DM Use - DM 1 on 1 with Review/Feedback

• Audit Title

• District

• Conducted on

  Date

• Prepared by

District Analysis

• How did your District Perform Against GP Targets?

  All Stores Below 100%

  Most Stores Below 100%

  Most Stores Above 100%

  All Stores Above 100%

• Analysis (Why)

• How did your district perform in PB1?

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• Conversion Wins (High-Level)

• Conversion Opportunities (High-Level)

• How did your district perform in KSO1?

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• KSO1 Wins (High-Level)

• KSO1 Opportunities (High-Level)

• How did your district perform in KSO2?

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• KSO2 Wins (High-Level)

• KSO2 Opportunities (High-Level)

• How did your District Perform in Rotational Metric #1?

  All Stores Below 100%

  Most Stores Below 100%

  Most Stores Above 100%

  All Stores Above 100%

• Analysis (Why)

• How did your District Perform in Rotational Metric #2?

  All Stores Below 100%

  Most Stores Below 100%

  Most Stores Above 100%

  All Stores Above 100%

• Analysis (Why)

• How did your District Perform in Operations?

  All Stores Outside of Variance Threshold

  Most Stores Outside of Variance Threshold

  Most Stores Inside Variance Threshold

  All Store Inside Variance Threshold

• Summary of Ops

Store Breakdown

• Stores

Store

• SAP#

• EOM % to GP Target

• EOM Conversion

• % to Conversion Target

• EOM % to Target in KSO1

• EOM Performance in KSO1

• EOM % to Target in KSO2

• EOM Performance in KSO2

• EOM % to Target in Rotational Metric #1

• EOM % to Target in Rotational Metric #2

• Analysis of Sales Store's Performance

• Was the store under $500 in total variance?

  Yes

  No

• Variance Amount

• Reason for Variance

• Summary of Store's Level of Operations

• Is the Store Properly Staffed?

  Yes

  No

• What steps have been taken to remedy the staffing shortage?

• When can you commit to the store being fully staffed.

  Date

• Were any Performance Improvement Plans Given?

  Yes

  No

• PIP given to:

• Summarize PIP

DM Self-Review

• Wins (Self Diagnosed)

• Opportunities (Self-Diagnosed)

Review and Feedback for VP

• For each feedback and review, make sure to call out what has been helpful so that those may continue. Additionally, call out what is lacking or needs enhancement/refinement and why (include a proposed solution as much as possible).

• Review of VP Resources Provided to DM

• Review of VP Coaching Given to DM (Site Examples)

• Review and Site Examples of Professional Development Provided by VP

• How has your VP increased your ability to be effective in your role?

Review and Feedback for Sales Support Team

• Give both positive and negative feedback and sight specific examples to assist with role refinement.

• Commissions Team

• Reporting Team

• Audit Team

• Facilities Team

• The Lab

• HR/Recruiting

VP's Notes and Feedback (DO NOT FILL OUT)

• Feedback for DM

• Deliverables

Action Item #

• Expectation

• Deadline for Next Review/Inspection

  Date