LPO Annual Service Checklist

• LPO Name

• Conducted on

  Date

• Prepared by

• Location
  Address

• Licensee/Manager

• Discrepancy Report (Discrepancy Management System)

• Mail Streaming Charts (PostLink)

• Scanning Compliance Report (Weekly Scanning Report)

• Security Report (Customer Relationship management CRM in SAP Portal)

• Cash Handling Policy (Data Warehouse Reporting and Cash Flow)

• Current Floorplan (File on Network Managers Desk or Salesforce)

• WCIS Data Report (AC5)

• Salesforce Partner Addendum's (Salesforce)

• Revenue Report (Enterprise Performance Portal - LPO KPI Report WA)

• Retail Rewards (Monthly email)

• Sales Challenge Reports (Weekly Email)

• Stock Account Report SAP (SAP /nfd33)

• Copy of the Licensee's Business Plan

• Top Tips including information on MyBusiness Account (LPO Drive Templates Folder - Handy Templates)

• Passport and ID&V Error Reports(http://share/team/RetailCustomerSales/Retail_Rewards_Reporting/SitePages/Targets_Results.aspx)

• APLAC Member Report (Retail Network Partnerships Portal and Retail Rewards Program)

• Outlet Appearance

• Retail CX Report

• Discuss any ID&V/Passport errors or issues

• Training - Welcome Kit and Knowledge Kit on hand and in good condition? (Yellow Files)

  Yes

  No

  N/A

• Are there any outstanding discrepancies

  Yes

  No

  N/A

• Outlet External Photo

  Media

• Outlet Internal Photo

  Media

• Comments

• Check Mail category for the outlet

  Category A

  Category B

  Category C

• Are current streaming posters in place?

  Yes

  No

  N/A

• Check that the Street Posting Box (SPB) is in a presentable condition. * Dangerous Goods Label * Collection Times * No Graffitti

• Photo of SPB and Remote SPB (if applicable)

  Media

• Delivery Scanner issues and compliance

• Awaiting Collection and Delivered Scans

• Overdue Scans (5/5 Rule)

• Comments

• Is outlet Security Compliant?

  Yes

  No

  N/A

• Is the Security Height Marker in place and visible from the counter?

  Yes

  No

  N/A

• Is Cash Handling Policy adhered to?

  Yes

  No

  N/A

• Photo of the Office Safe

  Media

• Comments

• Are the PO Boxes in good condition and working order?

  Yes

  No

  N/A

• Is the sort completion notice displayed clear view of PO Box customers?

  Yes

  No

  N/A

• Is the Licensee aware of the PO Box sorting standard?

  Yes

  No

  N/A

• POB Sort Standard is?

  Date

• Are there any CofA PO Boxes?

  100% CofA PO Boxes

  Partial CofA PO Boxes (record number of nests)

  100% Australia Post PO Boxes

• Photo of PO Boxes

  Media

• Comments

Is the Licensee aware how to access;

• Postlink?

• Outlet Messaging?

• Online Ordering System?

General

• Is Floorplan current?

  Yes

  No

  N/A

• Storage of Documents in accordance with Iron Mountain Instructions

• Is the Licensee a member of the Licensee Advisory Council (APLAC)?

  Yes

  No

  N/A

• Have the counter scales been calibrated within the last two years?

  Yes

  No

  N/A

• Does the LPO have a Workplace Heath and Safety Policy in place?

  Yes

  No

  N/A

WCIS Data Collection Report and Salesforce Partner Addendum's

• Review WCIS Data Collections Report And Partner Addendum's

• Review Negotiated Payments (Salesforce Partner Addendum's)

• Review Counter Delivery Points (WCIS)

• Review Out of Hours Payment (Salesforce Partner Addendum's)

• Review Mail Bag/Tray/Tub payment (Salesforce)

• Review Transit Points (Salesforce)

• Review trading hours (WCIS)

• Comments

• Does LPO participate in Catalogues Sales Program?<br><br>* Having a majority of catalogue products available for sales during any given promotional period.<br>* Catalogues are received as a UMS and available for customers in store.

  Yes

  No

  N/A

• Does LPO use monthly P Catalogues to purchase Retail Products

  Yes

  No

  N/A

• Does LPO participate in the Fast Moving Consumer Goods (FMCG) program? eg confectionery...

  Yes

  No

  N/A

• Does LPO promote MyPost Delivery account and MyPost Concession account?

  Yes

  No

  N/A

• Is LPO aware of Parcel Collect And Digital Receipt?

  Yes

  No

  N/A

• Discuss Revenue Results

• Does the Licensee have a current Business Plan?<br>Does the Licensee know their Break Even Point?<br>Does the Licensee use a monthly Profit and Loss Statement?

  Yes

  No

  N/A

• Discuss Retail Rewards Program

• Discuss Sales Challenge results and Next month Sales Challenge

• Discuss outstanding Stock account payments (if applicable)

• Discuss the use of LPO MyBusiness Account.

• Discuss LPO Trade Show and next LEEP.

• Comments