Staffing, Leadership & Culture
Staffing, Leadership & Culture Notes
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Site Location
Select a site...
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SECTION 1 — Staffing Assessment
1. Staffing Levels
Select an answer...
Adequate
Slightly understaffed
Severely understaffed
Overstaffed
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2. Skill Level of Staff Observed
★
★
★
★
★
(1 = Low skill, 5 = Highly skilled)
3. Key Staffing Concerns (Select all that apply)
Attendance problems
Lack of training
Slow workflow / inefficiency
High turnover risk
Wrong staff in wrong roles
New staff needing mentorship
None observed
4. High-Potential Employees Noted (optional)
5. Employees Needing Coaching or Correction
6. Staffing Summary (Overall)
SECTION 2 — Leadership Evaluation
1. Site Leadership Presence
Select an answer...
Strong leadership present
Adequate leadership
Leadership inconsistent
Weak or absent leadership
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2. Leadership Behaviors Observed (Select all that apply)
Clear communication
Good delegation
Poor delegation
Strong floor presence
Avoiding responsibility
Positive morale-building
Reactive, not proactive
Coaching employees effectively
Micromanagement
Not visible / unavailable
3. GM Performance Snapshot
★
★
★
★
★
(1 = Poor, 5 = Excellent)
4. Notes Regarding GM or Leadership Team
5. Leadership Follow-Up Needed
Select an answer...
None
Coaching conversation
Formal write-up review
Executive intervention
Replacement consideration
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6. Potential Future Leaders Identified
SECTION 3 — Culture & Morale
1. Team Morale
Select an answer...
Very positive
Positive
Neutral
Negative
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2. Culture Observed on Site (Select all that apply)
Customer-first mindset
Fast-paced, organized
Cleanliness-focused
Safety-focused
Relaxed but productive
Low energy
Resistance to SOP
Blame culture
Strong teamwork
Clear pride in site
Poor communication
New culture forming
Toxic or concerning behavior
3. Employee Interactions with Customers
★
★
★
★
★
(1 = Poor, 5 = Excellent)
4. Recognition Moments
5. Culture Issues or Risks
6. Overall Culture Assessment
Select an answer...
Strong and healthy
Mostly healthy
Needs improvement
Concerning
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SECTION 4 — Summary & Action Items
1. Key Takeaways
2. Recommended Follow-Up Actions (Select all that apply)
Leadership coaching
Staffing adjustments
HR involvement
Additional training
Culture reset
No action required
3. Specific Follow-Up Instructions
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Staffing, Leadership & Culture