Area manager site handover checklist

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Money and paperwork

• House float checked?

  Yes

  No

  N/A

• Float amount ?

• Weekly sales match those recorded at H/O ?

  Yes

  No

  N/A

• Hotel info balances to traffic report and correctly claimed on weekly sheet?

  Yes

  No

  N/A

• Pdq reads match those on weekly sheet ?

  Yes

  No

  N/A

• Expenses receipts match those on weekly sheet and are auth ?

  Yes

  No

  N/A

• Deposits match those on system at H/O?

  Yes

  No

  N/A

• Debtors cleared or up to date and recorded / balanced with H/O?

  Yes

  No

  N/A

• Is cash banking present and is the amount correct to checked weekly sheet?

  Yes

  No

  N/A

• Amount of cash and chq banked ?

Outlet information

• How to set alarm and code

  Yes

  No

  N/A

• The alarm code is ?

• Safe key

  Yes

  No

  N/A

• Outlet keys handover what does what

  Yes

  No

  N/A

• How to lock up

  Yes

  No

  N/A

• Computer passwords (bar box, email, Phoenix, windows, sunlight etc)

  Yes

  No

  N/A

• What are the passwords and usernames?

• Training given on paperwork / computer systems

  Yes

  No

  N/A

• Till training required ?

  Yes

  No

  N/A

• Order / delivery days ( Coors, sunlight, etc)

  Yes

  No

  N/A

• What are the delivery / order days ?

• Staff Rota's / details / contracts

  Yes

  No

  N/A

• Staff paid up to date including holiday pay

  Yes

  No

  N/A

• Contractor details handed over and continuing ? ( Djs, cleaners etc )

  Yes

  No

  N/A

• New operator contracts completed

  Yes

  No

  N/A

• Function / diary handover

  Yes

  No

  N/A

• Dps transfer forms filled in and sent to H/O

  Yes

  No

  N/A

• Gas electric water meters etc

  Yes

  No

  N/A

• Stop cocks

  Yes

  No

  N/A

• Electric cupboards what does what and where

  Yes

  No

  N/A

• Stocktake completed ?

  Yes

  No

  N/A

• Stock result?

• Any food stock to hand over / purchase to new operator?

  Yes

  No

  N/A

• How much £ ?

• Amount of bond held at H/O? ( if any)

  Yes

  No

  N/A

• Inventory checked ?

  Yes

  No

  N/A

• Copy of new operator ID

  Yes

  No

  N/A

• Take photo of ID

  Media

• Fire book, pub watch, food hygiene, staff files, etc

  Yes

  No

  N/A

• Company bible, contacts, who does what etc

  Yes

  No

  N/A

• managers accommodation checked and in good order ?

  Yes

  No

  N/A

• Local info needed for new operators

  Yes

  No

  N/A

• Is the general condition in good order ?

  Yes

  No

  N/A

• Comments.