One Best Way - RM VISIT

Information

• Store Number

• Store Name

• Conducted on

  Date
• Location
  Address

• Audit conducted by

Store standards -initial impression

• Windows, signage and Pavement around the store clean & tidy?

  Yes

  NO

• Window POS, including digital, correct and to guidance?

  Yes

  NO

• Is legal store signage displayed ( Opening times, No smoking, Smoke C

  Yes

  NO

• Is the closed door policy in place?

  Yes

  NO

• Do the trading times match what is displayed on CTI and our website?

  Yes

  NO

How well run is your store?

• Was the One Best Way SFM Document in use?

  Yes

  NO

• Is there an active SFM or Concierge on duty during your visit?

  Yes

  NO

• Was there queue management in place?

  Yes

  NO

• Were advisers assigned areas of store e.g.PAYG, HELP & ADVISE?

  Yes

  NO

• Are desks and sales pods clean of clutter?

  Yes

  NO

• Are brochures on display (consumer and business)?

  Yes

  NO

• Are leaflets being used for PAYG and business customers?

  Yes

  NO

• Is the shopfloor Clean & Tidy/Dust free?

  Yes

  NO

• Are all of the team wearing correct uniform, i.e. shirts, shoes, badges?

  Yes

  NO

• Are all the team well groomed?

  Yes

  NO

• Is the store merchandised to latest POS Guidelines/daily actions on tactical changes?

  Yes

  NO

• Are all dummy phones present?

  Yes

  NO

• Are all live handsets/tablets demo ready, charged as per live demo P&P?

  Yes

  NO

• All the devices price correctly, check latest pricing cascade/pricing and promo tool

  Yes

  NO

• All accessories priced and stickered using provided stickers?

  Yes

  NO

• Is any customer data visible or left and attendant on the sales floor.(on Till screens)

  Yes

  NO

• Are all the lights working in store?

  Yes

  NO

• Are all property challenges logged?

  Yes

  NO

• Are all IT challenges logged?

  Yes

  NO

• Start cupboards locked and secure (especially RI Stores)

  Yes

  NO

• Is there evidence of good key control (cage & cupboards)

  Yes

  NO

Coaching & Development using the 4E's

• Can the team articulate today's brief?

  Yes

  NO

• Is there evidence of a team brief today ?

  Yes

  NO

• Observe at least one advisor, are they interacting with customers using 4E's

  Yes

  NO

• Is there any evidence of 4E's coaching taking place during your visit?

  Yes

  NO

• Where possible, has mystery shop video and coaching document been reviewed with

  Yes

  NO

• Is there evidence of pro active coaching & observation documents in use?

  Yes

  NO

• Is there evidence of 121's & PD's being conducted regularly in store?

  Yes

  NO

• Can the team articulate the key sales focus areas for the month from the monthly 5 minute focus?

  Yes

  NO

• Have the team watched Steve's monthly video?

  Yes

  NO

• Can the team articulate this week's 5 minute Burst?

  Yes

  NO

• Can each team member articulate their individual Fizzback so far this month?

  Yes

  NO

One Best Way - Working Week framework

• Are the One Best Way documents displayed in the back office?

  Yes

  NO

• Can the manager evidence usage of this week Team Briefing Documents

  Yes

  NO

• Can the manager evidence usage of this week One Best Way Documents?

  Yes

  NO

• Are the One Best Way Documents stored/ filed in the back office?

  Yes

  NO

• Is the scheduling tool for the month completed?

  Yes

  NO

• Is the scheduling tool on display and match the team member in store?

  Yes

  NO

• Is the holiday schedule up to date as per new 2013 guidance?

  Yes

  NO

• Can the store manager analyse and articulate their latest monthly Balanced Scorecard?

  Yes

  NO

Organised and engaging back of house

• Is there back office clean and tidy?

  Yes

  NO

• Is the toilet and bathroom area clean and tidy?

  Yes

  NO

• Is the kitchen area clean and tidy?

  Yes

  NO

• Are the fire exit and gangways clear?

  Yes

  NO

• Is the email inbox well managed? (Nothing older than 30 days)

  Yes

  NO

• Is the back office door, safe cage locked?

  Yes

  NO

• Is the POS stored and stored neatly?

  Yes

  NO

• Is the LLT file in use and set up correctly

  Yes

  NO

• Is all contract paperwork filed away daily ensuring no breach of DPA?

  Yes

  NO

• Is there only 2 months of archived paperwork present?

  Yes

  NO

RM VISIT RESULTS

• Comments & Actions

• Comments & Actions

• Comments & Actions

• Comments & Actions

• Store Manager signature

  Sign

• RM signature

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