Charity Audit 01.05 Mark 2

• 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?

  Yes

  No

  N/A

• 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

  N/A

• £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?

  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. Is the community board neat and tidy?

  Yes

  No

  N/A

BAR

• 6. How many collection tins does the pub have visible?

• 7. Are CLIC Sargent Collection tins placed at every till?

  Yes

  No

  N/A

• 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

• 8. Are collection tins secured to the bar with a chain?

  Yes

  No

  N/A

• 9. Do collection tins have security seal applied?

  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 CLICSEALRING.

• 10. 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

  N/A

• 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

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

  Yes

  No

  N/A

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

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

  Yes

  No

  N/A

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

• 14. 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.

• 15. Does the pub support any additional charities on a local level?

  Yes

  No

• If you answered yes to the previous question please let us know which other charities you support.

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.

• 16. Does the pub have a Charity Champion?

  Yes

  No

• 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.

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

• 18. Are you aware of who your Area Charity Champion is?

  Yes

  No

• 19. 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

• 20. 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. If your pub did not participate put "No activities"

• 21. 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 Nothing Other

  • Family Fun day
  • Fancy Dress day
  • Bake Sale
  • Sponsored Walk
  • Static Cycle
  • Golf Day
  • Quiz Night
  • Nothing
  • Other

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

• 22. Has the pub taken part in any of the following 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

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

• 23. Does your pub run a regular quiz?

  Yes

  No

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

  Yes

  No

  N/A

• 25. Is your pub involved with or play host to any activity/community groups such as: CAMRA, Darts, knitting or gaming groups? Please list any examples.

CHARITY BANKING AND BACK OF HOUSE

• 26. 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.

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• 29. Does the staff notice board have the latest fundraising information for CLIC Sargent.

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

• 31. What is your fundraising target for 17/18?

Sign off

• Any additional comments not mentioned above?

Duty Manager/Charity Champion

• Name

• Add signature

  Sign

Area Manager

• Name

• Add signature

  Sign