Title Page

  • Store / Branch Number

  • Conducted on

  • Management Team Attending

Finance

  • Volume vs. Target (if over 100% enter into text box)

  • Percentage of Connected Referrals vs. Target (if over 40% enter into text box)

  • Total Postpay vs. Transactions

  • Sales Target Achieved (if over 100% enter into text box)

  • How did CPW performance impact SQ / KPI's?

  • Finance Actions / Next Steps (owner / by when?)

Customer

  • WCSS

  • Happy or Not

  • Customer Actions / Next Steps (owner / by when?)

People

  • 5 Star Roster live?

  • CPW Roster aligned with Store?

  • Recognition?

  • People Actions / Next Steps (owner / by when?)

Operations

  • Any barriers to trade?

  • Operations Actions / Next Steps (owner / by when?)

Once completed send to RM / RGM / CPW Champion

  • DSG Manager

  • CPW Manager

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.