N06 RM visit

• Document No.

• RM Store visit

• Conducted on

  Date

• Prepared by

• Personnel

First impressions

• Are Windows and fascia clean. Opening hours correct and chalkboard present and on message?

  Yes

  No

  N/A

• Uniform correct and badges worn ?

  Yes

  No

  N/A

• Demo handsets present and live content rolling?

  Yes

  No

  N/A

• Review VM, phones level, everything priced correctly, backing cards in place, screens working?

  Yes

  No

  N/A

• Fire extinguishers, exit signs, skirting clean, floors hoovered and mopped?

  Yes

  No

  N/A

Back of House

• Bathrooms clean, pipe work and skirting clean?

  Yes

  No

  N/A

• Noticeboards up to date?

  Yes

  No

  N/A

• Clean and clutter free?

  Yes

  No

  N/A

• Kitchens clean and enough utensils, crockery, cutlery? Microwave and fridge clean?

  Yes

  No

  N/A

CUSTOMER

• Review the last mystery shop, is it up?

  Yes

  No

  N/A

• Action plan in place if required and was it in the last store meeting?

  Yes

  No

  N/A

• Crf forms in use and kept?

  Yes

  No

  N/A

• Watch the service, it is warm? Is the body language and rapport good?

  Yes

  No

  N/A

• Watch and observe the EE journey, are we delivering a great journey?

  Yes

  No

  N/A

• Review myee are we higher than 14%

  Yes

  No

  N/A

People

• Absence: RTW, lateness, ER issues?

  Yes

  No

  N/A

• Aspire, anyone on it in store and are they getting support? How are they getting on with workload and when are they doing it? Right learning environment for each stage of the workbook? Check in with people lead.

  Yes

  No

  N/A

• E learning up to date? Check digital academy, training logs up to date. Region at level 10

  Yes

  No

  N/A

• Best recognition: all SMS to nominate each month within their store as a minimum. Has this happened?

  Yes

  No

  N/A

• Road map who is next in succession plan: road map candidates do we have anyone?

  Yes

  No

  N/A

• People reviews completed? Any observations? Any PM in place?

  Yes

  No

  N/A

TRADE

• Review profit report and last months sales. Review quadrant performance

  Yes

  No

  N/A

• 12 week rolling reviewed?

  Yes

  No

  N/A

• Do the team have daily targets?

  Yes

  No

  N/A

• Review second line performance

  Yes

  No

  N/A

• Zero sellers

  Yes

  No

  N/A

• Is the target calculator in use daily?

  Yes

  No

  N/A

OPERATIONS

• Has H&S checklist been actioned?

  Yes

  No

  N/A

• Ask an advisor about the brief are they happening daily? Are team meetings happening?

  Yes

  No

  N/A

• Are vacancies in hand?

  Yes

  No

  N/A

• Review incident dashboard are all issues logged?

  Yes

  No

  N/A

• Is the compliance declaration completed and accurate?

  Yes

  No

  N/A

• 6 weeks rotas completed, kronos app in use, opening hours correct and scheduling correctly to footfall

  Yes

  No

  N/A

• Review last months SV have all actions been completed?

  Yes

  No

  N/A

• What are the big things that commission is earning for you, does the advisor understand the scheme? <br>

  Yes

  No

  N/A

• How is the store performing ? What is the target today?

  Yes

  No

  N/A

• Outstanding jobs

  Yes

  No

  N/A

• Risk matrix, is the store better than 300? Are all advisors outside of the top 100?

  Yes

  No

  N/A

Overview

• Is the store at Perfect store standard? RM commentary:

  Yes

  No

  N/A

• RM signature

  Sign

• SM signature

  Sign