Optimization Check - Poetry. V1.3

Title Page

Store
Area Leader
Store Leader
Conducted on
Location

TEAM/ LEADERSHIP/ FIRST IMPRESSIONS

Assess the inspiration and energy levels of the morning meeting held by the Store Leader?
- Energetic, inspirational and informative.
- Average energy levels and not inspirational
- Poor
- N/A
Check how well a sample of team members knows the Company Vision Statement?
- All members know the vision statement.
- Not all members know the vision statement.
- N/A
Are all team members in the correct uniform with badges and can the leader provide proof that an order was done for any new team members?
Is every team member aware of the store performance, their performance, and all promotions in the store?
Are the front windows clean and implemented as per the VM brief, are banners correct and steamed where needed, and is all lighting in the windows working?
Are the correct details, pricing, and template used for items displayed in the window?
Are all mannequins dressed with the correct stock and as per the styling guide?
Are the correct emergency details displayed on the window on the correct template?
Assess the level of Learning bites training completion based on the feedback sent from Siya weekly.

CUSTOMER SERVICE

Assess if every customer's journey starts with being greeted by a team member stationed at the front door and demonstrating product within 5 seconds from entering the store.
Observe 1 sales interaction on the sales floor and rate the overall service levels (indicate the name of the team member assessed).
- Was positive energy and body language displayed with genuine interest shown in the customer? (Make a friend before you make a sale)
- Were open-ended questions asked if needed to assess the customer's needs?
- Were Current markdowns/ promotions communicated?
- Were the Product benefits and features explained if needed to finalize the sale?
- Was "Pay Just Now" offered if there were objections to the cost of the purchase?
- Was added on products offered upon closing the sale?
- Were alternatives or Omni offered when out of stock of a wanted item?
- Was the customer thanked for their support and welcomed to return to the store in the future?
Observe 1 interaction at the cash desk and rate the overall service level (indicate the name of the team member assessed).
- Was the customer acknowledged in a friendly manner when they approached the till point?
- Was the interaction friendly, energetic, and efficient?
- Was the customer informed about "friends and family"?
- Were add-ons offered on the product purchased?
- Was the customer thanked for shopping with us and welcomed back to our store in the future?
Assess the "Friends and Family" interaction from the team with the customer. (Only choose points that was observed during the interaction - leave points that was omitted blank).
- FRONT DOOR: Does the team member at the front door that greets the customer ask "Are you a member of our "Friends and Family" rewards program?
- FRONT DOOR: Does the benefits get explained to customers that answer "NO" and does the available vouchers get checked and communicated to customers that answer "YES"?
- SALES INTERACTION: Does the team member attempt to upsell to existing F&F members by reminding them of the discount vouchers waiting for them at checkout/Explain the benefits of the F&F reward program again to customers that have not signed up yet?
- CHECKOUT: Does the cashier try to add items to the basket of existing F&F members and not just process the discount vouchers/ Explain the benefits of the F&F rewards program to customers that are not signed up yet?
- MARKETING: Is the F&F signage used in the store sufficient and correct as to inform customers of the program and benefits?
Is the store leader completing one Dare selling or cashier evaluation per day?
Are the Fitting rooms clean and merchandise free (no security tags hidden behind the mirrors)?
- Fitting rooms and mirrors clean with no hangers/dust/clutter inside.
- Fitting rooms has hangers/dust/clutter inside.
- N/A
Is there a team member assigned to fitting room controls?
- Team member assisting the customer at the fitting room in a friendly and helpful manner.
- Team member assisting was not friendly and helpful.
- No team member available to assist the customer.
- N.A

STORE OPTIMIZATION

Are front and secondary tables implemented as per the VM brief?
Have hanger quantity disciplines been checked to make sure that rail arms and tables are not over or under filled for ease of shopping?
Check that all current promotions are implemented correctly in the store with the relevant marketing/ signage. Add notes and photos of issues and optimizations identified.
- All Promotions implemented
- 70 to 90% of promotions implemented
- Less than 70% of promos implemented
- N/A
Are the merchandising principles as prescribed by VM (Colour Palettes kept in sections etc.) correctly followed and implemented?
Check a sample of 20 shoes on display for pricing and the correct placement of pricing.
Are testers available for all fragrances and reed diffusers sold in the store?
Rate the flat packing standards in the store.
Are store lights working and set up correctly? (Including LED strip lighting under tables and on shelving if applicable).
- Working and setup correctly
- Not working with proof of follow up from Leadership
- Working but not set up correctly
- Not working with no proof of follow up from Leadership
- N/A
Are the store aircons working set at optimal temperature?
- Yes
- Not working but with proof of follow up from the Leadership
- Not working with no proof of follow up from leadership
- N/A
Identify all maintenance issues in the store and assess the level that the leader is attending to or following up on issues with proof?
- All maintenance issues identified and if not completed there is proof of follow up.
- Some maintenance issues identified and proof of follow up done.
- Maintenance issues not identified and no proof of follow up.
- N/A
Assess the overall cleanliness and housekeeping of the store - is all surfaces clean and dust free?
- Dust was found on none of all samples checked.
- Dust was found on 1 - 3 of the samples checked.
- Dust was found on more than 3 of the samples checked.
- N/A
Have all the points on the Daily Floor Walk Checklist been checked, ticked off, and signed off since the last store visit was conducted?

POS AREA

Assess the neatness and cleanliness of the POS area and check cupboards and drawers for clutter and suspicious items.
Do items merchandised at the cash desk promote add-on sales?
Get the leadership of the store to perform a surprise cash up in your presence on one of the terminals and not your findings
- The counted cash balances with the expected system total
- The counted cash does not balance with the expected system total.
- N/A

STOCK MANAGEMENT

Assess the standards and cleanliness in the stockroom - must mirror the sales floor with regards to world-class standards, all departments to be kept separate, Flatpack floor ready, Footwear top to bottom/ left to right, Stock in boxes neat and floor ready, All VM elements sorted out and separated from stock, no redundant marketing elements?
Is the OPC schedule up and does it reflect the actual staffing in the store upon the visit?
Is a planogram for the store displayed in the back office indicating which team member is responsible for which department?
PTG: Check to see if items on the sales floor that had been reduced are merchandised on separate rails with the correct marketing so customers can identify the stock easily?
Check a sample to see if all items that have been reduced have been marked with the correct "reduced" price stickers so customers can see the previous and current reduced price only.
- All items checked actioned correctly.
- 1 - 3 Items not actioned or actioned incorrectly.
- More than 3 items not actioned or actioned incorrectly.
- N/A
Check if recent price adjustment instructions from HO have been actioned (HO COMMS instructional mails actioned).
- All price adjustments that was checked was actioned correctly.
- Out of all price adjustments checked - some was not actioned correctly.
- N/A
Check if recent HO stock consolidations have been actioned (HO COMMS instructional mails actioned).
- All consolidation instructions that was checked was actioned.
- Out of all consolidation instructions checked - some was not actioned.
- N/A
Check a sample of 10 items from the stockroom: Are they represented on the sales floor?
Check a selection of 10 rails/ wall bays of apparel for size curving disciplines?
In cases where the store has excess marked down and odd items - has the Store/Ops leader communicated with Outlet stores/Planner/Other stores to move items around?
- Out of line stock issues was communicated.
- Out of line stock issues was not communicated.
- N/A

RISK

Check a sample of 15 refund checks: Are the refund checks being done daily with physical and system stock indicated and signed off by leadership as checked?
- Refund checks are being conducted every day as per the mail from HO comms.
- Refund checks are not being done daily as per the HO comms instructional mail.
- N/A
Physically check 3 refund transactions - Does the system S.O.H balance with the actual units in the store and make sure to report to Precious on these transactions.
- Physical count on items balances with system SOH reporting.
- Physical count of items does not balance with system SOH reporting
- N/A
Has the administration standards been implemented with regards to admin filing?
- All styles with 1 - 3 items represented on the sales floor have been moved to the "Last of the best seller" department and signage that highlights the section have been placed up.
- 1 - 3 Styles with less than 3 items represented was found on the sales floor that was not moved to a highlighted "Last of the best seller" section.
- The "Last of the best seller" sections have not been created and more than 3 styles with less than 3 items represented was identified.
- N/A
Assess the security tagging disciplines of the store?
- All items out of the sample checked were tagged with security tags.
- 1 to 3 Items out of the sample checked were not tagged with security tags.
- More than 3 items out of the sample checked were not tagged with security tags.
- N/A
Has the tagging disciplines as indicated in the VM ignite instruction been implemented?
Assess negative stock issues and the active management thereof by the store leadership?
- All issues identified on the XCUM reporting and leadership actively managing negative stock.
- Store has negative stock that has not been cleared but leadership aware and has valid reasons with action plan.
- No valid reasons on negative stock issues with no proof of active management.
- N/A
Assess if weekly hazard counts are being conducted as per the count schedule and if losses are written off by leadership.
- Weekly hazard counts are being done and results on the latest Automated shrinkage report are accurate.
- Weekly hazard counts are not being conducted and the results on the latest Automated shrinkage report are not accurate.
- N/A
Have all ladders been removed from the sales floor when not actively in use?
Are the fire extinguisher services up to date?
Is every section on the sales floor covered by a team member to observe attempted shoplifting at all times and is the leadership not taking days off in succession?
- All sections covered and leader day's off in order.
- Not all sections covered but active awareness of risk areas.
- Floor coverage not sufficient as to provide the best service and prevent stockloss.
- N/A
Question a sample of cashiers on the process followed with regards to RCS card purchases?
- Process followed and Leader gets called to the cash desk to witness all purchases on RCS cards.
- The process is not followed and Leaders do not witness all RCS card transactions performed.
- N/A
Does the store have a Stock loss Action Plan up in the back office area and does this get checked weekly by the leadership?
Question the staff on the stock loss action plan and check for understanding?
- Aware of all points questioned on.
- Not all questions could be answered.
- N/A

KPI ASESSMENT

Rate the month-to-date KPI performance indicators.
- Achieving UPT target.
- Achieving Basket size target.
- Achieving Customer T percentage of 90% or above.