Information

Visit Information

  • Audit Title

  • Consultant Name

  • BM Name

  • Consultant present at visit

  • BM present at visit

  • Consultant Ignite Week

  • Visit Time and Date

  • Store Name and Number

Customer Consultant

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

    Pass Criteria.PNG
  • 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?

  • Sales performance notes/coaching

Customer Consultant - WCSS Performance

  • What is your WCSS target?

  • Are you achieving your WCSS target?

  • What is your WCSS score currently?

  • WCSS notes/coaching

Customer Consultant - Your Learning Journey

  • Have you been following your Learning Journey each week?

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

  • Learning Journey feedback/notes

Customer Consultant - Your Support

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

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

  • IPM Notes

  • Upload any relevant documents/screenshots

Consultant Commitments

  • Consultant Commitments

Branch Manager

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

    Pass Criteria.PNG
  • 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?

  • 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?

  • 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?

  • What concerns? How have you addressed these?

  • Upload Relevant 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?

  • 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?

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

  • How have you supported your colleague?

  • Upload relevant media/screenshots

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

IPM Notes, Commitments & Conclusions

  • IPM Notes

  • Relevant media/screenshots

  • Visit Status

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