Catering Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

4 Walls Marketing

• Are catering menus current for celebration and available?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Is there a fishbowl program in use?

  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

• Has the 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 there the catering manual current and up to date?

  Yes

  No

  N/A

• Is customer tracking current?

  Yes

  No

  N/A

• Are buzz logs current?

  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 years clients recontacted each period?<br>

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Are 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 truck orders being placed in a timely manner?

  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 are labeled and stored in the walk-in?

  Yes

  No

  N/A

• Can the CC effectively coordinate production of multiple orders?<br>

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Is pre-staging complete?

  Yes

  No

  N/A

• Are pan-up adjustments completed daily?

  Yes

  No

  N/A

• Is all catering packaging available?

  Yes

  No

  N/A

• Is CC in correct uniform according to standard?

  Yes

  No

  N/A

Ordering

• Is out going phone message current?

  Yes

  No

  N/A

• Is the phone answered in less than 3 rings?

  Yes

  No

  N/A

• Are all catering order forms filled out completely?

  Yes

  No

  N/A

• Are we suggestive selling?

  Yes

  No

  N/A

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

  Yes

  No

  N/A