Area Manager Visit Report -Quarterly

• Store Name

• Shop front or concession picture

  Media

• Conducted on

  Date

• Visited by

• Manager Name

Sales vs LY for LW

• Performance (compare to area/ company)

  Positive

  Negative

  N/A

Sales vs LY for YTD

• Performance (compare to area/ company)

  Positive

  Negative

  N/A

Sales vs Forecast for LW

• Performance (compare to area/ company)

  Positive

  Negative

  N/A

Sales vs Forecast YTD

• Performance (compare to area/ company)

  Positive

  Negative

  N/A

Men's/Women's Mix

• Comments

Conversion

• Performance (rank and compare vs area/ company) for LW

  Over 15%

  Under 15%

  N/A

• Performance vs LW

  Over 15%

  Under 15%

  N/A

• Year to date

  Over 15%

  Under 15%

  N/A

Average basket size (UPT)

• Comments

Payroll Hrs vs Budget

• Wage vs Sales % and cost

  Productive

  Under Productive

• Hrs vs budget

  Positive

  Negative

  N/A

• Comments

People (HR/ Training&Development/Recruitment/Payroll)

• Is recruitment up to date, any vacancies? (RFR/Amaris)

  Yes

  No

  N/A

• Have sales team had necessary training? (Induction, stage training/ silver)

  Yes

  Partly

  not enough

• Are H&S training records up to date?

  Yes

  Partly

  not enough

• Management training completed/ needs?

  Yes

  No

  N/A

• Absence management up to date (return to works/ sickness/ holiday) CHECK ABSENCE TRACKERS

  Yes

  Partly

  not enough

• Horizon been completed correctly? (check errors report)

  Yes

  No

  N/A

• Personnel files correct? CHECK 3 EMPLOYEES

  Yes

  Partly

  not enough

• Man hour planner/rota effective to store needs?

  Yes

  No

  N/A

• Any performance issues to be aware of? (Disciplinary/ PIPs)

  Yes

  No

  N/A

• Reviews and follow ups up to date?

  Yes

  Partly

  not enough

• Notes/actions

Product/Shopfloor

• Are windows clean and inviting?

  Yes

  No

  N/A

• Are mannequins dressed to directive/ styled accordingly?

  Yes

  Average

  No

• Is environment right for customer? ( music/ air con/ lighting)

  Yes

  No

  N/A

• Is the Shopfloor clean? (Fitting rooms/floor/fixtures)

  Yes

  Average

  No

• Is red zone/front of store as per directive?

  Yes

  No

  N/A

• Is floor/fixture layout strong?

  Yes

  Average

  No

• Is the floor full, right density levels and size availability?

  Yes

  Average

  No

• Are company/store best sellers prominent?

  Yes

  Average

  No

• Is product presentation and standards to a high standard?

  Yes

  Average

  No

• Is size stickering to a high standard?

  Yes

  Partly

  not enough

• Are footwear and accessories VM strong and commercial?

  Yes

  Average

  No

• Has category performance been analysed and floor VM accordingly?

  Yes

  Average

  No

• Are internal mannequins used effectively and dressed to high standard? (See and buy)

  Yes

  Average

  No

• Is till point organised and clean/tidy? (Carrier bags/stationary)

  Yes

  No

  N/A

Service

• Is there presence at front/entrance?

  Yes

  No

  N/A

• Are all zones covered effectively?

  Yes

  Average

  No

• Are customers being approached/acknowledged? And are buying signals identified?

  Yes

  No

  N/A

• Are all customers seen into the fitting rooms?

  Yes

  No

  N/A

• Is fitting room service strong?

  Yes

  Partly

  not enough

• Is returns policy displayed on the till?

  Yes

  No

  N/A

• Is till service to a high standard?

  Yes

  No

  N/A

• Are they collating sign ups? (current %) and are they present at the till?

  Yes

  No

  N/A

• Is service window being adhered too?

  Yes

  No

  N/A

• Notes/ Actions

Operations

Stockroom

• Any odd shoes?

  Yes

  No

  N/A

• Is the stockroom tidy and organised?

  Yes

  Average

  No

• Are all recalls up to date?

  Yes

  No

  N/A

• Are deliveries being processed correctly and efficiently?

  Yes

  No

  N/A

• Faulty stock managed correctly?

  Yes

  No

  N/A

• S reads being completed?

  Yes

  No

  N/A

• Any SNO and is the store managing it correctly?

  Yes

  No

  N/A

• Replenishment being managed effectively? (Backward stocking up/ gap filling)

  Yes

  Average

  No

• Notes/ Actions

Retail Operations

• Office tidy and organised and door locked?

  Yes

  Average

  No

• Daily/weekly checklist used?

  Yes

  No

  N/A

• 4 weeks rotas completed?

  Yes

  No

  N/A

• Sonic planner/tasks up to date?

  Yes

  No

  N/A

• Management communication - diary/handover/ conf call notes

  Yes

  Partly

  not enough

• Notice boards up to date?

  Yes

  Partly

  not enough

• Are team briefs beng conducted?

  Yes

  No

  N/A

• Zoning plans being used effectively?

  Yes

  Average

  No

• Trade meetings/manager meetings taking place weekly?

  Yes

  No

  N/A

• Are store walks being completed and thoroughly?

  Yes

  Average

  No

• Any maintenance issues? Actions/ follow up

  Yes

  No

  N/A

• Are team dressed as per dress code and representing the brand?

  Yes

  Partly

  not enough

• Notes/ Actions

Loss Prevention

• Safe checked and safe log up to date?

  Yes

  No

  N/A

• Banking process being conducted correctly - refunds checked/ discrepancies logged/ discounts/ banking double signed/ petty cash?

  Yes

  No

  N/A

• Does the tagging system work? And is log being used and completed?

  Yes

  No

  N/A

• Are fitting rooms being controlled and checked?

  Yes

  No

  N/A

• Are tag checks completed daily?

  Yes

  Partly

  not enough

• Is rubbish being checked my management?

  Yes

  No

  N/A

• Are staff searches being carried out correctly?

  Yes

  Partly

  not enough

• Are the tills free of alert signals and exposure?

  Yes

  No

  N/A

• Are staff using lockers?

  Yes

  No

  N/A

• Yes

  No

  N/A

• Are visitors and staff signing in?

  Yes

  No

  N/A

• Have locker searches been completed weekly?

  Yes

  Partly

  not enough

• Notes/ Actions

• Yes

  No

  N/A

Health & Safety

• Has monthly H&S sonic check been completed and actions followed up?

  Yes

  No

  N/A

• Is the shop floor free from hazards?

  Yes

  No

  N/A

• Are fire exits clear and no combustibles stored?

  Yes

  No

  N/A

• As weekly H&S and fire checks being completed?

  Yes

  No

  N/A

• Have accidents and incidents been reported via sonic?

  Yes

  No

  N/A

• Notes/ Actions

Marketing

• Is the store association/shopping centre website up to date? (Imagery/opening hrs/promos etc)

  Yes

  No

  N/A

• Did SM attend last centre/host store/association meeting? ( review notes and discuss opportunities)

  Yes

  No

  N/A

• Does the store manager have contact with host store/centre/association?

  Yes

  No

  N/A

• What store/local events are planned or can be planned? (Review and discuss)

  Yes

  No

  N/A

• Is the store manager in tune with local market? (Activities, events, competitors, new stores, university etc)

  Yes

  No

  N/A

Summary of Visit

• Managers actions and time frames

• Area Manager Summary

• Manager Signature

  Sign

• Area Manager Signature

  Sign