Title Page

  • Date

  • Prepared By

  • Location
  • Instructions
    ___________

    1. Answer all the items below.
    2. Tap on Notes or Image under each question to add a comment or evidence.
    3. To add a Corrective Action, tap on "Action", provide a description, assign to a member, set priority and due date.
    4. Complete audit by providing digital signature.
    5. Share your report by exporting as PDF, Word, Excel or Web Link.

  • 1. Have actions from previous visit been completed?

Section 2: Sales

  • 1. Is the daily planner in use?

  • 2. Are the targets broken down into daily, weekly, monthly numbers?

  • 3. How many team members hit target in the last full period?

  • 4. Are the team members aware of their targets and where they are at for the month?

  • 5. Are the team hitting their Bridal targets? List team members and their bridal sales v target

  • 6. Is there a culture of driving targets?

  • 7. Is there a focus on KPIs within the store?

  • 8. Are the team hitting their ATV target? List team members and their ATV v target

  • 9. Do the team know and understand the relationship between ATV and Transactions?

  • 10. Is the store monitoring conversion?

  • 11. Do the team know the best sellers for Bridal and Top 3 watch brands?

Section 1: People

  • 12. Has each team member received a quality 121 within the last month?

  • 13. Have those not hit target received more than one 121 within the last month?

  • 14. Have those not hit target received more RTF than other team members?

  • 15. Structured Daily Training Plan in place for the month ahead

  • 16. Training Topics in line with store KPI focus?

  • 17. Question team members – how is the store’s training culture?

  • 18. List training tools that the store team confirm are used?

  • 19. Speak to two members of team – select product from Bridal window and ask colleague to demonstrate 1. A suitable add on 2. A good, better, best selection. Rate the selection (1-10) (Give feedback in the notes)

  • Note

  • 20. Speak to two members of the team – select a watch from a top 3 watch brand and ask colleague to demonstrate 1. FAB and 2. An Upsell. Rate the selection (1-10) (Give feedback in the notes)

  • Note

  • 21. Have you seen evidence of the coaching cards, window backboard cards, knowledge playing cards, knowledge cards, diamond videos, e-learnings being completed?

  • 22. Is there a culture of RTF in the store – speak to the team and ask them what their last piece of RTF feedback was?

  • 23. Is there evidence of 2 per person per work plus additional for on the spot praise?

  • 24. Does each member of management have a PDP in place to drive a specific area of the business?

  • 25. Have all new starters received thorough induction training?

  • 26. Is progress being made on individual team members training beyond induction?

  • 27. Check e-learning progress – is it complete for each individual’s length of time with FH?

  • 28. Have colleagues that have been signed off probation hit 80% of first 6 months target period?

  • 29. Is the store making smart recruitment decisions?

  • 30. Is the store’s staff turnover in line with company expectations?

Section 3: Customer

  • 31. Is there a SFL present?

  • 32. Is the SFL displaying good SFL behaviours?

  • 33. Is there a team member ready to greet customers at the window, stood on the tiles, looking busy?

  • 34. Are they greeting people with open questions?

  • 35. Is the team following ‘Dress for Success’?

  • 36. Are the team observing the selling window 11am-3pm?

  • 37. Are customers being seated, offered a drink and shown a luxury experience?

  • 38. Is there evidence of a good CONNECT e.g. open discovery questions – who, what, where, why, when, which, how, budget, style?

  • 39. Is there evidence of a good CREATE e.g. GBB, perfect partners, elevated language, story-telling, emotional connections, best sellers?

  • 40. Is there evidence of a good COMMIT e.g. overcoming objections, trail closing, closing, SFL involvement if something has been missed?

  • 41. Is the FH Top 10 in use as a self-assessment?

Section 4: Operations

  • 42. Are the window displays in line with company standards?

  • 43. Is stock replenishment being chased?

  • 44. Are best sellers for Bridal and Top 3 watch brands in the right positions?

  • 45. Are displays changed regularly?

  • 46. Is the store following the process audit walkthrough?

  • 47. List all discrepancies and loss from last 5 stock takes. Are the results in line with company expectation?

  • 48. Check 5 random EODs, have they been completed correctly?

  • 49. Does the store have a SMART Business Plan and is progress being made?

  • 50. Is the store providing adequate trade feedback?

Section 5 – Financial Performance (total questions 16)

  • 51. Sales v LY

  • 52. Sales v Target

  • 53. Bridal – list each department – is performance improving?

  • 54. Watches – list v LY performance on Top 6 brands

  • 55. Top 3 Watch Brands are they improving?

  • 56. Rolex

  • 57. Wedding rings

  • 58. Repairs

  • 59. Assured cover on target?

  • 60. IPS on target?

  • 61. Discount on target?

  • 62. ATV on target?

  • 63. Transactions on target?

  • 64. IFC on target?

Section 6 - Final Store Summary

  • Include previous reports score and current report score – has there been an improvement? Improvement % to be agreed here. (No improvement or improvement less than agreed score for 2 consecutive visits results in PIP)

Completion

  • All action points grouped together and Branch Manager to update SMART Business Plan

  • To Be Completed By : (Name & Signature)

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