Title Page

  • Team members name

  • Venue

  • Date of observation

  • Conducted by

Observations

  • Does the team member display product knowledge when interacting with guests?

  • Please enter supporting information

  • Does the Team member offer a recommend?

  • Is the recommend relevant and genuine?

Preparations

  • Has the team member attended a pre shift brief?

  • Are the following the customer journey?

Notes

  • Please enter any supporting information

Test

  • What are you targets/goals for today based on the information you were given at the pre-shift brief?

  • Ask question regarding deals, weekly rundown, product range etc.

  • Please enter supporting information

Feedback

  • Now give the team member feedback remembering the following - feedback should be given on facts not opinions, don't make it personal, feedback is to help improve behaviours or continue positive behaviours, feedback should be short and accurate. Please give a short summary of the feedback given below.

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.