Audit
DIRECTOR VISIT FORM
SITE TOUR - Conduct site tour, observe general conditions including warehouse condition and vans, also observe any evident H&S culture.
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RESULTS - Review and discuss previous year results, volumes, value split of work (Insurance/SGW).
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TARGETS - Review and discuss current year targets against last year and budget for current year.
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FUTURE PLANS - Discuss their plans for the business, their strategy/aspirations.
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Discuss marketing plan, any CRM system in place and job source for previous and current years.
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Review and discuss staff training records for admin and technical and identify any skills gaps.
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Discuss training and development of staff
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Discuss opportunities both locally and regionally
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Review and discuss SEPM report and the involvement of staff and plans of action if applicable for making improvements
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Discuss team briefings and other staff schemes for reward and recognition
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Identify any additional support that is required within the business from head office
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