Area Manager Store Visit - Alternative

• Conducted on

  Date

• Store Name and Number

• Store

• Store Number

• Area

• Store Manager

• Area Manager

• Date and Time

  Date

Overview

• Store Visit RAG Status

  Red

  Amber

  Green

• General Overview of Observations and Findings

Customer

• Has the Queue Management system been set up correctly and is it being utilised?

  Yes

  No

• Demonstration observed and are demo handsets charged and ready to be used?

  Yes

  No

• Are we having record of discussions for detractors

  Yes

  No

  N/A

• Weekly recognition for top performers

  Yes

  No

  N/A

• Have NPS and Mystery Boards been set up and are recent scores and comments displayed?

  Yes

  No

• Team able to talk through Customer Journey and Brilliant Set Up?

  Yes

  No

• Observations around demo and brilliant set up

  Yes

  No

  N/A

Overview and Actions - Customer

• Overview - Customer

• Required Actions - Customer

Action

People

• Is the Rota Spreadsheet being used and are rotas completed four weeks in advance?

  Yes

  No

• Is MEE time being booked in, utilised and completed?

  Yes

  No

• Are weekly performance meeting being held with each individual

  Yes

  No

  N/A

• Are Daily Briefings taking place and do all team members understand the content?

  Yes

  No

• Is the Ethical Selling sign off completed for all team members?

  Yes

  No

• Are EOM meetings scheduled, attended by all team members and can all advisors talk about the content?

  Yes

  No

• Is the store manager utilising the Best system and have monthly nominations been made?

  Yes

  No

• Are all probationary and monthly reviews present and have they been completed to a satisfactory standard?

  Yes

  No

Overview and Actions - People

• Overview - People

• Required Actions - People

Action

Operations

• Are store standards at an acceptable level?

  Yes

  No

• Is the stock room/ cage/ safe tidy and organised?

  Yes

  No

• Manual stock count completed daily

  Yes

  No

  N/A

• Has the Forced Churn Folder been set up as per policy and has the latest report been reviewed and relevant contracts filed?

  Yes

  No

• Have the last three months Store Manager H&S checklists been completed?

  Yes

  No

• Has a Regional Manager H&S checklist been completed in the last six months? (If no, please complete one!)

  Yes

  No

• HR files been in place?

  Yes

  No

  N/A

• Has the latest version of the VM app been downloaded and is it being used? <br>

  Yes

  No

Training

• Which accreditation is completed this week?

  Yes

  No

  N/A

• Compliance accreditation completed by team

  whose outstanding?

• Health and safety accreditation completed?

  Yes

  No

  N/A

• Store manager completed count with buddie manager this week?

  Yes

  No

  N/A

Overview and Actions - Operations

• Overview - Operations

• Required Actions - Operations

Action

• Store Manager

  Sign

• Regional Manager

  Sign