Audit

Compliance

Did the HSA have the correct ID badge and were they smart and Presentable?

Did the HSA call the customer before the visit?

Did the HSA have all the necessary tools available and in good working order (including vehicle)?

Did the HSA record the correct boiler clearances?

Safety

Was the asbestos process followed correctly?

Did the HSA use PPE necessary?

Did the HSA carry out electrical checks?

Did the HSA work in a safe manner for himself and the customer?

Mindset

Did the HSA display a high performer mindset in each process as per the Standards?

Did the HSA undertake activities expected of a high performance in each process as per the standard?

Have all relevant areas of the process been completed?

What behaviours had a positive influence on the customer?

What behaviours had a negative influence on the customer?

Were all the customers needs met where possible?

Was the customer treated fairly and given the best possible service?

Capability

Did the HSA display a level of knowledge consistent with a high performer in each process?

Were all 'business requirements' met from the standards?

Did the HSA specify the correct solution for the customer?

Was the specification sheet and associated customer paperwork left behind?

Did he HSA demonstrate great product knowledge?

Did the HSA demonstrate great knowledge of our services?

Did the HSA demonstrate great knowledge of our finance and adhered to the process?

Did the HSA demonstrate good customer questioning to identify their needs and handle any customer objections appropriately?

Follow up

Specific follow up actions required:-

Sign off
HSA SIGN OFF
COACH SIGN OFF
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.