Operations RM Branch Visit Report

• Conducted on

  Date

• Prepared by

• Location
  Address

Customer First - Build relationships through proactively approaching customers to assist and resolve issues, as well as seeking out and connecting with SUKI's.

• Have you engaged a minimum of 6 customers during your visit? (Document in Notes)

  Yes

  No

• Have you engaged with any Prestige or Suki/Regular customers? (Document in Notes)

  Yes

  No

• Is your team aware of all current promotions? (Document in Notes)

  Yes

  No

• Did you observe the Selling Team (STM, SS, R&F) practicing the new standard for acknowledging customers of Greet, Say your name, Ask a question? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Did you observe the staff share and demonstrate the features/benefits of their merchandise to the customer?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Did you observe the selling staff suggest possible spin offs? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Have you handed out a minimum of 5 UYS cards on your visit?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Have you selected a Rank and File, Supervisor and/or Store Manager service champion for the day? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Have you had to respond to any customer complaints today? <br>(Document details on the issue and resolution in Notes)

  Yes

  No

  N/A

Great People - Strengthen the redefined SM culture through daily evaluation and coaching of STM’s and staff.

• Did you join your STMs pep talk? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Did you follow-through with the STM/SS on any projects or programs agreed upon during your previous visits? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Are all pads staffed 100% and with correct manpower plotting?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Are STM/SS visible in the selling area during your visit? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Have you coached your STM, SS, Selling and Warehouse Personnel during your visit?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Are all STMs ensuring their staff is engaged, and recognizing or coaching for appropriate behaviors? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Have you discussed areas of opportunity with STM/SS? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Have you discussed support needed with OBM and department concerned?<br>(Document wins and opportunities in Notes)

  Yes

  No

Operational Excellence - Maximize selling and service efficiency through strong visual merchandise presentations, customer area upkeep, and effective back-end operations.

• Is the selling area neat, clean, organized, and ready for our customers? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Merchandise display in all fixtures, including display elements (signs, collaterals, holders, displayers, etc.) are within the visual merchandising standards and direction? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Are all SKUs on display and represented with complete assortment in the selling area? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Is all merchandise properly tagged within set guidelines? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Are the service areas (gift wrapping, customer service area, counters – For TK) and service fixtures (lounge chairs, etc.) orderly and in top condition? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Are all the ordering facilities both in the selling area (intercom) and warehouse (speakers, etc.) working? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Is the outright FSR neat, clean, organized, hallway clear of any obstruction, and all merchandise forwarded to correct department? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Have the outright damage items been given dispositions before sending to Merchandising Department?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Are the SC cubicles neat, clean, organized, hallways clear of any obstruction, and all merchandise forwarded to correct department? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Are the SC items with dispositions in the branch properly coordinated with SC merchandising for further dispositions?<br>(Document wins and opportunities in Notes)

  Yes

  No

Deliver Financials - Direct sales and other income goals through setting, tracking, and exceeding Zone targets.

• Is the Business Unit achieving its sales goals in the branch WTD? <br>(Document wins and opportunities in Notes)

  Yes

  No

• Are the Departments achieving their target space productivity, transaction count, foot traffic and conversion rate?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Do the outright categories and SC brands have sufficient stocks WTD?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Are the outright categories within the prescribed aging limits?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Are all scheduled markdowns and promotions in place?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Are selling personnel aware of their sales and transaction targets for the day?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Have you discussed any current and future selling opportunities, promotions or events with the OBM and affected departments?<br>(Document wins and opportunities in Notes)

  Yes

  No

• Is the Business Unit within budget on Controllable Expenses? <br>(Document wins and opportunities in Notes)

  Yes

  No