CFA BUDDY TRAINING CHECKLIST - MALL

• 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

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

BAGGING

• COMMUNICATE WITH TEAM

  Yes

  No

  N/A

• RED FLAGS

  Yes

  No

  N/A

• ASK FOR HELP - BEFORE YOU GET TOO FAR BEHIND

  Yes

  No

  N/A

• SAUCES & CONDIMENTS

  Yes

  No

  N/A

• MONITOR COLORS - GREEN, RED, YELLOW, BLUE, ETC.

  Yes

  No

  N/A

• BUMP ORDERS & RECALL

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• CHECK STOCK

  Yes

  No

  N/A

• UTILIZE DRINK CARRIERS & SHOPPING BAGS

  Yes

  No

  N/A

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

  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