One Visit

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Select date

  Date

• Purpose of visit

  Select Customer Experience Reward & Recognition Safety Performance Engagement Coaching Development Communication Addressing Issues

  • Customer Experience
  • Reward & Recognition
  • Safety
  • Performance
  • Engagement
  • Coaching
  • Development
  • Communication
  • Addressing Issues

• Purpose of visit

  Select Customer Experience Reward & Recognition Safety Performance Engagement Coaching Development Communication Addressing Issues

  • Customer Experience
  • Reward & Recognition
  • Safety
  • Performance
  • Engagement
  • Coaching
  • Development
  • Communication
  • Addressing Issues

HomeSafe & DriveSafe

• Driving behaviours

  Safe

  At Risk

  N/A

• Notes

• Effective Risk Assessment carried out throughout the visit?

  Safe

  At Risk

  N/A

• Notes

• Correct use of all equipment during the visit?

  Safe

  At Risk

  N/A

• Notes

• Overall Safety behaviour during visit?

  Safe

  At Risk

  N/A

• Notes I.e PPE, Usage, Manual handling, Damage awareness, Ladder & Cable hierarchy

Service Excellance

• Provided demo on apps for all customers?

  Yes

  No

  N/A

• Notes

• On demand set up and demonstrated for all customers?

  Yes

  No

  N/A

• Notes

• Broadband checked for all customers?

  Yes

  No

  N/A

• Notes

• Courtesy call offered for all customers?

  Yes

  No

  N/A

• Notes

• Tailored customer demonstrations?

  Yes

  No

  N/A

• Notes

• Customer fully engaged during?

  Yes

  No

  N/A

• Notes

• What's great for the customer and what's not? Or feedback

Quality

• Photos of job

  Media

• Was job carried out to a level of excellence<br>

  Yes

  No

  N/A

• Notes

People

• Coaching interventions required?

  Yes

  No

  N/A

• Notes

• Verification, what actions and timescales have been set?

• Performance interventions required?

  Yes

  No

  N/A

• Notes

• Health & Wellbeing interventions required?

  Yes

  No

  N/A

• Notes or actions

• What's hot for the engineer and what's not? (Any feedback)

Closing visit

• Select date

  Date

• Team Manager

  Sign

• Employee

  Sign

• Review date & Actions