Purpose and Cadence
Provide consistent weekly oversight of team execution, finance, CACFP compliance, client readiness, and process improvement. Complete by the end of the assigned workweek.
1. Team Performance
- Review output volume and accuracy.
- Identify training gaps and repeat errors.
- Move unfinished work or communicate urgency.
- Send wins and focus points.
- Confirm capacity for the coming week.
2. Finance Audit
- Review QuickBooks entries and categorization.
- Confirm bank-feed reconciliations, invoices, payments, and deposits.
- Verify receipt documentation is complete and legible.
- Match attendance logs to subsidy billing.
- Check for overdue submissions and compliance discrepancies.
3. CACFP Deep Audit
- Compare meal counts with attendance.
- Verify uploaded receipts are legible and allowable.
- Confirm grocery orders align with menus and usage.
- Validate menus against current meal patterns.
- Check special documentation for infants, medical needs, or substitutions.
- Record risks and required corrections.
4. Client Preparation and Improvements
Compile weekly highlights, risks, open commitments, finance/CACFP summaries, and supporting reports for the client meeting. Identify bottlenecks, update SOPs based on approved process changes, log training topics, clean completed work, and review efficiency.
Completion Checklist
☐ Team review complete
☐ Finance review complete
☐ CACFP review complete
☐ Client meeting materials ready
☐ Improvements and training needs logged
☐ Reviewer and completion date recorded