Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Phone & Email:

  • Number of Staff

  • Insert important images here:

So I can best understand how I can help you, do you mind if I ask you some questions about your organisation?

  • What does your company specialise in?

  • How long have you been in operation for?

  • What do you believe is your competitive advantage?

  • To become more competitive, where do you feel the business could improve?

  • What are the primary goals for your business over the next 12 to 24 months?

  • What will be your obstacles to achieving your 12 to 24 month goals?

Taking into consideration your administration staff through to Team Leaders / Middle Management, can you please answer Yes or No if you feel your business could benefit by improving any of the following:

Entry Level Staff to Middle Management

  • Improve Customer Service Outcomes (Internal & External)

  • Leadership that Promotes Team Effectiveness

  • OH&S & Workplace Safety

  • Developing Work Priorities & Time Management

  • Promoting Innovation & Continuous Improvement

  • Development within Teams & Individuals

  • Self Coaching & Mentoring

  • Playing a Role in Operational Planning

  • Reporting Operational Risk Management

  • Improve Team Culture & Morale

  • Notes:

In reference to your Team Leaders through to Senior Management, again can you please answer Yes or No if you feel your business could benefit by improving any of the following:

Team Leaders to Senior Management:

  • Manage Quality Customer Service (Internal & External)

  • Ensure Team Effectiveness

  • Manage Operational Plan

  • Manage Projects

  • Manage Risk

  • Manage Workforce Planning

  • Manage Recruitment, Selection & Induction Processes

  • Manage Work Priorities

  • Manage Professional Development

  • Plan or Review Administration Systems

  • Manage Business Document Design & Development

  • Identify & Evaluate Marketing Opportunities

  • Notes:

Thank you for your feedback; it really helps me to understand your business.

  • This feedback allows me to come back to you with solutions to help you further develop your staff and ultimately the productivity of your business. Am I right in assuming that you can see the value in a company like ours supporting your business?

  • Show the relevant course descriptors and point out within the course descriptors where the client answered Yes in the above questionnaire's that the students will be learning those subjects

  • Are you interested in creating improvements like these within your business?

  • If we can organise for the Government to pay for your training, are you interested in enrolling your staff?

  • Who is the best person to provide me with staff information on Government funding eligibility?

  • What day next week are you available for me to present your solutions?

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.