2014 Q2 Canada Store Travel Guide

• Store Number

• Conducted on

  Date

• Prepared By:

  Select Jeanie Schumacher Katie Roeller

  • Jeanie Schumacher
  • Katie Roeller
• Location
  Address

• Team Members Present

Visit Objective

• The primary goal of the store visit program is to:
  • Develop an understanding of store processes and market trends
  • Build relationships with field and store leaders to increase awareness of financial service products
  • Provide useful information to create sustainable processes that drive REDcard and gift card sales
  • Solicit feedback to gain insight into our products, processes and communication strategies

REDcards

REDcard Culture

• How do you keep team members engaged and motivated to drive REDcard sales?

  Select Weekly Huddle Topics Recognition Tracking & sharing performance results Contests/Incentives Other

  • Weekly Huddle Topics
  • Recognition
  • Tracking & sharing performance results
  • Contests/Incentives
  • Other

• Describe "Other"

• How are team members trained on the REDcard enrollment process and AML requirements?

  Select Team Member On-boarding Role Play Shadow other cashiers Team Huddles Other

  • Team Member On-boarding
  • Role Play
  • Shadow other cashiers
  • Team Huddles
  • Other

• Describe "Other"

• How are team members held accountable and recognized for meeting REDcard sales goals?

  Select Coaching Team Huddles Great Team Cards Leadership Recognition Other

  • Coaching
  • Team Huddles
  • Great Team Cards
  • Leadership Recognition
  • Other

• Describe "Other"

• What process/plan is used to manage REDcard materials?

• What are some of the challenges with executing REDcard material swaps?

  Select Finding time to execute the swap Unclear instructions Limited guidance & store communication REDcard materials not delivered on time Other

  • Finding time to execute the swap
  • Unclear instructions
  • Limited guidance & store communication
  • REDcard materials not delivered on time
  • Other

• Describe "Other"

• Are there any specific challenges unique to this market that would hinder guests from applying for a REDcard?

  Select Yes No

  • Yes
  • No

• Describe if "Yes"

• What are the most common objections from guests when asked to apply for a REDcard?

  Select Already have too many credit cards Don't have time to apply I don't have my banking information with me Not interested Other

  • Already have too many credit cards
  • Don't have time to apply
  • I don't have my banking information with me
  • Not interested
  • Other

• Describe "Other"

• Any other concerns, ideas or issues related to REDcard you'd like to share?

• 

Target GiftCard

• Who is responsible for maintaining Target GiftCards?

• Are there any issues with the auto replenishment process for Target GiftCards?

  Select Time of delivery Amount of inventory delivered Assortment delivered Other

  • Time of delivery
  • Amount of inventory delivered
  • Assortment delivered
  • Other

• Describe "Other"

• Are there any challenges with ordering items on Ariba?

  Select Yes No

  • Yes
  • No

• Describe if "Yes"

• As we prepare for Q4, what did you like and what were challenges with the holiday transition?

• Any other concerns, ideas or issues related to gift cards you'd like to share?

• 

Partnership & Call to Action

• Identify 2-3 Wins

  Select REDcard Culture Team member knowledge of REDcard application process Proper use and setting of REDcard materials Target GiftCard execution & replenishment process Recognition Other

  • REDcard Culture
  • Team member knowledge of REDcard application process
  • Proper use and setting of REDcard materials
  • Target GiftCard execution & replenishment process
  • Recognition
  • Other

• Describe "Other"

• Focus Area/ Follow up

  Select Leadership Engagement REDcard Culture Team member knowledge of REDcard application process Proper use and setting of REDcard materials Target GiftCard execution & replenishment process Other

  • Leadership Engagement
  • REDcard Culture
  • Team member knowledge of REDcard application process
  • Proper use and setting of REDcard materials
  • Target GiftCard execution & replenishment process
  • Other

• Describe "Other"

Photo Gallery

• Take pictures of store, front lanes, welcome wall, kiosks, gift card fixtures, etc.

  Media