Title Page

  • Conducted on

  • Prepared by

  • RM:

  • JIB #

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

  • Was the RM required to attend the outlier?

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

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

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

  • Does the exterior environment meet JIB Standards?

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

  • Does the OCS work?

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

  • Is all POP and marketing place correctly?

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

  • Has the Coke machine been maintained and stocked?

  • Is beverage area clean & stocked?

  • Is the music on and at a acceptable volume?

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

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

  • Ord Acc 1 2 3 4 5

  • Friendly 1 2 3 4 5

  • Cleanliness 1 2 3 4 5

  • Food Taste 1 2 3 4 5

  • Was the script posted and used consistently during visit?

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

  • Are all employees in full uniform?

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

  • 4 hour timers are on all TPHC items?

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

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

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

  • Is the team using WSP?

  • PIC Daily Planner?

  • Is current LTO material postedP)/products made correctly

  • Workstation Daily Planners?

  • Are there products in the holding cabinets without timers?

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

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

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

  • Is the ServSafe current and posted?

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

  • Is food cost being managed correctly?

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

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

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

  • Is the posted communication positive and current?

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

DM VISIT ACTION PLAN

  • The Problem Solving Method & Smart Goals

  • Screen Shot 2021-06-02 at 6.59.37 PM.png

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

  • Prep/Dish area organized

  • Back of house organized

  • Dry storage area cleaned, and organized

  • Walk-ins cleaned and organized

  • POUs cleaned and organized

  • Lobby/DT Coke Freestyle Machine detail cleaning

  • Equipment maintenance and cleaning

  • Kitchen tool organization/inventory/order

  • Manager office organized

  • Employee files/tablet updated

  • Review all applications/hiring systems

  • Organize guest view of kitchen

  • DT menu board & lane cleaning

  • Other:

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.