Retail Area Manager Store Visit Summary

• Site conducted

  Select

• Visit Title

• Franchisee, or Staff member’s Name

• Visit Date

  Date

• Summary

• Follow up Required

  Yes

  No

Arrive at an understanding of the specific objectives or action items:

Agenda Item

• Item that needs Fixing should be Discussed & Documented. Add Action Plan in Follow up with Target Completion Date.

• Agenda Topic:

• Responsible person :

• Follow up needed :

  Yes

Reach out to inform / Request support from proper channels within WDL and/or the wider group, and Franchisee as needed:

• Proper channels informed of issues

  Yes

  No

  N/A

• Who has Been Contacted? When?

• Point of Contact:

• Subject:

• Who and When are we making Contact with the Wider WDL team in relation to this Issue?

• Point of Contact:

• Subject:

• Time / Date for Contact.

  Date

4. Communicate:

• The Retail Area Manager has confirmed understandings made with Franchisee / Operator?

  In Person

  Email

  Phone Call

• When did this take place.

  Date

Confirmation of next appointment together:

• Yes

  No

• Next Appointment

  Date

• Thank you for your time today.

Issues elevated :

• Communication

  1st Initial Communication

  2nd Follow-up Communication

  3rd Final Communication

• Thank you for your Time, Please reach out if you require any assistance in completing the actions needed to remedy the issue discussed.

• 2nd Follow up Communication now requires this to be raised further.

• Point of Contact:

• Subject:

• Add Additional Action Plan?

  Yes

• 3rd Communication now requires this to be raised further.

• Point of Contact

• Subject:

• Outcome

  Resolved

  Un- Resolved

• What was the outcome?

• What is our Course of Action to get this issue Resolved?