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

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