Moneyline Branch Visit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Correct POS in Windows, no clutter on show

  Yes

  No

  N/A

• Are the windows Clean inside and out, free of tape glue ect

  Yes

  No

  N/A

• Is the store A board out and in good condition?

  Yes

  No

  N/A

• Is the front of the store free of rubbish, weeds ect

  Yes

  No

  N/A

• Are the opening hours displayed clearly and correct ?

  Yes

  No

  N/A

• Is all exterior lighting and signage in good condition and clean ?

  Yes

  No

  N/A

• Are all internal lights working and on ?

  Yes

  No

  N/A

• Is the shop floor clean and tidy, no full bins ect

  Yes

  No

  N/A

• Are leaflets available and internal POS correct and the right campaign?

  Yes

  No

  N/A

• Is all IT equipment working and any issues logged with IT?

  Yes

  No

  N/A

• Is the customer computer switched on and available for customers?

  Yes

  No

  N/A

• Are all desks clear and no personal information on show?

  Yes

  No

  N/A

• Is the music store appropriate and at a suitable volume?

  Yes

  No

  N/A

• Are the staff areas clean and tidy, no cups in the sink, no cardboard tubes in the toilet?

  Yes

  No

  N/A

Security

• All personal customer information stored securely

  Yes

  No

  N/A

• Does petty cash balance correctly?

  Yes

  No

  N/A

• Does cash sheet reflect cash in store?

  Yes

  No

  N/A

Customer service

• Does the store feel welcoming and friendly

  Yes

  No

  N/A

• Are customers greeted in a warm and friendly manner?

  Yes

  No

  N/A

• Have customers been advised of any potential wait?

  Yes

  No

  N/A

• Is the seating area comfortable and inviting?

  Yes

  No

  N/A

• Has fiver for a friend been explained, along with the benefits

  Yes

  No

  N/A

• Have any customer complaints been delt with as per complaints procedure?

  Yes

  No

  N/A

People

• Store 121's up to date, signed any action plans or pips updated?

  Yes

  No

  N/A

• All staff have instore training/plans file to include MAT training, are team aware of recent topics?

  Yes

  No

  N/A

• Have any errors on the monthly feedback report been corrected and feedback given?

  Yes

  No

  N/A

• Have any return to work forms been completed and scanned to HR?

  Yes

  No

  N/A

• Are REACTS being completed inline with company expectations ( 2 per advisor per month)

  Yes

  No

  N/A

• Are file audits complete 2 per advisor per month and used as part of 121's?

  Yes

  No

  N/A

KPI and budget

• Does the store have the KPI's displayed in staff areas and are they up to date ?

  Yes

  No

  N/A

• Is the branch arrears plan up to date, displayed and the staff aware

  Yes

  No

  N/A

• Are the store team aware of weekly/monthly budgets ?

  Yes

  No

  N/A

• Are the team aware of savings budget weekly/monthly?

  Yes

  No

  N/A

• Are all logs filled in, arrears, holiday ect

  Yes

  No

  N/A

• Does the store team know how many new customers they need to hit weekly/monthly?

  Yes

  No

  N/A

• Are the team aware of the branch arrears values and % for branch as well as up coming actions ?

  Yes

  No

  N/A

• Reviewer sign

  Sign

• BTL sign

  Sign