Title Page

  • Store Name & No.

  • Conducted on


  • Complaints outstanding?

  • Is there a ROC for every complaint within the last 13 weeks? (log names and action below)

  • Can an advisor tell you what the store's and their own S&S NPS is MTD?

  • Did you observe advisors discussing NPS on the shop floor?

  • Repair compliance MTD?

  • Asking an advisor, do they know what the MS questions are?

  • How is the individual making it personal?

  • Using the VM guide, is the store to plan?

  • General comment on shop floor standards?


  • Is there commercial board up to date?

  • Is the sales tracker up to date?

  • Does anyone in store have a PIP in place? (If yes, update progress in notes)

  • CRFs attached to all paperwork? (quality of CRF in notes)

  • Are zero sellers being tracked in store?

  • Ask a member of staff to demo a product and leave comment on quality.

  • Can staff demonstrate knowledge of key TLOs?

  • Describe the level of understanding the duty manager has of their business.


  • Can an advisor show you that they have punched in for their current shift?

  • Can they demonstrate how to check their rota and book annual leave?

  • Has the RM checklist been completed within the last 6 months?

  • Are tablet tills in cases when on shop floor?

  • Is the store manager completing weekly, monthly & quarterly checks?

  • Stock counts & variance investigations completed within SLA?

  • Any outstanding facility issues, if so, when were they last chased up?

  • How many RAs are outstanding? (Note how many are over SLA)

  • Can staff demonstrate what to do when returning an Apple product? (FMIP)

  • General comments on BO standards.


  • Can the SM confirm via the Digital Academy app, staff completion levels?

  • Have all staff attended WE'RE EE training?

  • Is everyone in store aware of the Aspire program?

  • Who's on Aspire and on what stages?

  • Is all mandatory training complete?

  • Are all monthly reviews complete? (Comment on quality)

  • Do all level 3 staff have a PDP in place?

  • Do all level 1 staff have a PIP in place?

  • Are the team aware of the Your Say results?

  • If so, are they aware of the plan?

  • Is the latest "giving something back" activity POS on display?

Summary & Sign-Off

  • Store manager comments

  • RM comments

  • Duty Manager sign off

  • RM sign off

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.