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Manager Changeover Checklist

This new manager checklist covers various HR, office, systems, training, unit, and security items that must be addressed during a changeover in management. It includes reviewing employee files, safety protocols, technology systems, scheduling, financial procedures, inventory, and ensuring all equipment is operational. The new manager must sign off, acknowledging they understand it is their responsibility to maintain standards and procedures, or note any outstanding issues.

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manishpandey1972
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© Attribution Non-Commercial (BY-NC)
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1K views56 pages

Manager Changeover Checklist

This new manager checklist covers various HR, office, systems, training, unit, and security items that must be addressed during a changeover in management. It includes reviewing employee files, safety protocols, technology systems, scheduling, financial procedures, inventory, and ensuring all equipment is operational. The new manager must sign off, acknowledging they understand it is their responsibility to maintain standards and procedures, or note any outstanding issues.

Uploaded by

manishpandey1972
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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New Manager / Change Over Checklist Date: _____________________

Category HR HR HR Action Items All HR Posters posted Employee Bulletin Board mounted Properly stocked First Aid Kit is present in the unit and available to all employees (latex rubber gloves, bandaids, eyewash, burn cream etc.) All Material Data Safety Sheets for cleaning supplies utilized in the unit are on hand and readily available. Accident/ Incident procedures have been reviewed with Manager Sexual Harassment Procedures reviewed with Management team All Employee files are at 100% and stored in a locked location All employee Performance Reviews are current 3 years of Payroll information system set up & stored in a secured location 52 Weeks of Weekly paperwork on hand & filed in the unit Prior 31 Day Ticket file & procedures in place Filing cabinet with operable lock in unit Stable Desk present in the unit Office Area neat & organized Emergency Phone Numbers Posted (including, Fire Department, Police, Ambulance, etc.) Contact phone numbers posted (office, Computer Help Desk, Equipment etc.) Vendor / Supply contact numbers available Adequate supply of mailing materials on hand (ie., I-9 envelopes, envelopes, Deposit envelopes, etc) Adequate supply of business forms available as applicable (ie., Applications, Deposit log, Transfer Summary form, Delivery Dominance Form, Party Reservation form, Checkbook, etc.) Adequate supply of Deposit Bags, Deposit Slips, & Store stamp on hand Adequate supply of office supplies on hand (ie, printer paper, staplers, file folders, ink pads, pens, etc.) Standards of Operations review conducted while completing a Business Assessment with GM Minimum 85% Assessment Score attained Delivery Dominance systems in place and being utilized properly (map in place, etc.) Employee Checklists are available and in use Waste Logs in place and in use Meat & Cheese Yield procedures covered with Management team Prep Planning log in place and being utilized Yes No MGRs BOSS If no - explanation Initials Initials

HR HR HR HR HR Office Office Office Office Office Office Office Office Office Office

Office

Office Office

Operations Operations Operations Operations Operations Operations Operations

Category Systems Systems Systems Systems Systems Systems Systems Systems Systems Systems Systems

Action Items First 2 weeks schedule prepared with new Manager on Labor Scheduler Labor Scheduler & Sales forecasting reviewed with Manager First 2 weeks food order prepared with Manager Build To System established with Manager for food ordering First 2 weeks of Prep Planning prepared with Manager POS product sales history reviewed (if applicable) POS system review conducted utilizing the POS Manual Deposit / Cash Handling Procedures reviewed with Management staff and Sign-Off completed Back Office System & procedures reviewed utilizing the Back Office Manual Inventory system - Item location maintenance and No show items are updated Back Office Manuals Menu has been reviewed with Manager to ensure understanding of how to access for future reference. All systems and procedures in the Standards of Administration have been covered with the Management Staff (utilizing Back Office Manuals Menu) All Back Office and POS passwords have been updated The first Week Ending Paperwork mailing to accountant completed with Manager and all procedures reviewed. All Job Aids posted Training Monitor & Player availabe and in good working condition All Training Videos present in the unit Training Reference Manuals present in the unit and current Trainer Outline Cards present in the unit and current. Standards of Operation present in the unit. All Employees are 100% Certified for role Daily Operating Principles posted MVP / Mission Statement Plaque mounted Video Camera System is operational and in good working condition. All applicable procedures have been reviewed (ie, only use 24 hour video tape, change daily, keep recorder locked, leave lights on at night to enable proper recording, etc.) **where applicable** Locks Changed

Yes

No

MGRs BOSS If no - explanation Initials Initials

Systems

Systems Systems Training Training Training Training Training Training Training Unit Unit

Unit

Unit

Category

Action Items Security System is operational and in good working condition. All applicable procedures have been reviewed (ie., securing pass codes, wearing panic buttons, etc.) **where applicable** Security Codes Changed (if applicable) Panic Door Codes Changed (if applicable) All safety and security concerns have been corrected (ie., slip & fall hazards, plumbing leaks, burned out lighting, extension cords, etc.) Bank Signature Log updated Proper Driver Cash Out procedures are in place cashing out after every run or utilizing drop boxes are the only acceptable procedures (if utilizing drop boxes, they must be in good repair with an adequate number of available keys) Operable Safe present in the unit (combinations and or key codes have been changed) Adequate supply of Smallwares & Dishes on hand to handle business needs Adequate supply of cleaning supplies and equipment are available (brooms, mops, etc.) Unit properly staffed to handle business needs All Equipment Operable & in good repair Previous week's Inventory count verifed with the new Manager Change fund verified with new Manager All prior weeks Deposits have been verified (cash & credit card)

Yes

No

MGRs BOSS If no - explanation Initials Initials

Unit

Unit Unit Unit Unit

Unit

Unit Unit Unit Unit Unit Unit Unit Unit

I attest to the fact that all of the information above is correct, and that all necessary actions have been successfully completed unless otherwise noted. As the Manager of the unit, I understand that it is my responsibility to maintain all records, equipment, and procedures to Standards as outlined in the Employeee Handbook and Standards of Operation. I further understand that failure to do so will result in disciplinary action up to and including termination.

Managers Signature

Date

Signature

Date

Category

Action Items

Yes

No

MGRs BOSS If no - explanation Initials Initials

Category

Action Items

Yes

No

MGRs BOSS If no - explanation Initials Initials

Category

Action Items

Yes

No

MGRs BOSS If no - explanation Initials Initials

Category

Action Items

Yes

No

MGRs BOSS If no - explanation Initials Initials

Category

Action Items

Yes

No

MGRs BOSS If no - explanation Initials Initials

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