CEI

• Branch Location/Store Number

• Select date

  Date

• Prepared by

• Manager Present?

• Store team present? (List Names)

Sales Review

• Sales MTD

• Sales YTD

• Sales LY MTD

• Sales LY YTD

• Margin MTD

• Effective Discount MTD

• SIMPLR Attachment Rate

• DFC Credit Card Applications

• Performance reviewed with Store Manager

Store Appearance

• Is the appearance of the exterior of the store acceptable?

  Yes

  No

  N/A

• Is the appearance of the interior of the store acceptable?

  Yes

  No

  N/A

• Is the temperature of the store comfortable?

  Yes

  No

  N/A

• Is the music level and content appropriate?

  Yes

  No

  N/A

• Are all lights and bulbs working and effective?

  Yes

  No

  N/A

• Are the sales and display area clean and tidy?

  Yes

  No

  N/A

Observation of Customer Interaction

• Was the customer greeted immediately with engaging body language?

  Yes

  No

  N/A

• Were all 5 stages of the sales process

  Yes

  No

  N/A

• Was the protection plan offered to the guest?

  Yes

  No

  N/A

• Was the DFC credit card offered to the guest?

  Yes

  No

  N/A

Staffing

• Was scheduling of staff adequate?

  Yes

  No

  N/A

• Are headcount and staffing levels appropriate?

  Yes

  No

  N/A

• Has the SM completed the weekly performance

  Yes

  No

  N/A

• Is an action plan in place for low performers?<br>

  Yes

  No

  N/A

• Review monthly training reports. Have all team members completed required monthly training?

  Yes

  No

  N/A

• Review memo file. Have all memo's been signed by each team member?

  Yes

  No

  N/A

• Was morning meeting conducted, and all team members aware of their targets?

  Yes

  No

  N/A

• Are all team members well presented, in uniform, and wearing a name tag?

  Yes

  No

  N/A

• List any additional staffing opportunities.

Store Administration

• Has daily store diary been completed?

  Yes

  No

  N/A

• Review shop discards, stock repairs and customer repairs. Are they acceptable?

  Yes

  No

  N/A

• Review layaways if applicable. Are layaways current (not exceeding 90 days), and has contact been made with guest?

  Yes

  No

  N/A

• Is the back office well organized?

  Yes

  No

  N/A

• Is under stock well organized?

  Yes

  No

  N/A

• Review vault. Is it organized, secure, and inventory kept at minimum? If no, have escalation steps been taken?

  Yes

  No

  N/A

• Does petty cash and float balance?

  Yes

  No

  N/A

• Have all items in transit been received? If not, is there supporting documentation that the manager has followed up?

  Yes

  No

  N/A

• Have all project tracker requests been processed and sent?

  Yes

  No

  N/A

• Review stock control. Has inventory and case counts been completed per policy?

  Yes

  No

  N/A

• List any additional administrative opportunities.

Marketing

• Please list all marketing colateral in the store. Include in case signage, top of counter signs, quantity and feedback.

• Is all promotional and marketing material current?

  Yes

  No

  N/A

• Are all staff members aware of promotions?

  Yes

  No

  N/A

• Are advertised items in stock?

  Yes

  No

  N/A

• What footfall drivers are in place this month?

• List any additional marketing opportunities.

Merchandising & Inventory

• Are all cases clean and dust free?

  Yes

  No

  N/A

• Are all props and case pads in pristine condition? Are appropriate props used?

  Yes

  No

  N/A

• Are at least two items priced on each case pad?

  Yes

  No

  N/A

• Review planogram. Does store follow current planogram?

  Yes

  No

  N/A

• Are products organized in cases? No tags visible, items grouped by type and family?

  Yes

  No

  N/A

• Review merchandise. Does store have appropriate on hands? Does store have appropriate product/assortment (I.E. out of Emeralds)? If not, please list opportunities in next section.

  Yes

  No

  N/A

• List any additional merchandising opportunities.

• Review safe location and provide brief description of contents. Assign action for any issues.

Competitor Review

• Identify any potential opportunities or threats from competition. (Pricing, product, promotions, people)

Summary

• Summary of visit: What has gone well?

• What needs to improve? Agree SMART actions

• List any additional comments or concerns?

• Additional Media - Follow up for next Month

  Media

• SM Signature

  Sign

• ARM Signature

  Sign