# Quarterly Business Review
<!-- jid:30a85719-aff9-42ab-99bf-541dbbd531bf -->

## Business Review
<!-- fid:4159 -->

### Questions
<!-- sid:4159 -->
#### Before getting started complete the following planning:?
<!-- qid:70508 type:checkbox required -->
> **Manager-facing text:** *(Same)*

- Review your Last Quarters Scorecard Results and Goals
- Gather and review the last quarters P&Ls
- Review last Quarters Business objectives
- Review your Talent Grid
- Review Training Completion on Sideways, Fourth Records, Availability Tracker and Holiday Tracker
- Review current Engagement Results
- Review Comms Calendar for events in the Quarter
- Schedule your QBR Review with your OpsCluster and ensure your Head Chef is able to join during the Food and BOH focuses
- Review Competitor & Market Analysis (SWOT, PESTEL, Porter’s, Sentiment Comparison)
- Review Quarterly Forecast
- Review Guest Feedback Analysis

#### What are your key takeaways from your P&L performance and reviews in the Quarter?
<!-- qid:70293 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Where are you seeing good results? </li><li>What stands out to you as an area of focus? </li><li>Are there any areas that you need to query or investigate?</li><li>How are you tracking against your previous quarter financial goals? </li><li>What has driven your success?  Where have you seen obstacles/challenges?</li></ul>*


#### What Financial bridge do you need to take forward into the new quarter?
<!-- qid:70294 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>A financial bridge means taking any variance from the previous quarter and factoring into the next one. e.g. if you missed budget by £10,000 last quarter and this quarters target is £90,000 then your target should be £100,000</li></ul>*


#### Looking ahead at the quarter, your trends and your budgets, where do you see challenges and opportunities?
<!-- qid:70295 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Based on this, what should your BIG Target be based on:?
<!-- qid:70296 type:radio stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

- Budget
- L4L Growth
- EBITDA

#### How can you break this target down into weekly/daily goals?
<!-- qid:70297 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### What are the main levers you need to pull to make this happen?
<!-- qid:70298 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<div>Focus on Driving Covers, Driving SPH, developing the team to be more efficient (SPLH), Improving Forecast Accuracy (WAPE), improving disciplines around controls (COGS) etc</div>*


#### What are the key performance areas of your scorecard you need to focus on in order to achieve these results:?
<!-- qid:70299 type:checkbox stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

- Training
- Engagement
- Advocacy – Eat In
- Advocacy – Delivery
- Food Quality
- Turnover
- Delivery Metrics
- Team Check ins and goals setting
- Site Safety and Controls

#### How will you incorporate these in your Objectives?
<!-- qid:70300 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Are there any other areas of your Scorecard that are low scoring/that you have failed to improve on?
<!-- qid:70301 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Review your Local Marketing tracker/activities:?
<!-- qid:70302 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Where have you seen success in generating new guest visits?</li><li>Where have you seen success in attracting more guests and driving covers?</li><li>What activities have you tried that have been successful? </li><li>What should you do more of in the new Quarter? </li><li>What collateral would help you reach your audience?</li></ul>*


#### Review what’s coming up this Quarter - Where do you see opportunities?
<!-- qid:70303 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Consider where there are national or local events, holidays or period where you feel you will have strong trade</li><li>Consider your budgets - Where might you struggle to achieve targets</li></ul>*


#### Where do you see threats or challenges?
<!-- qid:70509 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Consider where there are national or local events, holidays or period where you feel you will have strong trade</li><li>Consider your budgets - Where might you struggle to achieve targets</li></ul>*


#### How will each of your Management Team support you in achieving these goals and who will own what?
<!-- qid:70304 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li><span style="font-size: 11pt; color: black;">What are their current Objectives /how have you delegated to them?</span></li><li><span style="font-size: 11pt; color: black;">How are they doing in achieving these goals/what support do they need?</span></li><li><span style="font-size: 11pt; color: black;">What goals should they be focused on for the Quarter ahead to help you achieve your Business Goals?</span></li><li><span style="font-size: 11pt; color: black;">How will you set them up for success?</span></li></ul>*


#### What do you want the team to focus on?
<!-- qid:70510 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Consider FOH/BOH</li><li>Consider how can capture this so you can communicate it to them in a way that is clear</li></ul>*


#### Review your Talent Grid. How will you need to develop your team in order to achieve your goals?
<!-- qid:70306 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li><span style="font-size: 11pt; color: black;">Have you got any rising stars or people who we should consider for next steps in their career?</span></li><li><span style="font-size: 11pt; color: black;">Are their any performance issue or people who require management?</span></li><li><span style="font-size: 14px;">Which team are your priority for development and how will you focus on them?</span></li><li><span style="font-size: 14px;">How will you develop others to keep all the team moving forward?</span></li></ul>*


#### Review your Workforce Planning and deployment needs:?
<!-- qid:70307 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li><span style="font-size: 11pt; color: black;">Is there any need for additional hiring?</span></li><li><span style="font-size: 11pt; color: black;">Are there any expected leavers?</span></li><li><span style="font-size: 11pt; color: black;">Are there sufficient holidays planned for the quarter?</span></li><li>Do you have enough staff to service peaks, cover holidays, account for sickness?</li></ul><ul><li>Based on your Team spirit reviews are your team happy with hours and schedule patterns?</li></ul>*


#### When would be the best opportunity in the quarter to bring in additional team?
<!-- qid:70511 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<div><span style="color: inherit; font-size: 14px;">Consider the following:</span></div><ul><li><span style="color: inherit; font-size: 14px;">How urgent the need is</span></li><li><span style="color: inherit; font-size: 14px;">When you will want them to be up to speed based on when you will be busy</span></li><li><span style="color: inherit; font-size: 14px;">Training time</span></li><li><span style="color: inherit; font-size: 14px;">Budget constraints</span></li></ul>*


#### Based on your People Metrics (Scorecards) & People Dashboard - What will you focus on this quarter to build a strong team?
<!-- qid:70308 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li><span style="font-size: 11pt; color: black;">How are your engagement results and actions from the last Survey?</span></li><li><span style="font-size: 11pt; color: black;">How are you driving retention (Onboarding practices/Hiring right/Performance Management/Training &amp; Engagement)?</span></li><li><span style="font-size: 11pt; color: black;">How are your training compliance scores?</span></li></ul>*


#### Review the Course Calendar:?
<!-- qid:70309 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Are their any course coming up that you or people in your team should be book onto? </li><li>Are their any non-compliance areas you could be focused on to drive service &amp; guest experience?</li></ul>*


#### Based on Shadow shifts, Guest feedback and your own observations - How will you drive Service and Guest Experience this Quarter?
<!-- qid:70310 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Head Chef Planning - What will be captured?
<!-- qid:70311 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Inform your Head Chef you will do a cook off of some key dishes during the OpsCluster review of your QBR</li><li>Ensure they have the meeting scheduled in there plan (passive)</li><li>Ask them to consider what they would like to discuss, what they think the BOH Focuses will be for the quarter and what opportunities/challenges there will be</li></ul><div><br></div>*


#### What are the key learnings and actions from your Food Scores on Sentiment?
<!-- qid:70312 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>How is the Head Chef driving positive results?</li><li>Where are there areas of concern? </li><li>What focuses should the Head Chef be driving this Quarter? </li><li>What steps can they take to achieve these?</li></ul>*


#### What are the key learnings and actions from your Delivery Scores?
<!-- qid:70313 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<div>How is the Head Chef driving positive results? </div><div>Where are there areas of concern? </div><div>How are these being addresses through comms/focuses/ shift set up?</div><div>What focuses should the Head Chef be driving this Quarter?</div><div>What steps can they take to achieve these?</div>*


#### What are the key learnings and actions from your COGs results?
<!-- qid:70314 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>How are holding stock levels?</li><li>Are there any recurring stock issues? </li><li>How are controls on waste/staff food/unexplained variances? </li><li>What focuses should the Head Chef be driving this Quarter?</li><li>What steps can they take to achieve these?</li></ul>*


#### Are there any ongoing product or supply issues that are impacting your performance?
<!-- qid:70315 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>How have you escalated this through to the Food team</li></ul>*


#### Are there any ongoing or outstanding concerns/Actions based on the Scorecard Safety score?
<!-- qid:70316 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Where any Critical conerns raised on the last Audit?</li><li>Are all all action points completed from Audits?</li><li>Have all Risk Assessments been reviewed?</li><li>Are all team signed off on Risk Assessments?</li><li>Are you on top of compliance scores?</li><li>Any training needs for you or the team?</li><li>Any open Food or Allergy Complaints?&nbsp;</li></ul>*


#### Based on any incidents, audit points or near misses what should your Safety Focus for the Quarter be and how will you make this a focus?
<!-- qid:70512 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Have the Head Chef add their focuses to their Business Objectives on TT. How will you suppor them and how/when will you review progress?
<!-- qid:70317 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Complete a Line of Sight Assessment and site walk around - Are there any areas that need focus?
<!-- qid:70318 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *<ul><li>Deep cleaning</li><li>Refreshing Displays&nbsp;</li><li>Line of Sight areas</li><li>Outside Looking in&nbsp;</li><li>Kitchen</li><li>Stairs &amp; access routes</li><li>Toilets&nbsp;</li><li>Refuge areas&nbsp;</li><li>Staff areas</li></ul>*


#### Is there any outstanding maintenance issues. How can you work to get these resolved/what support do you need to do this?
<!-- qid:70319 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Are their any outstanding property issues flagged on your last safety Audit?
<!-- qid:70320 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Review all signs and displays and ensure all safety signs are up to date, all nominated list such as First Aid, Licensing and Fire Warden are up to date and all team comms are relevant/refreshed?
<!-- qid:70321 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Review the Comms Calendar. What’s coming up that you need to factor into your planning?
<!-- qid:70322 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*

> **Help text:** *Consider yours and the teams holiday planning, where it is critical to have you or the team available and where you may need to upskill other managers in order to stay on track*


#### What Marketing or Menu initiatives are coming up in the Quarter and how do you need to prepare of these?
<!-- qid:70323 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### How are you focusing on the current Rosa’s Done Right areas? How can you factor this into your plan?
<!-- qid:70324 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### When is your next Team Meeting – what needs to be on your sites’ agenda?
<!-- qid:70325 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*


#### Any other points you want to discuss with your OpsCluster?
<!-- qid:70513 type:long-text stage:collab-doc-only required -->
> **Manager-facing text:** *(Same)*