LED Monthly Visit Form

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• The time that the audit began:

Food Safety Items

• Temperature / Meat Logs complete up to the last required time?

  Yes

  No

  N/A

• Historical Temperature / Meat Logs complete and corrective actions are documented?

  Yes

  No

  N/A

• Do the historic temperatures appear to be honest and accurate (If no, provide solid evidence to support your findings)?

  Yes

  No

  N/A

• Sanitizer buckets are setup in all 5 of the correct locations?

  Yes

  No

  N/A

• Temper tags are present on all items that require them.

  Yes

  No

  N/A

• There are no unapproved items in the store (chemicals, outside beverages or food, etc)

  Yes

  No

  N/A

• All staff members have hair restrained (including management).

  Yes

  No

  N/A

• An ample supply of colored bandages are present.

  Yes

  No

  N/A

• A complete bloodborne pathogen kit is present?

  Yes

  No

  N/A

• All of the correct procedures were being followed (kitchen, fountain, ice cream, etc.)?

  Yes

  No

  N/A

Manager Desk

• Is the Desk clean and organized?

  Yes

  No

  N/A

• The desktop computer is password protected and the password is different than last visit? There is a lot of information on the desktop that needs to be protected (social security numbers, pay rates, etc)

  Yes

  No

  N/A

• All confidential documents are filed and out of site (pay stubs, completed write up forms, etc)?

  Yes

  No

  N/A

• Are all wallets, changers and scan bands locked up?

  Yes

  No

  N/A

Inside Appearance / Cleanliness

• Stockroom is clean and organized.

  Yes

  No

  N/A

• Walk-ins are clean and organized.

  Yes

  No

  N/A

• Shelving, Tables and Condiment Bins are clean.

  Yes

  No

  N/A

• Kitchen Area is clean (floor is swept, tables clean, inside coolers, etc).

  Yes

  No

  N/A

• Bathroom is clean, stocked and well maintained (soap dispensers, mirror, sink mount, leaks, etc.)?

  Yes

  No

  N/A

• There were no employees who were off the clock and out of uniform in the store?

  Yes

  No

  N/A

Outside Appearance

• Does it appear that they are following their pressure washing plan?

  Yes

  No

  N/A

• Is the dumpster area clean and free of trash / cardboard?

  Yes

  No

  N/A

• Landscape looks fresh and is free of debris / weeds?

  Yes

  No

  N/A

• Marquee has the current message and is different than last visit? (include marquee message)

  Yes

  No

  N/A

• Canopies are free of dirt, cobwebs and rust?

  Yes

  No

  N/A

• Menus are in good repair (sticker residue, plexiglass, bullnoses, etc)

  Yes

  No

  N/A

• All credit card machines are working and keypad is legible.

  Yes

  No

  N/A

• Are all stalls operable (buttons, speakers, etc)?

  Yes

  No

  N/A

• Window clings are current and applied correctly without bubbles.

  Yes

  No

  N/A

• Banners are current and hanging in a presentable manner.

  Yes

  No

  N/A

• Wall posters are current and in good repair.

  Yes

  No

  N/A

• There are no other issues with outside appearance not already covered?

  Yes

  No

  N/A

• Correct hours of operation are posted.

  Yes

  No

  N/A

Local Store Marketing

• Are bounce back coupons / flyers being distributed with each order?

  Yes

  No

  N/A

• Did you observe any sampling during the visit?

  Yes

  No

  N/A

• If no sampling was observed, ask a crew member what they have sampled in the last couple days.

• Do the sampling / smile trays appear to be used frequently (with in reach, stocked, etc)?

  Yes

  No

  N/A

• Is the Local Store Marketing calendar posted and appear to be used?

  Yes

  No

  N/A

Service Benchmarks

• Was the communication board being used properly?

  Yes

  No

  N/A

• Is the most current mystery shop posted with notes written on it?

  Yes

  No

  N/A

• Is the average of the two most recent mystery shop scores above 88.0% (list average)?

  Yes

  No

  N/A

• Is the most recent FanTrak data posted?

  Yes

  No

  N/A

• Is the FanTrak OSAT score above a 76% for the previous month (list actual score)?

  Yes

  No

  N/A

• Did you observe crew members telling customers about FanTrak (receipts being hi-lighted)?

  Yes

  No

  N/A

• How often did you witness the smile tray go out during your visit?

  Yes

  No

  N/A

• Current Curb Time:

• Current Drive Thru Time:

• Current Reply Time:

• Current Carhop Delivery Time:

• Current Crew Labor:

Preventative Maintenance

• Was the cleaning calendar in use?

  Yes

  No

  N/A

• What temperature was the front thermostat set at (72 degrees is the correct setting)?

• What temperature was the back thermostat set at (72 degrees is the correct setting)?

• When was the last time the water filters were changed (temp tag on filter housing must be present)?

• Are the HVAC air filters clean? Is the paint on the vents in good repair and free of rust?

  Yes

  No

  N/A

Non-negotiable Standards

• Are weekly manager meeting forms present for every week?

  Yes

  No

  N/A

• Was the pre-shift meeting form present and filled out?

  Yes

  No

  N/A

• Ask a crew member what was discussed at the pre-shift meeting that day.

• All staff members are in correct uniforms that represent their position.

  Yes

  No

  N/A

• All staff members are clean shaven, with the exception of a neatly groomed mustache / goatee.

  Yes

  No

  N/A

• All staff members have on non-skid shoes.

  Yes

  No

  N/A

• All staff members have on a name tag (cannot be handwritten).

  Yes

  No

  N/A

• All staff members are only wearing approved jewelry?

  Yes

  No

  N/A

• Are all members of management ServSafe certified?

  Yes

  No

  N/A

• A copy of the store's current monthly safety audit is present.

  Yes

  No

  N/A

• Management development charts are present for all managers?

  Yes

  No

  N/A

• Progress has been documented / verified for all managers in the past week?

  Yes

  No

  N/A

Financial Benchmarks

• Is the store within 1% of their IFC Theoretical Cost % for the previous month? (if no, store must do top 10 counts on Tues, Thurs, Sat)

  Yes

  No

  N/A

• Is the store within 1% of Labor Chart for the previous month? (if not, the entire schedule needs to be sent to supervisor weekly)

  Yes

  No

  N/A

Miscellaneous

• How would you describe the mood in the store?

  Depressing

  Not serious

  Focused but no fun

  Upbeat and focused

• Were there any thing you saw that could improve service, that was not already covered?

• Were there any thing you saw that could improve food quality, that was not already covered?

Summary

• Total Percentage Score (all questions are valued the same):

• On a scale of 1-10, how would you rate your overall experience?

• Any additional notes or comments.

• Manager on Duty

  Sign

• Supervisor

  Sign

• The time that the audit ended: