Operations Department Audit Checklist Operations

VIEWS: 1,208 PAGES: 5

More Info
									An Operations Audit measures the compliance of one's operations policies and
procedures, and identifies areas of strength and weakness within a business. The
results of this audit will help a company develop a strategy to increase productivity,
reduce costs, and improve profits. The checklist on the following pages contains
examples of the items that should be included in an audit. This is not an exhaustive list,
however, and should be customized to match the operations policies and procedures for
a particular business. Use this document to measure a company’s compliance to
policies and procedures and to identify the strengths and weaknesses of a company.
                                [Company Name or Logo]




     Operations Department Audit Checklist
                                     April 30, 2013




© Copyright 2011 Docstoc Inc.                            2
     OPERATIONS DEPARTMENT AUDIT CHECKLIST
Business Operations                                                      Yes          No
    1. The business plan is clearly defined.                             _____       _____

            a. The market is clearly defined.                            _____       _____

            b. Target customers are identified.                          _____       _____

    2. Competitors are identified and researched.                        _____       _____

            a. Local sales patterns are identified.                      _____       _____

            b. Prices are compared with competitors.                     _____       _____

            c. Popular competitors identified.                           _____       _____

    3. Customer service policies are defined.                            _____       _____

            a. Customers are treated with respect.                       _____       _____

            b. Customers receive prompt, courteous communication.        _____       _____

            c. Process is in place for addressing customer complaints.   _____       _____

Marketing                                                                Yes          No
    1. Marketing plan is documented.                                     _____       _____

            a. Advertising budget is defined.                            _____       _____

            b. Advertising is done in the Yellow Pages.                  _____       _____

            c. Advertising is done in newspapers.                        _____       _____

            d. Advertising is done in radio and television ads.          _____       _____

    2. Effective sales plan is in place.                                 _____       _____

            a. Sales goals are defined.                                  _____       _____

            b. Sales goals are being met.                                _____       _____

            c. Potential customers receive regular follow-up.            _____       _____




© Copyright 2011 Docstoc Inc.                                                    3
Production                                                          Yes          No
    1. Supplier relationship policies are documented.               _____       _____

            a. Material quality expectations are specified.         _____       _____

            b. Delivery times are documented.                       _____       _____

            c. Payment terms are documented.                        _____       _____

            d. Communication plan is in place.                      _____       _____

    2. Inventory management plan is documented.                     _____       _____

            a. Optimum inventory levels are identified.             _____       _____

            b. Inventory audits are routinely performed.            _____       _____

    3. Maintenance schedule is documented.                          _____       _____

            a. Maintenance schedule and logs are posted.            _____       _____

            b. Routine maintenance is performed on schedule.        _____       _____

    4. Safety plan is in place.                                     _____       _____

            a. Every employee completes annual operator training.   _____       _____

            b. Training manual is published.                        _____       _____

            c. Employees attend regular OSHA training.              _____       _____

            d. Safety incidents are documented.                     _____       _____

            e. Safety audits are randomly performed.                _____       _____




© Copyright 2011 Docstoc Inc.                                               4

								
To top