis business. It is designed to get your started in meeting the regulatory requirements of your jurisdiction. ​

Disclaimer: This document is a template and thus does not necessarily address the specifics of your regional regulations. It contains the combined industry standards of many different states and countries. We strongly suggest that you consult a cannabis attorney to finalize your application materials in order to ensure a smooth application process. We are not liable for any discrepancies between these documents and the specific requirements of your jurisdiction.
​​marijuana record keeping plan
cannabis record keeping


Introduction 3
Roles and Responsibilities 4
Chief Compliance Officer 4
Record Keeping Manager 5
General Record Keeping Policies 6
Regulatory Compliance 6
Record Integrity 7
Paper and Electronic Records 8
Privacy 9
Employee Involvement 9
Record Types 9
Business and Financial Records 9
Security Records 11
Inventory Control Records 12
Computing Security Records 14
Cultivation Records 14
Pest Management Records 16
Odor Control Records 17
Transportation Records 17
Manufacturing Records 18
Quality Assurance Records 19
Packaging and Labeling Records 20
Distribution Records 21
Dispensary Records 22
Health and Safety Records 23
Waste Management Records 25
Appendix 1 – Records Retention Plan 27
Appendix 2 – Record Indexing Tags 31

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