Title Page

  • Document No.

  • Audit Title

  • Branch Manager Name

  • Conducted on

  • Type in the date of the last visit

  • Prepared by

  • Location
  • Enter DC Code

CX - Magic 5 Star Customer Experience

CX - Magic 5 Star Customer Experience

  • Most recent CSAT Score - 92%

  • Standards of Behavior – Review - Behaviors-all staff

  • Framed Poster Displayed (Statement of Purpose)

Sales Performance Results – 4 3 2 1 = 10%

  • Sales MTD/YTD Exceeding AOP, 10% Growth Focus

  • Smart Plans–2 Block Review–Team awareness/actions

  • Verify that the 5 Key questions are posted at each POD/desk

  • Branch Margin Target - Focused Improvement - 29bps

Manager – Leadership

  • Leads – Coaches A 10% Growth Culture

  • WAYBE – Coaching – Training Sales Team

  • Behaviors – Demonstrates/Coaches 8 Behaviors

General Branch Review

  • General Condition – Clean – Organized

  • Branch Warehouse Condition

  • Will Call Functionality - General

  • Will Call - 1 Hour / 2 Hour

  • Returns & Repairs

  • 6.8 Throughput Evaluation

  • Policies - Controls - Procedures

  • Planogram Program - Powered End Caps/Tools/Pods

  • Merchandising/Products Categorized/Signage/End Caps

Operations Review

  • Inventory Control Shrink Performance

  • S-Codes

  • Freight: 5 BPS reduction

  • Inventory Management/Bin Locations

  • Weekly Reports

HOS Fundamentals

  • Weekly Tier Meetings – Review Content - Message - Template

  • CI Process - Board posted- Employee engaged, Mgr Feedback

  • 5S - Responsibility Matrix, employee participation, Areas 5S

  • SWl- Standard Work for Leaders - In use

  • SW - Standard Work - SOS posted, being followed

  • Learning - Skills Matrix updated, future training identified

  • Safety - Safety Assessment, CI includes Safety

  • Metrics - HOS drives performance to Metrics

General Observations

  • Type your Observations here:

  • Add any best practices pictures

  • Add any pictures displaying areas of needed improvement

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.