BC Visit FY.2021 Updated

• Conducted on

  Date

• Prepared by

• Location
  Address

• Day of the Week

  Select Monday Tuesday Wednesday Thursday Friday Saturday Sunday

  • Monday
  • Tuesday
  • Wednesday
  • Thursday
  • Friday
  • Saturday
  • Sunday

• Visit Time

  AM Visit

  PM Visit

  Both AM & PM Visit

• Quarter

  FYQ1 (Oct-Dec 2021)

  FYQ2 (Jan - Mar 2021)

  FYQ3 (Apr - Jun 2021)

  FYQ4 (Jun - Sept 2021)

• Store Name

• Announced/Unannounced<br>

  Announced

  Unannounced

• MOD (First | Last Name)

• GM (First | Last Name)

• Shroom U Certified

  Yes

  No

• If No, Completed GM Assessment?

  Yes

  No

• KM (First | Last Name)

• Shroom U Certified<br>

  Yes

  No

• If No, Has KM completed MIT program?<br>

  Yes

  No

• Health Inspection Score (Below A = Automatic Revisit) List all critical violations.

• Health Inspection (Attach)

  Media

• Pest Control Company

• Documented Log (Attach)

  Media

• OLO Throttling Levels

Nature of Visit

• Visit Type

  Select Guest Experience Visit Leadership Assessment Sales Visit Observation Visit Other

  • Guest Experience Visit
  • Leadership Assessment
  • Sales Visit
  • Observation Visit
  • Other

• InMoment

• Social Review

• Schoox

• OLO Big 3

• Other

• OLO

• Catering

• Marketing

• Other

• Evaluation: (Systems, Guest Experience, COGS, Leadership Presence, Cleanliness)

• FOH Observations

• BOH Observations

• Takeout | Curbside Observations

• Other:

Digital Assessment

• OLO Expo Webapp in-use?

  Yes

  No

  N/A

• How many devices in-use

• List device type?

• Can takeout staff navigate OLO expo?

  Yes

  No

  N/A

• Location using Window 10 or higher?

  Yes

  No

  N/A

• Which Windows version in-use?

• When was the last reboot?

Curbside Assessment

• Location executing curbside?

  Yes

  No

  N/A

• What type of curbside is offered?

  Drive-Up

  Numbered Spots

• How many parking spots are dedicated to curbside?

• Add reason for not offering curbside.

• Curbside Area Identifiable

  Yes

  No

  N/A
Curbside | Takeout Food & Beverage

• Food | Beverage Item (Curbside | Takeout)

  Media

Front of House Assessment

• Exterior | Landscaping | Parking Lot -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Exterior | Building -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Host Area -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Menus -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Tables | Bases -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Chairs | Booths -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Lighting -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Music -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Restrooms -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Server Station -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Floors -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Patio -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Takeout Area -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Other (FOH) -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

Bar Assessment

• Bar Menu -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Bar Top -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Bar Stools -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Line Checks | Pour Test -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Recipes Current -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Mixers | Juices -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Garnishes -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Well Setup -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Equipment -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Core LBW Items -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Glassware | Smallware -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Keg Cooler -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Floors | Pipes -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Sinks -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Other (Bar) -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

Back of House Assessment

• Line Checks -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Pizza Station -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Pizza Oven -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Expo Station -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Hoagie Station -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Grill -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Salad Station -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Convection Oven -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Merrychef -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Smallwares -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Prep Area -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Prep Equipment -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Walk-in | Reach-in Cooler -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Walk-in Freezer -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Dish Area -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Ice Machine -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Out of Date Product -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Floor | Walls -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• General Kitchen Sanitation -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

• Other (BOH) -

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

Food | Beverage (Dine-In)

Food | Beverage Quality Check


• Food | Beverage Item

  Compliant

  Non-Compliant (1-2 Issues)

  Escalation

  N/A

Final Notes

• Corrective Action Plan

• Recap