Information

  • Outlet

  • Document No.

  • Conducted With

  • Conducted on

  • Prepared by

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 –<br>EG. <br>• confectionery program?<br>• soft drinks/water?<br>• Peters ice-cream?<br>• groceries?<br>• PFD?<br>• greeting cards?<br>• Moki accessories?<br>• Passport Eyewear?<br>

  • 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

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.