Checklist template

Limited-time offer execution for restaurants

A ready-to-use checklist with 112 items in 6 sections, covering Materials installed, Product availability, Staff knowledge, Suggestive selling, Pricing, Results tracking. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 112 Items
  • 91 Yes / No checks
  • 6 Scored ratings
  • 121 Points

Use this template How audits work

1. Materials installed 19 items

  1. Name of the limited-time offer Short text
  2. Start date of the offer Date
  3. End date of the offer Date
  4. The offer's materials were up by opening on the start date Yes / No 1 pt
  5. The offer holds the feature position on the indoor menu board shown in the launch guide Yes / No 1 pt
  6. The offer is shown on the drive-thru pre-sell board or menu board, where there is a drive-thru Yes / No 1 pt
  7. A window poster for the offer faces the main approach to the restaurant Yes / No 1 pt
  8. A counter piece for the offer stands at each register Yes / No 1 pt
  9. The item pictured on the materials is the version sold at this location Yes / No 1 pt
  10. Materials are displayed as supplied, with no local change to wording or price Yes / No 1 pt
  11. The words "limited time" or the end date can be read on the materials Yes / No 1 pt
  12. The offer appears on the start screen of the self-order kiosks, where installed Yes / No 1 pt
  13. The offer appears in the mobile app menu of this location Yes / No 1 pt
  14. The offer is listed on the third-party delivery menus of this location Yes / No 1 pt
  15. Crew buttons, shirts or hats supplied for the offer are worn Yes / No 1 pt
  16. The disclaimer text on the materials is not trimmed or covered Yes / No 1 pt
  17. No other sign or piece of equipment hides the offer's materials Yes / No 1 pt
  18. Pieces missing from the offer's kit were reported to marketing Yes / No 1 pt
  19. Materials for the offer Rating
    • All installed on time and as supplied 5 pts
    • Installed late or one or two pieces missing 3 pts
    • Offer barely visible to guests 1 pt

2. Product availability 18 items

  1. The offer can be ordered at the time of the visit Yes / No 1 pt
  2. Every size, flavor or variant of the offer can be ordered Yes / No 1 pt
  3. Number of days since the start date on which the offer ran out Number
  4. Days of stock on hand of the offer's key ingredient Number
  5. Stock of the offer's ingredients covers forecast sales to the next delivery Yes / No 1 pt
  6. The offer's ingredients are in the order guide with a par level Yes / No 1 pt
  7. The par level has been adjusted since launch using actual sales Yes / No 1 pt
  8. Packaging specific to the offer is in stock Yes / No 1 pt
  9. The offer is sold during every daypart in which it is advertised Yes / No 1 pt
  10. When the offer runs out, its materials carry the approved "sold out" notice Yes / No 1 pt
  11. When the offer runs out, it is marked unavailable on the register, kiosk and app Yes / No 1 pt
  12. Each stock-out of the offer was reported to the district manager the same day Yes / No 1 pt
  13. Prep quantities for the offer appear on the daily prep sheet Yes / No 1 pt
  14. An offer item prepared during the visit matched the photo on the materials Yes / No 1 pt
  15. The hold time of the offer item is tracked with a timer or time label Yes / No 1 pt
  16. The launch guide's last order date for offer-only ingredients is marked on the order calendar Yes / No 1 pt
  17. A run-down plan exists for stock left when the offer ends Yes / No 1 pt
  18. Availability of the offer Rating
    • Always available since launch 5 pts
    • Short stock-outs, quickly resolved 3 pts
    • Unavailable for a day or more, or unavailable now 1 pt

3. Staff knowledge 19 items

  1. Number of staff asked about the offer Number
  2. Number of staff who gave the right price and main ingredients Number
  3. The offer was presented at pre-shift meetings in launch week Yes / No 1 pt
  4. Cashiers asked can name the offer Yes / No 1 pt
  5. Cashiers asked can list the main ingredients of the offer Yes / No 1 pt
  6. Cashiers asked can state the price of the offer Yes / No 1 pt
  7. Cashiers asked know the end date of the offer Yes / No 1 pt
  8. Cashiers asked can name the allergens in the offer Yes / No 1 pt
  9. Staff asked have tasted the offer Yes / No 1 pt
  10. Cashiers asked know the sizes or combos in which the offer is sold Yes / No 1 pt
  11. Cashiers asked know the restrictions of the offer, such as daypart or coupon exclusions Yes / No 1 pt
  12. Cooks asked can build the offer without reading the build card Yes / No 1 pt
  13. Staff asked know what to suggest when the offer is sold out Yes / No 1 pt
  14. Cashiers asked can find the offer's key on the register without searching Yes / No 1 pt
  15. Staff asked can explain how the app or loyalty version of the offer works Yes / No 1 pt
  16. Team members hired since launch have been trained on the offer Yes / No 1 pt
  17. The offer's fact sheet is posted in the crew area Yes / No 1 pt
  18. The manager on duty knows the sales target for the offer Yes / No 1 pt
  19. Staff knowledge of the offer Rating
    • All staff asked answered correctly 5 pts
    • Most answered correctly 3 pts
    • Few could describe the offer 1 pt

4. Suggestive selling 18 items

  1. Number of counter or drive-thru orders observed Number
  2. Number of those orders in which the offer was suggested Number
  3. Order takers name the offer when they suggest it Yes / No 1 pt
  4. The suggestion comes before the guest finishes ordering Yes / No 1 pt
  5. The drive-thru greeting mentions the offer Yes / No 1 pt
  6. An offer that is a side, dessert or drink is suggested as an add-on to the meal Yes / No 1 pt
  7. A combo or larger size is suggested to guests who order the offer Yes / No 1 pt
  8. The suggestion is made once and not repeated after the guest declines Yes / No 1 pt
  9. The kiosk prompts the offer during the order Yes / No 1 pt
  10. Sampling takes place at the times set in the launch guide Yes / No 1 pt
  11. Samples are handed out in individual portions Yes / No 1 pt
  12. The person sampling names the offer and its price Yes / No 1 pt
  13. A team sales contest for the offer is running, where the launch guide calls for one Yes / No 1 pt
  14. The contest standings on display were updated within the past 7 days Yes / No 1 pt
  15. The manager was observed coaching an order taker on suggesting the offer, or described the last time it was done Yes / No 1 pt
  16. The suggested wording for the offer is posted at the order-taking positions Yes / No 1 pt
  17. Bounce-back coupons for the offer are handed out, where supplied Yes / No 1 pt
  18. Suggestive selling of the offer Rating
    • Suggested by name on nearly every order 5 pts
    • Suggested on some orders 3 pts
    • Not suggested 1 pt

5. Pricing 18 items

  1. The offer rings at the advertised price on the front counter register Yes / No 1 pt
  2. The offer rings at the advertised price on the drive-thru register Yes / No 1 pt
  3. The offer shows the advertised price on the kiosk Yes / No 1 pt
  4. The app price of the offer for this location matches the in-store price Yes / No 1 pt
  5. The price on the menu board matches the price rung Yes / No 1 pt
  6. The price on window and exterior materials matches the price rung Yes / No 1 pt
  7. The combo version of the offer rings at the advertised combo price Yes / No 1 pt
  8. The offer's coupon or promotional code deducts the correct amount Yes / No 1 pt
  9. The register refuses the coupon in the cases the offer excludes Yes / No 1 pt
  10. Loyalty points or rewards apply to the offer as advertised Yes / No 1 pt
  11. Materials printed with a price are displayed only if this location charges that price Yes / No 1 pt
  12. The receipt names the offer as it appears on the materials Yes / No 1 pt
  13. Charges for add-ons to the offer match the launch guide Yes / No 1 pt
  14. The offer's price is programmed to end on the end date Yes / No 1 pt
  15. The manager can show the report of price overrides on the offer for the past 7 days Yes / No 1 pt
  16. Number of price errors found on the offer Number
  17. Price errors found were corrected before the end of the visit Yes / No 1 pt
  18. Price accuracy of the offer Rating
    • Correct in every channel 5 pts
    • One error, corrected during the visit 3 pts
    • Errors in several channels or left uncorrected 1 pt

6. Results tracking 20 items

  1. Units of the offer sold yesterday Number
  2. Daily unit target for the offer Number
  3. Units sold are recorded on the offer tracker each day Yes / No 1 pt
  4. The general manager compares sales with the target each week Yes / No 1 pt
  5. Sales of the offer against the target are posted in the crew area Yes / No 1 pt
  6. The manager knows the share of transactions that include the offer Yes / No 1 pt
  7. The manager knows how this location ranks in the district on the offer Yes / No 1 pt
  8. Units of the offer wasted yesterday Number
  9. Waste of the offer is recorded by item on the waste sheet Yes / No 1 pt
  10. Stock-out days are recorded on the tracker Yes / No 1 pt
  11. Guest comments about the offer are written down Yes / No 1 pt
  12. Complaints about the offer were passed on to the district manager or marketing Yes / No 1 pt
  13. Redeemed coupons are counted and kept as company policy requires Yes / No 1 pt
  14. The number of samples given out is recorded Yes / No 1 pt
  15. Sales of the offer by daypart are used to adjust prep quantities Yes / No 1 pt
  16. A written action exists for an offer selling below target Yes / No 1 pt
  17. Photos of the installed materials were submitted where the company asks for them Yes / No 1 pt
  18. Overall execution of the offer Rating
    • Visible, available, known to staff, suggested and priced right 5 pts
    • One of these areas falls short 3 pts
    • Two or more of these areas fall short 1 pt
  19. Name of the manager on duty Short text
  20. Comments and corrective actions Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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