Title Page

  • Conducted on

  • Prepared by

  • Location
  • 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?

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

  • Does the branch pass a VSA audit?

Optimise your revenue

  • Is the sales board visible and updated every day?

  • Is the branch meeting its sales expectations currently?

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

Negate your losses

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

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

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

Track your fuel

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

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

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

Review your financials

  • Had the branch manager put a montly forecast together?

  • Has a current PUA been reviewed by branch employees?

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

Onboard your employees

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

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

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

Chase your debt

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

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

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

Action Steps:

  • What are the action steps:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.