Shift Manager to Assistant Manager

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1 Shift Leader To Assistant Manager Readiness Checklist 2 Career Development Process Shift Manager to Assistant Manager Candidate Name: RGM Name: Restaurant #: Market #: Date: Career Development Process (check off when completed): 1. Interest & Sponsorship a. Candidate expresses interest & reviews job description. b. RGM sees that candidate meets prerequisites. c. RGM submits name to Area Coach for sponsorship. 2. Determine Readiness for Growth a. RGM completes Readiness Checklist. b. Candidate completes Readiness Checklist on self c. RGM reviews Readiness Checklist with Area Coach - If "yellow" score, complete Development Plan and re-consider Candidate at a later date. - If "green" score, complete Development Plan and set up ServSafe followed by STP 3 Part 1 training. d. AC reviews results & next steps w/ candidate & RGM. e. RGM completes background check with candidate. 3. Complete Training for AM Position a. Candidate completes items on Development Plan. b. Candidate is certified on ServSafe & all of STP On "Bench" - Ready for Promotion to Assistant Manager a. Position is available in home restaurant or area. b. Candidate is best qualified for open position. Form Rev. 6/01 1

2 Shift Leader to Assistant Manager Readiness Checklist Use to determine readiness of Shift Leader for Assistant Manager Training Prerequisites: (RGM completes, reviews with Area Coach) Recertified on STP 2 within last 6 mos. Available to work Asst. Mgr. work schedule Minimum 6 mos. in position Transportation for banking Rated Above Stds. GED/High School Grad Instructions: Place an "x" to the right of each item to denote the extent to which the Shift Leader has demonstrated these behaviors. Readiness Checklist Points Build Great Teams Rarely/No Sometimes Usually/Yes 1. Delegates and follows-up to ensure execution. 2. Has effectively trained new Team Members. 3. Able to communicate effectively with group of Team Members. 4. Keeps the energy high and positive during peak period shifts. 5. Team respects and works with Shift Leader as they would the AM/SAM. Form Rev. 6/01 2

3 6. Recognizes Team Members for their efforts at the end of each shift. 7. Listens to Team Member concerns and is approachable. 8. Treats all Team Members fairly, with respect. 9. Resolves conflict among Team Members effectively. 10. Introduces new Team Member to team on shift, makes them feel welcome. 11. Sets high standards for appropriate team behavior on shift. 1. Consistently runs an effective shift (e.g., consistent service times & quality). 2. Has effectively taken weekly inventory 4 times. Conducts daily inventory. 3. Deploys and re-deploys people effectively during peak periods. 4. Ensures new products are executed properly following roll-out. 5. Effectively manages product cost during shift. 6. Supports restaurant improvement plans during his/her shifts. 7. Effectively communicates rest. performance data to Team Members. 8. Coaches Team Members on methods to improve service or quality during shifts. 9. Is capable of handling irate customers with a friendly/calm attitude. 10. Coaches team daily to ensure product quality and great service. 11. Communicates CHAMPS Check scores and customer complaints to team so that each shift is aware of trends/problems. 12. Shifts priorities and goals as work demands change. 1. Bases decisions on facts, not emotions. 2. Role models how to exceed customer expectations. 3. Seeks, listens and responds to customer feedback. 4. Does not blame others, takes responsibilities for problems. 5. Is flexible in dealing with changes/problems (e.g., short staffed). Note: Black boxes indicate that a question is either Yes or No Form Rev. 6/01 3

4 Scoring Instructions: Use the Checklist scores to determine whether the Shift Leader is ready for growth now or needs further development in position. Note: "Rarely/No" ratings are scored as "0"; "Sometimes" ratings are scored as a "1"; and "Usually/Yes" ratings are scored as a "2". Build Great Teams # Points Ready for Growth? 0-44 Yellow. Shift Leader may have difficulty as an Assistant Manager at this time. Continue to develop in current position using the ideas from the Development Planning Form. Reassessment can occur in 60 days. Total Green. Congratulations, Shift Leader is ready to train for an Assistant Manager position. Written Comments: Next Steps Development Plan (Yellow Score) Use the Development Planning Form to create a development plan for the Shift Leader. Schedule time for development activities. Set a date to follow-up on progress on the development plan. Assistant Manager Training Program ServSafe & STP 3 Part 1 (Green) Make arrangements to get the Shift Leader started in training for the next position, starting with ServSafe. Use the Development Planning Form if the Shift Leader has some weaknesses they should concentrate on during training. Signatures Shift Leader: Date: RGM: Date: Area Coach: Date: Date scheduled for ServSafe Class: Form Rev. 6/01 4

5 Development Planning Form Instructions: Place a check mark by the items you want the Shift Leader to work on. Write in other ideas as appropriate. Build Great Teams - Ask Shift Leader to train new Team Members on STP 1. - Coach Shift Leader to hold Team Members to high standards of conduct. - Coach Shift Leader to recognize people for their contributions. - Ask person to take responsibility for resolving team conflicts as they arise. - Coach person on being open to suggestions & concerns of Team Members. - Coach person to treat everyone fairly and with respect. - Ask this person to help onboard new people and make them feel welcome. - Ask Shift Leader to improve restaurant measures through coaching Team Members. - Coach Shift Leader to effectively delegate and follow-up. - Explore opportunities for SL on running a shift (e.g., customer measures, financial measures, etc.). - Coach person on conducting inventory. - Ask Shift Leader to follow-up on product rollout to ensure it is being made properly. - Coach Shift Leader on deployment of people during peak periods. - Coach Shift Leader on handling irate customers. - Ask Shift Leader to improve problem areas in customer service. - Put person in charge of driving C.H.A.M.P.S. Check Scores. - Coach Shift Leader on maintaining focus and shifting priorities as demands shift. - Coach Shift Leader on understanding restaurant performance measures. - Coach person on the importance of accountability and how to demonstrate it in the restaurant. - Coach Shift Leader on being a role model for exceeding customer expectations. Signatures Shift Leader: Date: RGM: Date: Area Coach: Date: Form Rev. 6/01 5

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