Information

  • Branch Location/Store Number

  • Select 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 Island Manager

Store Visits

  • Review ARM store visit report. Have all issues been actioned?

  • Are there any discrepancies in ARM visit that were not reported?

  • Date of last ARM visit to store

Observation of Customer Interaction

  • Was the customer greeted immediately with engaging body language?

  • Were all 5 stages of the sales process

  • Was the protection plan offered to the guest?

  • Was the DFC credit card offered to the guest?

Staffing

  • Has the ARM completed weekly performance review with the SM?

  • Is an action plan in place for underperformance?

  • Was scheduling of staff adequate?

  • Are headcount and staffing levels appropriate?

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

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

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

Store Administration

  • Has daily store diary been completed?

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

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

  • Is the back office well organized?

  • Is under stock well organized?

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

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

  • Have all project tracker requests been processed and sent?

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

Marketing

  • Is all promotional and marketing material current?

  • Are all staff members aware of promotions?

  • Are advertised items in stock?

  • What footfall drivers are in place for the month?

  • List any additional marketing opportunities.

Merchandising Standards

  • Are all cases clean and dust free?

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

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

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

Summary

  • Competitor review

  • Summary of visit: What has gone well?

  • What needs to improve? Agree SMART actions

  • Additional Media - Follow up for next Month

  • ARM Signature

  • Regional Director

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.