One Visit trial

• 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 PDP

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

• Purpose of visit

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

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

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 Excellence

• What One thing did the engineer introduce new to the customer

• Customer feedback

Quality

• Photos of job

  Media

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

  Yes

  No

  N/A

• Notes

People

• What have you done since the last visit?

• Coaching interventions required?

  Yes

  No

  N/A

• Notes

• Verification, what actions and timescales have been set?

• Performance interventions required?

  Yes

  No

  N/A

• Notes

• Actions & Timescales

Closing visit

• Select date

  Date

• Team Manager

  Sign

• Employee

  Sign

• Review date & Actions