Information
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Conducted on
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Store Name and Number
Store Information
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Store
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Store Number
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Region
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Store Manager
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Regional Manager
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Date and Time
Front of house
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Take a picture whilst outside the store. Is it to an acceptable level?
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Are the standards in store clean and tidy. Floor free of gum, shelves free of dust?
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Are colleagues adhering to the staff uniform policy. Take a picture
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Is the vm app downloaded, updated and submitted?
Customer
Customer
Overview and Actions - Customer
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Overview - Customer
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Required Actions - Customer
Action
Operations
Operations
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Are all of notice boards up and updated?
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Is the stock room/ cage/ safe tidy and organised?
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Has the Forced Churn Folder been set up as per policy and has the latest report been reviewed and relevant contracts filed?
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Have the last three months Store Manager H&S checklists been completed?
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Has a Regional Manager H&S checklist been completed in the last six months? (If no, please complete one!)
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What's the stock loss mtd?
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Are there any RA handsets?
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Are there any Idocs that need to be investigated?
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Is there any confidential data visible which could trigger a high risk compliance visit.
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Are the welfare areas to a good/hygienic standard. Please take picture to add to the report.
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Are back of house standards at an acceptable level?
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Is there a void space in the back areas of the store. Can you take a picture of this area? <br>This area should be clear and free from Rubbish.<br>This should be disused space. <br>
Overview and Actions - Operations
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Overview - Operations
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Required Actions - Operations
Action
sales
Sales generation, check a days paperwork
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Are hbb line checks attached to contracts 80% strike rate
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Is a compass print out attached to every top up. 80% strike rate
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Are all tablets live on the shop floor and to pos guide.
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Is the tablet, live demo, being shown to customers?do
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Is everyone using Excalibur and can everyone in store today log in.
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Is the FID scanner working? If not is it logged?
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Do the team know of the daily figures?
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Can you see evidence of effective customer record sheets being created. Take a picture
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Is the concierge welcoming in customers through the concierge?<br>Are they using the booking bug app?
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Are the keys being controlled on the shop floor?
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Are the team members using the RMT tablets?<br>Take a picture?
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Are accessories merchandised to guide. In plentiful supply with the correct price tickets in place?<br>Take a picture.
Over view of sales generation data. Actions for manager to follow up for next visit?
People
People
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Are Daily Briefings taking place and do all team members understand the content?
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Has the store completed Kronos sign off for this week. Is the store updating the rota on Kronos?
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How many people were off sick last month. Has the manager provided evidence of any follow up or RTW's
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Is the store to fte budget. If not have vacancies been raised?
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Is MEE time being booked in, utilised and completed?
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Who is highlighted as 'in development' what is the plan for these individuals. Take a picture of the development plan. <br><br>Were there any outstanding actions from previous visits.
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Are EOM meetings scheduled, attended by all team members and can all advisors talk about the content?
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What are the training modules that need to be completed right now?
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Has the training been completed by all team members?
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Are all probationary and monthly reviews present and have they been completed to a satisfactory standard?<br><br>Take a picture
Overview and Actions - People
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Overview - People
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Required Actions - People
Action
Overview
Overview
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Store Visit RAG Status
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General Overview of Observations and Findings
Sign Off
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Store Manager
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Regional Manager
