Area leadership detailed visit - duplicate

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Safety

• Safety packs are up to date and being filled out correctly

  Yes

  No

  N/A

• Review pulse in store, is it being used, are staff being trained, are their pulse pads in place

  Yes

  No

  N/A

• Hazard hunt in store completed<br>

  Yes

  No

  N/A

• Area strategic plan is on display in stockroom and in safety folder, all qtr updates are completed, safety board up to date

  Yes

  No

  N/A

• Is the lighting adequate of a night

  Yes

  No

  N/A

• Is the duress log up to date

  Yes

  No

  N/A

• Is the visitor book in store and being used

  Yes

  No

  N/A

• Is the evac plan secured with double sided tape

  Yes

  No

  N/A

• Till checked and cash on hand checked

  Yes

  No

  N/A

• Is the excess cash drop log in place

  Yes

  No

  N/A

• Rsa register checked and signed,is it completed as per policy

  Yes

  No

  N/A

• Is the dirty dozen on show and all staff know

  Yes

  No

  N/A

• Are I lead conversations happening, do all staff know and follow the audit questions

  Yes

  No

  N/A

• Vest are being worn by all staff in drive

  Yes

  No

  N/A

• Safety minutes -( 3 months) are up to date and signed by manager

  Yes

  No

  N/A

• Is the storeroom door locked

  Yes

  No

  N/A

• Stock height restrictions are being observed , 1.65meters - coolroom tape is in place

  Yes

  No

  N/A

• Safety alerts are signed off by all staff

  Yes

  No

  N/A

• Forklift daily start up checklist is being signed off,users on forklift and van log book up to date company vehicles maintained

  Yes

  No

  N/A

• Discussion around any safety issues during visit

  Yes

  No

  N/A

• Is the till isolation document being followed

  Yes

  No

  N/A

store exterior

• Are balloons refreshed daily

  Yes

  No

  N/A

• Is the store exterior clean and presentable,glass clean and clear

  Yes

  No

  N/A

• Is exterior price points best possible focus for current promotion

  Yes

  No

  N/A

• Ice chest freezer is clean

  Yes

  No

  N/A

store merchandising

• Is the counter and serving area clear,clean and clutter free, behind the counter area merchandised

  Yes

  No

  N/A

• Current promotion tied up,pos and stock

  Yes

  No

  N/A

• Is the store 100 percent ticketed

  Yes

  No

  N/A

• Is the store room neat and tidy and smp in place

  Yes

  No

  N/A

• Is their a tasting program

  Yes

  No

  N/A

• Gondola ends tied up as per wrap sheet

  Yes

  No

  N/A

• Control brand counter display as per wrap sheet

  Yes

  No

  N/A

• Are shelves clean and know dust on them or bottles

  Yes

  No

  N/A

• Opportunity in store for further private and control brand focus display

  Yes

  No

  N/A

• Coolroom hot spots are merchandised as per wrap sheet

  Yes

  No

  N/A

• Are all lights operational

  Yes

  No

  N/A

• Is the shop floor swept and mopped,no cobwebs or old fishing line blue tac and tape in the store

  Yes

  No

  N/A

• Are all floors stacks BWS compliant

  Yes

  No

  N/A

• Are. Displays aggressive and their to drive sales

  Yes

  No

  N/A

• Photo taken of display or example of good merchandising

  Yes

  No

  N/A

• Are all loose stock kept in the correct smp location

  Yes

  No

  N/A

• Scan sales data reviewed and sales history to make sure floor plan is in line

  Yes

  No

  N/A

• Are the beer displays on the floor products that require the volume compared to sales

  Yes

  No

  N/A

• Is the current paper ad on display

  Yes

  No

  N/A

• Discussions around store merchandising

  Yes

  No

  N/A

coolroom

• Tickets on wall are in line and presentable

  Yes

  No

  N/A

• No excess stock blocking coolroom floor

  Yes

  No

  N/A

• Coolroom flow in place

  Yes

  No

  N/A

• Tickets in place for all products in coolroom

  Yes

  No

  N/A

• Is the 6 pack area merchandised

  Yes

  No

  N/A

• Is under the racking clean and glass clean and clutter free

  Yes

  No

  N/A

• Is the cold room clean neat and tidy floor swept ,mopped and stock faced up

  Yes

  No

  N/A

• Staff lunches or purchases not visible to customers

  Yes

  No

  N/A

auto stocker

• Autostocker routines are being Actioned as required

  Yes

  No

  N/A

• Check seven days gap scan is store compliant, all routines compliant

  Yes

  No

  N/A

• Are MPLS correct

  Yes

  No

  N/A

• Are traffic lights completed daily

  Yes

  No

  N/A

• Are screens actioned regularly and reviewed

  Yes

  No

  N/A

• Are we doing random load checks and or checking loads

  Yes

  No

  N/A

• Are demand and display qty's in line with sales needs on gondola ends

  Yes

  No

  N/A

• Review promotional oos is store hitting the target, metrics and screens reviewed

  Yes

  No

  N/A

• Are display Qty's set for off location displays

  Yes

  No

  N/A

• Has store manager investigated potential mpl breach products

  Yes

  No

  N/A

• Review delivery roster are they the best fit for the store

  Yes

  No

  N/A

• Are all plannograms up to date

  Yes

  No

  N/A

• Have overstocks been challenged through AQM or OVS screens

  Yes

  No

  N/A

• Are sales plans being Actioned

  Yes

  No

  N/A

• Discussions and auto stkr training done on visit

  Yes

  No

  N/A

PEOPLE

• Are new staff being trained through "in store induction"

  Yes

  No

  N/A

• Are rosters being completed and posted 2 weeks in advance

  Yes

  No

  N/A

• Is there a training opportunity observed in store

  Yes

  No

  N/A

• Are all hr posters and signage up to date

  Yes

  No

  N/A

• Is Tim teq right and are all staff signing on and off

  Yes

  No

  N/A

• Discuss annual leave

  Yes

  No

  N/A

• Review job list for staff are they adequate

  Yes

  No

  N/A

• Ideas to work better with the community and echo embassador program discussions

  Yes

  No

  N/A

• Are all staff receiving minutes, reading and signing them off

  Yes

  No

  N/A

• Are our staff following uniform dress and jewelry policy

  Yes

  No

  N/A

• Career discussions taken place

  Yes

  No

  N/A

• Is the rmlv roster at the store

  Yes

  No

  N/A

• Store discussion on people and succession planning ,training and gaps

  Yes

  No

  N/A

Customer service

• Was the customer service observed in store what we would expect , are the 5 service values being followed

  Yes

  No

  N/A

• Is the previous customer service result posted in store

  Yes

  No

  N/A

• Is there a good news story or positive experience observed while in store

  Yes

  No

  N/A

• Review last mystery shop and discuss what actions in place to rectify

  Yes

  No

  N/A

administration and compliance

• Cleaning roster is in place and being used

  Yes

  No

  N/A

• Saved transactions checked and ok

  Yes

  No

  N/A

• Price enquiries checked and ok

  Yes

  No

  N/A

• Review stocktakes, are they inline, review adjustments and all areas from cyclic counts

  Yes

  No

  N/A

• All manager reports completed,markdown,refund

  Yes

  No

  N/A

• IBT's all Actioned and closed in ISIS

  Yes

  No

  N/A

• Store users current in system

  Yes

  No

  N/A

• Cash drops are $300 or under

  Yes

  No

  N/A

• Markdowns checked and ok

  Yes

  No

  N/A

• Weekly stocktake schedule is being Actioned as required

  Yes

  No

  N/A

• Is the markdown policy in place

  Yes

  No

  N/A

• Are dumps being completed weekly and target of .08 being achieved

  Yes

  No

  N/A

• 555 actioned and stock check rotation

  Yes

  No

  N/A

• Price check completed every week

  Yes

  No

  N/A

• Is the surveillance system working

  Yes

  No

  N/A

• Is the safe and tills being checked and entered 3 times a day

  Yes

  No

  N/A

• Review trading hours is their room to extend or reduce

  Yes

  No

  N/A

• Has the store got copies of all audits<br>

  Yes

  No

  N/A

• Are all admin folders up to date

  Yes

  No

  N/A

• Is the key register up to date

  Yes

  No

  N/A

• Are all alarm codes up to date and all staff have their own access no generic codes

  Yes

  No

  N/A

• Store compliant with review of soh check 20 lines

  Yes

  No

  N/A

• Review pnl and weekly sales and wages

  Yes

  No

  N/A

• Are eas gates working test

  Yes

  No

  N/A

• Review store base roster opportunities for ppt

  Yes

  No

  N/A

• Is there any r&m need doing

  Yes

  No

  N/A

• Any general discussions

  Yes

  No

  N/A

• Overall store rating

  Yes

  No

  N/A