LP Visit Recap - West Region

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Store Visit Summary

• Date of Visit

  Date
• Store # / Location
  Address

• Store Manager

  "click" to add

• MLPM/LPM/LPTL

  "click" to add

• YTD Metric Result

  "click" to add

• Internal vs Goal

  "click" to add

• External vs Goal

  "click" to add

• Staffing

  "click" to add

• Number of SSAP Actions Red / NR

  "click" to add

• Number of Open Safety Team Meeting Actions

  "click" to add

• Current Shrink $ / %

  "click" to add

• Plan Shrink $ / %

  "click" to add

• We're all opportunities from the previous visit completed? **If no they immediately become priority on this visit**

  Yes

  No

  N/A

Bottom 3 Metrics Opportunities

• # 1

  "click" to add

• # 2

  "click" to add

• # 3

  "click" to add

WINS: During today's visit the following areas / individuals or business functions were performing well and are not areas of concern. (Look to provide recognition where applicable).

• # 1

  "click" to add

• # 2

  "click" to add

• # 3

  "click" to add

OPPORTUNITIES: The following items are noted during the visit today and are considered significant opportunities potentially impacting the shrink, safety, and or profitability of the store. They must be addressed immediately according to the action plan noted.

• Opportunity #1

  "click" to add

• Category:

  "click" to add

• Root Cause:

  "click" to add

• Action:

  "click" to add

• Measurement:

  "click" to add

• Date Completed:

  "click" to add

• Assigned To:

  "click" to add

• Opportunity #2

  "click" to add

• Category:

  "click" to add

• Root Cause

  "click" to add

• Action:

  "click" to add

• Measurement:

  "click" to add

• Date Completed

  "click" to add

• Assigned To:

  "click" to add

• Opportunity #3

  "click" to add

• Category:

  "click" to add

• Root Cause:

  "click" to add

• Action:

  "click" to add

• Measurement:

  "click" to add

• Date Completed

  "click" to add

• Assigned To:

  "click" to add

• Opportunity #4

  "click" to add

• Category:

  "click" to add

• Root Cause:

  "click" to add

• Action:

  "click" to add

• Measurement:

  "click" to add

• Date Completed:

  "click" to add

• Assigned To:

  "click" to add

Additional Notes:

Review

• Store Manager:

  Sign

• MLPM / LPM / LPTL:

  Sign