Leadership Expectation/Performance Optimization

• Candidate Name

• Discussion held by

• Candidate Position

• Location
  Address

The Most Important Internal facing performance area - People Optimization

• Recruitment – Be actively involved with all levels of Recruitment– From Temps workers to Permanent sales. Sit in on interviews, ask questions, and give feedback to HRBPs on the quality of candidates. Orientation & Onboarding – Ensure that you attend inductions with recorded discussion points on expectations and probation periods.

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Training – Level of Selling Skills and Product knowledge in your Store.

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Morning Meetings - Morning meetings need to happen every day in the store and should be aimed at discussing performance and motivating and inspiring the team that works with you. Also, attend meetings where the leadership reporting to you runs the agenda and gives them concise and valuable feedback afterward.

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Diversity – You are responsible for ensuring we only employ people who are of the highest quality and that they fit into the diverse environment we aim to create within your working unit.

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Performance Management – Whilst our primary focus is on the 90% of team members that meet/exceed expectations, your responsibility is also to proactively identify under/poor performance and address it effectively within reasonable time frames

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

The most Important External Facing Performance Area - Customer Experience Optimization

• Customer Service – Your Store’s performance against customer service metrics – primarily mystery shopper results and customer service evaluations

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Turnover Generation – The effective implementation of turnover strategies to ensure your Store meets turnover targets

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Store Standards – World-class housekeeping and merchandising standards in your store.

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• VM – Implemented accurately, consistently, and timeously in the store.

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Employee Cost & Shrinkage – You are responsible for controlling the primary expense line in line with comparable Stores and ultimately Employee Cost budgets/Shrinkage benchmarks. No overtime is allowed unless authorized by me.

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

Additional discussion points

• Your expectations of me:

  Discussed

  N/A

• Your ambitions:

  Discussed

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• Probation: 3 months starting from today.

  Discussed

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• Job profile- I have mailed this to you, please go through it and raise any questions with me. Once signed, please submit it to me and my HRBP.

  Discussed

  N/A

• Previous Operations: We have discussed this in detail.

  Discussed

  N/A

• Team objectives: Please think of what objectives you want to set out for the team in your first 2 months in the business and we will discuss this in 2 weeks.

  Discussed

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• FUN Fridays- I will explain the “Why?” behind this initiative and confirm that over and above your attendance at day-to-day morning meetings, FUN Friday is an opportunity to take energy to the next level.

  Discussed

  N/A

• Stock Jockey- I will explain the “Why?” of Stock Jockey and how important your participation is. Please be visible on the platform and ensure your teams contribute effectively

  Discussed

  N/A

• Recruitment and diversity- As discussed, every appointment you make must promote diversity, after the operational, culture, and brand fit assessments have been made.

  Discussed

  N/A

• Succession planning- Strategic succession planning is of utmost importance. Internal succession is the primary strategy, but external talent mapping is also a necessity. It is imperative that you have external candidates as part of your recruitment\succession plans, instead of vacancies to come. Create a spreadsheet for this strategy, update it monthly, and send it to me.

  Discussed

  N/A

• You have the following vacancies- will discuss.

  Discussed

  N/A

• Your current under-performers are- For us to discuss with our next meeting

  Discussed

  N/A

• Your short-term priorities at this point are- Please apply thought to this

  Discussed

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Address the key tasks in each job area as described in the job profile

• Financial Results: Achieve turnover targets

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Financial Results: Achieve shrinkage control targets

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Financial Results: Manage expense control

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Operations: Management of store, merchandising, & housekeeping standards

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Customer Focus: Deliver Awesome Retail Experiences

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
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• Leadership: DARE to LEAD with TEAM IQ to the TIP

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
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• Innovation: Drive continuous improvement & growth

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
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EQ - Emotional Intelligence

• Resilience

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
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• Promote the Values

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Personal effectiveness

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

Thinking & Innovation

• Sound Decision making

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Change Adaptability

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Business Insights

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

Results Orientation

• Drive Results

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Implements Action

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Planning, Organizing and Controlling

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
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Relationship/ Collaboration

• Engagement skills

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Build relationships and networks

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Customer centeredness

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

Inspirational Leadership

• Leading individual growth/performance

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Growing teams

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A

• Leading change

  Select Consistently exceeds contracted expectations Achieve and at times exceeds contracted expectations Achieve contracted expectations Occasionally meets contracted expectations Consistently does not meet contracted expectations N/A

  • Consistently exceeds contracted expectations
  • Achieve and at times exceeds contracted expectations
  • Achieve contracted expectations
  • Occasionally meets contracted expectations
  • Consistently does not meet contracted expectations
  • N/A