PMI-Branch Visit

• Division

  PMI

• Branch

  Select Seattle Riverside Calgary Edmonton Cleveland Lousiville Toronto

  • Seattle
  • Riverside
  • Calgary
  • Edmonton
  • Cleveland
  • Lousiville
  • Toronto

• Recon Date

  Date

• Branch Visit Date

  Date

• Prepared by

  Flynn Cochran

  MJ Ghene

  Brandon Wisdom

  Andy Hansen

  Jonas Murphy

• Follow up Items from Prior Visit

People

• Current month staffing delta to plan: Installer

  Exceeding Plan

  Achieving Plan

  Below Plan

• What is delta below plan?

• Current month staffing delta to plan: Co Foreman

  Exceeding Plan

  Achieving Plan

  Below Plan

• What is delta below plan?

• Current month staffing delta to plan: Foreman

  Exceeding Plan

  Achieving Plan

  Below Plan

• What is delta below plan?

• Current month staffing delta to plan: Sales

  Exceeding Plan

  Achieving Plan

  Below Plan

• What is delta below plan?

  Yes

  No

  N/A

• Turnover Rate 90 day Annualized Ops:

  <18%

  <18%

  >18%

• Turnover Rate 90 day Annualized Sales:

  <67%

  <79%

  >79%

• New Hire Retention Rate OPS:

  >10%

  >10%

  <10%

• New Hire Retention Rate Sales:

  >80%

  >70%

  <70%

Customer

• Prior Two Months Installation NPS:

  >80%

  >70%

  <70%

• Prior Two Months Installation NPS Sales:

  >80%

  >70%

  <70%

• Prior Two Months Collection %:

  >99%

  >95%

  <95%

• Prior Two Months Return Rate:

  <7%

  7%-8%

  >8%

• Prior 30 Day Escalations:

  0

  1-3

  4+

• Prior 30 Days, how many times has a foreman answered "no" on a safety survey regarding job review with CFI/ Service Tech

  0

  1-3

  4+

• In the prior 30 Days, how many foreman answered "no" on the safety survey regarding the job review with the CFI

  0

  1-3

  4+

Performance: Prior Two Months

• Revenue Plan:

  Exceeding Plan

  Achieving Plan

  Below Plan

• Gross Profit Margin Plan:

  Exceeding Plan

  Achieving Plan

  Below Plan

• Branch Payroll Margin Plan:

  Exceeding Plan

  Achieving Plan

  Below Plan

• G&A Margin Plan:

  Exceeding Plan

  Achieving Plan

  Below Plan

• EBITDA Plan:

  Exceeding Plan

  Achieving Plan

  Below Plan

• Performance to Sales Plan:

  Exceeding Plan

  Achieving Plan

  Below Plan

• ADL Plan:

  Exceeding Plan

  Achieving Plan

  Below Plan

• Closing % to Plan:

  Exceeding Plan

  Achieving Plan

  Below Plan

• Inside Sales % of Total Sales:

  <7 Day

  8-9 Days

  >10 Days

• Self Gen % of Sales:

  <7 Day

  8-9 Days

  >10 Days

• SM Value Score:

  Yes

  Maybe

  No

  N/A

Performance: Current Month Revenue Pacing to Plan

• Production backlog weeks out

  > 8 weeks

  5 - 8 weeks

  < 4 weeks

• Forecast to Revenue Plan month to date

  Exceeding Plan

  Achieving Plan

  Below Plan

• % of Costed off Completed

  100%

  >98%

  <98%

• % of Completed of Scheduled (MTD trailing 48 hours)

  100%

  >98%

  < 98%

• Primary Objectives

• Is the Branch on pace with the Sales plan?

  Yes

  No

  N/A

• Backlog Median Days Out:

  <7 Day

  8-9 Days

  >10 Days

• Overall Cancel %:

  <18%

  <18%

  >18%

• 48 hour Cancel Rate:

  >10%

  >10%

  <10%

• On My Way Utilization:

  >90%

  90%

  <90%

• Ride-A-Long Compliance

  >90%

  90%

  <90%

• % of Sales with an SMP:

  >60%

  50-60%

  <50%

• Financing Utilization:

  >30%

  >30%

  <30%

Mission

• Center of Excellence Overview: Rank Items from 0-10 (10 being the highest)

  Media

• Branch Hygiene: Parking Lot

• Branch Hygiene: Fleet

• Branch Hygiene: Warehouse

• Branch Hygiene: Office

• Branch Hygiene: Attire

• People Observations

• Customer Observations

• Performance Observations

• Additional Notes

Fire Teams

• Was Fire Teams Observed?

  Yes

  No

  N/A

• Who Attended?

  Select GM PM SM OM WM Svc M Field Sups

  • GM
  • PM
  • SM
  • OM
  • WM
  • Svc M
  • Field Sups

• Was the team Punctual and Prepared?

• Duration?

  5 mins

  10 mins

  15 mins

  20+

• Was the proper information collected from the foreman?

  Select Yes No N/A

  • Yes
  • No
  • N/A

• How effective was the Micro-Training?

• Fire Team Notes

Gate Check

• Was Gate Check Observed?

  Yes

  No

  N/A

• Who Attended?

  Select GM PM SM OM WM Svc M Field Sups

  • GM
  • PM
  • SM
  • OM
  • WM
  • Svc M
  • Field Sups

• How effective was Gate Check?

Production Debrief

• Was the Production Debrief observed?

  Yes

  No

  N/A

• Who Attended?

  Select GM PM SM OM WM Svc M Field Sups

  • GM
  • PM
  • SM
  • OM
  • WM
  • Svc M
  • Field Sups

• How effective was the debrief?

• Duration?

  5 mins

  10 mins

  15 mins

  20+

• Production Debrief Notes

QA Calls

• Were QA Calls observed?

  Yes

  No

  N/A

• Who made the calls?

  Select GM PM SM OM WM Svc M Field Sups

  • GM
  • PM
  • SM
  • OM
  • WM
  • Svc M
  • Field Sups

• Was every customer called from the prior day?

  Yes

  No

  N/A

• Was proper process and scripting followed?

  Yes

  No

  N/A

• QA Call Notes?

Leadership Debrief

• Was the Leadership Debrief observed?

  Yes

  No

  N/A

• Who attended?

  Select GM PM SM OM WM Svc M Field Sups

  • GM
  • PM
  • SM
  • OM
  • WM
  • Svc M
  • Field Sups

• Duration?

  5 mins

  10 mins

  15 mins

  20+

• Was the "fire report" reviewed? Open escalations, any job with an end date surpassed not marked complete, etc.

  Yes

  No

  N/A

• How effective was the meeting?

• Leadership Debrief notes

Job Completion

• Was Job Completion observed?

  Yes

  No

  N/A

• Who marked the jobs complete?

  Select GM PM SM OM WM Svc M Field Sups

  • GM
  • PM
  • SM
  • OM
  • WM
  • Svc M
  • Field Sups

• Was the job completion SOP followed?

  Select Yes No N/A

  • Yes
  • No
  • N/A

• Have all jobs with end dates surpassed MTD (72 hours behind current day) been marked complete?

  Yes

  No

  N/A

• Job Completion Notes:

• Overall Branch Visit Score:

• Priority Action Items and Deliverables: