RM BRANCH VISIT CHECKLIST

Have you engaged a minimum of 6 customers during your shift? (Document their feedback in Notes, mention if first time shopper in the store)

Have you engaged with any Prestige or Suki customers? (Document their feedback in Notes)

Is your team aware of all current promotions? (Document findings and corrective action/s in Notes)

Did you observe the Selling Team (DM, SS, R&F) practicing the new standard for acknowledging customers [Greet, Say your name, Ask a question]? (Document a win and an opportunity in Notes)

Did you observe the staff share and/or demonstrate the features and benefits of their merchandise to the customer? (Document a win and an opportunity in Notes)

Did you observe the selling staff suggest possible spin offs? (Document observations and action taken to increase add-ons and cross BU selling in Notes)

Have you handed out a minimum of 5 UYS cards on your shift? (Document their feedback in Notes).

Have you selected a Rank and File, Supervisor and/or Department Manager service champion for the day? (Take selfie with her/him and document whose “heart they won” and why in Notes)

Have you had to respond to any customer complaints today? (Describe situation, action, and outcome in Notes)

Did you attend OBM pep talk during your visit? (Document top 3 takeaways from peptalk in Notes)

Did you join your DMs pep talk? (Document top 3 takeaways from peptalk in Notes)

Did you follow-through with the DM/SS on any projects or programs agreed during your previous visits? (Document progress/completion in Notes)

Are all pads staffed 100%? (Explain any departments below 100% and action taken in Notes)

Are your DM/SS visible in the selling area during your visit? (Document any necessary coaching or recognition)

Have you coached your DM, SS, Selling and Warehouse Personnel during your visit? (Document trainees’ strengths, weaknesses and agreed next steps)

Are all DMs ensuring their staff is engaged, and recognizing or coaching for appropriate behaviors? (Document a win and an opportunity in Notes.)

Have you discussed with DM/SS possible areas of opportunities? (Document agreed programs in Notes.)

Have you discussed with OBM key learnings and support needed? (Document agreements in Notes)

Is the selling area neat, clean, organized, and ready for our customers? (Utilize image option to document a win and an opportunity)

Merchandise display in all fixtures, including display elements (signs, collaterals, holders, displayers, etc.) are within the visual merchandising standards and directions? (Document findings and feedback given in Notes)

Are all SKUs on display or represented with complete sizes in the selling area? (Document findings and action done in Notes)

Are the merchandise properly tagged within set guidelines? (Document findings and action done in Notes)

Are the service areas (fitting rooms) and service fixtures (fitting mirrors, lounge chairs, etc.) orderly and in top condition? (Document findings and action done in Notes)

Are all the ordering facilities both in the selling area (intercom) and warehouse (speakers, etc.) working? (Document findings and action done in Notes)

Is the Outright FSR neat, clean, organized, hallways clear of any obstruction,and all merchandise forwarded to correct department? (Use image option to document issues and describe direction given)

Are the SC cubicles neat, clean, organized, hallways clear of any obstruction, and all merchandise forwarded to correct department? (Use image option to document issues and describe direction given)

Is the Business Unit achieving its sales goals in the branch WTD? (List top 3 focuses in Notes)

Are the Departments achieving its space productivity goals? (List top 3 focuses in Notes)

Do the OR categories and SC brands have sufficient stocks WTD? (List top 3 focuses in Notes)

Are the OR categories within the prescribed Aging limits? (Document plans to flush out aging items)

Are all scheduled markdowns and promotions in place? (List top 3 focuses in Notes)

Are the selling personnel aware of their sales and/or unit targets for the day? (List top 3 focuses in Notes)

Have you discussed any current and/or future selling opportunities, promotions or events with the OBM? (List opportunities in Notes)

Is the Business Unit within budget on Controllable Expenses? (List top 3 focuses in Notes)