MGR Use - (1 on 1) Self Assessment /Leadership & Support Review/Feedback

• Audit Title

• SAP

• Conducted on

  Date

• Prepared by

Store Analysis

• How did the Store rank End of Month?

• How did your Store Perform Against GP Targets?

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• Analysis (Why)

• How did your Store perform in KSO2?

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• How did your Store perform in Conversion?

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• Conversion Wins (High-Level)

• Conversion Opportunities (High-Level)

• KSO2 Wins (High-Level)

• KSO2 Opportunities (High-Level)

• How did your Store perform in KSO1?<br>

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• KSO1 Wins (High-Level)

• KSO1 Opportunities (High-Level)

• How did your Store Perform in Rotational Metric #1?

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• Analysis (Why)

• How did your Store Perform in Rotational Metric #2?

  Below 75% to Target

  Above 75% to Target

  Above 100% to Target

  Above 125% to Target

• Analysis (Why)

• How did your Store Perform in Inventory?

  Store was Positive Greater Than $500

  Store was within negative and positive $500 range

  Store was Negative Greater Than $500

• Variance Amount

Device SKU

• Device SKU

• High-End Accessory SKU

Accessory SKU

• High-End Accessory SKU

• Summary of Ops

Store Breakdown

• ASM Effectiveness in Sales / Sales Coaching

• ASM Effectiveness in Operations ( Sight Examples)

Rep

• Rep Name

• Total PSUs

• % of Stores Total PSUs

• Account Conversion Rate %

• Total Postpaid Voice Lines

• Total Postpaid MI Lines

• Total Prepaid Acts

• Total Acc Revenue

• Total Acc GP

• Rep Accessory GP % to Revenue (Ave Margin)

• Was the Rep Issued a Performance Improvement Plan

  Yes

  No

  N/A

• Expectations Set (Clear, Inspect-able, behavioral)

• Deadline for Improvements

  Date

• Development Plan for Rep

• Assessment of Rep Opportunities

• Assessment of Rep Strengths

Review and Feedback for DM and VP

Self-Review

• Assess your management spectrum (range of personalities you can effectively coach). Sight specific examples.

• Assess your operational effectiveness. Sight specific processes and examples.

• Wins

• Opportunities

• For each feedback and review, make sure to call out what has been helpful so that those may continue. Additionally, call out what is lacking or needs enhancement/refinement and why (include a proposed solution as much as possible).

• Coaching Given by DM

• Professional Development by DM

• Resources Provided by DM

• Has your DM increased your ability to be effective in your role? If Yes, How?

• Feedback on Visits from VP of Sales

• Feedback on Resources Provided by VP of Sales

Review and Feedback for Sales Support Team

• Give both positive and negative feedback and sight specific examples to assist with role refinement.

• Commissions Team

• Reporting Team

• Audit Team

• Facilities Team

• SOA Team

• HR/Recruiting

DM's Notes and Feedback (DO NOT FILL OUT)

• Feedback for Manager

• Deliverables

Action Item #

• Expectation

• Deadline for Next Review/Inspection

  Date