Catering Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

4 Walls Marketing

• Is there a fishbowl program in use?

  Yes

  No

  N/A

• Are Catering Menus current for celebration and available?

  Yes

  No

  N/A

• Are thank you cards available?

  Yes

  No

  N/A

• Have Thank You cards been sent? Last date sent?

  Yes

  No

  N/A

• Is there a catering display present? Clean, neat?

  Yes

  No

  N/A

• Has CC buzzed this week?

  Yes

  No

  N/A

• Is cafe meeting sales plan?

  Yes

  No

  N/A

• IS there an action plan in place if sales plans are not being achieved?

  Yes

  No

  N/A

Administration

• Is the catering manual current and up to date?

  Yes

  No

  N/A

• Is CCDB up to date and being logged every day?

  Yes

  No

  N/A

• Are buzzing logs current?

  Yes

  No

  N/A

• Are account maintenance logs up to date?

  Yes

  No

  N/A

• Are delivery logs being used?

  Yes

  No

  N/A

• Are confirmation calls being made?

  Yes

  No

  N/A

• Are follow up calls being made?

  Yes

  No

  N/A

• Are last year's catering clients being recontacted each period?

  Yes

  No

  N/A

• Are clients being contacted if they have not ordered in 6+ weeks?

  Yes

  No

  N/A

• Are green order forms filed by week and retained for a year?

  Yes

  No

  N/A

• Are invoices complete and organized according to month?

  Yes

  No

  N/A

• Are signed invoices being faxed to RCSM?

  Yes

  No

  N/A

• Are truck order being placed in a timely manner?

  Yes

  No

  N/A

• Is cafe 100% stocked on all catering packaging items?

  Yes

  No

  N/A

Operations

• Is there adequate assistance for daily orders?

  Yes

  No

  N/A

• CC fully understands catering and supplemental menus and can explain?

  Yes

  No

  N/A

• Are all catering packages assembled according to SBS?

  Yes

  No

  N/A

• Are all completed orders labeled and stored in the walk-in until time of delivery?

  Yes

  No

  N/A

• Can the CC effectively coordinate production of multiple orders?

  Yes

  No

  N/A

• Can CC manage delivery schedule, all deliveries 100% on time?

  Yes

  No

  N/A

• Are pan up adjustment forms completed daily?

  Yes

  No

  N/A

• Is CC in correct uniform according to standard?

  Yes

  No

  N/A

• Is pre staging complete?

  Yes

  No

  N/A

Ordering

• Is out going phone message current?

  Yes

  No

  N/A

• Is the phone being answered in less than 3 rings?

  Yes

  No

  N/A

• Are all catering order forms filled out completely?

  Yes

  No

  N/A

• Are catering order takers suggestively selling and up-selling?

  Yes

  No

  N/A

• Are credit card numbers being removed at the end of each day?

  Yes

  No

  N/A

• RCSM

  Sign

• Catering Coordinator

  Sign

• MIC

  Sign