Membership Experience Officer Checklist

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

OPEN SHIFT

• Read memo folder and diary

  Yes

  No

  N/A

• Count 2 floats and place in till (one for MEO and one for Kiosk)

  Yes

  No

  N/A

• Turn on computers

  Yes

  No

  N/A

• Log onto links check all attachments work. Printer, Scanner ect

  Yes

  No

  N/A

• Open, Check and Respond to emails

  Yes

  No

  N/A

• Open Carlton Baths Website

  Yes

  No

  N/A

• Open MobileFit and Log in

  Yes

  No

  N/A

• Open and log into Qikkids

  Yes

  No

  N/A

• Check and restock marketing materials

  Yes

  No

  N/A

• Check tours booked in for the day

  Yes

  No

  N/A

• Check oxygen and defib

  Yes

  No

  N/A

• Select date

  Date

• Check outlook calendar for up coming deliveries

  Yes

  No

  N/A

• Check EFT rolls are stocked

  Yes

  No

  N/A

• Check till rolls. Restock if needed

  Yes

  No

  N/A

• Turn on turnstiles

  Yes

  No

  N/A

• Check stock presentation

  Yes

  No

  N/A

• Clean the scanner on the members turnstile with detergent spray

  Yes

  No

  N/A

• Turn radio on and test

  Yes

  No

  N/A

• Discuss with Duty Manager when breaks can be taken and when Tours are booked

  Yes

  No

  N/A

• Add signature

  Sign

• Check other areas are ready to open before opening building

  Yes

  No

  N/A

OPEN CENTRE TO PUBLIC

• Get crèche sheets out for staff at 8.30am

  Yes

  No

  N/A

• Discuss with MEO and DM about scheduled breaks

  Yes

  No

  N/A

• Put MEO and Sales iPads on charge

  Yes

  No

  N/A

• Discuss with MEO and DM about booked tours.Organise time to be covered at reception

  Yes

  No

  N/A

• Ensure there are 20 membership packs in each category available

  Yes

  No

  N/A

• Discuss with membership co ordinator about phone calls for the day

  Yes

  No

  N/A

• Prospect phone call

  Yes

  No

  N/A

• Select date

  Date

• Add signature

  Sign

• Call tours booked in for next day and remind them

  Yes

  No

  N/A

• Add signature

  Sign

• Select date

  Date

• 14 day welcome calls

  Yes

  No

  N/A

• Add signature

  Sign

• Select date

  Date

• 14 day non attendance (every 2nd Monday)

  Yes

  No

  N/A

• Add signature

  Sign

• Select date

  Date

• Credit card expiry 30th of every month- 2 month prior

  Yes

  No

  N/A

• Add signature

  Sign

• Select date

  Date

• Email enquiry phone calls

  Yes

  No

  N/A

• Add signature

  Sign

• Select date

  Date

AFTERNOON

• Schedule breaks with Duty Manager

  Yes

  No

  N/A

• Check and respond to emails

  Yes

  No

  N/A

• Discuss with Membership Experience Coordinator about phone calls still to be made

  Yes

  No

  N/A

• Check tours for the day

  Yes

  No

  N/A

• Check paper rolls in kiosk for group fitness

  Yes

  No

  N/A

• Check stationary and report whats needed to Andrew Duck

  Yes

  No

  N/A

• Check tour packs are ready to go

  Yes

  No

  N/A

• Restock membership /suspension/cancellation forms

  Yes

  No

  N/A

• If you have four tills operating then between 5.00pm and 7.00pm organise with DM to till off two tills

  Yes

  No

  N/A

• Check and read memo's

  Yes

  No

  N/A

• Call all Health Consults/program shows for the next day to confirm

  Yes

  No

  N/A

• Call all booked tours for next day and confirm times

  Yes

  No

  N/A

• Put MEO and Sales iPads on charge

  Yes

  No

  N/A

• Call open CSO, DM and LG to remind them about open shifts the next day

  Yes

  No

  N/A

CLOSING PROCEDURES

• Note all lost property in register the call DM and get them to put lost property in storage room

  Yes

  No

  N/A

• Check emails and respond or forward to correct person

  Yes

  No

  N/A

• 30 min before close make an announcement that the centre will be closing in 30 min

  Yes

  No

  N/A

• 15min close make an announcement that the centre will be closing in 15 min

  Yes

  No

  N/A

• Check lockers are all in operation.report faults to DM

  Yes

  No

  N/A

• <br>Tidy and restock merchandise( ie smallest size/lightest colour to the front)

  Yes

  No

  N/A

• Put iPads in Safe

  Yes

  No

  N/A

• Drop daily takings

  Yes

  No

  N/A

• Clean reception area and put all items away

  Yes

  No

  N/A

• Turn off all computers

  Yes

  No

  N/A

• Completed- DM initials

  Yes

  No

  N/A