LPO POST ASSIGNMENT CHECKLIST v2 JUNE 2017

• Document No.

• Outlet Name

• Licensee Name

• Conducted on

  Date

• Prepared by

Record any matters or commitments made during the assignment process and record progress.

• SUBJECT - 1

• SUBJECT - 2

• SUBJECT - 3

• SUBJECT - 4

• SUBJECT - 5

• SUBJECT - 6

• Approved Hours of Business signage on display and of a suitable standard

  Yes

  No

  N/A

• Approved Security signage is displayed on front window.

  Yes

  No

  N/A

• Are all posters on display approved & current

  Yes

  No

  N/A

• Current brochures and charges guides in use - refer to PostLink

  Yes

  No

  N/A

• Does Licensee have plans to upgrade Australia Post/Prime signage. Advise Licensee additional signage is at their expense.

  Yes

  No

  N/A

• Is the office security compliant

  Yes

  No

  N/A

• Check general security in outlet is in line with current security standards.

  Yes

  No

  N/A

• Would outlet benefit from having CCTV if one not installed.

  Yes

  No

  N/A

• Are TLCC's operational and bolted down. Are they being used correctly.

  Yes

  No

  N/A

• Are windows clean? Is clear window policy being followed.

  Yes

  No

  N/A

• Confirm safe code/combination has been changed.

  Yes

  No

  N/A

• Confirm location of duplicate keys/combinations. Ensure they are not locked in the safe. Explain to Licensee if all keys are lost and safe cannot be opened, repairs may be at their cost.

  Yes

  No

  N/A

• Check tax invoice book is on hand in case of epos failure.

  Yes

  No

  N/A

• Is postmark impression book being used.

  Yes

  No

  N/A

• Does the office have a black light and is it working.

  Yes

  No

  N/A

• Confirm staffing levels are correct. Is outlet over or under staffed. Are rosters correct.

  Yes

  No

  N/A

• Discuss any customer compliments.

  Yes

  No

  N/A

• Discuss customer complaints received since assignment

  Yes

  No

  N/A

• Discuss Customer CX results.

  Yes

  No

  N/A

• Confirm Licensee is satisfied with their training during assignment. Offer additional training if required.

  Yes

  No

  N/A

• Does the Licensee require additional training.

  Yes

  No

  N/A

• Discuss assignment process with Licensee. Were they happy with the overall experience.

  Yes

  No

  N/A

• Discuss upcoming training nights/LEEP meetings/Trade Show.

  Yes

  No

  N/A

• Confirm all staff have performed the mandatory training and records are on hand.

  Yes

  No

  N/A

• Do all counter staff have a workforce ID number.

  Yes

  No

  N/A

• Is Licensee aware of the Licensee Benefits scheme

  Yes

  No

  N/A

• All merchandise, fixtures and fittings clean and tidy.

  Yes

  No

  N/A

• Confirm floor plan is current. If not please request updated floor plan.

  Yes

  No

  N/A

• Is product pricing/ticketing ok.

  Yes

  No

  N/A

• Is stock clean and presentable.

  Yes

  No

  N/A

• Check level of stock is satisfactory to meet customer demand.

  Yes

  No

  N/A

• Check number and frequency of stock orders lodged by Licensee on supply branch

  Yes

  No

  N/A

• Check number of urgent ad-hoc orders supplied by corporate offices.

  Yes

  No

  N/A

• Counter areas neat and tidy.

  Yes

  No

  N/A

• Would Licensee benefit from a Merchandiser site visit. (In locations where this is not practical, suggest a FaceTime call).

  Yes

  No

  N/A

• Is Licensee aware of LPO Buying Program.

  Yes

  No

  N/A

• Is shop neat and tidy. Workplace Health and Safety not breached.

  Yes

  No

  N/A

• Internal disable access through internal shop meets standard.

  Yes

  No

  N/A

• Has Licensee completed a safety plan, and have all staff been briefed.

  Yes

  No

  N/A

• Storage of parcels awaiting collection.

  Yes

  No

  N/A

• Does outlet have disaster management plan in place. If no, offer RNP guidelines.

  Yes

  No

  N/A

• What process does outlet have to handle heavy parcels. Does office have trolley and mini pallets? Offer list of mail handling equipment available for purchase.

  Yes

  No

  N/A

• Is POB area clean tidy and free of rubbish.

  Yes

  No

  N/A

• Are door numbers correct and in good condition

  Yes

  No

  N/A

• Is the area above the boxes clean and free of unsightly items.

  Yes

  No

  N/A

• Discuss local knowledge of mail sorters and mail sorting arrangements. Discuss mail sorting arrangements to service non delivery areas if applicable.

  Yes

  No

  N/A

• Confirm layout of mail room is efficient and best practice.

  Yes

  No

  N/A

• Identify if any equipment would assist with mail processing.

  Yes

  No

  N/A

• Confirm volume, storage, and handling of carded articles.

  Yes

  No

  N/A

• Confirm reminder notices are being issued appropriately.

  Yes

  No

  N/A

• Confirm scanning compliance. Is outlet familiar with scanning procedures. Confirm if flow chart is on hand.

  Yes

  No

  N/A

• Is outward mail being streamed correctly. Confirm current mail streaming flow chart is on hand.

  Yes

  No

  N/A

• Is the Licensee conversant with the payments system and available reports

  Yes

  No

  N/A

• Has Licensee signed up for MyPost Business Account to monitor POMS payments.

  Yes

  No

  N/A

• Encourage the Licensee to ask questions regarding their payments.

  Yes

  No

  N/A

• Has Licensee reviewed their business plan.

  Yes

  No

  N/A

• Is Licensee aware of the LPO Payments scheme.

  Yes

  No

  N/A

• Discuss payment of stock account and is Licensee managing that aspect of their business.

  Yes

  No

  N/A

• Check for cash discrepancies in discrepancy management since assignment.

  Yes

  No

  N/A

• Confirm outlet is operating in accordance with their cash management plan. Is plan on hand in office.

  Yes

  No

  N/A

• Is outlet performing a daily balance and is cash being counted every day.

  Yes

  No

  N/A

• Does Licensee perform financial checks such as spot checks on staff advances, and reversals.

  Yes

  No

  N/A

• General Remarks

• General Remarks

• General Remarks

• General Remarks

• General Remarks