Template

Quarterly Account Health Check

by Tom Hunter, from the Community

This quarterly account health check helps IFM and facilities management teams assess communication practices, finance reviews, governance and compliance (risk register, COSHH), operational excellence (site inspections, portfolio data, innovation tracking, safety observations), people and training, strategy alignment, and technology tool usage (Corrigo, Azara, Corrigo Pro, Canopy). Use it to identify gaps, attach evidence, monitor trends, and drive quarterly reviews with clients.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Annual THJ Account Health Check
This annual account health check template helps teams review client communication, finance controls, governance and compliance, and operational excellence. Assess contract documents such as MSAs and SOWs, track client survey actions, review health and safety documents, incident history, job descriptions and diversity requirements, and evaluate technology usage across tools like Azara, Canopy, Jaggaer, Corrigo, and SharePoint. Confirm supply chain strategy and drive continuous improvement across the account.
by Tom Hunter, from the Community
Downloads: 0
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Template
THJ Account Health Check - Monthly
Use this template to run a structured monthly account health check across your portfolio. Review communication cadence, finance KPIs and debt status, governance and client feedback, and keep Momentum data current. Drive operational excellence by confirming statutory maintenance, documenting vendor meetings, closing tickets on time, maintaining ATW and PTW processes, and reporting JLL and non JLL working hours. Ideal for facilities and account managers seeking consistent visibility and risk control.
by Tom Hunter, from the Community
Downloads: 0
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Template
THJ Account Health Check - Bi-Annual
Use this bi-annual account health check template to review and improve overall account performance. Assess finance initiatives like cost-saving trackers and outcomes. Verify operational excellence with a 52-week PPM calendar, SOPs or a digital playbook, and clear storage for vendor contracts. Confirm people practices including compensation reviews, succession planning, and thorough client and internal inductions. Revisit strategy regularly by aligning to client and account goals, and explore cross-pollination of services where relevant. Capture sustainability targets, identify stakeholders, and outline how your team will support delivery. Attach evidence via media to maintain a complete record over time.
by Tom Hunter, from the Community
Downloads: 0
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Template
Quarterly Health and Safety Audit
This quarterly health and safety audit checklist helps facilities and office teams verify compliance across key areas, including fire safety, electrical safety and PAT, legionella temperature checks, COSHH controls, office and DSE assessments, housekeeping, storage and manual handling, welfare facilities, first aid readiness, and incident reporting. Use it to document findings, capture images, identify opportunities for improvement, and assign corrective actions to maintain a safe, compliant workplace.
by Facilities Dept, from the Community
Downloads: 10+
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Annual THJ Account Health Check

This annual account health check template helps teams review client communication, finance controls, governance and compliance, and operational excellence. Assess contract documents such as MSAs and SOWs, track client survey actions, review health and safety documents, incident history, job descriptions and diversity requirements, and evaluate technology usage across tools like Azara, Canopy, Jaggaer, Corrigo, and SharePoint. Confirm supply chain strategy and drive continuous improvement across the account.

by Tom Hunter, from the Community

Get

Template

THJ Account Health Check - Monthly

Use this template to run a structured monthly account health check across your portfolio. Review communication cadence, finance KPIs and debt status, governance and client feedback, and keep Momentum data current. Drive operational excellence by confirming statutory maintenance, documenting vendor meetings, closing tickets on time, maintaining ATW and PTW processes, and reporting JLL and non JLL working hours. Ideal for facilities and account managers seeking consistent visibility and risk control.

by Tom Hunter, from the Community

Get

Template

THJ Account Health Check - Bi-Annual

Use this bi-annual account health check template to review and improve overall account performance. Assess finance initiatives like cost-saving trackers and outcomes. Verify operational excellence with a 52-week PPM calendar, SOPs or a digital playbook, and clear storage for vendor contracts. Confirm people practices including compensation reviews, succession planning, and thorough client and internal inductions. Revisit strategy regularly by aligning to client and account goals, and explore cross-pollination of services where relevant. Capture sustainability targets, identify stakeholders, and outline how your team will support delivery. Attach evidence via media to maintain a complete record over time.

by Tom Hunter, from the Community

Get

Template

Quarterly Health and Safety Audit

This quarterly health and safety audit checklist helps facilities and office teams verify compliance across key areas, including fire safety, electrical safety and PAT, legionella temperature checks, COSHH controls, office and DSE assessments, housekeeping, storage and manual handling, welfare facilities, first aid readiness, and incident reporting. Use it to document findings, capture images, identify opportunities for improvement, and assign corrective actions to maintain a safe, compliant workplace.

by Facilities Dept, from the Community

10+

Get

Quarterly Account Health Check

About author

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Annual THJ Account Health Check

THJ Account Health Check - Monthly

THJ Account Health Check - Bi-Annual

Quarterly Health and Safety Audit

You might also like

Annual THJ Account Health Check

THJ Account Health Check - Monthly

THJ Account Health Check - Bi-Annual

Quarterly Health and Safety Audit