JT Retail Store Visit

Store Details

• Audit Title

• Document No.

• Conducted on

  Date

• Client / Site

• Store Name

  Select Street Bridgwater Clifton Bradley Stoke Yate Falmouth St. Austell Penzance Truro

  • Street
  • Bridgwater
  • Clifton
  • Bradley Stoke
  • Yate
  • Falmouth
  • St. Austell
  • Penzance
  • Truro

• Person Conducting Visit

  Babs Carroll

  Fiona Osborne

  Jason Henley

• Manager on duty

• Previous store visit score

Store Standards

• Fire exits clear?

  Yes

  No

  N/A

• Photo of front of store

  Media

• Evidence that issues have been raised for non-compliant areas.

  Yes

  No

  N/A

• Is the shop floor clean and tidy? Check walls, doors and skirting boards for need if re-painting.

  Yes

  No

  N/A

• Back area clean and tidy?

  Yes

  No

  N/A

• Is Managers Office clean, tidy and organised?

  Yes

  No

  N/A

• Is the kitchen area clean and tidy?

  Yes

  No

  N/A

• Is the toilet area clean and today

  Yes

  No

  N/A

• Are all light bulbs working?

  Yes

  No

  N/A

• How many light bulbs are not working?

• Where are the non working light bulbs situated?

• Store sales board updated

  Yes

  No

  N/A

• Store sales board

  Media

• Staff sales board updated?

  Yes

  No

  N/A

• Staff sales board

  Media

• Being Brilliant board current?

  Yes

  No

  N/A

• Being Brilliant board

  Media

• Daily brief board updated for today, with the correct information?

  Yes

  No

  N/A

• Briefing board

  Media

• Evidence of conversion briefing?

  Yes

  No

  N/A

• Actions

Shop Floor Compliance

• Fraud prevention manual accessible (2014 version)

  Yes

  No

  N/A

• Till and sign up desks clear?

  Yes

  No

  N/A

• Till and sign up desks

  Media

• Data protection audit compliant?

  Yes

  No

  N/A

• Shop phones on charge (landline)

  Yes

  No

  N/A

• Demo handsets powered and working?

  Yes

  No

  N/A

• Demo handsets connected to WiFi?

  Yes

  No

  N/A

• Demo handsets internet history and photos wiped?

  Yes

  No

  N/A

• Are the Products clean?

  Yes

  No

  N/A

• Products cleaned

  Media

• Accessories replenished?

  Yes

  No

  N/A

• Dummy screens clear from fingerprints?

  Yes

  No

  N/A

• Contracts replenished with the correct current version?

  Yes

  No

  N/A

• Is there evidence of a 'No Personal' phone rule on the shop floor in place?

  Yes

  No

  N/A

• Is there evidence of Legal compliance conversations in the sale?

  Yes

  No

  N/A

• Team Member observed?

• Details of observation?

  Date

• RPI

• RPI

• SECCI

• SECCI

• Insurance compliance

• Insurance compliance

• Brochures replenished

  Yes

  No

  N/A

• Actions

Admin Compliance

• Is the attendance and security log fully completed?

  Yes

  No

  N/A

• Evidence that the banking checklist is being completed correctly?

  Yes

  No

  N/A

• Evidence that the float checklists are completed twice a day correctly?

  Yes

  No

  N/A

• Are the legal and compliance checklists being used and filled out correctly for every post pay connection?

  Yes

  No

  N/A

Daily reconciliation

• Business upgrade report

• IMEI products sold report

• PCMT Upgrade Report

• Insurance Report

• Store Activity Report

• Daily Reconciliation notes.

• Have all non retrieved Gateway connections been manually reconciled?

  Yes

  No

  N/A

• Is the shredder being used?

  Yes

  No

  N/A

• Are all proofs being taken correctly?

  Yes

  No

  N/A

• Evidence that EOD paperwork / cash is completed upon store closing?

  Yes

  No

  N/A

• Evidence of a demo loan log?

  Yes

  No

  N/A

• All contracts locked behind two doors?

  Yes

  No

  N/A

• JT Retail re-cap sheets being used to drive text backs?

  Yes

  No

  N/A

• Evidence of discount reconciliation?

  Yes

  No

  N/A

• Evidence of refund reconciliation?

  Yes

  No

  N/A

• Evidence of CRM database is being used effectively?

  Yes

  No

  N/A

• Archiving being sent away in a timely manner?

  Yes

  No

  N/A

• Date of last transmittal

  Date

• Actions

Stock Control

• Evidence of stock take in the allotted time frame?

  Yes

  No

  N/A

• Last stock take date

  Date

• Are cyclical counts being conducted weekly, and not at a weekend?

  Yes

  No

  N/A

• Cyclical count

  Date

• Cyclical count

  Date

• Cyclical count

  Date

• Cyclical count

  Date

• Evidence of box counts twice a week?

  Yes

  No

  N/A

• Evidence that demo handsets counted once per week (put of branch and recorded)

  Yes

  No

  N/A

• Repairs on the system being updated every 48 hours

  Yes

  No

  N/A

• Repairs being sent away in a timely manner?

  Yes

  No

  N/A

• Faulty / 14 day returns auctioned at least once a week?

  Yes

  No

  N/A

• Date of last return?

  Date

• Recycles sent at least twice a week?

  Yes

  No

  N/A

• Date of last return?

  Date

• Date of previous return?

  Date

• Are there any outstanding alerts?

  Yes

  No

  N/A

• How many alerts (removing retail alerts)

• Alert details

• Repairs on site match the number on Micros?

  Yes

  No

  N/A

• All GRN's are signed and checked off?

  Yes

  No

  N/A

• Actions

Health, Safety and Secruity

• Evidence of Fire Alarm check being completed weekly?

  Yes

  No

  N/A

• Evidence of Emergency Lighting testing completed once a month?

  Yes

  No

  N/A

• Door codes changed every quarter, and log up to date?

  Yes

  No

  N/A

• Full evacuation completed within last quarter?

  Yes

  No

  N/A

• Date of last evacuation?

  Date

• Have all ex-employees been removed from Micros?

  Yes

  No

  N/A

• Ex-employees on Micros

• Are all Risk Assessments up to date?

  Yes

  No

  N/A

• Is the CCTV log being used?

  Yes

  No

  N/A

• Date of last log entry?

  Date

• Actions

Digital

• Are all products set up to provide a Digital Experience?

  Yes

  No

  N/A

• What is the Digital Experience?

• Digital Experience

  Media

• Are NFC / QR Codes being used to highlight products and services?

  Yes

  No

  N/A

• What is being used with NFC Tags?

• NFC Tags

  Media

• Are Bluetooth Speakers being actively demonstrated?

  Yes

  No

  N/A

• Are O2 Tracks being demonstrated as a great service?

  Yes

  No

  N/A

• Who by?

• Have there been any WOW demonstrations observed today?

  Yes

  No

  N/A

• WOW Picture

  Media

• Who by?

• What was the WOW experience?

• Is the store tablet being utilised as a concierge tool?

  Yes

  No

  N/A

• Evidence of Priority Moments conversations?

  Yes

  No

  N/A

• Who by?

• Sales Advisor conducting the conversation?

• Is there evidence of eTilling being used in the conversation?

  Yes

  No

  N/A

• eTilling receipt score

• Actions

Guru

• Evidence that the Guru is coaching the Team?

  Yes

  No

  N/A

• Guru coaching evidence

• Guru wall

  Media

• How much time is the Guru being spent coaching the team?

• Is the Guru bringing 'Digital to Life' in store?

  Yes

  No

  N/A

• How is the Guru bringing Digital to Life

• Is the Guru involved in diagnosing of repairs?

  Yes

  No

  N/A

• Is the Guru having Recycle conversations with the appointments?

  Yes

  No

  N/A

• Actions

Staff Reviews

• Is the targeting tool and QTD performance being used in staff catchup's?

  Yes

  No

  N/A

• Sales Advisor

• Staff catchup's

• Staff catchup's being completed weekly?

  Yes

  No

  N/A

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• DM / Key Holder monthly review complete?

  Yes

  No

  N/A

• Date of last review

  Date

• Guru monthly review complete?

  Yes

  No

  N/A

• Date of last review

  Date

• Staff monthly reviews being completed?

  Yes

  No

  N/A

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Sales Advisor name

• Date of last review

  Date

• Actions

• Additional notes

• Store Managers action plans

• Store Managers Signature

  Sign