Title Page
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Business Plan - Monthly
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Conducted on
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Filled in By
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Field Managers Name
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Branch Managers Name
- Julia
- Becki
- Gareth
- Simone
- Paul
- Frank
- Doug
- Sam
- Ben
- Jas
- Rich
- Naz
- Trevor
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Store Name and Number
- 112 Bradford
- 113 London
- 114 Market Street
- 115 Liverpool
- 116 Cardiff
- 117 Newcastle
- 118 Bournemouth
- 119 Norwich
- 120 Trafford
- 121 Edinburgh
- 122 Leicester
- 123 Milton Keynes
- 124 Leeds
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Month of Plan
- January
- February
- March
- April
- May
- June
- July
- August
- September
- October
- November
- December
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What % of colleagues were reviewed last month?
Contribute
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Driving Teams Performance - Actions
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Optimisation of the Team - Actions
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Developing the Team - Actions
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Engagement and Recognition - Actions
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Contribute - Additional Comments
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Were previous steps completed to expectations?
Care / Connect
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Sales Floor Management - Actions
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Customer Journey Observations - Actions
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PLACEHOLDER
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Google Reviews and Feedback - Actions
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Care / Connect - Additional Comments
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Were previous steps completed to expectations?
Operations
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Sales Floor Standards - Actions
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Back Office Standards - Actions
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Compliance & Controls - Actions
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Planning - Actions
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Operations - Additional Comments
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Were previous next steps completed to expectations?
Driving Sales
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Finance - Actions
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Barriers to Trade - Actions
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PLACEHOLDER
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Other KPI Performance - Actions
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Driving Sales - Additional Comments
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Were previous next steps completed to expectations?
Next Steps
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June
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July
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August
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Barriers
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Additional Comments
In Store Trainers
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Trainer KPI Performance - Actions
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Knowledge Test Team Performance - Actions
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In Store Trainer B2B (Networking) - Actions
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Google Reviews - Actions
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In Store Trainer additional comments
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Were previous next steps completed to expectations?
Services
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Customer - Google Reviews - Actions
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Operations - Services R&R, Parts Stock and Best Practise - Actions
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People - Development and Coaching - Actions
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Finance - Volume, TAT, LTP and Revenue - Actions
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Service - Additional Comments
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Were previous next steps completed to expectations?
