Information

  • Store SAP

  • Conducted on

  • Prepared by

  • Use this form to create your business end of month recap.
    Be precise.
    Be Direct.
    Avoid using too many generalities.
    Avoiding using stories or 1-off examples.
    Remember that your process is the most important part of your business.
    Ensure that your recap is 3-5min.

Wins (Max 2)

  • Wins

  • Win #
  • Win Identified

  • Behavior Creating Results/Success

  • Strongest Contributor(s)

Opportunities

  • Opportunities (Max 2)

  • Opportunity #
  • Identified Opportunity

  • Missing Rep Behavior

  • Biggest Offender

  • How Long Has This Been Going On For?

  • Missing Floor Coaching Behavior

  • Biggest Offender (RSM/ASM/POC)

  • How Long Has This Been Going On For?

  • Date by Which Opportunity Will Be Remedied

Obstacles to Success

  • Obstacles to Success

  • Obstacle #
  • Obstacle

  • What is holding your store back?

  • How Long Has This Held the Store Back?

  • Resources, Education or Other Missing Elements Needed to Conquer This Obstacle

  • Date by Which Obstacle Will Be Overcome Given Resources, Etc Provided.

Direct Focus

  • What is the Direct and Simplified Focus for this Month? *Remember that in most cases your focus should help correct your opportunities and/or further enhance your wins*

  • Plan Can Easily Be Inspected

  • Plan is Clear and Not Subjective?

  • Plan is Simple?

  • Plan has a Time Frame for Inspection?

  • When Will This Be Measured for Execution/Effectiveness?

  • Plan has Accountability for Non-Execution?

  • Accountability Measure for Failure to Exectue

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.