Information
-
FRANCHISEE NAME:
-
Conducted on:
-
Prepared by:
-
Document No:
-
DIRECTOR VISIT FORM
-
SITE TOUR - Conduct site tour, observe general conditions including warehouse condition and vans, also observe any evident H&S culture.
-
Comments
-
RESULTS - Review and discuss previous year results, volumes, value split of work (Insurance/SGW).
-
Comments
-
TARGETS - Review and discuss current year targets against last year and budget for current year.
-
Comments
-
FUTURE PLANS - Discuss their plans for the business, their strategy/aspirations.
-
Comment
KEY BUSINESS AREAS
-
Discuss marketing plan, any CRM system in place and job source for previous and current years.
-
Comments
-
Review and discuss staff training records for admin and technical and identify any skills gaps.
-
Comments
-
Discuss training and development of staff
-
Comments
-
Discuss opportunities both locally and regionally
-
Comments
-
Review and discuss SEPM report and the involvement of staff and plans of action if applicable for making improvements
-
Comments
-
Discuss team briefings and other staff schemes for reward and recognition
-
Comments
-
Identify any additional support that is required within the business from head office
-
Comments
