Title Page
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Store
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Area Leader
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Store Leader
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Conducted on
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Location
TEAM/ LEADERSHIP/ FIRST IMPRESSIONS
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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
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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
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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?
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Is every team member aware of the store performance, their performance, and all promotions in the store?
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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?
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Are the correct details, pricing, and template used for items displayed in the window?
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Are all mannequins dressed with the correct stock and as per the styling guide?
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Assess if every customer's journey starts with being greeted by a team member stationed at the front door.(Not just "Hi sir or maám" but Thank you for choosing our Cape Union Mart and how can we start your journey today") and if this team member is demonstrating a product?
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Are the correct emergency details displayed on the window on the correct template?
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Assess the level of Learning bites training completion and if registers are completed.
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Is the OPC schedule up and does it reflect the actual staffing in the store upon the visit?
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Is a planogram for the store displayed in the back office indicating which team member is responsible for which department?
STORE OPTIMIZATION
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Rate the level on which customers can interact with the equipment samples on the sales floor (Display out of box/ lights switched on?) Add notes and photos of optimizations identified.
- All samples of relevant items of equipment were displayed to have customers see and interact with the product.
- 2 Samples of relevant items of equipment were not displayed accordingly to have customers see and interact with the product.
- 3 and More samples of relevant items of equipment were not displayed accordingly to have customers see and interact with the product.
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Assess if all equipment is displayed within headquarters, within categories, and within brands and not out posted all over the store (as per the latest VM rollout).
- The latest VM rollout was followed and Equipment headquarters was created in strategic sections of the store - within categories and brands with no examples identified as incorrect.
- The latest VM rollout was followed with regards to creating equipment h strategic sections in of store but was not done within categories and brands.
- The latest VM rollout was not followed and equipment headquarters was not created correctly - more than 1 example was identified in the store.
- N/A
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Are front and secondary tables implemented as per the VM brief?
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Are the merchandising principles in the apparel sections (Old Khaki, K-way, Rare earth, Fila, etc.) implemented as per the latest VM brief?
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Assess if displays within the Apparel sections have been done as per the Summer Rollout VM Ignite document (Aftercare products in K-Way and accessories in Old khaki/ Rare Earth etc.)?
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Has the hanger quantity VM ignite document been implemented and adhered to in the store to have the product displayed on the sales floor but not overfilling fixtures (Push to Pull)?
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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
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Check a sample to see if items on the sales floor that has been reduced have been merchandised on separate rails with the correct marketing (Tent card signage) so customers can identify the stock easily?
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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?
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Check a sample to see if recent price adjustment instructions from HO have been actioned?
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Are all display cabinets merchandised according to the latest VM breif?
- VM brief followed without deviations
- VM brief followed with minor deviations
- VM brief not followed at all.
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Are backpacks/sleeping bags displays full, layout correct, and are all display units priced? (Has the new backpack VM Ignite document been followed?)
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Are footwear and sock walls full, priced correctly, and is the updated product/layout in place?
- Layout in place, Items priced correctly and the wall is full.
- The layout is correct but the wall is not full.
- The layout is correct and the wall is full but the pricing is incorrect.
- Layout not correct but wall is full and priced correctly.
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Store lights working and set up correctly with follow-up from Store Leadership if not?
- 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
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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
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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
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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 to 3 of the samples checked.
- Dust was found on more than 3 of the samples checked.
SNAKE/ IMPULSE UNIT AND POS AREA
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Is the correct mix of product merchandised in front of POS units? (As per the new VM guidelines - 1 food and 1 gadget).
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Has the snake que implementation been completed as per the "Snake Q for Summer" VM ignite communication?
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Assess the neatness and cleanliness of the POS area and check cupboards and drawers for clutter?
CUSTOMER SERVICE
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Observe 1 sales interaction on the sales floor and rate the overall service levels (indicate the name of the team member assessed).
- Was the Customer greeted within 5 seconds?
- Were positive energy displayed and 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?
- N/A
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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?
- N/A
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Is the store leader completing one Dare selling or cashier evaluation per day?
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Are the Fitting rooms clean and merchandise free (no security tags hidden behind the mirrors)?
STOCK MANAGEMENT
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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?
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Does the store leadership return cartons to DC and is this recorded on the SharePoint sheet?
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Check a sample of 10 items from the stockroom: Are they represented on the sales floor?
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Check a selection of 10 rails/ wall bays of apparel for size curving disciplines?
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Have all odd items (1 - 3) been moved to the last of the best seller section and are these sections highlighted by the relevant signage?
- Of the samples checked - No odd styles (3 or fewer items per style) were found on the sales floor.
- Of the samples checked - 1 to 2 odd styles (3 or fewer items per style) were found on the sales floor.
- Of the samples checked - 3 and more odd styles (3 or fewer items per style) were found on the sales floor.
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In cases where the store has excess marked down and odd items - have the Store leader tried to communicate with Outlet stores or other stores to move items around?
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Assess the active approach from the store leader on out-of-stock items (stock jockey communication/requesting assistance from the Area Leader)?
- Actively communicating on Stock Jockey/ E-Mails to planning/ buying department with Area Leaders cc'd in.
- Some communication coming through on Stock Jockey and email but only 50% of issues addressed.
- Less than 50% of out of stock items followed up on with proof
- N/A
RISK
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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
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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
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Has the administration standards been implemented with regards to admin filing?
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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.
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Has the tagging disciplines as indicated in the VM ignite instruction been implemented?
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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
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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
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Have all ladders been removed from the sales floor when not actively in use?
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Are the fire extinguisher services up to date?
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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
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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
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Does the store have a Stock loss Action Plan up in the back office area and does this get checked weekly by the leadership?
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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
LEADER KPI ASESSMENT
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Rate the month-to-date sales performance against targeted sales?
- Achieving target and showing a positive growth.
- Achieving target but showing a negative growth.
- Not achieving target but showing a positive growth.
- Not achieving target and showing a negative growth.
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Rate the month-to-date UPT performance of the store against target?
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Rate the month-to-date basket size performance of the store against target?
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Rate the month-to-date sign up performance of the store against target?
