Sales & Marketing Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Customer Experience

• Are customers greeted upon entry?

  Yes

  No

  N/A

• Are all products available?

  Yes

  No

  N/A

• If not, is the café day baking?

  Yes

  No

  N/A

• Are we sampling during volume hours?

  Yes

  No

  N/A

• Is the dining room clean?

  Yes

  No

  N/A

• Bus tubs empty?

  Yes

  No

  N/A

• Floor clear of trash/debris?

  Yes

  No

  N/A

• Are tables clean and chairs pushed in?

  Yes

  No

  N/A

• Beverage bar stocked and clean?

  Yes

  No

  N/A

• Are the bathrooms cleaned and stocked?

  Yes

  No

  N/A

Marketing

• Celebration POP is current, displayed according to guidelines, and has no physical damage?

  Yes

  No

  N/A

• Menu panels are current, displayed according to guidelines, and have no physical damage?

  Yes

  No

  N/A

• Soup slats are displayed in correct order to maximize penny profit

  Yes

  No

  N/A

• Product identification tags are in place for all items, including cash wrap and heritage tables

  Yes

  No

  N/A

• Product ID tags are in good condition and include current pricing?

  Yes

  No

  N/A

• Discovery panels, greeting stand, and see to your messaging is correct for daypart?

  Yes

  No

  N/A

• CTO includes my Panera cashier flipbook

  Yes

  No

  N/A

• Gift cards are displayed as outlined in celebration materials

  Yes

  No

  N/A

• All POP and wall art is approved and in good repair<br>-note if there is a variance approval for any POP elements present that are not standard approved items

  Yes

  No

  N/A

• Current Takeaway café and catering menus are available at Greeting stand

  Yes

  No

  N/A

• Cash wrap area set up according to merchandising guidelines

  Yes

  No

  N/A

Allergy Kit

• Yes

  No

  N/A

• Are there two Allergen kits containing all contents?

  Yes

  No

  N/A

• Purple cutting board<br>

  Yes

  No

  N/A

• Purple chefs knife

  Yes

  No

  N/A

• Purple paring knife<br>

  Yes

  No

  N/A

• Purple serrated knife

  Yes

  No

  N/A

• Purple ladle

  Yes

  No

  N/A

• Purple spatula

  Yes

  No

  N/A

• Purple slotted Turner

  Yes

  No

  N/A

• Gloves (several sizes)

  Yes

  No

  N/A

• One sanitizer bucket (red, mini)

  Yes

  No

  N/A

• One soap bucket (green, mini)

  Yes

  No

  N/A

• Disposable towels

  Yes

  No

  N/A

• If kits are not complete, does a manager know who to contact in order to receive replacement items? (Hubert company)

  Yes

  No

  N/A

• Is there a label on the outside of each kit?

  Yes

  No

  N/A

• Do the kids have proper storage bins and draining?

  Yes

  No

  N/A

• Is the kit stored properly? (Above cross contact opportunities and near line)

  Yes

  No

  N/A

Allergen kit in use & policy

• Is the kit being used properly? (Purple items not in use in other areas of the cafe?

  Yes

  No

  N/A

• Does the manager use back up prep/walking contents to prepare order?

  Yes

  No

  N/A

• At any point during handling was the order cross contacted?

  Yes

  No

  N/A

• Does the manager used to go packaging to prepare the meal?

  Yes

  No

  N/A

• Yes

  No

  N/A

• Is the allergen kit cleaned properly?<br>Immediately put through dishwasher with only allergen kit contents on dish rack<br>Dish rack placed on drying rack for 15 to 20 minutes before being returned to container

  Yes

  No

  N/A

• Is the food allergy policy readily available and is a manager knowledgeable of its contents?

  Yes

  No

  N/A

• Does the Peg's worksheet include the following two questions?<br>-are there two aller kits properly cleaned and complete with all utensils and properly stored?<br>-is food allergy policy readily available in the café and are managers knowledgeable of its content?

  Yes

  No

  N/A

Allergic customer order

• Does the cashier alert manager?

  Yes

  No

  N/A

• Does the manager have to swipe card after putting the order on allergy alert?

  Yes

  No

  N/A

• Does a manager review the nutritional guide book with you regarding your specific allergen?

  Yes

  No

  N/A

• Does the manager communicate the following?<br>-order will take an extra few minutes to prepare to ensure proper handling<br>-we cannot guarantee the allergen of concern may have been cross contacted prior to handling the order. However, we will be taking special steps to ensure the order does not come into contact with your specified Allergen

  Yes

  No

  N/A

• Does a manager send a dining room attendant to clear table for you?

  Yes

  No

  N/A

• Is there indication that there are new buckets being used with disposable cloths? (1 small red bucket, 1 small green bucket, disposable cloths)

  Yes

  No

  N/A

• Does a manager deliver the order to your table?

  Yes

  No

  N/A

• Is your order packaged to go?

  Yes

  No

  N/A

• Is your order have a purple sticker with a food allergy disclaimer on it?

  Yes

  No

  N/A

• Does a manager check back with you within five minutes to ensure the orders to your satisfaction?

  Yes

  No

  N/A

• Were you satisfied with the level of service that was given to you regarding your allergies?

  Yes

  No

  N/A

Catering

• Is the Catering Coordinator scheduled 5 days/week, 40 hrs?

  Yes

  No

  N/A

• Is there a catering assistant designated?

  Yes

  No

  N/A

• How many assistants?

  Safe

  At Risk

  N/A

• Is the catering team in proper uniform?

  Yes

  No

  N/A

• Are all catering personnel certified in E-learning & POF'ed

  Yes

  No

  N/A

• Are all catering personnel certified in all modules on matrix?

  Yes

  No

  N/A

• Do all catering associates have current license in folder?

  Yes

  No

  N/A

• Do all catering associates have current insurance information in folder?

  Yes

  No

  N/A

• Is there at least 1 certified driver per 3 lunch deliveries each day? (Check delivery log)

  Yes

  No

  N/A

• How many drivers are certified on the schedule?

  Yes

  No

  N/A

• Is there a delivery log in use?

  Yes

  No

  N/A

• Are all deliveries 100% on time?

  Yes

  No

  N/A

• Is there a minimum of 1 assistant each day per $1000 in business over the $500 minimal?

  Yes

  No

  N/A

• Is the catering coordinator attending weekly manager meetings?

  Yes

  No

  N/A

• Is the catering team aware of current weekly sales plans?

  Yes

  No

  N/A

• Is the catering team aware of current sales deficits?

  Yes

  No

  N/A

• Is there a POA being worked if cafe is not at plan?

  Yes

  No

  N/A

• Is there a catering display?

  Yes

  No

  N/A

• Is the display current and clean?

  Yes

  No

  N/A

• Are the current catering menus available?

  Yes

  No

  N/A

• Does the catering coordinator have email access?

  Yes

  No

  N/A

• Does the CC respond to emails in a timely manner?

  Yes

  No

  N/A

• Is cafe ROPE terminal in working order?

  Yes

  No

  N/A

• Can catering team accept online orders?

  Yes

  No

  N/A

• Is there a fishbowl program in place?

  Yes

  No

  N/A

• Are business cards available?

  Yes

  No

  N/A

• Are all green forms filled out completely?

  Yes

  No

  N/A

• Are all credit card numbers destroyed after processing?

  Yes

  No

  N/A

• Are all credit card numbers/orders kept locked in office?

  Yes

  No

  N/A

• Is there a POS receipt attached to every order?

  Yes

  No

  N/A

• Does the POS receipt match what is on the order form? (Use audit spreadsheet)

  Yes

  No

  N/A

• Are all orders rang in or processed prior to client picking up or delivery?

  Yes

  No

  N/A

• Does the cafe currently have quick books?

  Yes

  No

  N/A

• Are invoices being being updated in quick books daily?

  Yes

  No

  N/A

• Is DCR reconciled with quick books?

  Yes

  No

  N/A

• Are current account codes being used?

  Yes

  No

  N/A

• Is there a copy of the invoice attached to the DCR and filed in period binder?

  Yes

  No

  N/A

• Is all of the necessary information available on the invoice?

  Yes

  No

  N/A

• Are invoices updated with gratuity?

  Yes

  No

  N/A

• Are w-9's available for all tax exempt clients?

  Yes

  No

  N/A

• Does the cafe have current voice message about catering?

  Yes

  No

  N/A

• Are the phones being answered in 3 rings?

  Yes

  No

  N/A

• Are the associates friendly and have a smile in their voice when answering the phone?

  Yes

  No

  N/A

• Are all orders taken/no orders refused?

  Yes

  No

  N/A

• Are all catering transactions processed through catering?

  Yes

  No

  N/A

• Are all transactions processed through the database?

  Yes

  No

  N/A

• Is the CCDB updated daily with new clients?

  Yes

  No

  N/A

• Are all catering orders cashed out during appropriate day part?

  Yes

  No

  N/A

• Are all catering sandwich labels available and matching?

  Yes

  No

  N/A

• Are all catering salad labels available and matching?

  Yes

  No

  N/A

• Are all catering beverage labels available and matching?

  Yes

  No

  N/A

• Is all catering serve ware available?

  Yes

  No

  N/A

• Are all catering boxes and trays available?

  Yes

  No

  N/A

• Are both catering totes and jugs available?

  Yes

  No

  N/A

• Are deluxe and classic assortments packaged per the catering model?

  Yes

  No

  N/A

• Are party salads packaged per the catering model<br>.

  Yes

  No

  N/A

• Are group soups packaged per the catering model?

  Yes

  No

  N/A

• Are boxed lunches packaged per the catering model?

  Yes

  No

  N/A

• Are morning pastry and continental packages packed per the catering model?

  Yes

  No

  N/A

• Are cold and hot beverages totes prepared per the catering model?

  Yes

  No

  N/A

• Are cookies wrapped for all packages?

  Yes

  No

  N/A

• Are orders stored in here walk in off of the floor?

  Yes

  No

  N/A

• Are soups prepared just prior to delivery/pick up?

  Yes

  No

  N/A

• Are hot gel packs being used to keep hot sandwiches and soups at temperature?

  Yes

  No

  N/A

• Are condiments pre-staged?

  Yes

  No

  N/A

• Are boxes pre-staged?

  Yes

  No

  N/A

• Are wax bags pre-staged?

  Yes

  No

  N/A

• Are all catering orders tipped out before CC leaves?

  Yes

  No

  N/A

• Are pan-up adjustments made daily?

  Yes

  No

  N/A

• Are pan-up needs communicated to pan-up manager and baker?

  Yes

  No

  N/A

• Are cookies being baked overnight?

  Yes

  No

  N/A

• Does catering team adhere to all hands on deck between 12-1?

  Yes

  No

  N/A

• Are ACCs being redeployed over lunch?

  Yes

  No

  N/A

• Are ACCs returning to catering after lunch for clean up and pre-staging?

  Yes

  No

  N/A