DM VISIT Generic

• Conducted on

  Date

• Prepared by

• RM:

• JIB #

• Location
  Address

• Are sales positive or negative? (+,-)

  Yes

  No

  N/A

• Was the RM required to attend the outlier?

  Yes

  No

  N/A

• If yes, for what reason? Labor (L) SOS (S) VOG (V)?

• Define the root cause and solutions to address outlier items (See back)

  Yes

  No

  N/A

• Was previous “S.M.A.R.T. Goal” achieved?

  Yes

  No

  N/A

• Does the exterior environment meet JIB Standards?

  Yes

  No

  N/A

• Is the Menu Board Accurate? (Dollar amounts [D], Panels [P])

  Yes

  No

  N/A

• Does the OCS work?

  Yes

  No

  N/A

• Was the script accurately used during drive-thru visit?

  Yes

  No

  N/A

• Is all POP and marketing place correctly?

  Yes

  No

  N/A

• Is the lobby clean? (Floors [F], Tables [T], Walls [W], Ceiling [C], Restrooms [R])

  Yes

  No

  N/A

• Has the Coke machine been maintained and stocked?

  Yes

  No

  N/A

• Is beverage area clean & stocked?

  Yes

  No

  N/A

• Is the music on and at a acceptable volume?

  Yes

  No

  N/A

• Are there any lights out or missing? (Exterior [E], Interior [I], Menu boards [M])

  Yes

  No

  N/A

• Rate the guest experience? (Write the immediate score number.)

• Ord Acc 1 2 3 4 5

  Yes

  No

  N/A

• Friendly 1 2 3 4 5

  Yes

  No

  N/A

• Cleanliness 1 2 3 4 5

  Yes

  No

  N/A

• Food Taste 1 2 3 4 5

  Yes

  No

  N/A

• Was the script posted and used consistently during visit?

  Yes

  No

  N/A

• What is the store’s SOS at time of visit?

• Are all employees in full uniform?

  Yes

  No

  N/A

• FSC is complete with no errors and initialed 5 days back?

  Yes

  No

  N/A

• 4 hour timers are on all TPHC items?

  Yes

  No

  N/A

• Are there expired items in any POU or Walk Ins?

  Yes

  No

  N/A

• Are all food safety timers on? (Handwash [H], Sanitizer [S], Tools [T])

  Yes

  No

  N/A

• Is the team aware of their Alerts and SOS goals?

  Yes

  No

  N/A

• Is the team using WSP?

  Yes

  No

  N/A

• PIC Daily Planner?

  Yes

  No

  N/A

• Is current LTO material postedP)/products made correctly

  Y

  N

• Workstation Daily Planners?

  Yes

  No

  N/A

• Are there products in the holding cabinets without timers?

  Yes

  No

  N/A

• Are products in the correct holding unit and are the amounts correct?

  Yes

  No

  N/A

• Has all broken or malfunctioning equipment been entered in FMX?

  Yes

  No

  N/A

• Is the tablet being utilized? (Training [T], Onboarding [O], Employee List [E])

  Yes

  No

  N/A

• Is the ServSafe current and posted?

  Yes

  No

  N/A

• Is labor over (O) or under (U) per forecasted goal?

  Yes

  No

  N/A

• Is food cost being managed correctly?

  Yes

  No

  N/A

• Is cash drawer out (C), safe door locked (S), drop box used (D)?

  Yes

  No

  N/A

• Has average check increased (I) or decreased (D) from last visit?

  Yes

  No

  N/A

• Has the travel path been done within the last hour?

  Yes

  No

  N/A

• Is the posted communication positive and current?

  Yes

  No

  N/A

• Is the back door closed (B), DT window locks (D), front door locks (F)?

  Yes

  No

  N/A

DM VISIT ACTION PLAN

• The Problem Solving Method & Smart Goals

• 

S.M.A.R.T. GOALS AND ACTION PLAN

• WEEK 1:

• WEEK 2:

• WEEK 3:

• WEEK 4:

WEEKLY ASSIGNMENT TASKS(to be completed by next visit)

• Dining Room detail cleaning

  Yes

  No

  N/A

• Prep/Dish area organized

  Yes

  No

  N/A

• Back of house organized

  Yes

  No

  N/A

• Dry storage area cleaned, and organized

  Yes

  No

  N/A

• Walk-ins cleaned and organized

  Yes

  No

  N/A

• POUs cleaned and organized

  Yes

  No

  N/A

• Lobby/DT Coke Freestyle Machine detail cleaning

  Yes

  No

  N/A

• Equipment maintenance and cleaning

  Yes

  No

  N/A

• Kitchen tool organization/inventory/order

  Yes

  No

  N/A

• Manager office organized

  Yes

  No

  N/A

• Employee files/tablet updated

  Yes

  No

  N/A

• Review all applications/hiring systems

  Yes

  No

  N/A

• Organize guest view of kitchen

  Yes

  No

  N/A

• DT menu board & lane cleaning

  Yes

  No

  N/A

• Other: