CFA BUDDY TRAINING CHECKLIST - FSR

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

2MS & OJT

• CLOCKING IN/OUT - WORK & BREAKS

  Yes

  No

  N/A

• SHADOW TRAINING

  Yes

  No

  N/A

• UNIFORM CHECK

  Yes

  No

  N/A

• SCHEDULE/REQUESTING TIME OFF

  Yes

  No

  N/A

• PANIC BUTTONS & POLICE OFFICER MEALS

  Yes

  No

  N/A

• BACK DOOR STAYS CLOSED & NEVER OPEN/CLOSE ALONE

  Yes

  No

  N/A

• TEAM MEMBER PARKING

  Yes

  No

  N/A

• TOUR THE STORE & MEETS THE TEAM

  Yes

  No

  N/A

• WASH HANDS, MAKE TEA, MAKE LEMONADE, MAKE GALLONS & GET ICE

  Yes

  No

  N/A

• CHANGE BAG-IN-BOXES

  Yes

  No

  N/A

• RESTOCK DESSERTS: SHAKE BASE, ICE DREAM, REFILL BULLETS, COOKIE CRUMBS, OREO CRUMBS, CHOCOLATE SYRUP, ICE DREAM CONES, CHERRIES & WHIP CREAM

  Yes

  No

  N/A

• MAKE ALL DESSERTS: CONES, CUPS, SUNDAES & SHAKES

  Yes

  No

  N/A

• STOCK FOH REFRIGERATORS

  Yes

  No

  N/A

• 2MS - FRONT COUNTER

  Yes

  No

  N/A

• 2MS - THINGS WE DO

  Yes

  No

  N/A

• 2MS - DRIVE THRU

  Yes

  No

  N/A

DINING ROOM - FIRST MILE COMES FIRST

• FIRST IMPRESSIONS

  Yes

  No

  N/A

• CLEANING THE DINING ROOM

  Yes

  No

  N/A

• FINDING CLEANING SUPPLIES

  Yes

  No

  N/A

• TABLES & CHAIRS

  Yes

  No

  N/A

• DONT FORGET THE HIGH-CHAIRS

  Yes

  No

  N/A

• CONDIMENT BAR

  Yes

  No

  N/A

• MAKING SANITIZER (ACCIDENTS & NORMAL)

  Yes

  No

  N/A

• KIDS PLAY-SCAPE

  Yes

  No

  N/A

• SWEEP & MOP

  Yes

  No

  N/A

• CLEANING ACCIDENTS

  Yes

  No

  N/A

• SANITIZING VS CLEANING

  Yes

  No

  N/A

• WINDOWS

  Yes

  No

  N/A

• RESTROOMS

  Yes

  No

  N/A

• WHEN ITS SLOW....

  Yes

  No

  N/A

CARRY TRAYS

• GUEST IDENTIFIERS - NOT AN OPTION!

  Yes

  No

  N/A

• GUEST NEVER GET THESE INDENTIFIERS

  Yes

  No

  N/A

• FIND THE GUEST - LOOK FOR DRINKS W/OUT FOOD

  Yes

  No

  N/A

• NO SHOUTING NAMES OR NUMBERS - MAKE IT PERSONAL

  Yes

  No

  N/A

• ANTICIPATE NEEDS

  Yes

  No

  N/A

• GET BACK FOR NEXT TRAY ASAP

  Yes

  No

  N/A

• QUALITY FOOD & FIFO

  Yes

  No

  N/A

• READ MONITORS & BUMP ORDERS

  Yes

  No

  N/A

• CHUTES & BAGGING ORDERS

  Yes

  No

  N/A

• COMMUNICATE & BE POLITE

  Yes

  No

  N/A

• WATCH THE SPECIAL STICKERS

  Yes

  No

  N/A

• CONDIMENTS

  Yes

  No

  N/A

• WHEN ITS SLOW

  Yes

  No

  N/A

DRINKS TRAINING

• WHAT DRINKS DO WE SERVE

  Yes

  No

  N/A

• HOW MUCH ICE FOR TEA/LEMONADE/SODA

  Yes

  No

  N/A

• WHAT IS AN ARNOLD PALMER

  Yes

  No

  N/A

• MAKING COLD DRINKS - NO WET CUPS/LIDS

  Yes

  No

  N/A

• HOW TO MARK ALL DRINKS

  Yes

  No

  N/A

• HOT BEVERAGES/COFFEE

  Yes

  No

  N/A

• CFA MUGS & REFILLS - SENIOR DISCOUNTS/DRINKS

  Yes

  No

  N/A

FRONT COUNTER TRAINING

• COUPONS/BOG'S

  Yes

  No

  N/A

• DIGITAL OFFER CARDS/DOC'S

  Yes

  No

  N/A

• GIFT CARDS

  Yes

  No

  N/A

• CASH & COUPON ACCOUNTABILITY

  Yes

  No

  N/A

• ACCEPTING $50 & $100 BILLS

  Yes

  No

  N/A

• FOH/BOH & ONSTAGE VS OFFSTAGE

  Yes

  No

  N/A

• LEAVING THE FOH

  Yes

  No

  N/A

• SOUP

  Yes

  No

  N/A

• FIFO

  Yes

  No

  N/A

• WHEN ITS SLOW....

  Yes

  No

  N/A

• REFILL POLICY

  Yes

  No

  N/A

REGISTER OPERATING TRAINING

• STARTS

  Yes

  No

  N/A

• CORE 4 & MOOD METER

  Yes

  No

  N/A

• REGISTER RESPONSIBILITY

  Yes

  No

  N/A

• KEY ORDER IN ACCURATELY

  Yes

  No

  N/A

• MAKE DRINKS & MAKE CHANGE

  Yes

  No

  N/A

• GET SAUCES & GIVE CLEAR DIRECTION

  Yes

  No

  N/A

• LAST

  Yes

  No

  N/A

• DELETIONS

  Yes

  No

  N/A

• SUGGESTIVE SELLING

  Yes

  No

  N/A

• PURPOSE

  Yes

  No

  N/A

• 3 TYPES

  Yes

  No

  N/A

• TIPS TO SUGGESTIVE SELLING

  Yes

  No

  N/A

• ACCEPTING CREDIT CARDS

  Yes

  No

  N/A

• SPECIAL REQUESTS, RED FLAGS & OPEN COMMENTS

  Yes

  No

  N/A

• DISCOUNTS DONE BY LEADERSHIP ONLY

  Yes

  No

  N/A

• EMPLOYEE MEALS, POLICE DISCOUNTS (NO OTHER DISCOUNTS)

  Yes

  No

  N/A

DRIVE - THRU BAGGER

• COMMUNICATE WITH TEAM

  Yes

  No

  N/A

• RED FLAGS

  Yes

  No

  N/A

• ASK FOR HELP - BEFORE YOU NEED IT

  Yes

  No

  N/A

• KNOW WHEN TO PARK CARS

  Yes

  No

  N/A

• SAME CAR ORDERS

  Yes

  No

  N/A

• SAUCES & CONDIMENTS

  Yes

  No

  N/A

• MONITOR COLORS (GREEN, YELLOW, RED, ETC)

  Yes

  No

  N/A

• BUMPING ORDERS & RECALLING

  Yes

  No

  N/A

• SHAKES & GALLONS (FIND SOMEONE TO MAKE THESE - IT IS YOUR RESPONSIBILITY)

  Yes

  No

  N/A

• CHECK STOCK

  Yes

  No

  N/A

• DRINK CARRIERS & SHOPPING BAGS

  Yes

  No

  N/A

• DONT FORGET... NAPKINS, STRAWS, UTENSILS, ETC.

  Yes

  No

  N/A

DRIVE - THRU WINDOW TRAINING

• PREPARE FOR THE CAR (USE THE CORE 4)

  Yes

  No

  N/A

• NEVER CLOSE THE WINDOW ON A GUEST

  Yes

  No

  N/A

• GREET THE GUEST, GIVE THE TOTAL & REPEAT THE ORDER

  Yes

  No

  N/A

• HAND OUT DRINKS WHILE RECEIVING PAYMENT

  Yes

  No

  N/A

• SPREAD OUT CHANGE AND BILLS FOR CUSTOMER

  Yes

  No

  N/A

• NEVER TURN YOUR BACK TO THE GUEST (THE CORE FOUR)

  Yes

  No

  N/A

• CHECK ORDER AND BID A FOND FAREWELL

  Yes

  No

  N/A

• KEEP AREA NEAT & CLEAN/KEEP MONEY ORGANIZED

  Yes

  No

  N/A

DRIVE - THRU TRICKS/TIPS HEADSET TRAINING

• MULTI - TASKING IS KEY

  Yes

  No

  N/A

• ONCE A CUSTOMER ORDERS A DRINK - BEGIN MAKING IT RIGHT AWAY

  Yes

  No

  N/A

• GREET AS SOON AS IT BEEPS - DO NOT MAKE THE GUEST WAIT

  Yes

  No

  N/A

• KEEP AWARE OF YOUR SURROUNDINGS (ICE, TEA, ETC.)

  Yes

  No

  N/A

• KNOW THE MENU FORNT TO BACK

  Yes

  No

  N/A

• KEEP AREA CLEAN AND ORGANIZED

  Yes

  No

  N/A

DRIVE - THRU HEADSET TRAINING

• MUST BE A.W.E.S.O.M.E.

  Yes

  No

  N/A

• HEAR YOUR SMILE - THIS IS THE MOST IMPORTANT PART OF HEADSET. IT IS ONE OF THE MOST IMPORTANT JOBS @ CFA.

  Yes

  No

  N/A

• GREETING IS THE 1ST SO MAKE THE GREETING FUN, EXCITING AND NEW - NOT ROBOTIC

  Yes

  No

  N/A

• BE AHEAD OF CUSTOMER - ANTICIPATE AND RESPOND

  Yes

  No

  N/A

• SAME CAR & RED FLAG

  Yes

  No

  N/A

• SPLIT KEY FOR SPECIAL DRINKS

  Yes

  No

  N/A

• CONDIMENTS (WHEN ITS SLOW ASK/DURING PEAK HOURS ONLY KEY IN WHAT YOU ARE TOLD TO)

  Yes

  No

  N/A

• COMMUNICATION IS KEY

  Yes

  No

  N/A

• MULTI - TASKING IS VERY IMPORTANT

  Yes

  No

  N/A

• NO WET CUPS OUT WINDOW

  Yes

  No

  N/A

• KNOW WHEN YOU NEED HELP

  Yes

  No

  N/A

• SPEED VS PROCESSING

  Yes

  No

  N/A

• ALWAYS SPEAK LOUD & CLEAR (ENUNCIATE)

  Yes

  No

  N/A

• READ W/OUT SPEED (DRESSINGS, SAUCES, DRINK FLAVORS, ETC.)

  Yes

  No

  N/A

• USE APPROPRIATE LINGO & LANGUAGE

  Yes

  No

  N/A