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
