Flow of reports Ops Managers GM Site Visit Engen Conv. Manager Summary reports Mancom discussions for major items Who do I inform about what I did on site? Weekly/Daily summary of all sites visited that week with actions agreed (use same contact report) Site Visit Engen Conv. Manager Weekly/Daily summary of all sites visited that week with actions agreed (use same contact report) Send to RCOM/NWM Use Contact Report: Summary of meeting held with the dealer Document with action dates Advantages All parties are privy to same action items Minutes are kept consistent Escalation process easy to manage as lack of Dealer action is shared with all parties Recorded actions are available when needed Easy to draft agendas Reports per visit completed daily Franchisee Record of visit with minutes and actions