IPM Store Visit V2

Visit Information

• Audit Title

• Consultant Name

• BM Name

• Consultant present at visit

• BM present at visit

• Consultant Ignite Week

• Visit Time and Date

  Date

• Store Name and Number

Customer Consultant - Your Academy Experience

• Who was your Academy Trainer?

• What else would you add to the Academy course?

• Notes on experience prior to Academy (travel info, etc)

• Which Academy sessions have been useful in store?

• Which Academy sessions would you remove from the course?

Customer Consultant - Pass Criteria

• What are the four Ignite pass criteria?

• Ignite Pass Criteria

  

• What measure do we use to track your productivity?

• What 8 products contribute towards your Sales Per Hour?

Customer Consultant - Sales Performance

• Are you achieving your Sales Performance targets?

  Yes

  No

  Don't Know

• Sales performance notes/coaching

Customer Consultant - WCSS Performance

• What is your WCSS target?

• Are you achieving your WCSS target?

  Yes

  No

  Don't Know

• What is your WCSS score currently?

• WCSS notes/coaching

Customer Consultant - Your Learning Journey

• Have you been following your Learning Journey each week?

  Yes

  No

  Don't Know

• Are your Fuse modules up to date with all quizzes and tests completed? (IPM to check Fuse page to verify)

  Yes

  No

  Don't Know

• Learning Journey feedback/notes

Customer Consultant - Your Support

• Have you had Weekly Performance Reviews each week as outlined in your Learning Journey?

  Yes

  No

  Don't Know

• Have you had your Milestone Reviews (weeks 4, 8, 12) where appropriate?

  Yes

  No

  Don't Know

• IPM Notes

• Upload any relevant documents/screenshots

  Media

Consultant Commitments

• Consultant Commitments

BM - Academy Feedback

• In what ways was your new starter set for success on day 1?

• What would you add/remove from Academy?

BM - Ignite Pass Criteria

• What are the four Ignite pass criteria?

• Ignite Pass Criteria

  

• What measure do we use to track your new start's productivity?

• What 8 products contribute towards their Sales Per Hour?

BM - Your Consultant's Sales Performance

• Is your new starter achieving their Sales Performance Targets?

  Yes

  No

  Don't Know

• How can your new starter grow their performance even further?

• What KPIs is your new start struggling with?

• What coaching evidence do you have in supporting improvement in these KPIs?

• Sales Performance Notes

BM - Your Consultant's WCSS Performance

• What is your new starter's Ignite WCSS target?

• Is your new starter hitting their WCSS target?

  Yes

  No

  Don't Know

• What can your new starter do to grow their WCSS even further?

• Based on WCSS comments and your observations, how can your new starter improve their WCSS?

• What coaching evidence do you have in supporting your new starts with the issues described above?

• WCSS Performance Notes

BM - Your Consultant's Conduct

• Have you had any Conduct concerns with your Consultant?

  Yes

  No

  Don't Know

• What concerns? How have you addressed these?

• Upload Relevant Media

  Media

• IPM Notes on Conduct

BM - Your Consultant's Learning Journey and Fuse Module Completion

• Is your new starter up to date with their Fuse completion including modules and tests?

  Yes

  No

  Don't Know

• Do you check your new starter's Fuse completion in their weekly Ignite Performance Review?

• Why is your new starter behind on their Fuse completion?

• Fuse completion notes & feedback on modules

BM - Supporting Your Consultant

• Have you given your Consultant a Weekly Performance Review each week as outlined in their Learning Journey?

  Yes

  No

  Don't Know

• Have you given your Consultant their Milestone Reviews at Weeks 4, 8 and 12?

  Yes

  No

  N/A

• How have you supported your colleague?

• Upload relevant media/screenshots

  Media

BM - The Ignite Programme

• How well equipped have you felt in relation to delivering your Ignite responsibilities?

• Which areas of the Ignite programme do you require support in?

BM Commitments

• BM Commitments

IPM Notes, Commitments & Conclusions

• IPM Notes

• Relevant media/screenshots

  Media

• Visit Status

  Green

  Amber

  Red