Charity and Community Audit 11.09

• Pub Name

• Pub Number

• Audit number

• Conducted on

  Date

• Prepared by

• We want to ensure our pubs are at the heart of the community and that our fundraising, charity items and materials in pubs are consistent and presented correctly. This audit will provide you with guidance to ensure standards for charity activity are followed in your pub. The audit should take approx. 5 minutes to complete. Please be as honest as possible to ensure your pub gets the necessary advice.

Customer Area

• 1. Does the pub have a Community board and is it tidy and impactful?

  Yes

  No

• 2. Is this in a suitable location? If pub does not have a Community board, select N/A and agree a suitable location and note in your answer.

  Yes

  N/A

• 3. Does the Community board have the latest CLIC Sargent information such as £15 million 'thank you' A4 certificate?

  Yes

  No

• £15 Million certificates are available to download from WIS> Pub Managers Toolkit> CLIC Sargent>£15 million certificates total raised spreadsheet

• 4. Does your pub utilise CLIC Sargent's colouring in templates? If your pub is not family orientated please answer N/A as the colouring competition may not be appropriate.

  Yes

  No

  N/A

• Templates for Easter, Mothers Day, Christmas and Halloween are available to print off from WIS (See Pub Managers Toolkit> CLIC Sargent Folder).

• 5. Does the pub have a suitable area for children's drawings to be placed?

  Yes

  No

  N/A

• Please check all drawings that go up are suitable and continue to inspect them once they are up.

BAR

• 6. Are CLIC Sargent Collection tins placed at every till point and visible to customers?

  Yes

  No

• Number of collection tins is dependent to the number of bars and size of your pub. As a guide there should be a collection tin at every till. Collection tins are restriced items. To order more contact CLIC Sargent on jdwetherspoon@clicsargent.org.uk, or phone 08451212499

• 7. Are collection tins secured to the bar with a chain and security seals replaced after the tins are emptied. The security seal is a white sticker that goes on the top of collections tins.

  Yes

  No

  N/A

• Security seals must be attached every time collection tins are banked. New seals (4 per sheet) can be ordered via POS using code CLICSEALRING.

• 8. Are collection tins clean and tidy? Please attach a photograph of your tins - to do this click on the paperclip to the right of the question.

  Yes

  No

• Collection tins are expensive to replace and most of the time can be made presentable by replacing plugs and labels. New white plugs and sticker labels can be ordered via POS using codes CSTINPLUG + CSTINLABEL. Should you require additional tins contact hotline via the email: jdwetherspoon@clicsargent.org.uk, or phone 0845 121 2499

• 9. Do collection tins have CLIC Sargent new brand stickers on them?

  Yes

  No

• Refer to 'what good looks like' document on WIS (pub managers toolbox> CLIC Sargent) to check you have correct labels.

• 10. Is CLIC Sargent the only national charity that your pub supports?

  Yes

  No

• CLIC Sargent should be the only national charity that is supported by all J D Wetherspoon Pubs (with the exception of the poppy appeal and the Life Boats in seaside pubs.) Therefore pubs should only be supporting other charities if they are a local charity.

• 11. Does the pub support any additional charities on a local level? If the answer is yes please provide the registered charity number. You can get this number from the charity commission's website: https://apps.charitycommission.gov.uk/showcharity/registerofcharities/RegisterHomePage.aspx. This is crucial as it is the only way that J D Wetherspoon can ensure that it is supporting legitimate charities and without it J D Wetherspoon could be supporting fraudulant causes.

CHARITY CHAMPION

• Having a charity champion is a great opportunity to further develop an individuals organisational and event planning skills. Please identify somebody as this is great for succession planning to identify future managers.

• 12. What is the full name of your pub's Charity Champion?

• If your pub does not have a Charity Champion and you would be interested in having one please contact the hotline at jdwetherspoon@clicsargent.org.uk or call 0845 121 2499 or contact your charity regional representative. Your Charity Champion hosting events in the pub should be seen as an opportunity to increase sales and an opportunity for the champion to gain useful skills.

• 13. What is the full name and pub number of your area Charity Champion?

• Area manager to advise if this is not known.

Pub Fundraising and Community Activity

• 14. Did the pub take part in any CLIC Sargent national events last year? If so please specify e.g. KICK For CLIC Sargent, Darts for CLIC Sargent.

• 15. Has the pub taken part in any of the following in house fundraising activities in the last year? If yes please specify, you may select as many options as apply.

  Select Bonus Ball Raffle Grand National Sweepstake Colouring in competition Christmas Hampers Mother's Day Hamper Football Sweepstake CCAM

  • Bonus Ball
  • Raffle
  • Grand National Sweepstake
  • Colouring in competition
  • Christmas Hampers
  • Mother's Day Hamper
  • Football Sweepstake
  • CCAM

• 16. Has the pub organised any of the following fundraising events in the last year? If yes please specify, you may select as many options as apply.

  Select Family Fun day Fancy Dress day Bake Sale Sponsored Walk Static Cycle Golf Day Quiz Night

  • Family Fun day
  • Fancy Dress day
  • Bake Sale
  • Sponsored Walk
  • Static Cycle
  • Golf Day
  • Quiz Night

• If you organised any events not included in the last question please note them here.

• 17. Does your pub run a regular quiz?

  Yes

  No

• 18. If you do run a regular quiz does it raise money for CLIC Sargent?

  Yes

  No

Community Activity

• 19. . Is your pub involved with or play host to any activity/community groups throughout the week such as: Darts, local clubs or gaming groups? Please list any examples.

• 20. Does your pub sponsor any community organisations? (for example: children's football teams or church groups?) If yes please list all the groups that you sponsor.

• 21. Does your pub play an active part in Local Business groups such as CAMRA, BID, Pubwatch?

CHARITY BANKING AND BACK OF HOUSE

• 22. Does the pub bank fundraising EVERY week?

  Yes

  No

• It is procedure that all pubs and hotels must bank charity income every week. Please refer to SOP0F0070. This is for safety and cash control purposes.

• 23. Has all charity money been processed correctly with no charity money left unsecured or on back bar? Such as jugs of mixed coins left in offices/bonus ball money/raffle money?

  Yes

  No

• 24. Is there information on Charity fundraising and events in the staff room or staff notice board? Please attach photo(s) if so.

  Yes

  No

• 25. Does the staff notice board have the latest fundraising information for CLIC Sargent updated weekly?

  Yes

  No

• 26. Are we celebrating success at the pub? Does the staff notice board and kitchen notice board have a<br>space to recognise employee achievement? Awards such as Employee of the month/week, best<br>sales, lowest errors, 100% CQSMA, Food service times. Please list, including when they were last awarded.<br>

  Yes

  No

  N/A

• 27. All pubs should have an individual fundraising target. Do you know what your target is and is your team aware?

  Yes

  No

• To help set a target please use the CLIC Sargent target calculator which can be found on WIS (pub managers tool kit>CLIC Sargent)

• 28. What is your fundraising target for 18/19?

Sign off

• Any additional comments not mentioned above?

Duty Manager/Charity Champion

• Name

• Add signature

  Sign

Area Manager

• Name

• Add signature

  Sign