Title Page
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Client / Site
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Conducted on
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Prepared by
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Location
Safety
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Does the SA demonstrate correct safety behavior and positively reinforce safe behavior?
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When interacting throughout the day was safety demonstrated?
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Does the SA have creative ideas to keep safety fun and top of mind?
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Does the SA know where to get the weekly and period safety topics?
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General Feedback
People Leadership
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Is the SA utilizing the Activity Planner for effective calendar planning 4 weeks out?
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Can the SA explain what is needed and how to effectively plan for 1w1's?
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Is the SA Effectively Navigating the 1w1 application?
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Can the SA explain how to use the 1w1 application to determine who they should prioritize to set up a work with?
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Can the SA show examples of correctly creating effective action items?
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Can the SA correctly explain the corrective action documentation process?
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Can the SA correctly explain the new hire process and how to manage new hire paperwork?
Leader Processes and Tools
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Does SA demonstrate proper in store process when arriving at the account?
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Does SA demonstrate proficient use of iPad?
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Is the SA fluent and able to navigate through iPad efficiently?
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Can the SA articulate what their sell & lead activities are and how to apply them?
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Can the SA effectively plan and prep for effective 1w1's?
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Can the SA explain and demonstrate how action items flow between applications and where to locate action items with in the applications?
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Can the SA explain their process for selecting work with criteria?
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Does SA effectively navigate Store Facts On Demand?
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Can SA Effectively identify CAP/CMA for and account utilizing My Store Accelerator Application?
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General Feedback
Account Development
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Can the SA demonstrate how to find and check for execution using the XPC?
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Can the SA demonstrate where to locate plan-o-grams for permanent and non permanent locations with in accounts?
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Can the SA explain max merchandizing all locations?
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Can the SA explain the 4 things that complete every display?
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Can the SA identify the great 8 locations in a supermarket?
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Can the SA explain share and what it means to be space to sells?
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Can the SA explain where to find new item information within the Box application?
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General Feedback
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SDL Signature
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STM Signature