C.O.N.T.R.O.L BM Review

• Conducted on

  Date

• Prepared by

• Location
  Address

• What was the branches prior CONTROL score?

• Has the Accountant reviewed prior CONTROL review

Look after your service

• What is the ESQI for the branch? Does the branch look good from a customers perspective?

  Yes

  No

  N/A

• Is customer sat on goal and is this reviewed regularily?

  Yes

  No

  N/A

• Does the branch pass a VSA audit?

  Yes

  No

  N/A

Optimise your revenue

• Is the sales board visible and updated every day?

  Yes

  No

  N/A

• Is the branch meeting its sales expectations currently?

  Yes

  No

  N/A

• Does the branch have an effective marketing plan / what is the score on 20:40?

  Yes

  No

  N/A

Negate your losses

• Does the branch have a solid boot too boot process?

  Yes

  No

  N/A

• Are the branch able to show evidence of a one way damage process?

  Yes

  No

  N/A

• Is there an organised OX/DX folder with a cost tracker?

  Yes

  No

  N/A

Track your fuel

• Is a fuel tracker being used and updated regularily? Is the location of the fuel cards being tracked?

  Yes

  No

  N/A

• Are the 3 fuel options being communicated on the front end?

  Yes

  No

  N/A

• Is the latest net fuel number and the % collection score above expectation?

  Yes

  No

  N/A

Review your financials

• Had the branch manager put a montly forecast together?

  Yes

  No

  N/A

• Has a current PUA been reviewed by branch employees?

  Yes

  No

  N/A

• Is the general knowledge of the branch employees on the PUA sufficient for tenure?

  Yes

  No

  N/A

Onboard your employees

• Are Assured Hours being tracked effectively and have DH1 hours being reviewed?

  Yes

  No

  N/A

• Are employees rotas being reviewed often to minimise the risk of overtime?

  Yes

  No

  N/A

• Are folders reviewed regularily as well as the engagement tracker?

  Yes

  No

  N/A

Chase your debt

• Is debt delegated out to a captain and are accounts assigned to different employees?

  Yes

  No

  N/A

• Is the branch able to provide an update on the TOP 5 60+ Accounts?

  Yes

  No

  N/A

• Are employees educated on key concepts? (eg. Remits/Credit Notes/Payments Log)

  Yes

  No

  N/A

Action Steps:

• What are the action steps: