Information
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Audit Title
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Document No.
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Branch Manager must be present for the start of each new shift (remember weekends)
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Site visited 1st shift
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Site visited 2nd shift
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Site visited 3rd shift
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Visit the account daily for first week to ensure that services are properly initiated
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Site visited
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Site visited
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Site visited
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Site visited
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Site visited
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Site visited
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Site visited
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Schedule to be on-site the first time the client is back on site. (if start-up starts during the weekend the BM should be back on site on Monday when client arrives)
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Review site specific training has been completed (day 5)
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For first 60 days review that all personnel meet site standards
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Confirm that contract requirements are met
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Weekly meetings with clients during the implementation phase
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Client meeting week 1
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Client meeting week 2
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Client meeting week 3
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Client meeting week 4
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Client meeting week 5
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Client meeting week 6
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Client meeting week 7
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Client meeting week 8
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AVP contacts the client (day 5-10)
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Review first invoice face-to-face
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Cross train back-up staff (day 5-60)
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Introduce the SSE concept and go over Client Service Plan (day 15-25)
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I have completed all steps of this plan - Branch Manager
