YYYY Q2 Audits

Sessions
2

The process in detail

01

Self-Audit: (Date)

9 steps

Complete this self-audit to verify your store's brand, promotional, and operational standards before the field auditor visit. Walk your storefront, counter, and dining area to review each item honestly, noting any corrective adjustments underway. Your submissions ensure brand alignment and help us provide immediate support where needed.

  1. 1

    Is all exterior branding illuminated, functional, and compliant?

  2. 2

    Are active promotional materials installed per the marketing guide?

  3. 3

    Have all expired promotional materials been removed?

  4. 4

    Rate your POS displays and counter card compliance

  5. 5

    Are menu boards displaying approved pricing and active products?

  6. 6

    Do on-duty staff meet uniform and grooming standards?

  7. 7

    Do you maintain sufficient stock of current campaign kits?

  8. 8

    Were all local custom marketing assets pre-approved?

  9. 9

    Detail corrective actions for any flagged items

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1. Is all exterior branding illuminated, functional, and compliant?

Inspect all external building signage, pylon signs, directional boards, and storefront lighting.

Ensure there are no burnt-out bulbs, physical cracks, peeling vinyl, or unapproved temporary banners attached to the structure.

Select your compliance status below and explain any discrepancies in the comments.

Choose one
  • ✅ Pass - Fully illuminated and compliant
  • ⚠️ Minor Issue - Action underway
  • ❌ Fail - Non-functional or damaged
2. Are active promotional materials installed per the marketing guide?

Examine your storefront windows, main entry doors, and promotional exterior stanchions.

Confirm that all window decals, campaign banners, and posters match the current marketing kit guidelines for placement, height, and visual quality.

Select your status below and add notes on any missing or damaged materials.

Choose one
  • ✅ Pass - Correctly installed per guidelines
  • ⚠️ Partial - Missing components or misplaced
  • ❌ Fail - Campaign materials not installed
3. Have all expired promotional materials been removed?

Check windows, ledges, order queues, and doors for residual marketing from prior seasonal campaigns or expired offers.

All past promotional elements must be fully removed and properly discarded to avoid customer confusion or pricing disputes.

Select whether all outdated materials have been cleared.

Choose one
  • ✅ Pass - All past collateral removed
  • ❌ Fail - Outdated promotional items present
4. Rate your POS displays and counter card compliance

Review the point-of-sale counter, register surrounds, and order pickup areas.

Displays must match corporate planogram specifications with zero unauthorized counter clutter, handwritten flyers, or non-approved third-party payment notices.

Score your counter setup from 1 (severe clutter / unapproved) to 5 (flawless corporate alignment).

Choose one
  • 5️⃣ 5 - Flawless layout and clutter-free
  • 4️⃣ 4 - Minor clutter, easily resolved
  • 3️⃣ 3 - Moderate placement deviations
  • 2️⃣ 2 - High clutter or improper signage
  • 1️⃣ 1 - Severe non-compliance
5. Are menu boards displaying approved pricing and active products?

Audit digital displays or physical menu boards across all ordering stations.

Confirm that all prices strictly match corporate-approved pricing tiers and that discontinued items or out-of-stock items are handled using official brand protocols rather than handwritten tape.

Select your verification status below and list any pricing discrepancies.

Choose one
  • ✅ Pass - Approved pricing and products
  • ❌ Fail - Unauthorized pricing or tape used
6. Do on-duty staff meet uniform and grooming standards?

Observe all front-of-house and customer-facing team members currently on shift.

Verify that approved shirts, aprons, headwear, and official name tags are worn correctly and in clean condition according to franchise guidelines.

Confirm team compliance below.

Choose one
  • ✅ Pass - Full team in approved uniform
  • ⚠️ Minor - Missing name badges or partial gear
  • ❌ Fail - Non-approved attire observed
7. Do you maintain sufficient stock of current campaign kits?

Inspect your back-of-house storage, marketing collateral bins, and reserve supply of customer takeaways.

Ensure you have sufficient reserve collateral to maintain active campaign promotions throughout the planned cycle without stockouts.

Record your inventory standing below.

Choose one
  • ✅ Pass - Sufficient collateral in stock
  • ⚠️ Low - Reorder needed within 48 hours
  • ❌ Fail - Depleted campaign stock
8. Were all local custom marketing assets pre-approved?

Check for any community sponsorship signs, school sports schedules, local partnership collateral, or event announcements displayed on the premises.

Corporate policy requires written brand management pre-approval for any customized or non-standard asset displayed in customer view.

Indicate the approval status for all local collateral present.

Choose one
  • ✅ Pass - All local assets corporate-approved
  • ⚪ N/A - No local custom collateral displayed
  • ❌ Fail - Unapproved local collateral present
9. Detail corrective actions for any flagged items

For any item that received a Fail or Warning status during this self-audit, outline your immediate resolution plan.

Follow this standard correction format:

•Flagged Item: (e.g., Exterior spotlight bulb out, register card misplaced)
•Root Cause & Immediate Action: (e.g., Maintenance notified, replaced bulb immediately)
•Target Resolution Date: (24 hours for immediate items like unapproved pricing; 5 business days for minor repairs)

Submit your action summary below so brand management and field auditors have full visibility into your proactive remediation.

Write a note
02

LOCATION: Audits (FBC).

11 steps

Complete this on-site evaluation checklist during your franchise location walk-through. Record the compliance status for each exterior, interior, and operational standard, adding notes or photos for any flagged discrepancies. Your findings directly determine brand compliance scores and corrective action plans for this store.

  1. 1

    Evaluate Signage and Exterior Lighting

  2. 2

    Inspect Active Promotional Materials

  3. 3

    Verify Removal of Outdated Collateral

  4. 4

    Rate POS and Counter Displays

  5. 5

    Audit Menu Boards and Pricing

  6. 6

    Check Staff Uniforms and Grooming

  7. 7

    Check Collateral Stock and Marketing Kits

  8. 8

    Verify Approvals for Local Marketing Assets

  9. 9

    Review and Define corrective actions

  10. 10

    Record Audit Corrective Actions

  11. 11

    Notes

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1. Evaluate Signage and Exterior Lighting

Inspect the physical exterior of the franchise building before entering. Verify that all primary fascia signs, directional signage, window vinyls, and pylon branding are fully functional, correctly illuminated, free of visible physical damage or weathering, and strictly compliant with current brand guidelines.

If any bulbs are out, signs damaged, or unauthorized modifications detected, select Fail and document the exact issue in the comments with details on required maintenance.

Choose one
  • ✅ Pass: Exterior branding is illuminated, fully functional, and compliant
  • ❌ Fail: Signage damaged, unlit, or non-compliant
2. Inspect Active Promotional Materials

Review all active campaign marketing collateral across the storefront, entrance doors, and perimeter windows against the current seasonal corporate marketing playbook.

Ensure all window decals, hanging banners, and promotional posters match the authorized placement diagram and current campaign specifications. Select Pass only if all required campaign elements are installed correctly. If key posters or decals are missing, misaligned, or poorly installed, select Fail and detail what is missing.

Choose one
  • ✅ Pass: Current campaign collateral installed per marketing guide
  • ❌ Fail: Missing, damaged, or incorrectly installed campaign assets
3. Verify Removal of Outdated Collateral

Check windows, exterior poster frames, entryway displays, and secondary glass surfaces for expired promotional or past-campaign collateral.

Franchise standards require immediate removal and disposal of past seasonal or limited-time offer (LTO) materials upon campaign expiration. Confirm that zero previous campaign assets remain visible to customers. If any outdated materials are still displayed, mark Fail and note the specific items observed.

Choose one
  • ✅ Pass: All expired and past-campaign materials completely removed
  • ❌ Fail: Expired or outdated promotional collateral still displayed
4. Rate POS and Counter Displays

Examine the customer service area, order counters, and point-of-sale terminals. Assess whether authorized point-of-purchase (POP) displays, tent cards, and counter collateral are placed according to official counter merchandising schematics.

Verify that checkout surfaces are clean and free of handwritten notices, tape, unauthorized tip jars, or third-party promotional clutter. Select the rating that best reflects overall display placement and surface compliance, using the comment field to note specific adjustments required.

Choose one
  • 5 - Flawless: Exactly to corporate planogram with zero clutter
  • 4 - Minor: Well-maintained with slight display misalignment
  • 3 - Moderate: Acceptable layout but noticeable clutter or displaced collateral
  • 2 - Poor: Multiple unauthorized counter items or missing POP units
  • 1 - Critical: Disorganized counter with unauthorized items and heavy clutter
5. Audit Menu Boards and Pricing

Compare all active printed or digital menu boards, drive-thru panels, and promotional price toppers against the corporate-approved franchise price file for this market tier.

Verify that all current mandatory items, seasonal LTO products, and required nutritional disclosures are displayed correctly. Select Fail if unauthorized pricing adjustments, handwritten corrections, taped-over items, or discontinued offerings are detected.

Choose one
  • ✅ Pass: Menu boards display corporate-approved pricing and active products
  • ❌ Fail: Discrepancies found in pricing, items, or unauthorized alterations
6. Check Staff Uniforms and Grooming

Observe all on-duty team members in the front-of-house and prep stations to ensure compliance with the franchise dress code and grooming standards.

Confirm that staff are wearing current branded shirts, approved hats/visors, corporate-issued name tags, and compliant footwear and aprons. If two or more staff members lack required uniform elements or display non-compliant personal apparel, select Fail and note the observed deficiencies.

Choose one
  • ✅ Pass: All on-duty staff fully compliant with brand uniform standards
  • ❌ Fail: Non-compliant uniforms, missing name tags, or unapproved apparel observed
7. Check Collateral Stock and Marketing Kits

Inspect the backroom storage and manager office to confirm that adequate marketing kits, replacement POS assets, loyalty program materials, and collateral refills are stocked for the active campaign.

A location must maintain adequate backup stock to replace torn or soiled customer-facing materials immediately. Mark Fail if the store has run out of critical campaign supplies or cannot locate replacement kits.

Choose one
  • ✅ Pass: Adequate collateral and backup campaign inventory on hand
  • ❌ Fail: Depleted inventory or missing campaign marketing kits
8. Verify Approvals for Local Marketing Assets

Inspect the interior and exterior premises for any non-standard or localized promotional assets, such as community event flyers, local sports sponsorships, or regional partnership banners.

If local materials are displayed, verify with the store manager that an official Corporate Brand Management approval waiver is on file. If unapproved local collateral is displayed, mark Fail and list the items that must be taken down immediately.

Choose one
  • ✅ Pass: All local marketing materials have corporate approval on file
  • ⚪ N/A: No local or regional promotional materials present
  • ❌ Fail: Unauthorized local promotional materials displayed without corporate approval
9. Review and Define corrective actions

Review the attached store audit results (ratings, pass/fail statuses, and notes) and convert them into a 1-page Corrective Action Plan. Instructions: 1. List ONLY non-compliant items and failed requirements. 2. Group issues into two clear urgency tiers: • 🚨 IMMEDIATE ACTION (Must be resolved within 24 hours) • ⏱️ NEXT CYCLE (To be resolved before the next audit cycle) 3. For each non-compliant item, state the specific issue and the exact action needed to fix it. 4. Keep the output concise, direct, and formatted to fit on a single page.

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10. Record Audit Corrective Actions

Review the failed items and notes recorded across the audit walk-through. Review the AI documents and improve the file and assign specific corrective action tasks for the store general manager and district operations lead to rectify all non-compliant findings within standard franchise resolution timeframes.

Assign clear deadlines:

•Immediate (24 hours): Unapproved pricing, unauthorized promotional signs, or severe uniform violations
•Routine (5 business days): Replaced signage bulbs, restocked collateral kits, or planogram adjustments

Indicate the status for internal records and add a note.

Choose one
  • 🟢 Compliant (No Changes Required)
  • 🟡 Minor Issues (~20% Changes Required)
  • 🔴 Critical Issues (~80% Changes Required)
11. Notes
Add notes