Holiday Franchise Site Visit 2015

• Store Number

• Location

• Conducted on

  Date

• Prepared by

Location Summary

• Store Number

• City

• Facility Photo

  Media

• Store Manager

• Store Manager Photo

  Media

• District Manager

Site Visited On

• Time in:

  Date

• Time Out:

  Date

Rating Scale

• Rating Scale:
  Excellent: 95% or Greater
  Satisfactory: 90% to 94%
  Marginal: 80% to 89%
  Unsatisfactory: 79% or Below

Overall Assessment Rating

• Overall Assessment Rating
  
  Include Exterior Facility, Interior Facility, and Food Service Safety and Execution scores to calculate Overall Assessment Rating.
  Manually calculate: (Exterior + Interior + Food) / 3 = Overall Assessment Rating
  

• Overall Assessment Rating

  EXCELLENT

  SATISFACTORY

  MARGINAL

  UNSATISFACTORY

• Overall Assessment Score

Overall Assessment Rated Categories

• Facility & Equipment - Exterior Rating

  EXCELLENT

  SATISFACTORY

  MARGINAL

  UNSATISFACTORY

• Facility & Equipment - Exterior Score

• Facility & Equipment - Interior Assessment

  EXCELLENT

  SATISFACTORY

  MARGINAL

  UNSATISFACTORY

• Facility & Equipment - Interior Score

• Food Service Safety and Execution Assessment

  EXCELLENT

  SATISFACTORY

  MARGINAL

  UNSATISFACTORY

• Food Service Safety and Execution Score

Stand Alone Rated Categories

• Core Programs & Vendors Assessment

  EXCELLENT

  SATISFACTORY

  MARGINAL

  UNSATISFACTORY

• Core Programs & Vendors Score

• Training & Technology Assessment

  EXCELLENT

  SATISFACTORY

  MARGINAL

  UNSATISFACTORY

• Training & Technology Score

Gallons

• Sales Trend Through

  Date

• MTD:

• YTD:

• Goal:

Customer Count

• Customer Count MTD

• Customer Count YTD

Inside Sales

• MTD w/o Cigs:

• YTD w/o Cigs:

• Goal w/o Cigs:

• MTD w/ Cigs:

• YTD w/ Cigs:

• MTD & YTD Sales Discussion:

General Comments Noted During Visit

• Strengths:

• Opportunities:

Weighted Score Legend

• Scoring:
  Meets Standards select Yes
  Does not Meet Standards select No
  If a Recurrence select Repeat
  
  Items are weighted:
  ⚪=1
  🔵=4
  A Yes or No will apply the appropriate value to the overall score.

Trademark / Reader Board Sign

• ⚪Clean

  Yes

  No

  Repeat

  N/A

• 🔵Well Lit

  Yes

  No

  Repeat

  N/A

• ⚪Reader Board / DMC in Good Condition

  Yes

  No

  Repeat

  N/A

• 🔵Reader Board / DMC Messaging Current

  Yes

  No

  Repeat

  N/A

Lot / Landscaping

• 🔵Free of Trash, Trash Lines and Debri

  Yes

  No

  Repeat

  N/A

• 🔵Snow Cleared / Lawn Maintained / Weeds Controlled

  Yes

  No

  Repeat

  N/A

• ⚪Lot Well Striped

  Yes

  No

  Repeat

  N/A

• ⚪Tank Covers in Good Conditions

  Yes

  No

  Repeat

  N/A

• ⚪Tank ID Collars in Place

  Yes

  No

  Repeat

  N/A

• 🔵Monthly Tank Inspections Completed / Class C Operator on Duty

  Yes

  No

  Repeat

  N/A

• ⚪Trash Dumpster Areas Well Maintained

  Yes

  No

  Repeat

  N/A

Canopy / Dispenser Island

• 🔵Area Free of Trash, Trash Lines, Stains and Debris. In winter, free of snow and ice.

  Yes

  No

  Repeat

  N/A

• 🔵Pumps Clean and in Good Condition

  Yes

  No

  Repeat

  N/A

• 🔵All Pumps in Working Order

  Yes

  No

  Repeat

  N/A

• ⚪Hoses Proper Length / Not Dragging on the Ground

  Yes

  No

  Repeat

  N/A

• 🔵Decals in Good Condition

  Yes

  No

  Repeat

  N/A

• ⚪Nozzle Talkers Current and Fresh with Nozzle Covers in Place

  Yes

  No

  Repeat

  N/A

• 🔵Current Topper / Dispenser Signs

  Yes

  No

  Repeat

  N/A

• ⚪Requires Signs Posted (No Smoking, etc.)

  Yes

  No

  Repeat

  N/A

• 🔵Pay at the Pump Working

  Yes

  No

  Repeat

  N/A

• ⚪Island Forms and Canopy Poles Painted

  Yes

  No

  Repeat

  N/A

• 🔵Canopy Lighting Working, No More than 2 Lights Out

  Yes

  No

  Repeat

  N/A

• 🔵Washer Buckets Clean and Filled

  Yes

  No

  Repeat

  N/A

• 🔵Number & Condition of Squeegees OK

  Yes

  No

  Repeat

  N/A

• 🔵Towels Filled / Available

  Yes

  No

  Repeat

  N/A

• 🔵Trash Cans Emptied in a Timely Manner

  Yes

  No

  Repeat

  N/A

• ⚪Trash Cans Clean

  Yes

  No

  Repeat

  N/A

Building

• 🔵Car Wash Working

  Yes

  No

  Repeat

  N/A

• 🔵Car Wash Clean, Including Walls, Doors, Floor, Pit, and Equipment

  Yes

  No

  Repeat

  N/A

• ⚪Car Wash Entrance and Exit Clean

  Yes

  No

  Repeat

  N/A

• ⚪Vacuum Area Clean and Trash Emptied as Needed

  Yes

  No

  Repeat

  N/A

• 🔵Air Hose Available / Working (Spare Hose Available November thru April)

  Yes

  No

  Repeat

  N/A

• ⚪Ice Chest Clean / Good Condition

  Yes

  No

  Repeat

  N/A

• ⚪Propane Cage Clean / Signed

  Yes

  No

  Repeat

  N/A

• 🔵Outside Displays Clean, Seasonal Fresh, Organized, Stocked, and Signed

  Yes

  No

  Repeat

  N/A

• 🔵Windows Clean and Proper Promo Signage in Place

  Yes

  No

  Repeat

  N/A

• ⚪Door Clean

  Yes

  No

  Repeat

  N/A

• ⚪Door Decals Properly Placed

  Yes

  No

  Repeat

  N/A

• ⚪No Foreign / Cluttered Signage

  Yes

  No

  Repeat

  N/A

• ⚪Push Plates in Good Condition

  Yes

  No

  Repeat

  N/A

• ⚪Doors Working Properly

  Yes

  No

  Repeat

  N/A

• 🔵Building Lighting Working

  Yes

  No

  Repeat

  N/A

• 🔵Snow Cleared / Sidewalks Maintained (No Stains)

  Yes

  No

  Repeat

  N/A

• ⚪General Conditions of Drive and Parking Lot Cement and Pavement

  Yes

  No

  Repeat

  N/A

Safety Concerns Observed

• Safety concerns observed of the exterior Facility & Equipment.

• Scoring:
  Meets Standards select Yes
  Does not Meet Standards select No
  If a Recurrence select Repeat
  
  Items are weighted:
  ⚪=1
  🔵=4
  A Yes or No will apply the appropriate value to the overall score.

General Sales Floor

• 🔵Merchandise Signed, Faced, and Clean

  Yes

  No

  Repeat

  N/A

• 🔵Product Dating / Rotation Appropriate

  Yes

  No

  Repeat

  N/A

• ⚪Floor / Rugs Clean

  Yes

  No

  Repeat

  N/A

• 🔵Feature End Cap Set Correctly

  Yes

  No

  Repeat

  N/A

• 🔵Signage in Place (Review Smart Value Checklist)

  Yes

  No

  Repeat

  N/A

• ⚪Floor Shippers in Position and Signed

  Yes

  No

  Repeat

  N/A

• 🔵Plan-o-grams Current

  Yes

  No

  Repeat

  N/A

• 🔵Shelf Tags Current

  Yes

  No

  Repeat

  N/A

• ⚪New Item Arrow Program in Place / 2 Months

  Yes

  No

  Repeat

  N/A

• ⚪Grid Work Up / Correct

  Yes

  No

  Repeat

  N/A

• 🔵Pop Ceiling / Shelf Signs Correct

  Yes

  No

  Repeat

  N/A

• 🔵Overall Stock Levels Appropriate

  Yes

  No

  Repeat

  N/A

• ⚪Fruit Available, Fresh, and Signed

  Yes

  No

  Repeat

  N/A

• ⚪ATM & Phone Clean / Working

  Yes

  No

  Repeat

  N/A

Coolers / Freezers

• 🔵Interior Clean / Organized / Well Lit

  Yes

  No

  Repeat

  N/A

• 🔵Exterior Clean

  Yes

  No

  Repeat

  N/A

• 🔵Adequate Lighting (Exterior)

  Yes

  No

  Repeat

  N/A

• 🔵Profiled Correctly

  Yes

  No

  Repeat

  N/A

• 🔵Proper Signage in Place

  Yes

  No

  Repeat

  N/A

• 🔵Stock Levels Appropriate (6 Empty Glides In Cooler)

  Yes

  No

  Repeat

  N/A

• 🔵Product Dating / Rotation Appropriate

  Yes

  No

  Repeat

  N/A

Checkout Appearance and Security

• ⚪Room for Customer Merchandise

  Yes

  No

  Repeat

  N/A

• ⚪Merchandised To Plan-o-gram Under Counter

  Yes

  No

  Repeat

  N/A

• 🔵Merchandised To Plan-o-gram on Counter

  Yes

  No

  Repeat

  N/A

• ⚪Proper Tobacco Signage in Place

  Yes

  No

  Repeat

  N/A

• 🔵Security Area Neat and Clean

  Yes

  No

  Repeat

  N/A

• 🔵Age Restricted Signs Posted

  Yes

  No

  Repeat

  N/A

• ⚪Cash & Checks Secure / Drops Timely

  Yes

  No

  Repeat

  N/A

Customer Service Assessment

• 🔵Appropriate Uniform

  Yes

  No

  Repeat

  N/A

• 🔵Appropriate Greeting

  Yes

  No

  Repeat

  N/A

• 🔵Employees Practice Enhanced Customer Care

  Yes

  No

  Repeat

  N/A

• 🔵Sincere Thank You

  Yes

  No

  Repeat

  N/A

• 🔵Good Customer Flow

  Yes

  No

  Repeat

  N/A

• 🔵Age Restricted Sales Policy Followed Within Last 60 Days

  Yes

  No

  Repeat

  N/A

• ⚪Intercom Used Effectively

  Yes

  No

  Repeat

  N/A

Miscellaneous

• ⚪Current Employment Postings

  Yes

  No

  Repeat

  N/A

• ⚪Emergency Phone Numbers Posted

  Yes

  No

  Repeat

  N/A

• ⚪Cameras Operating

  Yes

  No

  Repeat

  N/A

• 🔵Interior Lighting Appropriate

  Yes

  No

  Repeat

  N/A

• ⚪Ceiling Tiles in Good Condition

  Yes

  No

  Repeat

  N/A

• ⚪Walls in Good Condition

  Yes

  No

  Repeat

  N/A

• ⚪Floor Tiles in Good Condition

  Yes

  No

  Repeat

  N/A

• ⚪Emergency Exit Clear

  Yes

  No

  Repeat

  N/A

• ⚪Back Room Doors Closed

  Yes

  No

  Repeat

  N/A

Safety Concerns

• Safety concerns observed of the Interior Facility & Equipment.

• Scoring:
  Meets Standards select Yes
  Does not Meet Standards select No
  If a Recurrence select Repeat
  
  Items are weighted:
  ⚪=1
  🔵=4
  ⚫=6
  🔴=Critical Item up to -12
  A Yes or No will apply the appropriate value to the overall score.

General Conditions

• 🔵Food Areas Clean?<br>(Floors, counters, vents, etc.)

  Yes

  No

  Repeat

  N/A

• 🔵Sanitize Solution, available and in use? Tested 200 ppm?

  Yes

  No

  Repeat

  N/A

Hot Food Program

• 🔴Appropriate Selection for time of the day?

  Yes

  No

  Repeat

  N/A

• 🔵HATCO Clean and Programmed Correctly, Proper Signage?

  Yes

  No

  Repeat

  N/A

• 🔴Product timed properly? No expired product in the HATCO?

  Yes

  No

  Repeat

  N/A

• ⚪Ovens / Customer Microwaves clean?

  Yes

  No

  Repeat

  N/A

• 🔵WSSR reporting reviewed weekly, current Power Hours posted

  Yes

  No

  Repeat

  N/A

• 🔵Checkout prep area is clean and organized

  Yes

  No

  Repeat

  N/A

• 🔵Employees wash hands and handle food properly (wear gloves)?

  Yes

  No

  Repeat

  N/A

Sandwich Case & Condiment Bar

• 🔴Appropriate product selection in case?

  0-1 Missing

  2-3 Missing

  4-5 Missing

  More than 5 Missing

• How many missing?

• 🔵Sandwich case planogrammed correctly with proper signage?

  Yes

  No

  Repeat

  N/A

• 🔴All items dated correctly and nothing outdated?

  Yes

  No

  Repeat

  N/A

• ⚪Sandwich case clean and faced?

  Yes

  No

  Repeat

  N/A

• ⚫Condiment station / cooler clean ? Condiment items properly dated?

  Yes

  No

  Repeat

  N/A

Roller Grill

• 🔴Product available for required program hours?

  Yes

  No

  Repeat

  N/A

• 🔴Product at proper temperature?

  Yes

  No

  Repeat

  N/A

• 🔵Station is clean with tongs available?

  Yes

  No

  Repeat

  N/A

• ⚪Product is properly timed, buns dated?

  Yes

  No

  Repeat

  N/A

• ⚪Proper signage in place?

  Yes

  No

  Repeat

  N/A

Coffee & Cappuccino Program

• 🔴Appropriate level of product available for time of day?

  Yes

  No

  Repeat

  N/A

• 🔵Equipment clean (tops, baskets, spray heads, interior)?

  Yes

  No

  Repeat

  N/A

• ⚪Coffee grounds emptied in a timely manner?

  Yes

  No

  Repeat

  N/A

• ⚪Coffee timers clean and properly used?

  Yes

  No

  Repeat

  N/A

• ⚪Coffee syrup bottles and pumps are filled and cleaned?

  Yes

  No

  Repeat

  N/A

• ⚪Coffee condiment station is clean and supplies in stock?

  Yes

  No

  Repeat

  N/A

Creamiser Station

• 🔵Half & Half dated 7 days, other bags 14 days (Skim milk dated same as carton used)? Check for cleanliness on outside, top and inside unit. No mold present, nipples cut to proper length, temperature at 33 to 41 degrees.

  Yes

  No

  Repeat

  N/A

Fountain Program

• 🔵No mold buildup on fountain heads, ice bin on fountain machine and ice chute clean, and all BIBs are within proper selling dates.

  Yes

  No

  Repeat

  N/A

Bakery Program

• 🔴Appropriate product selection for time of the day? (Never out of cookies & muffins)

  Yes

  No

  Repeat

  N/A

• 🔵Bakery case(s) clean and faced / product rotated?

  Yes

  No

  Repeat

  N/A

• ⚪Case is set to planogram and proper tags in place?

  Yes

  No

  Repeat

  N/A

Product Rotation (Dating & Stales)

• 🔵Food Program (Back stock properly dated / rotated)?

  Yes

  No

  Repeat

  N/A

• 🔵Proper Cooler Rotation (Milk, Juice, Meats & Cheeses, etc.)?

  Yes

  No

  Repeat

  N/A

• 🔵HP Thaw & Serve Program executed correctly?

  Yes

  No

  Repeat

  N/A

Back Room

• 🔵Ice maker bin & bucket clean? Scoop properly stored?

  Yes

  No

  Repeat

  N/A

• ⚪Triple sinks clean and properly labeled?

  Yes

  No

  Repeat

  N/A

• ⚪No fresh food in sinks, no chemicals stored above sinks?

  Yes

  No

  Repeat

  N/A

• ⚪Water filters are clean and properly dated?

  Yes

  No

  Repeat

  N/A

• ⚪Sink room overall is up to Holiday standards?

  Yes

  No

  Repeat

  N/A

Cooler

• 🔵Proper temperature and temp control procedure in place?

  Yes

  No

  Repeat

  N/A

• ⚪Interior clean and organized, no boxes stored on floor?

  Yes

  No

  Repeat

  N/A

• ⚪Cooling fans clean and lights covered?

  Yes

  No

  Repeat

  N/A

Restrooms

• ⚫Clean?

  Yes

  No

  Repeat

  N/A

• 🔵In good repair / working?

  Yes

  No

  Repeat

  N/A

• ⚪Stocked?

  Yes

  No

  Repeat

  N/A

Comments

• Enter Additional Comments Here

• Scoring:
  Meets Standards select Yes
  Does not Meet Standards select No
  If a Recurrence select Repeat
  
  Items are weighted:
  ⚪=1
  🔵=4
  A Yes or No will apply the appropriate value to the overall score.

Holiday Proprietary Programs

• 🔵Drink Bar

  Yes

  No

  N/A

• 🔵Commissary Program (GTC)

  Yes

  No

  N/A

• 🔵Sandwich Program (UM)

  Yes

  No

  N/A

• ⚪Sampling

  Yes

  No

  N/A

• 🔵Jerky Program

  Yes

  No

  N/A

• 🔵Candy / Snacks Program

  Yes

  No

  N/A

• 🔵Water / Juice / Energy Drink Program

  Yes

  No

  N/A

• 🔵Bakeshop Program (GTC)

  Yes

  No

  N/A

• 🔵Bakery Program (UM)

  Yes

  No

  N/A

• 🔵HP Milk Program

  Yes

  No

  N/A

• 🔵HP Gift Card Program

  Yes

  No

  N/A

• 🔵Credit Card / Fleet Card

  Yes

  No

  N/A

• 🔵Marketing Plan

  Yes

  No

  N/A

• 🔵Automotive Program

  Yes

  No

  N/A

Key Vendor Programs

• 🔵Pepsi

  Yes

  No

  N/A

• 🔵Coke

  Yes

  No

  N/A

• 🔵Frozen Pizza Program

  Yes

  No

  N/A

• 🔵Ice Cream Program

  Yes

  No

  N/A

• ⚪Klements

  Yes

  No

  N/A

• ⚪World Kitchens

  Yes

  No

  N/A

• ⚪Dairy Program

  Yes

  No

  N/A

• 🔵Frito Lay

  Yes

  No

  N/A

• ⚪Old Dutch

  Yes

  No

  N/A

• ⚪Prepaid Card Program

  Yes

  No

  N/A

• 🔵McLane

  Yes

  No

  N/A

• ⚪Deli Express or Kitchen Fresh (UM)

  Yes

  No

  N/A

• ⚪Solaray

  Yes

  No

  N/A

• ⚪CVP (HBC)

  Yes

  No

  N/A

• ⚪Roller Grill

  Yes

  No

  N/A

• Scoring:
  Meets Standards select Yes
  Does not Meet Standards select No
  If a Recurrence select Repeat
  
  Items are weighted:
  ⚪=1
  🔵=4
  A Yes or No will apply the appropriate value to the overall score.

Training / Employee Development

• 🔵Manager through Holiday Training Program

  Yes

  No

  N/A

• 🔵All employees in the process or current on all CBT modules

  Yes

  No

  N/A

• 🔵ServeSafe Training Program

  Yes

  No

  N/A

• List One Name

Online Materials

• ⚪Manager / Assistant Manager training materials AVAILABLE and UTILIZED

  Yes

  No

  N/A

• ⚪Operations Manual

  Yes

  No

  N/A

• ⚪Food Service Cookbook

  Yes

  No

  N/A

Technology

• ⚪Current POS and Back Office Systems

  Yes

  No

  N/A

• ⚪High Speed Communication in place

  Yes

  No

  N/A

• ⚪Backup Credit Device

  Yes

  No

  N/A

• ⚪Store Communications Network (Intranet)

  Yes

  No

  N/A

• ⚪StoreFront

  Yes

  No

  N/A

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