2012 Business Plan - Working CapitalQuarterly Health Check

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Sales Growth

• Nominate the number of Customer calls out side of the Branch

  Safe

  At Risk

  N/A

• Increase active trading accounts % using My Account and the Payment Portal

  Yes

  No

  N/A

• Conduct Business Analysis Review with Top 5 Accounts

  Yes

  No

  N/A

• Spend 1 Day per month in the Showroom

  Yes

  No

  N/A

• Review Open Debtor Account and Dormant Accounts

  Safe

  At Risk

  N/A

Gross Margin Growth

• Review Pricing Mix Report and target Trade Rates% for improvement

  Yes

  No

  N/A

• Yes

  No

  N/A

• Reduce Pricing Over-rides as %

  Yes

  No

  N/A

• Review Quarterly Measures - generate Actions

  Safe

  At Risk

  N/A

• Conduct VAP BBQ's

  Yes

  No

  N/A

• Review 10 Price files per Quarter

  Yes

  No

  N/A

Working Capital - Stock and Debtors

• Complete 7 SMS Branch Activities - Total Stock Holding

  Yes

  No

  N/A

• Action Customer Order > 60 Days reports

  Yes

  No

  N/A

• Clear D & E Stock - target

  Yes

  No

  N/A

• Action Trial Balance - Targeting Extentions

  Yes

  No

  N/A

• Yes

  No

  N/A

Reducing CODB

• Utilize P & L to Identify Cost Savings

  Yes

  No

  N/A

• Sales per FTE

  Yes

  No

  N/A

• Review Cartage - Freight Recovery

  Yes

  No

  N/A

• Yes

  No

  N/A

Management and Leadership

• Develop Quarter Training Plans for Each Staff Member

  Yes

  No

  N/A

• Conduct Weekly Pipeline Meetings

  Yes

  No

  N/A

• Conduct Daily Huddles

  Yes

  No

  N/A

• Implement Job Roles Posters and Self Audits

  Yes

  No

  N/A

• Communicate Quarterly Theme

  Yes

  No

  N/A

• Communicate AIT to Staff

  Yes

  No

  N/A

• Branch Activity - enjoying

  Yes

  No

  N/A

• Flexibility Rating

  Yes

  No

  N/A

• R10 Improvement

  Yes

  No

  N/A