Weekly Stewardship Report

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Sales

• 1. What activities did you engage in this past week to generate potential client leads?

  Select Kijiji Ads Newspaper Ads Magazine Ads Social Networking Blogging Phone Calls Emails Lunch Appts Sponsorships Other

  • Kijiji Ads
  • Newspaper Ads
  • Magazine Ads
  • Social Networking
  • Blogging
  • Phone Calls
  • Emails
  • Lunch Appts
  • Sponsorships
  • Other

• Select Kijiji Ads Newspaper Ads Magazine Ads Social Networking Blogging Phone Calls Emails Lunch Appts Sponsorships Other

  • Kijiji Ads
  • Newspaper Ads
  • Magazine Ads
  • Social Networking
  • Blogging
  • Phone Calls
  • Emails
  • Lunch Appts
  • Sponsorships
  • Other

• Select Kijiji Ads Newspaper Ads Magazine Ads Social Networking Blogging Phone Calls Emails Lunch Appts Sponsorships Other

  • Kijiji Ads
  • Newspaper Ads
  • Magazine Ads
  • Social Networking
  • Blogging
  • Phone Calls
  • Emails
  • Lunch Appts
  • Sponsorships
  • Other

• Select Kijiji Ads Newspaper Ads Magazine Ads Social Networking Blogging Phone Calls Emails Lunch Appts Sponsorships Other

  • Kijiji Ads
  • Newspaper Ads
  • Magazine Ads
  • Social Networking
  • Blogging
  • Phone Calls
  • Emails
  • Lunch Appts
  • Sponsorships
  • Other

• Select Kijiji Ads Newspaper Ads Magazine Ads Social Networking Blogging Phone Calls Emails Lunch Appts Sponsorships Other

  • Kijiji Ads
  • Newspaper Ads
  • Magazine Ads
  • Social Networking
  • Blogging
  • Phone Calls
  • Emails
  • Lunch Appts
  • Sponsorships
  • Other

• 2. How many potential client leads did you receive this past week?

• 3. How many potential client leads were converted to clients this past week?

• 4. Did you do anything different this past week, either to generate leads or to convert them?

  Yes

  No

  N/A

• 5. If yes, were there any measurable results?

  Yes

  No

  N/A

• 6. If no, can you think of anything you can do to improve lead generation and/or lead conversion ratios?

  Yes

  No

  N/A

Human Resources

• 1. Were you recruiting new employees this past week? If yes, for what position(s)?

  Yes

  No

  N/A

• 2. If yes, what methods of recruiting did you employ?

• 3. Did you hire anyone this past week? If yes, for what positions?

  Yes

  No

  N/A

• 4. Did you terminate anyone this past week? Explain why.

  Yes

  No

  N/A

• 5. Did anyone quit this past week? Explain why?

  Yes

  No

  N/A

• 6. How would you describe your current employee situation?

  Need more employees

  Have enough employees

  Too many employees

Safety

• 1. We're there any incidents this past week which required first aid treatment? If yes explain.

  Yes

  No

  N/A

• 2. We're there any incidents this past week which required medical treatment? If yes, explain.

  Yes

  No

  N/A

• 3. Did an employee(s) miss work for any time resulting from a work-related incident? If yes explain.

  Yes

  No

  N/A

• 4. We're there any near misses this past week? If yes, explain.

  Yes

  No

  N/A

• 5. Were the appropriate reports completed for the incidents reported above? If no, explain.

  Yes

  No

  N/A

Operations

• List and describe all active projects and their status.

• Project/Contract 1:

• Project/Contract 1 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 1 on schedule? If no, explain.

  Yes

  No

  N/A

• Is project 1 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contract 1 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 2:

• Project/Contract 2 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 2 on schedule? If no, explain.

  Yes

  No

  N/A

• Is project 2 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Cotract 2 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 3:

• Project/Contract 3 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 3 on schedule? If no, explain.

  Yes

  No

  N/A

• Is project 3 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contract 3 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 4:

• Project/Contract 4 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 4 on schedule? If no, explain.

  Yes

  No

  N/A

• Is project 4 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contract 4 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 5:

• Project/Contract 5 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 5 on schedule? If no, explain.

  Yes

  No

  N/A

• Is project 5 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contract 5 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 6:

• Project/Contract 6 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 6 on schedule? If no, explain.

  Yes

  No

  N/A

• Is project 6 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contact 6 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 7:

• Project/Contract 7 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 7 on schedule? If no, explain.

  Yes

  No

  N/A

• Is project 7 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contract 7 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 8:

• Project/Contract 8 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is project 8 on schedule? If no, explain.

  Yes

  No

  N/A

• Is Project 8 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contact 8 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 9:

• Project/Contract 9 status;

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 9 on schedule? If no, explain.

  Yes

  No

  N/A

• Is Project 9 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contract 9 issues or concerns? If yes, explain.

  Yes

  No

  N/A

• Project/Contract 10:

• Project/Contact 10 status:

  Select Preliminary stage Quoting Pending Approval Approved Just started 1/4 Completed 1/3 Completed 1/2 Completed 2/3 Completed 3/4 Completed Finals Complete Ongoing

  • Preliminary stage
  • Quoting
  • Pending Approval
  • Approved
  • Just started
  • 1/4 Completed
  • 1/3 Completed
  • 1/2 Completed
  • 2/3 Completed
  • 3/4 Completed
  • Finals
  • Complete
  • Ongoing

• Is Project 10 on schedule? If no, explain.

  Yes

  No

  N/A

• Is Project 10 on budget? If no, explain.

  Yes

  No

  N/A

• Project/Contract 10 issues or concerns? If yes, explain

  Yes

  No

  N/A

Quality Control

• Have you had any customer complaints in the past week? If yes, explain.

  Yes

  No

  N/A

• Have you had to repair/ replace any work in the past week? If yes, explain.

  Yes

  No

  N/A

• Have you conducted site audits for all projects this week? If no explain.

  Yes

  No

  N/A

Sign and date

• Manager Signature

  Sign

• Date

  Date