Resource Planning Review

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

SIMPLER FOR STORES FOLDER

• Has the simpler for stores folder been set up as per what good looks like template

  Yes

  No

  N/A

• Has the latest simpler for stores project briefs been archived in the folder

  Yes

  No

  N/A

• Have the implementation plans been produced for all projects that are listed against the store on the simpler for stores reprints in G Drive.

  Yes

  No

  N/A

• Are the latest sets of staffing targets archived in the folder showing evidence of review and signed by the relevant line manager.

  Yes

  No

  N/A

• Have the latest staffing target release summaries been checked off and signed my the compliance manager and archived in the folder

  Yes

  No

  N/A

• Is the simpler for stores folder being reviewed by the lead team each period

  Yes

  No

  N/A

PAYROLL FOLDER - Payroll Control

• Has the Payroll Folder been set up as per what good looks like template?

  Yes

  No

  N/A

• Are the latest forecasts filed in the folder?

  Yes

  No

  N/A

• Are the last 6 weeks payroll sign off in the folder?

  Yes

  No

  N/A

• Are the last 6 weeks SAR prints in the folder?

  Yes

  No

  N/A

• Are there 6 flash report prints in the folder, with the latest week highlighted and the variance to forecast detailed on the report?

  Yes

  No

  N/A

PAYROLL FOLDER - Resource Planning Process

• Is the store working 4 weeks in advance for the resource planning process?

  Yes

  No

  N/A

• Is the electronic budget control sheet in each section from -4 to +2?

  Yes

  No

  N/A

• Is the Sunday Staffing structures sheet in each section from -4 to +2?

  Yes

  No

  N/A

• Do the allowed hours from the eBCS and the Sunday Staffing Structure match the resource planning sheets?

  Yes

  No

  N/A

• If applicable is the Bank Holiday staffing structure being used for relevant weeks?

  Yes

  No

  N/A

• Is the resource planning sheets being filled in completely and as per timescales?

  Yes

  No

  N/A

• Is the Store Manager signing off all overtime requests?

  Yes

  No

  N/A

• Is the live week overtime tracker being used and is this discussed at team 5 daily?

  Yes

  No

  N/A

• Is the performance review report being printed and reviewed each week, does the report show evidence of this review?

  Yes

  No

  N/A

• Is the weekly resource planning meeting taking place with a record of all agreed next steps in the -4 to +2 sections of the folder

  Yes

  No

  N/A

RIGHT HOURS RIGHT PLACE FOLDER - Employment / Manpower Plan

• Has the employment plan been updated and filed in the folder each period since P3 2012?

  Yes

  No

  N/A

• Has the Manpower Plan been updated and filed in the folder each period since P3 2012?

  Yes

  No

  N/A

• Has commentary been written on the manpower plan for any departments showing a significant variance in projected hours?

  Yes

  No

  N/A

• Is the Employment plan and Manpower plan being reviewed by the lead team each period

  Yes

  No

  N/A

RIGHT HOURS RIGHT PLACE FOLDER - Right Hours Review

• Has the Right Hours Right Place Folder been set up as per the what good looks like template?

  Yes

  No

  N/A

• Is the store printing off the correct reports and in the correct weeks?

  Yes

  No

  N/A

• Has the store highlighted all elements of the report as described in the what good looks like pack?

  Yes

  No

  N/A

• Are next steps / commentary detailed on the bottom of the department RHRP Report?

  Yes

  No

  N/A

• Is the As-Is / To-Be schedule attached to the RHRP Report where the hours not in the right place is over 50?

  Yes

  No

  N/A

• Is the over-under hours matrix filled in for any department where the hours not in the right place is over 50?

  Yes

  No

  N/A

• Has the moving people around our business card #1 been filled in?

  Yes

  No

  N/A

• Has the moving people around our business card #2 been filled in?

  Yes

  No

  N/A

• Has the moving people around our business card #3 been filled in?

  Yes

  No

  N/A

• Are the Right Hours Right Place reports being reviewed by the lead team each period

  Yes

  No

  N/A