• Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Brand image

  • Reception - excellent customer service provided

  • branch using scanner?

  • Branch presentation - branch clean and tidy - incl posters on walls

  • Staff presentation - staff presented according to current policy

  • Are the tutors desks clear of paperwork- sos/taps marking guides etc

Brand Awareness

  • Any staff member may be selected to articulate or it can be checked in a team meeting

  • Staff know Evocca vision

  • Staff know the Evocca mission

  • Staff know the Evocca values

  • Staff know the Evocca positive mindset

  • Are the tutors desk desk between 10-3??

  • Is the branch manager active on the floor between 11-1?

Operational Management

  • Health and safety - hazards , incidents and issues are being identified, addressed and resolved

  • Accounts- accounts are being processed accurately and in a timely manner

  • Human resources- HR issues are identified , addressed and resolved

  • Information Technology- branch resources are sufficient, available and working as intended

  • Customer Service - NPS results are being checked regularly and responded to promptly

  • Last NPS score? Any issues identified and how was it addressed

  • Compliance- course content and quality issues are being identified and reported to Compliance and the Resource development team if required.

  • Marketing- local in branch events occurring quarterly and Engine / marketing notified.

  • What is the local marketing activity for the quarter ?

  • Learning coaches: does the branch learning hub set up

  • Career coaches- do we have a job wall? Is it current?

Service Delivery Checklist

  • Huddles occur daily

  • Newsletter are completed monthly

  • Branch reports are completed weekly

  • Moderation occurs at least weekly - which branch?

  • Progression meetings are held weekly and documented.

Branch stats

  • Is the branch business review chart up to date?

  • Branch numbers match progression wall ( excluding rescue)

  • Expired students - any over 7 days on smart?

  • MTD progression at KPI

  • Unsigned SOS /TAPs over 24 hrs

  • Are the tutors aware of KPIs and latest branch results?

Real process improvement


  • Comments:

Sign Off

  • Auditor's signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.