Title Page

  • OSM Agenda

  • Store Number

  • Conducted on

  • Store Name
  • Conducted by


  • Complete Service Healthcheck and talk to customers about store and service

  • Discuss Customer Viewpoint comments and trends

  • Review Service Plan (Coaching Section in Customer Viewpoint App)


  • Review daily, weekly and periodic S&L and Fuel checks for accuracy and completion of next steps

  • Check licensing regulations are complied with and colleagues understand and use Think 25

  • Identify coaching opportunities from Safe and Legal Audit next steps

  • Check key holder lists are up-to-date and store teams are trained to use Incident Reporting

  • Review accepting deliveries, opening and closing routines


  • Review payroll forecast including calculating base, overtime, Sundays and transfers

  • Deep dive variance to budget/forecast and coach team to bring in line, considering future threats/opportunities

  • Review Managing Hours reports and schedules, working with People Manager to resolve overcontracted hours and pinch points

  • Review HRAM Store Controls Audit check

Cash and Expenses

  • Deep dive expenses reports and coach Store Manager to bring cost lines within budget

  • Review void transactions and price reduction on Electronic Journal and CCTV, contacting Fraud Squad if required

  • Complete Cash Store Controls Audit


  • Review SBA Deep Dive Report and complete Self Diagnostic Tool

  • Review Stock Wheel performance

  • Check gapscan accuracy and process completion

  • Review warehouse organisation, stock levels and evidence of OSI

  • Check planogram and floorplan compliance

  • Root cause blended waste performance


  • Stock Loss Board is up to date with relevant next steps recorded and actioned

  • Office door is closed and safes are locked and secure (including tobacco)

  • All waste/damaged products are stored in the waste area and salvaged/cleared regularly throughout the day

  • Review Department Key Entry transactions (value and volume)

  • Colleague room transfers are completed with evidence of review and colleague purchase have signed receipts attached

Business Plan and Big 6

  • Review Big 6 Results and build plan for opportunities

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.