R838 Monthly review V2

• Sales Advisor Name

• Review Period (Month & Year)

• Line Manager

• Date Review Was Completed

  Date

• Performance rating indicator 1 - Below Expectations (Missed 1 or more KPI's) 2 - Meets Expectations (Completed KPI's) 3 - Exceeds Expectations (Exceeds target KPI and value dashboard and exceeds role profile)

Performance

• PAYM actual / target

• PAYM % Achieved

• UPGRADE actual / target

• UPGRADE % Achieved

• PAYG actual / target

• PAYG % Achieved

• FBB actual / target

• FBB % Achieved

• EE actual / target

• EE % Achieved

• SME actual / target

• SME % Achieved

• Accessories % Achieved

• Clone Phone % Achieved

Incremental Performance

• Star offer mix

• Star Offer Volumes

• EE sharer volume

• Tablet Volume

• Pre 2 Post Volume

Customer NPS & Mystery Shop

• NPS Score

• Mystery Shop

What went well, what didn't and why?

• Pay Monthly

• Upgrades

• Pay as you go

• Fixed and Fibre

• Incrementals

• Customer

This months targets

• Pay monthly

• Upgrades

• Pay as you go

• Home broadband

• Accessory 60%

• Insure and protect 40%

• NPS

• INCREMENTALS

• Tablet volume

• Pre to Post Volume

• Sharer volume

• EE Xtra mix %

• Star mix %

How? What will you differently? What will I see and hear you do?

• Pay monthly

• Upgrade

• Pay as you go

• Home broadband

• Incrementals

• NPS

AOB

Commercial Knowledge

• Up To Date With Offers

  Always

  Sometimes

  Never

• Aware Of Personal Targets And Performance

  Always

  Sometimes

  Never

• Knows How The Store Is Performing

  Always

  Sometimes

  Never

Compliance

• OFCOM sections on CIFS always completed?

  Yes

  No

• Proof checklists always completed and signed off?

  Yes

  No

Shopfloor

• Correct Uniform

  Yes

  No

• Ready To Serve At The Front Of Store

  Yes

  No

• Keeps Phone In Pocket

  Yes

  No

• Signs In & Out

  Yes

  No

• Requests To Be Searched

  Yes

  No

Additional Skills

• Daily Reconciliation

  Trained

  More Training Required

  Not Trained

• PI Count

  Trained

  More Training Required

  Not Trained

• Manage Repair Portal

  Trained

  More Training Required

  Not Trained

• Cashing Up

  Trained

  More Training Required

  Not Trained

Absence & Lateness

• Sickness Absence Triggers Hit

  None

  More Than 10 Consecutive Days

  Three Or More Occurrences In 6 Months

  Both Triggers Hit

• Sickness Absence Comment

• Lateness Forms Last Month

  None

  One

  Two

  Three

• Lateness Comment

Last months performance rating

• 1 - Below expectations

  2 - Meets expectations

  3 - Exceeds expectations

Last months productivity score

Sign Off

• Line Manager

  Sign

• Sales Advisor

  Sign