Galley · Activation Team · Phoenix3 Collective
This playbook turns an Activation Lead into a Galley trainer. The foundation video carries the concepts; you facilitate the practice, confirm competency at the gates, and elevate the team — escalating only the hard stuff.
The Model
You are not lecturing a room through Galley from scratch — that doesn't scale and it's how training ends up living entirely on one person. Instead, the work is split into three layers, and you only own the middle one live.
Everyone watches the Galley Foundations course before the session. It carries every concept — the hierarchy, recipes, menus, the field loop.
Your live session is practice and questions, not concepts. You facilitate the gates, watch people do the real tasks, and confirm competency.
Library data, permissions, anything you can't resolve — route to Culinary Admin. You don't have to know everything; you have to know what to route.
Never run the concepts live. If someone hasn't watched the Foundation course, they watch it first. Your live time is too valuable to spend on what a video already does perfectly every time.
Before the Session
Login problems and wrong location assignments burn the most training time. Clear them before anyone sits down. Tap each item to check it off.
Delivering
Spend two minutes confirming everyone watched the video and can log in to the right location. Don't re-explain the concepts — ask if anything from the video was unclear and answer those.
Open the role's track and work the modules as practice. Have attendees share their screen and do the real task on a real record. You narrate the first one, they do the rest.
The hands-on gates aren't suggestions — they're the assessment. Do not advance the group until each person can do the gated task independently. If one person is stuck, pair them; don't stall the room.
Write down anything you can't resolve and route it after — never guess at library or permissions answers. "I'll confirm and get back to you" is a correct trainer answer.
End every session on the line between what they self-serve and what they flag. The golden rule: when something looks wrong, flag it — don't edit it.
Your Assessment
Training is "confirmed" — the trigger for Culinary Admin to elevate someone out of View Only — when they pass their role's gates independently. These are the gates that matter most in the field.
A Field Operator is ready when they can, unaided:
A Field Manager is ready when they can, unaided:
Field Reference
The questions that come up at almost every go-live. Know these cold so you can answer in the moment instead of routing them.
Check its status first — only finalized recipes appear on active menus. Then check the LOB Collection for this company. If it's finalized and in the right collection and still missing, route it to culinary leadership.
The cycle may have been updated at the enterprise level. That's expected — plans reflect the current cycle. If it looks broken rather than just changed, flag it.
Route to the RD on site, then Director of Nutrition — never edit allergen data yourself. Allergens are fixed at the ingredient level by the RD so the correction flows to every recipe.
Check that the event exists and is set up correctly with the right sub-location. Everything operational originates from an event; no event means nothing downstream.
"Sub unit same as pack unit" → set Pack Unit to each. "Invalid pack size description" → clear the description field; Galley auto-generates it from the four pack fields. (Field Manager territory — operators route this up.)
No — recipe, ingredient, and library data is centrally managed. Flag it, don't edit it. Use the Recipe Submission form for changes.
Culinary Admin elevates from View Only once training is confirmed. Once they've passed their gates, you confirm to Admin and the role is elevated — usually same day.
Know Your Line
Getting Certified
Before you deliver solo, complete this once with Culinary Admin. Tap to check off.
Train-the-Trainer Playbook · Galley · Phoenix3 Collective · maintained by Culinary Leadership
The activation team's guide to scaling Galley training beyond one person