Personnel Manager one to one

• Document No.

• Deputy managers name

• Conducted on

  Date

• Prepared by

• Location
  Address

Finance

• Sales Vs Budget achieved per Dept

  All depts Positive

  3-5 depts trading down

  5 or more trading down

• Shrink budget achieved, action plan in place

  Yes

  No

  N/A

• Payroll in control budgets and forecast achieved

  Yes

  No

  N/A

• Expenses on target

  Safe

  At Risk

  N/A

• Waste budget achieved credits reviewed and challenged

  Yes

  No

  N/A

Operations

• Waste split achieved 82 8 10 for blue!

  Safe

  At Risk

  N/A

• Routines 85% for all departments

  Safe

  At Risk

  N/A

• Audits green

  Yes

  No

  N/A

Customer

• PI 100 on checkouts

  Yes

  No

  N/A

• OIF Figure Green

  Yes

  No

  N/A

• Viewpoint plan in place.

  Yes

  No

  N/A

People

• Welcome back process

  Safe

  At Risk

  N/A

• Attendance reviews in line with company policy

  Yes

  No

  N/A

• Pro longed cases discussed, including extended and planned absence

  Yes

  No

  N/A

• Discuss staff over 5%

  Safe

  At Risk

  N/A

• Review update, are we on track, if not why not?

  Safe

  At Risk

  N/A

• Training plan updated, plan in place to address

  Safe

  At Risk

  N/A

• Team five progress check

  Safe

  At Risk

  N/A

• Line manager coaching what has been carried out this week.

  Yes

  No

  N/A

• 1 in 25 Options reviews future plan in place

  Yes

  No

  N/A

• Apprenticeships in place

  Safe

  At Risk

  N/A

• People KPIs on track

  Yes

  No

  N/A

• Right hours right place and Pi at the correct levels for depts

  Safe

  At Risk

  N/A

• Uniform standards

  Yes

  No

  N/A

• Forum next steps in place.

  Safe

  At Risk

  N/A

• No management team vacancies

  Yes

  No

  N/A

• Holidays on track vs budget

  Yes

  No

  N/A

Community

• Management team takes part in fundraising activities and all have a target set for their own departments

  Yes

  No

  N/A

Business Plan

• Change plan on track

Personnel development

• Weekly 121 held with all department managers

  Yes

  No

  N/A

• Performance pack up to date

  Yes

  No

  N/A

• My Job reviewed and understood.

  Yes

  No

  N/A

• Personnel development plan on track

  Safe

  At Risk

  N/A

Performance summary

• Steering wheel

  green

  amber

  red

• Store standards

  green

  amber

  red

• Leadership

  green

  amber

  red

• Business plan

  Yes

  No

  N/A

Benefits and concerns with next steps

• Benefits

• Concerns and next steps

• Signature

  Sign