Information

  • RSR Name

  • Route Number

  • District Number

  • Sales District Leader Name

  • Conducted on

  • Location

Workwith Objective

  • Enter Workwith Objective

Safety

  • Is RSR eating and hydrating properly?

  • Is RSR taking Micro Breaks to Stretch?

  • Did the RSR practice Circle of Safety?

  • Is RSR using all provided PPE? Gloves, Knee Pads, Knee Pad Pants, Case Hook, etc.

  • Does the RSR utilize the 5 Smith System Keys? Aim high in steering, Get the big picture, Keep your eyes moving, Leave yourself an out, Make sure they see you.

Route Methods

  • Does the RSR walk the store first to make a list of all product needs on the perimeter?

  • Does the RSR utilize cart/dolly to merchandise perimeter in Circle Method, not Hub and Spoke?

  • Does the RSR manage KD's in the store/truck?

  • Is the Back Stock organized and at the proper level to support customer needs?

Signature Service

  • Are the CAPs executed for this route?

  • Is Perfect Service executed 100%?

  • Freshness - Absence of short coded product

  • 3R's - Rotation, Relocation, Roll

  • Merchandizing - Pop and Lace

  • Planograms executed 100% including Proper New Items

  • Signage/POS on all locations

Selling

  • Does RSR know how to extract Selling Opportunities from a Business Review in HHC and keep the Customer informed on Performance?

  • Are ALL promotional item executed?

  • Does RSR have all needed selling and promotional materials?

  • Is the Store well developed? List locations over and above CAP

  • Is the RSR Wired to the Key Decision Maker in the store?

  • Does the RSR make a Personal Impact on their market?

Highlights / Opportunities (Balanced)

  • Enter Highlight or Opportunity

  • Enter Highlight or Opportunity

  • Enter Highlight or Opportunity

  • Enter Highlight or Opportunity

S.M.A.R.T. Action Plans including Owner and Timing

  • Action Plans

  • Action Plans

  • Action Plans

  • How can I help you?

  • Add signature

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.