JB Daily checklist

• JB Daily checklist

• Conducted on

  Date

• Manager's name:

General

• Check store manager emails on intranet

• Prepare 'Show and Tell' item for morning meeting

• Follow up any 'Transfer Variance' emails with other stores

• Prepare Stars coaching, identify who needs PDA coaching today

• Who needs coaching today?

• Follow up customer feedback emails

• Action calendar updated and tasks allocated

Staff

• Allocate section to be PDA price checked

• Which section is being checked today and by which staff member?

• MPS checked and staff given outstanding contract list to follow up

• Which staff members?

• Enter any late/sick shifts into etivity

• Pricebook updates allocated to staff

• Check ITV new orders and allocate staff to pick and process

Stars Coaching

• Now is the time to get coaching completed, the afternoon should be for sales driving!

• Stars coaching sessions completed

PDA Checks

• 11am: Check Smartway compliance and follow up staff

• Text Alana Smartway compliance level

• Check extended care declined compliance and follow up all non compliant staff

Walkthrough

• Walkthrough checked off

• Did all staff complete their tasks?

  Yes

  No

• If NO, who did not complete and why:

• Did the pricebook updates get completed?

  Yes

  No

• If NO, who did not complete them:

PDA coaching

• Remember 3 coaching logs for red, 1 for black and gold (as a minimum)!

• Did all applicable staff have PDA logs completed?

  Yes

  No

  N/A

2pm Follow up

• 2pm Yammer update completed (Inc. Telco connect target of 3 per day)

• PDA docket checks for Smartway & extended care stamp

Telco

• Have outstanding contract comments updated

  Yes

  No

  N/A

• Contract checklist printed off (AND signed off) and left in the completed contract tray?

• 'End of Day Process' completed

• Are there any contracts in the completed tray that have not been signed off by a manager?

  Yes

  No

• Which staff member's contract is it?

Counter

• All banking bags collected and put in large safe

• Check the change safe is locked

• Did the registers balance? (to within $5)

  Yes

  No

• Please text York and Kristin the amount and note it below along with the register number:

Yammer post

• Yammer results posted including telco target

Sign off

• Manager's signature

  Sign