Title Page
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Date
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Prepared By
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Location
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Instructions
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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. -
Rate the completion of actions from previous visit
Section 1: Sales
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Is there a culture of driving targets?
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Do the whole team know the KPIs?
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Do the team know and understand the relationship between ATV and Transactions?
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Is the store monitoring conversion?
Section 2: People
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Have focus team members received more than one 121 within the last month?
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Have focus team members received more RTF than other team members?
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Structured Daily Training Plan in place for the month ahead
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Training Topics in line with store KPI focus?
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List training tools that the store team confirm are used?
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Is there evidence of 2 per person per work plus additional for on the spot praise?
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Does each member of management have a PDP in place to drive a specific area of the business?
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Have all new starters received thorough induction training?
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Is progress being made on individual team members training beyond induction?
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Check e-learning progress – is it complete for each individual’s length of time with FH?
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Have colleagues that have been signed off probation hit 80% of first 6 months target period?
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Are Top Performers being recognised?
Section 3: Customer
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Is there a SFL present?
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Are customers being seated, offered a drink and shown a luxury experience?
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Is the FH Top 10 in use as a self-assessment tool?
Section 4: Operations
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Is the store following the process audit walkthrough?
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Check 5 random EODs, have they been completed correctly?
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Deposit Report – check physical locations – does everything match?
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Deposits – none overdue?
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Special Orders Report – check physical location – does everything match?
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Special Orders – none overdue?
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Repairs Report – check physical location – does everything match?
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Repairs – none overdue?
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Stock Take Discrepancies – check 5 random discrepancies – do you agree with store investigation?
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Refunds/Exchanges – check reasons for exchanging/refund – are these acceptable?
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Exchanges – check location of stock – does everything match?
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Anti-Money-Laundering – all cash in one transaction under £8k?
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Are all doors/drawers locked?
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Is the safe locked?
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Are all keys accounted for?
Section 5 – Financial Performance (total questions 16)
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Sales v LY
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Sales v Target
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Bridal - are focus areas improving?
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Luxury Watches – list v LY performance on Top 6 brands
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Are the Top 3 Watch brands improving?
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Rolex V LY
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Bridal V LY
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Repairs V LY
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Assured cover v LY
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IPS v LY
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Discount v LY
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ATV v LY
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Transactions v LY
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IFC v LY
Section 6 - Final Store Summary
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P&L v Budget
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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
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All action points grouped together and Branch Manager to update SMART Business Plan
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To Be Completed By : (Name & Signature)