Effective Site Visit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Store standards and initial impressions

• Is the signage clean and illuminated when dark?

  Yes

  No

  N/A

• What time is the timer set to switch on/off?

• Are the windows clean?

  Yes

  No

  N/A

• How often are they cleaned?

• Are both interior and exterior window ledges clean?

  Yes

  No

  N/A

• Is the walkway outside the store clean and tidy?

  Yes

  No

  N/A

• Is the POS in the windows correct and straight?

  Yes

  No

  N/A

• Does the exterior view of product display look good?

  Yes

  No

  N/A

• Comments

Shop floor management

• Is there a management presence on the shop floor?

  Yes

  No

  N/A

• Are the sofa specialists positioned to avoid being off putting to a customer?

  Yes

  No

  N/A

• Is there evidence of floor craft? i.e. communication as to who is with who, good positioning etc

  Yes

  No

  N/A

• Do the sofa specialists only have iPads when they need them?

  Yes

  No

  N/A

• Comments

Music standards

• Is the music on?

  Yes

  No

  N/A

• Is the music at an appropriate volume?

  Yes

  No

  N/A

• Is the playlist appropriate and clean?

  Yes

  No

  N/A

• How often is the playlist updated?

• Are all the sound sofas playing?

  Yes

  No

  N/A

• Comments

Visual merchandising

• Has the ready to trade been completed?

  Yes

  No

  N/A

• Are any outstanding issues on the ready to trade being managed through to resolution?

  Yes

  No

  N/A

• Are all available clearance groups on clearance boards?

  Yes

  No

  N/A

• Has the 'was' price been crossed through diagonally on all clearance boards?

  Yes

  No

  N/A

• Which were checked?

• Looking at the layout, can you see a mix of colours, fabrics, price points, corners, recliners?

  Yes

  No

  N/A

• Are all the digital information tickets (Dits) working?

  Yes

  No

  N/A

• Check 5 bays (list the bays checked)

• Does all the furniture have a sofashield ticket and finance tickets on?

  Yes

  No

  N/A

• Are all tickets in the correct position?

  Yes

  No

  N/A

• Is the bay orientation correct?

  Yes

  No

  N/A

• Do the style and colour of the accessories and occasional all match/compliment the furniture?

  Yes

  No

  N/A

• Is the furniture in great condition?

  Yes

  No

  N/A

• Has the weekly swatch check been completed?

  Yes

  No

  N/A

• Who did the swatch check and were there any issues?

• Comments

People standards

• Is everyone dressed to company standard?

  Yes

  No

  N/A

• Can the store manager/champion discuss today's focus area?

  Yes

  No

  N/A

• What is the day's focus?

• Do the team know where they are in terms of current performance?

  Yes

  No

  N/A

• Was there a morning meeting?

  Yes

  No

  N/A

• Who took it and what was the subject?

• Is there evidence of recent training in the managers diary?

  Yes

  No

  N/A

• Does the staffing level correspond with the rota and managers diary?

  Yes

  No

  N/A

• Is the target board in the canteen up to date?

  Yes

  No

  N/A

• What information is o the target board?

• Comments

Housekeeping standards

• Is the housekeeper in today?

  Yes

  No

  N/A

• Why not?

  Yes

  No

  N/A

• Does the housekeeper follow a rota?

  Yes

  No

  N/A

• Is the sales floor clean and tidy?

  Yes

  No

  N/A

• Is the back of house clean and tidy?

  Yes

  No

  N/A

• Is the warehouse free of clutter?

  Yes

  No

  N/A

• Can customer collections be easily located?

  Yes

  No

  N/A

• Are there 2 bays being cleaned out on a daily basis?

  Yes

  No

  N/A

• Which bays came out today?

• Is the admin area tidy and in order?

  Yes

  No

  N/A

• Comments

Health and safety standards

• Are all health and safety checks up to date?

  Yes

  No

  N/A

• After completing a floor walk, is the store free from any potential risks to the public and staff that are not covered in the most recent risk assesment?

  Yes

  No

  N/A

• What risks are present?

• Is staff health and safety training up to date, including manual handling?

  Yes

  No

  N/A

• What is not up to date?

• Has there been a fire evacuation drill in the last 6 months?

  Yes

  No

  N/A

• When was last evacuation drill?

• Comments

Compliance standards

• Observe a live sales audit, is this to process?

  Yes

  No

  N/A

• Check the last THREE orders, are these PCI compliant and carry all the relevant special lines?

  Yes

  No

  N/A

• Have the admin team had a brief today?

  Yes

  No

  N/A

• Is there evidence the managers diary is being used appropriately?

  Yes

  No

  N/A

• Are the training and safe key holder pages filled in correctly and up to date?

  Yes

  No

  N/A

• Who is the current safe key holder?

• Are all PDR's and monthly reviews up to date?

  Yes

  No

  N/A

• Are the admin team going to the customer on the furniture to sign the finance?

  Yes

  No

  N/A

• Is there a decline management process being used in store to recover the business?

  Yes

  No

  N/A

• What is the process?

• When was the last store testimonial?

• Comments

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