Area Manager Store Visit Card

STORE DETAILS:

• Store Name:

• Store Manager's Name:

VISIT DETAILS:

• Date of Visit:

  Date

• Conducted By:

  Select Marie Graffin Robert McCarry Linda Gihooley Amanda Morton Gemma Storey Paula Baker Anne Howard-Turner Louise Starkey Richard Adams Pete Gabell Debbie Connolly Chris Frasi Bobbie Watts Matt Edwards Mark Silverwood Leanne Hignett Louise Clifford Linda Brightman White Mike Morgan Claire Moseley-Tait Mark Appleton Jade Vandross Nicola Niven Deep Singh Julie Collins Mark Fowler Louise Clifford

  • Marie Graffin
  • Robert McCarry
  • Linda Gihooley
  • Amanda Morton
  • Gemma Storey
  • Paula Baker
  • Anne Howard-Turner
  • Louise Starkey
  • Richard Adams
  • Pete Gabell
  • Debbie Connolly
  • Chris Frasi
  • Bobbie Watts
  • Matt Edwards
  • Mark Silverwood
  • Leanne Hignett
  • Louise Clifford
  • Linda Brightman White
  • Mike Morgan
  • Claire Moseley-Tait
  • Mark Appleton
  • Jade Vandross
  • Nicola Niven
  • Deep Singh
  • Julie Collins
  • Mark Fowler
  • Louise Clifford

Complete the below 5 checks.

• Review Area Manager visit card and Actions from previous visit

• Review any outstanding actions from previous Audit/Security visit

• Review Stocktake Shrinkage Action plan to ensure all points are current, relevant and being actioned.

• Review Store One Pagers

• Complete Flash the Cash

Overall Result

• Overall Structured score

  Select Points (20-27) Points (15-19) Points (0-14)

  • Points (20-27)
  • Points (15-19)
  • Points (0-14)

• Overall Red score

  Select One Point Two Points Three Points Four Points Five Points Zero Points

  • One Point
  • Two Points
  • Three Points
  • Four Points
  • Five Points
  • Zero Points

• Overall Out of Hours Delivery Working score

  One Point

  Two Points

  Three Points

Sign Off

• Management signature

  Sign

• Area Manager signature

  Sign

AREA MANAGER STRUCTURED VISIT CARD - 27 POINTS

Legal and Safe - 9 points

• LS01. Have all management and staff been searched every time they leave the store using the spinner? Ensure all signatures are obtained on the team search sheet. This includes all breaks and visits to the bank with search type recorded for previous week.

  Yes

  No

  N/A

• LS02. Date code fully completed for the last 4 weeks with management review signed. Expiry dates being logged under correct monthly column and documented correctly not just ticked with appropriate action codes used? Check 10 date coded lines.

  Yes

  No

  N/A

• LS03. Have all refunds and exchanges been attached to the refund report, supported with original receipt or receipt number. All refunds over £5 dual signed and supported with customer details as required? Spot check 3 days last week.

  Yes

  No

  N/A

• LS04. All stock £4.99 and above plus all sizes of Ariel & Bold Gels security tagged. Check 20 lines to ensure compliance is at 80%

  Yes

  No

  N/A

• LS05. Have the previous weeks price Reductions report been fully checked and signed by a member of management?

  Yes

  No

  N/A

• LS06. Cash pick ups £600 or less. Review safe activity for previous 2 weeks.

  Yes

  No

  N/A

• LS07. Age restricted Products - Have all staff completed / signed the Alcohol refresh training / E-Cig training document?

  Yes

  No

  N/A

• LS08. DPS - Check that the DPS on the Alcohol License Summary is correct and that all PLH licenses are in the

  Yes

  No

  N/A

• LS09. Store Inspection book fully completed and up to date for current week with all H&S/Legal sections signed every day?

  Yes

  No

  N/A

Customer Journey Brand Awareness - 4 points

• BA01. Are window displays set up according to the latest Promotional Bulletin and highlighted with POS - CHECK THAT THE PRICE ON THE POS IS CORRECT!

  Yes

  No

  N/A

• BA02. Are the Gondola ends, Dump bins, Stacks, Waterfalls and SSU's set up according to the latest Promotional Bulletin, including footfall focus products and highlighted with POS?

  Yes

  No

  N/A

• BA03. Check that the correct POS is being used in store.<br>- Medium size POS on window ladders and gondola ends.<br>- Correct size tag flags on shelf.<br>- Evidence of 95p and £1 POS in use.

  Yes

  No

  N/A

• BA04. Leaflets - Are leaflet bursts happening regularly and built into the model store working week?

  Yes

  No

  N/A

Customer Journey Store Standards - 3 points

• SS01. Zero to Zero - 2 separate counts have been complete, with all departments covered.<br>Store Manager has followed up on losses, with all major discrepancies recorded and Area Manager informed.

  Yes

  No

  N/A

• SS02. Event Count - Mini stocktake completed for last week by a member of management only and tracker updated. All major discrepancies recorded and Area Manager informed.

  Yes

  No

  N/A

• SS03. Stock Masterclass 10 Steps is being followed, check 3 steps?

  Yes

  No

  N/A

Customer Journey Customer Service and Offer - 11 points

• CS01. Headcount - Is the headcount correct? If not, are any vacancies advertised and action taken to recruit?

  Yes

  No

  N/A

• CS02. Team Planner - Does the previous weeks crewing plan match the stores Team Planner submission?

  Yes

  No

  N/A

• CS03. Have all holidays been submitted into team planner for 2016/17 entitlement?

  Yes

  No

  N/A

• CS04. Absence Management - Are any colleagues on LTS?<br>Record any actions taken including timescales.<br>Review short term absence, are RTW's being completed and is appropriate action being taken to reduce.

  Yes

  No

  N/A

• CS05. HR Matrix - Is the HR matrix completed and up to date?<br>Randomly review 3-4 points ensuring the below is incorporated within the check.<br>Check that the New training booklets are in use.<br>Evidence available to support training sign off.

  Yes

  No

  N/A

• CS06. Have you observed the team actively selling correct SAS products and are they using the SAS Cashier tracker from the intranet? <br>Review store performance over last 4 weeks. <br>Are they +20% or above the company average.

  Yes

  No

  N/A

• CS07. Primetime - Is the 'Till Supervisor' in place I.e. Queues being managed?<br>Check understanding of the role.

  Yes

  No

  N/A

• CS08. Primetime - Is Basket Fantastic happening in store?<br>Observe how many customers go to the till without a basket.

  Yes

  No

  N/A

• CS09. Recognition & Reward - Are there any Savers STARS amongst the team?<br>Have any top SAS Superstar cashiers / employees who have had positive customer feedback been recognised.

  Yes

  No

  N/A

• CS10. Smart & Proud - Ensure that the team are wearing correct uniform, name badges worn and good hygiene standards.

  Yes

  No

  N/A

• CS11. Cup of tea test - do the following back areas meet model store standards?<br>Canteen<br>Office<br>Toilets<br>Warehouse

  Yes

  No

  N/A

Action Plan

RED VISIT CARD - 5 POINTS

• R01. CCTV Checks - Cover Staff Searches and Staff purchases.<br>

  Yes

  No

  N/A

• R02. Carry out EJ check - validate voids and refunds, minimum 10 minutes.

  Yes

  No

  N/A

• R03. Check that Event counts and Zero to Zero processes are completed for previous week and any losses reflected within the Shrinkage Tracker.<br>Double check that these processes have been authorised by a Member of Management and filed away.

  Yes

  No

  N/A

• R04. Are all fragrance and blades secured back of house, locked in cupboard or office?

  Yes

  No

  N/A

• R05. Till area clean, tidy and organised - any evidence of till fraud or theft?

  Yes

  No

  N/A

OUT OF HOURS DELIVERY WORKING VISIT CARD

• OOH01. Carry out a 10 minute CCTV check of the most recent out of hours delivery.

  Yes

  No

  N/A

• OOH02. Check the Personnel files of any out of hours member(s), and ensure the relevant training has been completed.

  Yes

  No

  N/A

• OOH03. Check the Out of Hours Delivery Working box file is set up and the below documents are being filed and used on each delivery.<br>- OOH Delivery Sign In/Out sheet<br>- OOH Delivery Handover<br>- OOH Delivery CCTV Checklist<br>- OOH Delivery Staff purchase log

  Yes

  No

  N/A