Information

  • Franchise

  • Location
  • Conducted on

  • Prepared by

  • Personnel

Business Plans and Goals

  • Where are you with regard to your business plans and goals?

  • Action

  • Date for completion

  • Comment on P&L and audited accounts

  • Action

  • Date for completion

  • Comment on and review break even

  • Action

  • Date for completion

White Report Review

  • What is the current value for self generated work and percentage split?

  • Action

  • Date for completion

  • Peril review compared to network

  • Action

  • Date for completion

  • What anticipated new self generated work is likely to come into the business in the next 3 to 6 months?

  • Action

  • Date for completion

  • Review of outstanding domestic and commercial quotes?

  • Action

  • Date for completion

Area Penetration review against network average

  • Area one

  • Area one - date actions required

  • Area two

  • Area two - date actions required

  • Area three

  • Area three - date actions required

  • Area four

  • Area four - date actions required

  • Area five

  • Area five - date actions required

  • Area six

  • Area six - date actions required

  • Area seven

  • Area seven - date actions required

  • Area eight

  • Area eight - date actions required

Market Review

  • What evidence is there of a marketing calendar of plan?

  • Action

  • Date for action to be completed

  • What additional marketing efforts have been made for additional services outside of core business?

  • Action

  • Date for action to be completed

  • Detail the relationship between this franchise and local NFU offices

  • Action

  • Date for action to be completed

Additional Documentation

  • What evidence is there to demonstrate that current CRB checks have been completed for appropriate staff?

  • Action

  • Date for actions to be completed

  • Do appropriate staff members have current identity cards and what are the expiry dates. Please list names and dates.

  • Action

  • Date for actions to be completed

  • Are 'Deed of covenants' signed and dated?

  • Action

  • Date for actions to be completed

SEPM Report

  • Detail overall KPI ranking with evidence of current activities

  • Action

  • Date for action to be completed

  • What is the current validation ranking for both past and fail?

  • Action

  • Date for action to be completed

  • Detail comparison of overall drying ranking and EOW ranking and reasons for current position against previous year

  • Action

  • Date for action to be completed

  • Detail state of the current WIP reports along with actions specific to outstanding jobs, work in progress and invoicing

  • Action

  • Date for action to be completed

Business Premises Review

  • Detail the condition of the exterior of the property (photo required)

  • Action

  • Date for actions to be completed

  • What evidence is there that this property is a rainbow International unit?

  • Action

  • Date for actions to be completed

  • What condition was the skip in?

  • Action

  • Date for actions to be completed

  • Detail condition of the warehouse facilities, include stored contents (photo required)

  • Action

  • Date for actions to be completed

  • Detail condition office and administration areas

  • Action

  • Date for actions to be completed

  • Tap here to add photos

Action Plan

  • Action point 1

  • Action point reference

  • Date

  • Action point 2

  • Action point reference

  • Date

  • Action point 3

  • Action point reference

  • Date

  • Action point 4

  • Action point reference

  • Date of next meeting

  • Date

  • Summary

  • Franchisee Signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.