DM Use - DM Visit Sheet

• Audit Name ("SAP - mm/dd/yyyy")

• Store Visited

  Select Glendale Palos Verdes National City Sierra Vista Houghton Valencia

  • Glendale
  • Palos Verdes
  • National City
  • Sierra Vista
  • Houghton
  • Valencia

• Conducted on

  Date

• DM Conducting Visit

• RSM

• Personnel Present

Store Performance

• Trending PSUs

  Below 85%

  Between 85% & 100%

  Between 100% & 125%

  Above 125%

• Trending Traffic Conversion

  13%+

  10%+

  8%+

  Below 8%

• Account Conversion

  Below 85%

  Between 85% & 100%

  Between 100% & 125%

  Above 125%

• Trending 3P

  Below 85%

  Between 85% & 100%

  Between 100% & 125%

  Above 125%

• Trending 2P

  Below 85%

  Between 85% & 100%

  Between 100% & 125%

  Above 125%

• NPS

  Below 85%

  Between 85% & 100%

  Between 100% & 125%

  Above 125%

First Impressions/Store Presentation

• Group Greet Executed to Standards?

  Yes

  No

• Appropriate Music (Volume & Content)?

  Yes

  No

• Is Back Room cleaned/organized?

  Yes

  No

• Is Floor Coach Present/Active?

  Yes

  No

• Is the Backroom/Safe Locked?

  Yes

  No

Audit

• Front and Back CPNI Free?

  Yes

  No

• Is Merchandising BluePrint @ 100%

  Yes

  No

• Paperwork Compliant/Current?

  Yes

  No

• Are Reps Verifying Customer IDs with EACH Transaction?

  Yes

  No

• Add Rep Name

Rep #

• Rep Name

• What Coaching Was Given?

Cash/Operations

• Change Fund @ $100 & All Tills @ $150?

  Yes

  No

• Every Till Has a Counterfeit Pen?

  Yes

  No

Missed Opportunity Inspections

• Check 3 Random Days for the Month. Look for missed opportunities and/or compliance failures.

• Packet Date

Date #

• Packet Date

  Date

• Were There Misses?

  Yes

  No

• Summarize your assessments

Visit Summary

• Were All Reps 100% 5EB Knowledgeable?

  Yes

  No

• 5EB Failed Rep

Rep #

• Rep Name

• Essential Behavior Miss(es)

• Coaching Given

• Follow Up Set

  Date

• Wins

• Opportunities

• Tasks/Areas of Focus
  (Choose NO MORE Than 4)

• Focus Items

Focus Item #

• Focus Item

  Select Comp Plan Knowledge 3P Pitch 2P Pitch HomeLife ICE Usage NRPA Floor Coaching Traffic Conversion Account Conversion Downtime Production Management Development Store Environment NPS No Additional Focus

  • Comp Plan Knowledge
  • 3P Pitch
  • 2P Pitch
  • HomeLife
  • ICE Usage
  • NRPA
  • Floor Coaching
  • Traffic Conversion
  • Account Conversion
  • Downtime Production
  • Management Development
  • Store Environment
  • NPS
  • No Additional Focus

Prior Visit Follow Up

• Focus Item Follow Up

Focus Item Follow Up #

• Prior Visit Task/Focus

  Select Comp Plan Knowledge 3P Pitch 2P Pitch HomeLife ICE Usage NRPA Floor Coaching Traffic Conversion Account Conversion Downtime Production Management Development Store Environment NPS No Additional Focus

  • Comp Plan Knowledge
  • 3P Pitch
  • 2P Pitch
  • HomeLife
  • ICE Usage
  • NRPA
  • Floor Coaching
  • Traffic Conversion
  • Account Conversion
  • Downtime Production
  • Management Development
  • Store Environment
  • NPS
  • No Additional Focus

• Assessment of Task/Focus Execution

  Executed Well

  Failed to Execute

  N/A

• Explain Assessment

Manager Teach Back

• 

• Focus/Task 1)

• -

• -

• -

• Focus/Task 2)

• -

• -

• -

• Focus/Task 3)

• -

• -

• -

• Focus/Task 4)

• -

• -

• -

• Manager Signature ________________________________________________________________________________________________________