DM09

• Site conducted

  Select

• Conducted on

  Date

• Prepared by

• Location
  Address

• Have all the checks required by the Fire Log been completed and the Log completed to reflect this?

  Yes

  No

  N/A

• Have the weekly Auto-Dialler checks been recorded and completed?

  Yes

  No

  N/A

• Have all the Data Station actions been updated and progressed in line with Compliance Governance Standards and PM expectations and all relevant service visits and reports up to date?

  Yes

  No

  N/A

• Have all Accidents/Incidents been reported via Data Station and appropriate action been taken to update PCRA & Work based risk assessments?

  Yes

  No

  N/A

• Have the Emergency Pull Cord Tests been completed within the last 3 months; including checks of residents’ doors.

  Yes

  No

  N/A

• Are the safe and SIB Contents in line with company policy?

  Yes

  No

  N/A

• Have you completed and recorded the Legionella weekly/monthly checks? Weekly flushing/Monthly water temperature/Quarterly Descaling?

  Yes

  No

  N/A

• Have all Laundry checks been completed and recorded this month as per best practice?

  Yes

  No

  N/A

• Have you carried out daily visual inspections of the building in line with company guidelines to include but not exclusive of:

  Yes

  No

  N/A

• Roof Facades/Gutters/Carpark/Buggy Store/Walls

  Yes

  No

  N/A

• Have you carried out daily visual inspection of the garden outside areas in line with company guidelines to include but not exclusive of: Paths /Patios/Trees/Shrubs/Pergolas/Furniture

  Yes

  No

  N/A

• Have all work orders been completed and receipted within the SLA?

  Yes

  No

  N/A

• As part of you daily walk around have you checked that external lighting is working and sufficient to mitigate risk?

  Yes

  No

  N/A

• As part of you daily walk around have you checked that any refuse areas are maintained in line with best practice?

  Yes

  No

  N/A

• Have you carried out daily internal inspections of the communal areas in line with company guidelines to include but not exclusive of:

  Yes

  No

  N/A

• Toilet/Kitchen/Lounge/Guest Suite/Corridors/Stairwells/ plant/electrical/storage/cleaning

  Yes

  No

  N/A

• Are the notices on the notice board up to date and displayed in line with company guidelines and best practise?

  Yes

  No

  N/A

• Is the DM office/paperwork/diary in line with best practice and GDPR regulations?

  Yes

  No

  N/A

• Have the monthly meter readings been taken and recorded with energy centric?

  Yes

  No

  N/A

• Have you reviewed the actual vs budget and reviewed with your PM ahead of mid-year accounts review meeting?

  Yes

  No

  N/A

• Have you completed the daily residents’ checklist, explained any gaps, and reviewed vulnerable/high risk cases?

  Yes

  No

  N/A

• Have you addressed and resolved any complaints and reviewed Salesforce cases to ensure they have been closed within 3 days?

  Yes

  No

  N/A

• If you have recorded ‘No’ to any of the questions above please give details below and record and site-specific issues that your Property Manger needs to be aware of this month.

• Have you reviewed the actual vs budget and reviewed with your PM ahead of mid-year accounts review meeting? – How? Where?

• Have you discussed and reviewed the Development Managers Monthly Site Report and completed the mandatory site visit requirements*?

  Yes

  No

  N/A

• Is the Property Manager site visit schedule planner and site visit report displayed on the noticeboard

  Yes

  No

  N/A

• The aim of your one-to-one meeting is to:

• Discuss your work and performance over the past month.

• • Set goals and milestones for both business and your own personal development goals.

• • Talk through areas where you require further support from your line manager.

• • Suggest areas in which the team or business could improve.

• • Discuss your wellbeing at work.

• Please fill in with as much detail as possible and email to your line manager three working days before your one-to-one so that the discussion can be as meaningful and productive as possible.

• What have been your key achievements in the last month against your objectives?

• Growth

• Service

• Continuous Improvement

• People

• Finance

• What’s your current focus? (Objectives/role/development and how are you progressing against these objectives)

• Growth

  Yes

  No

  N/A

• Service

  Yes

  No

  N/A

• Continuous Improvement

  Yes

  No

  N/A

• People

  Yes

  No

  N/A

• Finance

  Yes

  No

  N/A

• How motivated have you felt in the last month?

• How can we maintain or improve this score?

• What support do you need to help you achieve these? (Manager/team/wider network or resources)

• What areas would you like to or could you improve on? (Role/development including feedback from colleagues)

• Anything else you would like to discuss or raise?

Planned focus and actions for next month (Potential deliverables):

• Action