SRI Margin Improvement Quick Check

• Audit Title

• Store number

• Conducted on

  Date

• Prepared by

• Manager on duty

SECURITY / CASH MANAGEMENT

• Was the front door locked upon arrival?

  Yes

  No

  N/A

• Is the back door, drive thru hop door and interior restroom access door closed and locked?

  Yes

  No

  N/A

• Is the safe closed and locked?

  Yes

  No

  N/A

• Is all cash secure? (Deposit, petty cash and carhop cash)

  Yes

  No

  N/A

• Is the store following the deposit policy of only having one deposit in the store at a time?

  Yes

  No

  N/A

• Are cash drawer/petty cash counts completed and on file?

  Yes

  No

  N/A

• Is the MOD following the 60/60 cash rule?

  Yes

  No

  N/A

• Please note the server bank totals for any carhop in RED on the stat screen.

MANAGER COMMUNICATION

• Are the top 3/5 variance items posted with quantity and dollar amount of loss along with an action plan to address those items?

  Yes

  No

  N/A

• Are the current MTD goals and standings for Fan Trak, Mystery Shops and Sync Reports posted?

  Yes

  No

  N/A

COST CONTROL & ADMIN

• Are all voids properly logged with two signatures on each ticket for the current day? (Note any issues upon review of prior dates)

  Yes

  No

  N/A

• Is the store tracking waste and entering into Micros daily?

  Yes

  No

  N/A

• Is the MOD setting/monitoring held product according to a posted PLI (Sonic PIP Report) for the current sales date?

  Yes

  No

  N/A

• Are all employee meals being rung into the POS using the EMP DISC and documented?

  Yes

  No

  N/A

• Is the store following the proper procedure of not using the ITEM % DISC key? (Check MTD)

  Yes

  No

  N/A

• Is the store following the proper procedure of not using the MGR DISC key? (Check MTD)

  Yes

  No

  N/A

SAFETY AWARENESS

• Are all employees not on skates wearing non-skids shoes?

  Yes

  No

  N/A

• Is skating protective gear available and easily accessible?

  Yes

  No

  N/A

• Are both a Cut Resistant & Heat Resistant Glove available?

  Yes

  No

  N/A

• Is the first aid kit stocked with colored band-aids?

  Yes

  No

  N/A

SERVICE FOCUS

• Does the MOD have a completed Deployment Chart & MGR Readiness Checklist for the current shift?

  Yes

  No

  N/A

• Are tickets being scanned only when ready for delivery?

  Yes

  No

  N/A

• Are C.A.R.E. tokens available and in use?

  Yes

  No

  N/A

• Is the switchboard suggestive selling?

  Yes

  No

  N/A

• Are Check Backs occurring at minimum of every 10 mins? (Note if timer is not present)

  Yes

  No

  N/A

• Note the current daypart's Labor %

• Note the overall day's Labor %

• Note the current daypart's Late Ticket %

• Note the overall day's Late Ticket %

• Note the current daypart's Critical Late %

• Note the overall day's Critical Late %

• Note the current daypart's Tray Speed

• Note the overall day's Tray Speed

AUDIO SYSTEM

• How many working communicators are available?

• How many employees are wearing communicators?

• How many employees are wearing linked communicators or training on audio?

BIB

• Do the water filters have a visible change date?

  Yes

  No

  N/A

• Does the store have the needed tools to change the water filter?

  Yes

  No

  N/A

• Are brix ratios correct? (Spot check hi yield syrup & one flavor shot)

  Yes

  No

  N/A

• Does the store have a defined employee drink policy in place?

  Yes

  No

  N/A

E-Learning Tablets

• Does the store have a working tablet for E-Learning that is easily accessible and powered on with a battery charger? (Communicate lost/stolen procedures)

  Yes

  No

  N/A

OBSERVATIONS & SUGGESTIONS