Fraser Hart Full Visit Copy

• Visit Type

• Conducted on

  Date

• Prepared by

• Store Location
  Address

• Team Present

Standards of Excellence

External Standards

• External Fascia Clean?

  Yes

  No

  N/A

• External Fascia Lit?

  Yes

  No

  N/A

• Glass clean inside and out with no smudges?

  Yes

  No

  N/A

• Internal window bases clean and dust free?

  Yes

  No

  N/A

• All POS correct?

  Yes

  No

  N/A

• Plenty of IFC examples in both Jewellery and Watch window?

  Yes

  No

  N/A

• Store adjacencies correct?

  Yes

  No

  N/A

Jewellery Window Standards

• Are all pieces in the jewellery window priced?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all pieces in the jewellery window angled correctly?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all pieces and bases in the jewellery window clean and dust free?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all pieces in the jewellery window in the correct price flow?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all pieces in the jewellery displayed as per the merchandising guideline principles e.g. solitaire with solitaire, clusters with clusters

  Yes

  No

  N/A

• Are all price tickets straight central and in consistent positions throughout the jewellery window?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Lights in need of attention?

  Yes

  No

  N/A

• Jewellery window checklist in use and followed up?

  Yes

  No

  N/A

Watch Window Standards

• Are all pieces in the watch window priced?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all watches angled correctly i.e. crowns aligned and dials in centre of c-clips?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all watches and watch displays clean and dust free?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all watches merchandised in their family groups as per brand planograms?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all watch prices straight, central and in consistent positions next to the watches?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Lights in need of attention?

  Yes

  No

  N/A

• Watch window checklist in use and followed up?

  Yes

  No

  N/A

Internal Shop Floor Standards

• Do all internal displays follow all of the merchandising principles e.g. clean, tidy, straight, priced etc?

  No errors

  Few errors (1-10)

  Occasional errors (10-30)

  Regular errors (30-50)

  Many errors (50+)

• Are all the lights working?

  Yes

  No

  N/A

• Notes:

• Is the carpet clean?

  Yes

  No

  N/A

• Notes:

• Serving tables/counters clean and clear of paperwork?

  Yes

  No

  N/A

• Notes:

• Team members wearing correct uniform and well presented?

  Yes

  No

  N/A

• Notes:

• Gift wrapping station present with correct equipment e.g. paper, ribbon, cello tape and scissors?

  Yes

  No

  N/A

• Notes:

• All serving tables contain the necessary equipment e.g. finger sizer, ring stick, pen, registration cards, loupe etc?

  Yes

  No

  N/A

• Notes:

• Evidence of a closedown procedure in place?

  Yes

  No

  N/A

• Notes:

Back of House Standards

• Are all display materials stored in an appropriate manner to allow ease of access and to prevent damage?

  Yes

  No

  N/A

• Are all jewellery boxes stored in each size and in an easily accessible location?

  Yes

  No

  N/A

• Are all certificated diamond certificates stored in a separate location with appropriate labels?

  Yes

  No

  N/A

• Are all watch brand boxes stored in an easily accessible location?

  Yes

  No

  N/A

• Are watch guarantees stored in an organised and logical manner?

  Yes

  No

  N/A

• Are the toilets clean and free of stock?

  Yes

  No

  N/A

• Is the kitchen and staff area clean, tidy and free from hazards?

  Yes

  No

  N/A

• Are all fire exits clear?

  Yes

  No

  N/A

• Standards of Excellence Summary

  Safe

  Action Needed

Financial Performance

• Sales versus LY

  <100%

  100%-104.9%

  105%+

  n/a

• Sales versus target

  <100%

  100%-104.9%

  105%+

  n/a

• Rolex

  <100%

  100%-104.9%

  105%+

  n/a

• Watches

  <100%

  100%-104.9%

  105%+

  n/a

• Diamonds

  <100%

  100%-104.9%

  105%+

  n/a

• Wedding Rings

  <100%

  100%-104.9%

  105%+

  n/a

• Gold Jewellery

  <100%

  100%-104.9%

  105%+

  n/a

• Branded Jewellery

  <100%

  100%-104.9%

  105%+

  n/a

• Repairs

  <100%

  100%-104.9%

  105%+

  n/a

• Silver

  <100%

  100%-104.9%

  105%+

  n/a

• Assured Cover

  <1.5%

  1.5%-2%

  2%+

• IPS on target?

  Yes

  No

  N/A

• Discount on target?

  Yes

  No

  N/A

• ATV on target?

  Yes

  No

  N/A

• Is the store hitting Contribution figures? Review most recent P&L.

  Yes

  No

  N/A

People and Team Development

• Daily Team Briefs completed to a high standard?

  Yes

  No

  N/A

• Notes:

• Evidence of regular training around current store focuses?

  Yes

  No

  N/A

• Notes:

• Are all brand e-learning platforms up to date for current and new team members?

  Yes

  No

  N/A

• Notes:

• Rota available to all employees at least two weeks in advance?

  Yes

  No

  N/A

• Notes:

• Rota on correct standardised company template?

  Yes

  No

  N/A

• Notes:

• Rota reflects right mix of staff numbers during the busiest trading period 11am-3pm?

  Yes

  No

  N/A

• Notes:

• Alchemy 'How to Guides' and Alchemy Training all up to date for current and new starters?

  Yes

  No

  N/A

• Notes:

• 121s taking place as per company expectation (x1 weekly and x1 monthly)?

  Yes

  No

  N/A

• Notes:

• Evidence of regular shop floor coaching taking place, with coaching cards stored for use in 121s?

  Yes

  No

  N/A

• Notes:

• Review most recent VMS - has the self- assessment been completed and a training session been delivered?

  Yes

  No

  N/A

• Notes:

• Holiday tracker in place?

  Yes

  No

  N/A

• Notes:

• Targets set and visible using company standardised target setting and tracking forms?

  Yes

  No

  N/A

• Notes:

• Colleagues spoken to are aware of their daily and weekly targets?

  Yes

  No

  N/A

• Notes:

• Tasking does not occur between 11am and 3pm?

  Yes

  No

  N/A

• Notes:

• Is the store using the company standardised commission form and is it being submitted to finance at end of every month?

  Yes

  No

  N/A

• Notes:

• People and Team Development Summary

  Safe

  Action Needed

Compliance

• Take a random selection of 5 pieces of reserve stock (from different sectors, excluding diamonds), are all 5 pieces in the window?

  Yes

  No

  N/A

• Notes:

• Check Diamond Reserve Stock is everything in the tray in the window?

  Yes

  No

  N/A

• Notes:

• Check last two weeks weekly stock audits. Have they been completed correctly and are they accurate?

  Yes

  No

  N/A

• Notes:

• Have all transfers been cleared from the system by use of the transfer audit?

  Yes

  No

  N/A

• Notes:

• Check special order drawer, is there a system in place for chasing orders and customers?

  Yes

  No

  N/A

• Notes:

• Has the repair audit been completed for last week?

  Yes

  No

  N/A

• Notes:

• Check 10 random repairs from 'Repairs List' - has the cost price been entered for each one?

  Yes

  No

  N/A

• Notes

• Has the store completed all un-invoiced repairs?

  Yes

  No

  N/A

• Notes:

• Is damage stock being completely accurately?

  Yes

  No

  N/A

• Notes:

• Check deposit drawer, are deposits being chased regularly?

  Yes

  No

  N/A

• Notes:

• Complete a till check - is it within the limit of £200?

  Yes

  No

  N/A

• Notes:

• Check 'clearance prices' report. Are all prices accurate?

  Yes

  No

  N/A

• Notes:

• Is there a Retail Rocks folder in use and are all tasks completed (list tasks for week in notes and proof of check)

  Yes

  No

  N/A

• Notes:

• Has EOD (including cash reconciliation) been completed properly?

  Yes

  No

  N/A

• Notes:

• Has the Rolex/Tudor SDC been signed by all members of the team?

  Yes

  No

  N/A

• Notes:

• Is the Rolex/Tudor purchase log fully completed for every transaction?

  Yes

  No

  N/A

• Notes:

• Check Diamond Ambassador report - has this been completed and sent to H/O on time?

  Yes

  No

  N/A

• Notes:

• Have the actions from the most recent Diamond Ambassador plan been completed and followed up?

  Yes

  No

  N/A

• Notes:

• Check Watch Recovery Plans - has there been progress, have actions been completed and followed up?

  Yes

  No

  N/A

• Notes:

• Check store is complying with Health and Safety and any actions have been followed up?

  Yes

  No

  N/A

• Notes:

• Are all the notice boards up to date?

  Yes

  No

  N/A

• Notes:

• Is the store checking the completion of any incorrect Hitachi and Barclays IFC agreements?

  Yes

  No

  N/A

• Notes:

• Is the post being sent out everyday?

  Yes

  No

  N/A

• Notes:

• Are the stores keeping their desktop organised and logical?

  Yes

  No

  N/A

• Notes:

• Compliance Summary

  Safe

  Action Needed