Business Development Meeting Preparation

Review of Reports

Revenue Report Required

Access the Revenue Report at this location.
https://auspost.sharepoint.com/sites/iportal/Pages/home.aspx

POMs Report Required

Access the POMs Reporting at this location.
https://sso.auspost.com.au/fed/idp/initiatesso?providerid=https://www.xactlycorp.com

Retail Rewards Report Required

Access the Retail Rewards Reporting at this location.
http://share/team/RetailServices/RNP/RNP%20Library/Forms/Summary.aspx?RootFolder=%2Fteam%2FRetailServices%2FRNP%2FRNP%20Library%2FLPOs%2FRetail%20Rewards

Retail CX and NPS Reports Required

Access the Retail CX and NPS Reporting at this location.
http://share/team/RetailServices/RNP/RNP%20Library/Forms/Summary.aspx?RootFolder=%2Fteam%2FRetailServices%2FRNP%2FRNP%20Library%2FLPOs%2FRetail%20Rewards

MyPost Report Required

Access the MyPost Reporting at this location.

Awaiting Collection and Overdue Scanning Reporting

Access the Post Office Box reporting at this location.

Post Office Box Reports

Access the Post Office Box reporting at this location.
http://sbi.corp.auspost.local/BOE/BI?sap_sysid=PB1&sap_client=031&language=en

Outlet Observations - External

Observations

How is the General Appearance of the Outlet

Does the Outlet have any PO Boxes Installed

Does a review of the POB Vacancy Report show a reasonable amount of boxes that are vacant

What strategy would assist the Licensee to help increase leasing opportunities?

A further discussion to establish if the opportunity exists to install more PO Boxes to meet demand. What were the outcomes discussed?

Image Capture
Add photos of the external aspects of the outlet

Outlet Observations - Front of House

Is outlet stand alone or in-conjunction

As the outlet is in-conjunction what type of business is it co-located with?

Describe the appearance of the outlet.

Presentation of stock in the outlet is

Tips covered included

What other tips were discussed to assist in the improvement of stock presentation at the outlet?

Does the outlet clearly price or ticket stock on display

What further action is required?

Add Photos of the Retail Space of the outlet

Operational & Financial Performance Measures

Retail Performance Measures

Sales Challenge result - % against last years sales + 1%

Retail Services - % against last years sales + 1%

Customer Satisfaction - score out of 10 - Target 9.2.

Identity Services Processing - Target 98%

Scanning Compliance - Target 97.5%

Mail Streaming - Are mail streaming arrangements in place

What further action is required?

Business Payments

Do you have a MyPost account for POMS

Information to sign-up for a My Post can be found here:

Do you have any questions about your POMs payments?

Questions Raised About POMS

Question

Question Raised

Was this question answered at the site visit

Response Given

Further Follow Up Required

MyPost

MyPost Registrations

Concession Card applications

Digital receipts

Business 250 membership registrations

Business Development

Business Planning

At what stage is the LPO in using their business plan

Ask for a copy of the business plan, or invite further discussion about the business plan that is in place.

Take the opportunity to provide further information about the relevance of a business plan and you can provide a copy of a Business Plan Template at the following Link

Do you use a Profit & Loss Statement regularly

What is the licensees exit strategy and timeframe?

Does the Licensee have Leasehold or Freehold of the premises

When does the current Lease cease?

What are your plans at end of current lease period?

Product Opportunities

Does the LPO use the Promotional Planners, LPO Product Guides?

Why do you not use the Australia Post Promotional Planners

You can access Promotional Planners at the sharepoint site
http://share/team/RetailServices/RNP/RNP Library/Forms/Summary.aspx?RootFolder=%2Fteam%2FRetailServices%2FRNP%2FRNP%20Library%2FLPO%20Engagement%2FPromotional%20Catalogues%202016%2FP6&InitialTabId=Ribbon%2EDocument&VisibilityContext=WSSTabPersistence

You can provide further information about our Promotional Planners, their benefits and their location on postlink at this link.

Do you have any feedback about the use of our Promotional Planners

Feedback about Promotional Planners Given

Discuss current/upcoming promotion – do they support?

How is the LPO supporting it?

Is the LPO participating in the LPO Buying Program?

Do you have any feedback about the use of the LPO Buy Program

Feedback about LPO Buy Program

Further information can be provided about how the LPO Buy Program and specific information can be found at this link to be provided

Do you participate in ordering from a Central Billing suppliers –
EG.
• confectionery program?
• soft drinks/water?
• Peters ice-cream?
• groceries?
• PFD?
• greeting cards?
• Moki accessories?
• Passport Eyewear?

Which Suppliers are you currently involved with on the program

Do you have any feedback about the use of our Central Billing Suppliers

Feedback About Central Billling Supplier

Feedback

Supplier Name

Feedback about 3rd Party Suppliers Given

What other suppliers would you think would benefit with a partnership within the Central Billing Model?

Additional Supplier Details

Supplier Name

Contact Details if Known

Why do you not use participate in these programs

You can provide further information about our Third Party Supplier Partnerships on Central Billing, their benefits and their location on postlink at this link.

What other suppliers would you think would benefit with a partnership within the Central Billing Model?

Additional Supplier Details

Supplier Name

Contact Details if Known

Do you participate in Virtual stock program – hampers, flowers, iSubscribe?

Which Virtual Stock programs have you sold

Do you have any feedback about the use of our virtual stock program

Feedback about Virtual Stock Program Provided.

Why do you not use participate in these programs

You can provide further information about our Virtual Stock Program, their benefits and their location on postlink at this link.

What is the LPOs best-selling products/services?

Product

Product / Service Name

What is the LPOs best-selling local products and from which supplier?

Product and Supplier

Product Name

Supplier Name

If relevant take a photo of the product
Business Development Opportunities

When reflecting on your regular customers, which of those do you believe are your top 10 customers supporting your business?

Customer

Customer Details

Have you taken the opportunity to visit businesses within your area

What type of businesses and what was discussed?

Are you involved in local promotions, sponsorships, business or community groups?

What local promotions, sponsorships, business or community groups are you involved with and in what capacity?

Presence Opportunity Involved with

Information Provided about these opportunities

Are you aware of the Licensee Benefits Plus program

Which Licensee Benefits Plus programs have you accessed?

Do you have any feedback about the use the Licensee Benefits Plus programs

Feedback about Licensee Benefits Plus programs provided.

Why do you not use participate in these programs

You can provide further information about our Licensee Benefits Plus programs , their benefits and their location on postlink at this link.

Have you participated in the LPO Trade Expo and LEEP programs (Select which program(s) they have attended)
LPO Trade Expo

Is there a specific reason why you do not attend the LPO Expo?

What is the other reasons for not participating in the LPO Trade Expo?

You can provide further information about our Expo program at this link.

LEEP Meetings

Is there a specific reason why you do not attend LEEP Meetings?

What is the other reasons for not participating in the LEEP Meetings?

You can provide further information about our LEEP Meeting program at this link.

LPO Trade Expo
When was the last time that you attended our LPO Trade Expo

Do you have any feedback about our LPO Trade Expo

Feedback about LPO Trade Expo

LEEP Meetings
When was the last time that you attended a LEEP Meeting?

Do you have any feedback about our LEEP Meeting Program

Feedback about LEEP Meetings

General

Do you think that there have been any changes to customer traffic of buying behaviour.

Could you please provide some further information or examples why you think there have?

Example Provided

Information about the changes experienced

Are there currently any external factors affecting the business e.g. drought, school closing, etc

Could you please provide some further information or examples why you think there have?

External Factors

Information about the external factors impacting this LPO

Any other businesses in close proximity?

Business Details provided

Details

Business Name

Business Type

Any other information about this business

Do you have any other issues or concerns

Further issues / concerns raised were

Details

Issue / Concern

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.