2014 Store Visit Template Copy

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

SALES:

• Is store meeting/exceeding Weekly LY Sales? (Enter current sales vs. LY sales from the most recent DSR)

  Yes

  No

  N/A

• Is store meeting/exceeding Monthly LY sales? (Enter current sales vs. LY sales from the most recent DSR)

  Yes

  No

  N/A

• Is store meeting/exceeding Annual LY sales? (Enter current sales vs. LY sales from the most recent actual vs actual report)

  Yes

  No

  N/A

• Department Comp Review- Please review department comp report and list out the following- top 3 departments total $, top 3 departments total $ increase, top 3 departments total % increase, bottom 3 departments % decrease, bottom 3 department total $ decrease.

  Yes

  No

  N/A

• Kiosk sales review- list what the stores current kiosk sales are for the year? Is the kiosk signage up? Is the kiosk functioning properly?

  Yes

  No

  N/A

• Is store properly managing clearance and disc merchandise by maintaining a total store clearance % 8% or better? Is store merchandising clearance and disc in the appropriate section designated on the floor map by season?

  Yes

  No

  N/A

• COMMENTS:

  Yes

  No

  N/A

PEOPLE:

• Store staffed 100% to store structure? Do we have all GM, ASM and key holder positions filled? Does store have enough staff to handle their volume business i.e. Are all PT associates working no more than 24 hours?

  Yes

  No

  N/A

• Is succession plan in place for all key positions? Is there an ASM prepared to replace the GM? Is their a key ready to replace the ASM?

  Yes

  No

  N/A

• Are schedules being posted on Friday before new week?

  Yes

  No

  N/A

• Are General Managers working the required shifts each week - closing Tuesday and Thursday weekly? Review current week and previous week schedule.

  Yes

  No

  N/A

• Are all associates 100% to dress code including name badge?

  Yes

  No

  N/A

• Are 2 minute huddles being held daily and include store performance, customer comments, Mystery Shops scores associate celebrations?

  Yes

  No

  N/A

• Are Weekly Store Management Meeting being held on Mondays with all members of management present?

  Yes

  No

  N/A

• Are all required postings (legal and Human Resources) up and current in the breakroom?

  Yes

  No

  N/A

• Store is at or under payroll budget for current and previous month? Refer to the projection vs actual report.

  Yes

  No

  N/A

• COMMENTS:

  Yes

  No

  N/A

STORE STANDARDS:

• Are the sidewalks and parking lot free of trash and debris?

  Yes

  No

  N/A

• Are outside windows and ledges clean and free of dirt/spiderwebs?

  Yes

  No

  N/A

• Is parking lot free of carts?

  Yes

  No

  N/A

• Are all outside signs working and functioning properly? Are all sign facades clean and free of dirt and stains?

  Yes

  No

  N/A

• Is all proper signing up in the store front entrance? (Now hiring, hours, credit card, now hiring)

  Yes

  No

  N/A

• Is all glass free of tape and decorations?

  Yes

  No

  N/A

• Does entry easel have correct and current sign and flyers.

  Yes

  No

  N/A

• Is store 100% free of all handwritten signs?

  Yes

  No

  N/A

• Are all visual directives and direction being followed per the MPP, Broadcasts and Planners? DM to print and walk the most MPP. DM to print and review POG's of grids to ensure they are set correctly.

  Yes

  No

  N/A

• Are all seasonL merchandise signs correct and current? Endcaps, hgrids.

  Yes

  No

  N/A

• Are all aisle directional signs correct and accurate?

  Yes

  No

  N/A

• Are all garage door graphics in place? If not, order through the office.

  Yes

  No

  N/A

• Is all signage in Mega aisle in place per planogram? ( jumbo 15/1.00 signs on front of candy cabinets, 15/1.00 banners in cabinets)

  Yes

  No

  N/A

• Are 9.99 hat and T-shirt signs in place (red and yellow)? If not, order through the office.

  Yes

  No

  N/A

• Are products being rotated, stocked properly? Is store following markdown procedures?<br><br>Check 20 perishable products (5 each in impulse, bulk candy, bag candy, 15/1.00, coke machine) perishable products to see if they are with-in sell by dates.

  Yes

  No

  N/A

• Are areas under shelving completely free of fallen merchandise and debris?

  Yes

  No

  N/A

• Is the area around the balloon counter clean and dust free?

  Yes

  No

  N/A

• Is all lighting functioning properly providing appropriate lighting?<br><br>Immediate action should be taken on any non functioning lighting.

  Yes

  No

  N/A

• Are all ceiling tiles free of stains and breaks?

  Yes

  No

  N/A

• Are all balloon counter helium tanks operating properly with no leaks?

  Yes

  No

  N/A

• Is store reviewing tanks for leaks monthly? Review the helium tank log. Make sure to test the valves in a few spots while in store.

  Yes

  No

  N/A

• Is store turning off helium each night at close? Is "turn helium off" sign hung and visible in a prominent location in the office?

  Yes

  No

  N/A

• Are all shopping carts in good condition, clean and available for customers in he front of the store?<br><br>If no, open a service request ticket.

  Yes

  No

  N/A

• Are all ladders secured/stored with a chain?

  Yes

  No

  N/A

• Do fixtures and merchandise "reflect off the floor"?

  Yes

  No

  N/A

• Is the front vestibule carpet clean at all times?

  Yes

  No

  N/A

• Are the tops of the register counters free of clutter?

  Yes

  No

  N/A

• Is store fully recovered daily including fronting and facing?

  Yes

  No

  N/A

• Are inventory clips being utilized to help keep the stored faced and full? If not, please order from the office.

  Yes

  No

  N/A

• Are all products 100% priced? No missing labels?

  Yes

  No

  N/A

• Is back room being maintained according to company standards?

  Yes

  No

  N/A

• Are all u-boats, replenishment cart and pallet jacks in safe working condition?

  Yes

  No

  N/A

• Are restrooms clean with a plant and have proper supplies?

  Yes

  No

  N/A

• Is the associate break room in a clearly defined area of the store used specifically for our associates? Is the break room clean (including appliances), inviting and relaxing environment for associates?

  Yes

  No

  N/A

• Are all computer areas clean, organized and free of liquids?

  Yes

  No

  N/A

• Are all areas of the YRCS visually appealing at all times, clean and clutter free?

  Yes

  No

  N/A

• Is regulatory signage in its place?<br><br>Everify sign at front entrance? Return policy visible in the register area? Nutritional labels up in bulk candy?

  Yes

  No

  N/A

• COMMENTS:

  Yes

  No

  N/A

GENUINE CUSTOMER ENGAGEMENT:

• Is scheduling based on business needs to include Showtime scheduling (sales by hour report) and written to wage projection?

  Yes

  No

  N/A

• Are associates discontinuing a task to take care of a customer or acknowledge a customer and asking or calling another associate to assist the customer?

  Yes

  No

  N/A

• Are associates walking the customer to the item(s) they are looking for instead of just pointing them in the right direction?

  Yes

  No

  N/A

• Are associates acknowledging the customers party needs through open ended questions? Asking the customer about his/her event date?

  Yes

  No

  N/A

• Are associate introducing themselves by name to the customer they are helping?

  Yes

  No

  N/A

• Are associates carrying heavy or bulky items to the front counter and to the customers car when warranted?

  Yes

  No

  N/A

• Are associates suggesting an attachment item (candy for pinata, balloon weights, balloon bags etc) to customers purchases?

  Yes

  No

  N/A

• When there are two or more customers in line and one customer being waited on (total of 3 on line), are they immediately opening another lane and esocrting the next customer in line to the newly opened register?

  Yes

  No

  N/A

• Are cashiers staying at the check out counter when waiting on a customer? Are cashiers calling for assistance and engaging customers while they wait?

  Yes

  No

  N/A

• Are cashiers coming out from behind the check out counter when not busy and greeting each guest when they enter the building?

  Yes

  No

  N/A

• Are associates aware of the benefits of email capture? Ask two associates to explain the features and benefits of signing up for Party City Email?

  Yes

  No

  N/A

• Are associates aware of the urgency in providing customer service during a return? Ask a cashier to describe his/her interaction with a customer making a return. Listen to see of the cashier showed empathy, followed policy and handled the return in a positive manner.

  Yes

  No

  N/A

• Store is clean, well lit and promotes a positive shopping experience?

  Yes

  No

  N/A

• Is store currently maintaining and 90+ Mystery Shop score?

  Yes

  No

  N/A

• COMMENTS:

  Yes

  No

  N/A

INSTOCKS:

• Validate that the GM has worked the dedicated Friday morning shift for lows and outs?

  Yes

  No

  N/A

• Is store conducting lows and outs corrections on Fridays and every new out-of-stock and all lows (2 or less) being researched weekly? (Review sales floor for colored dot use and also use the RF gun to review all outs. Review when item was last counted and if it is on order.)

  Yes

  No

  N/A

• Are stores using the receiving log? (Ask GM and receiver about the process for non-EDI vendors)

  Yes

  No

  N/A

• Are stores reviewing open PO's weekly and canceling all under min and old PO's? (review the current open PO status report)

  Yes

  No

  N/A

• Are stores canceling partial PO's weekly on Friday? (review current purchase order status report with manager) Have all PO's over 30 days been cancelled?

  Yes

  No

  N/A

• Is all disc merchandise flexed if sold through?

  Yes

  No

  N/A

• Are all POG's correct and new POG's completed on time? Review the most recent POG checklist.

  Yes

  No

  N/A

• Are POG's signed off by the associate that executed the POG changes and all POG's audited by GM quarterly?

  Yes

  No

  N/A

• When the store observes a shelf out of stock, do we follow the low and out procedures to expedite getting back in stock?

  Yes

  No

  N/A

• Is Non-sellable merchandise being processed on a weekly basis? Is sellable product sold as "oops" rather than sent back as a return or damaged out?

  Yes

  No

  N/A

• Does store have a clearly defined clearance area in the store (inline or table)? Is it set to current guidelines and best method?

  Yes

  No

  N/A

• Does the store have a rental helium tanks in stock and available for customers?

  Yes

  No

  N/A

• Are all helium tanks in working condition? If not, please contact Praxair to get picked up.

  Yes

  No

  N/A

• Are top stocks 100% to standards? (Review 10 garage doors and review the items. Are the items above a part of the POG below?)

  Yes

  No

  N/A

• COMMENTS:

  Yes

  No

  N/A

MERCHANDISING:

• Is aisle one set to current season, full and impactful?

  Yes

  No

  N/A

• Is store comping current season sales? (Please list the current sales performance for current season)

  Yes

  No

  N/A

• Is aisle one top-stock area WOWED? (Please take a picture of current set)

  Yes

  No

  N/A

• Is aisle 1 top-stock set with product above the same as the product below?

  Yes

  No

  N/A

• Are the BOGO signs printed and attached to the BPP color cups in the solids aisle?

  Yes

  No

  N/A

• Is merchandise stacked below the fixture plane, unless specifically directed by planogram?

  Yes

  No

  N/A

• Are all signs printed on appropriate card stock?

  Yes

  No

  N/A

• When an area is not planogrammed for overhead merchandise, is the top stock merchandise themed to match department and merchandised to the lip of the shelf with a price point sign? Are products grouped by size?

  Yes

  No

  N/A

• Are all pinatas faced out and fully visible?

  Yes

  No

  N/A

• Do dump bins appear full with product if called for on the MPP?<br><br>If there is not enough product are the bottom raised to provide a full appearance?

  Yes

  No

  N/A

• Are end caps finessed to block the view of empty space from the side when quantities are insufficient?

  Yes

  No

  N/A

• Are end caps set per MPP planner direction?

  Yes

  No

  N/A

• Do the .99 value end caps have have the proper .99 sign toppers attached? If not, order from the office.

  Yes

  No

  N/A

• Is signage for floor displays placed back to back so they are visible to customers in either direction?

  Yes

  No

  N/A

• Are power-panels, clip strips and impulse baskets full and priced?

  Yes

  No

  N/A

• Is the ENTIRE checkout area set to planogram?

  Yes

  No

  N/A

• Does all register signage comply with local and state government regulations?

  Yes

  No

  N/A

• Is the Communication Binder maintained and at the designated register?

  Yes

  No

  N/A

• Does the store consistently complete seasonal transition in a timely manner with WOW impact?

  Yes

  No

  N/A

• COMMENT:

  Yes

  No

  N/A

OPERATIONS:

• Detailed Daily Action Plans are being created, utilized and executed daily?

  Yes

  No

  N/A

• Is store using the planner checklist to ensure all details are the planner are addressed weekly? (Please review the current and previous weeks planner checklist with the GM)

  Yes

  No

  N/A

• Emails are read and reacted to in a timely manner?

  Yes

  No

  N/A

• Are only active associates on the swipe clock? (Please review the swipe clock and verify with current schedule- if any associates on swipe clock are no longer active please have the store send in a associate action form to the office)

  Yes

  No

  N/A

• Is the store to standards in regard to web returns? (Review the web return spreadsheet and validate that the store is following the Policy and Procedure)

  Yes

  No

  N/A

• Is the store following all cash refund policies? (DM to review last 10 cash refunds)

  Yes

  No

  N/A

• Is store following all safe policies? (DM to count all funds in safe and verify correct amount is accounted for)

  Yes

  No

  N/A

• Has the store turned in all paperwork into office on time in the past 4 weeks? (This includes- lows and outs, adjustments and WER)

  Yes

  No

  N/A

• Have all damages been completed in a timely manner? (Stores should be completing daily).

  Yes

  No

  N/A

• Are Zone Owners reviewing reports and understand thier Zone buisness? Do they understand ZO reporting? Are all POG's current and up to date.

  Yes

  No

  N/A

• Is store set to Zone Ownership program standards? Are all Zones assigned?

  Yes

  No

  N/A

• Is Zone 2 owner executing the Candy Best Method?

  Yes

  No

  N/A

• COMMENTS:

  Yes

  No

  N/A

SIGNATURES:

• COMMENTS/TO DO LIST:

  Yes

  No

  N/A

• MOD NAME

• Add signature

  Sign

• DM NAME

• Add signature

  Sign