LPO BUSINESS DEVELOPMENT MEETING v2

• Document No.

• Outlet Name

• Licensee/Manager

• Conducted on

  Date

• Retail Rewards Month

• Prepared by

Pre-Audit Preparations

• Retail Rewards

  Yes

  No

  N/A

• Revenue Report

  Yes

  No

  N/A

• LiPoms Data Report

  Yes

  No

  N/A

• Scanning Compliance Report

  Yes

  No

  N/A

• MyPost Report

  Yes

  No

  N/A

• Security Compliance Report

  Yes

  No

  N/A

• Discrepancy Report

  Yes

  No

  N/A

• Passport and ID&V Error Reports

  Yes

  No

  N/A

RETAIL ESSENTIAL MEASURES

• Public Liability Insurance confirmed.

  Yes

  No

  N/A

• Mandatory Training up to date.

  Yes

  No

  N/A

• Office is Security Compliant

  Yes

  No

  N/A

• Cash Management Plan compliance

  Yes

  No

  N/A

• Stock Credit Account compliance

  Yes

  No

  N/A

RETAIL PERFORMANCE MEASURES

• Sales Challenge - % 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

  Yes

  No

  N/A

OUTLET OBSERVATIONS

• Is outlet Stand-alone - if in-conjunction, note type of business and lines stocked.

  Stand Alone

  In Conjunction

• Local Issues - are there any local issues?

  Yes

  No

• Customer Complaints - is level of complaints satisfactory?

  Yes

  Discussed

• Shop Presentation reviewed

  Yes

  Not reviewed this visit

• Maintenance of Building including painting

  Good

  Discussed

  Not reviewed

• External Signage

  Good

  Discussed

  Not reviewed

• General appearance

  Good

  Discussed

  Not reviewed

• PO Box Installation ok and sufficient boxes available.

  Yes

  No

  N/A

• Photo of front of building

  Media

• Photo of PO Boxes

  Media

• Merchandising reviewed

  Yes

  Not reviewed this visit

• Presentation of stock

  Good

  Discussed

  Not reviewed

• Pricing of stock

  Good

  Discussed

  Not reviewed

• Presentation of impulse stock

  Good

  Discussed

  Not reviewed

• Stock levels

  Good

  Discussed

  Not reviewed

• Photo from front door

  Media

• Photo from Counter

  Media

• Monthly Promotional Planners utilised

  Yes

  Discussed

• Top 10 customers for outlet.

  Yes

  Not known

  Not reviewed

• Best selling lines

  Yes

  Not known

  Not reviewed

• Best local product

  Yes

  Not known

  Not reviewed

• School/Club or Nursing home visits planned.

  Yes

  No

  N/A

• Business Development Ideas discussed.

  Yes

  Not reviewed

• Changes to customer traffic or buying patterns

  No Change

  Changes evident

• Changes to local demographics

  No Change

  Changes evident

• Are there any external factors effecting business - drought/business closures etc.

  Yes

  No

• In Rural and Regional locations, note other retail outlets in town.

  Yes

  Not Applicable

• Does the LPO have Contractors operating from the outlet. If so, how many operated by Licensee

  Yes

  No

• Involvement in local promotions, sponsorships, business or community groups

  Yes

  Discussed

• Office safety plan

  Yes

  No

  N/A

• MyPost - outlet participation

  Support

  Lack Knowledge

  Don't support

• Concession card applications YTD

• MyPost Delivery card applications YTD

• Digital Receipts YTD

• Business 250 membership registrations YTD

• FMCG - outlet participation & extended range.

  Support

  Lack Knowledge

  Don't support

FINANCIAL PERFORMANCE

• Review LiPoms and Business Payment reports

  Yes

  Not reviewed this visit

• Does office have a Business Plan

  Yes

  Discussed

  Not discussed

• Error Notices - no outstanding e/n and frequency satisfactory

  Good

  Discussed

  Not reviewed

OTHER DISCUSSION POINTS

• Does the Licensee have any concerns about their Licence.

  Yes

  No

• Add media

  Media

• Add media

  Media

• Add media

  Media