Holland and Barrett EFBV

• Branch Name

• Managers Name

• ASM conducting the visit

• Conducted on

  Date

Store standards

• Is the healthy store walk being carried out and documented?

  Yes

  No

  N/A

• Is your first impression of the store a good one?

  Yes

  No

  N/A

• Is the duty manager present for your visit?

  Yes

  No

  N/A

Customer Engagement - Observations

• WELCOME - Are all customers welcomed when they enter the store?

  Yes

  No

  N/A

• APPROACH - Are all customers approached by team members?

  Yes

  No

  N/A

• Are they recognising buying signals and stopping their tasks to assist to customers on the sales floor?

  Yes

  No

  N/A

• ESTABLISHING NEEDS - Are customers being asked questions to establish their needs?

  Yes

  No

  N/A

• ADVICE AND RECOMMENDATION - Are consultants giving advice and recommending products based on the customers answers and needs?

  Yes

  No

  N/A

• FRIENDLY - Are team members friendly and engaging in their manner with customers?

  Yes

  No

  N/A

• CUSTOMER VALUED - Are the team actively offering RFL cards on the sales floor before customers approach the till area?

  Yes

  No

  N/A

• When at the till can you hear associates asking for a email address when signing up a RFL?

  Yes

  No

  N/A

People

• What is the recruitment status for the store?

  Green

  Red

• How many vacancies do you have?

• How many hours in total?

• Are the TU fully completed and do the team fully understand the content? Speak to the team to fact find.

  Yes

  No

  N/A

• Carry out a deployment review with the manager and check hours are in line with deployment, including today?

  Yes

  No

  N/A

• Review the RMP status and progress, are you happy? If not why?

  Yes

  No

  N/A

• Are there any people issues? Speak to all team members and the store manager.

  Yes

  No

  N/A

• Review the new starter induction progress, is it up to date?

  Yes

  No

  N/A

5 - 2 Drives

• Check the content of the daily brief from the store diary?

  Yes

  No

  N/A

• Ask the team members if they have been taken through the brief?

  Yes

  No

  N/A

• Ask at least two colleagues if they know the weeks targets for 5 - 2 drive, do they know?

  Yes

  No

  N/A

• Are they aware of the current 5 - 2 drive store performance and 'how' to influence it?

  Yes

  No

  N/A

• Is the store diary complete showing daily targets for the 5 - 2 drive? Check the last 7 days.

  Yes

  No

  N/A

• Discuss with the duty manager the 5 - 2 drive performance and set clear actions.

• Celebrate sucess

Operations

• Has the previous EFBV action plan been completed and actioned ?

  Yes

  No

  N/A

• Check the last 7 days daily sarbanes checks - are they correct and within policy?

  Yes

  No

  N/A

• Is the folder set up correctly?

  Yes

  No

  N/A

• Is the 'way we work' board up to date? Take a picture.

  Yes

  No

  N/A

• Having checked the store diary are you happy it is fully completed and up to date, if not what actions have been left?

  Yes

  No

  N/A

• Have the following been completed and checked, please check all that have been completed.

• Health and safety floor walk

• Fire safety records

• Risk assessments

• Emergency lighting tests

• If the haven't been completed please write down the actions.

• Does the store have all emergency keys to hand?

  Yes

  No

  N/A

• Are high value items tagged?

  Yes

  No

  N/A

• Is checkpoint activated by the tags? If not when was it logged and when is it being followed up?

  Yes

  No

  N/A

• Are daily temperature checks being recorded and are the units at the correct temperature?

  Yes

  No

  N/A

• Has the store alarm code been changed since the last leaver?

  Yes

  No

  N/A

• Complete a safety check and record the outcome.

• Yes

  No

  N/A

Shrinkage

• Are all cycle counts up to date?

  Yes

  No

  N/A

• Is the stockroom tidy and organised with all food items stored separately and off the floor?

  Yes

  No

  N/A

• Is the most recent stock count on display?

  Yes

  No

  N/A

• Are the agreed actions being completed?

  Yes

  No

  N/A

• Is stock rotation being completed?

  Yes

  No

  N/A

• Check 10 items In the stock room and on the sales floor and compare the dates? How many are correct.

  Select All 6-9 <6

  • All
  • 6-9
  • <6

• What immediate actions are needed?

• Stock rotation and date checks being completed with correct documentation and evidence of checks and actioned and reductions to clear?

  Yes

  No

  N/A

• Are Adhok checks being completed on the top 5 loss items and the last audit? Are they being recorded?

  Yes

  No

  N/A

• Review store innovatory adjustment report in BIP / SIM, are daily adjustments being recorded?

  Yes

  No

  N/A

• Select a random planogram and check compliance, was it accurate?

  Yes

  No

  N/A

• Review management procedure for ensuring weekly OOS / gap reviews are completed. Please note any areas for improvement.

  Yes

  No

  N/A

• Use BIP / SIM stockholding report to minimum of 10 SKUS that show 1 product on hand. How many where right?

• Why are there so many corrections needed on your stock file and what do you need to put in place to resolve?

Closing Comments

• Has the action plan been completed with the duty manager?

  Yes

  No

  N/A

• Any further comments?

• Branch Manager Signature

  Sign

• ASM Signature

  Sign