ROM - Business Review

• Pub Name

• Manager's Name

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel Attending

Exterior

• Do we have great kerb appeal? Are the jumbrellas, canopies, windows, entrance, menu boxes clean?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are we promoting any events? Is there any external advertising, are A-boards and signage clean with correct messaging? Are menu boxes clean and lit where appropriate?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is all the outside furniture clean and in good working order? Are the umbrellas clean and in good working order?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

Restaurant / Pub

• Entrance area; is matting clean, glass clean, front door clean, bright and welcoming?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Restaurant Area; is the pub / restaurant clean, - floor, walls, furniture, fixtures and fittings etc?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is there a cleaning rota in place?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are tables set correctly for the time of day?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are the workstations clean, tidy and in good decorative order? Correctly set and the correct levels of serviceware?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is the music, candles, lighting (all bulbs working) and set correctly for the time of day?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is the restaurant / pub in good decorative order and all maintenance issues reported or logged for a local handyman. Are there any outstanding actions from the previous meeting?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are all internal messages (boards , posters) correct, relevant, in date? - all posters must be in frames

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are there sufficient menus present and are they all clean and in good condition? Is the menu in the correct format?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

Bar Area

• Bar Area; is the bar clean, tidy and presented correctly? Is the back bar display smart, using block merchandising, dust free and till Area decluttered? Is stock holding correct for level of sales?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Bar Area - are drinks served in clean glasses and to spec? Is there enough glassware? Is glassware renovated weekly?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Bar Area - is the pub stocking the minimum requirement of Upham Brewery products on the T-bar.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are the bar fridges well presented and clean, all bottle labels facing forward and ridges fully stocked?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

Cellar

• Are the relevant Cask Marque posters and information in place?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is the cellar check card / sheet in place? Complete check and sign sheet.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is there an obvious stock rotation system in place for cask ale? Is there evidence that the cask is being looked after? Are the barrels hard spilled overnight?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is PPE readily available and in good working order?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

Guest Centric Service

• Observe service with the manager, are good service standards in place? Is there a clear order of service in place?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is their an obvious host or staff picking guests up at the point of entry to the building?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are staff actively talking to guests, interacting and ensuring that they have a memorable experience?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are we actively encouraging feedback verbally and are we directing guests to leave feedback on Tripadvisor? Are billfolds on place?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Does the team demonstrate a strong knowledge of the menu including allergens?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Does the menu represent good value to the guest (quality vs price not cheap)?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

BOH Areas

• Storage areas, clean, tidy and free from obstruction?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Toilets, are floors clean, mirrors unsmeared, urinal / pan clean, toilet roll / soap / hand towels available?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are all the services in the toilets in good working order? - hand dryers, lights, locks etc

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Staff areas generally clean, uncluttered, stock stored correctly, COSSH and first aid displayed correctly? Doors locked to the public?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

Kitchen

• Kitchen is clean, tidy and presented well? - check cleaning rota in place and signed

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Food is stored correctly, labelled, day dotted and HACCP'd? - random check at least 50% of fridges.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Check two working, clean probes in place and used check probe wipes are being used? - i.e. Moist

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Food is being served hot, good portion sizes representing a quality offering. Check food is coming out within 15mins for starters and 20mins for mains?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are strong hygiene and safety practices in place? Are tongs / chopping boards clean and in good condition?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are chefs wearing clean whites, hats or hair nets as required?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is all kitchen equipment in a good state of repair?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

Hotel Rooms

• Is the fire evacuation plan displayed?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are the competent persons details readily available?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are the bathrooms clean, tidy, and in good decorative order? - random check three rooms.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are the hotel Rooms, clean, tidy and in good decorative order? - random check three rooms?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is the guest pack available contains all relevant information?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

Staff Accommodation

• Are staff rooms in good repair, tidy and in good decorative order?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are communal staff areas clean, tidy and in good decorative?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

Licensing requirements

• CCTV meets licensing conditions

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Section B of premises licence displayed

  Green - Acceptable

  Amber - Some Work Required

  Red - Unacceptable Action Required

• Section a of premises licence in safe

  Green - Acceptable

  Amber - Some Work Required

  Red - Unacceptable Action Required

• DPS authorisation in place for all FOH staff

  Green - Acceptable

  Amber - Some Work Required

  Red - Unacceptable Action Required

• Age Verification and ALPS for all FOH servers

  Green - Acceptable

  Amber - Some Work Required

  Red - Unacceptable Action Required

• Refusal button on till actively in use

  Green - Acceptable

  Amber - Some Work Required

  Red - Unacceptable Action Required

• Challenge 25 policy and posters displayed

  Green - Acceptable

  Amber - Some Work Required

  Red - Unacceptable Action Required

Passionate about People

• Review S4 forecasted rota for this week and next, are staffing levels correct? Are we hitting 20% slack FOH and 25% BOH? Have we got Aces in Places?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Review section plans for key shifts, are sections no more than 10 tables per member of floor staff? - review with manager

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is there a shift brief template in place, are staff clear on the expectations of the shift? Do they know which bookings are in on their shift?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are there any shift targets in place or staff incentive in place for the shift? I.e. Points for monthly prize or similar?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is a weekly management meeting taking place? Review last weeks notes.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Does the site have any vacancies? Are these being actively recruited for?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Has the pub got a man power plan in place? How are they managing performance good and bad?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Can the manager demonstrate actively coaching the team? Is this visible through staff meeting notes, CPL training etc?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are the staff presented well and in correct uniform?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Does the manager "praise team members" through noticeboard, briefings, or incentives?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Check the training calendar to ensure that at least one member of staff is attending each course.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add notes here

• Is CPL training up to date?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are staff files up to date? - random check 3 staff files.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is Kitchen paperwork being completed correctly and stored securely for EHO / CSC?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is the Fire record book up to date?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Are safe checks completed daily? Are staff handover sheets in place?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Review voids, petty cash and miscellaneous expenses are these below targets set?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Review licensing requirements, premises licence in place, bar tariff displayed, insurance certificates in place?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Review actions from last EHO / CSC audit are all actions completed?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is the accident log book in place and up to date?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

Business planning / driving sales

• Review 12 week sales plan, is their a live document / plan in place?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Can the team demonstrate how they are actively driving new customers into the business? - review with manager

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Review booking policy and table turns, how long are tables held on peak trading sessions?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is their a clear culture of up selling, on selling and a culture of driving sales throughout the team. What is the current SPH? - review team targets.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Has the pub completed any competitor reviews, what is the local competition doing better than us?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Is the online presence good? Is all online feedback being responded too and all complaints being handled correctly with positive resolutions?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

P&L Review

• Review Sales Plans and Future Events, fully costed and planned to make a 5 to 1 return?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Sales vs budget / sales vs L4L

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Food GP vs budget

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Wet GP vs budget?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Labour spend vs budget %, cash terms and slack performance?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Operating expenses, review cost base.

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• EBITDA vs Budget and LFL?

  Select Green - Acceptable Amber - Some Work Required Red - Unacceptable Action Required

  • Green - Acceptable
  • Amber - Some Work Required
  • Red - Unacceptable Action Required

• Add Notes Here

• Add photos here.

  Media

• Manager Signature

  Sign

• ROM Signature

  Sign