Title Page

  • Client / Site

  • Conducted on

  • Prepared by

  • Location

Safety

  • Does the SA demonstrate correct safety behavior and positively reinforce safe behavior?

  • When interacting throughout the day was safety demonstrated?

  • Does the SA have creative ideas to keep safety fun and top of mind?

  • Does the SA know where to get the weekly and period safety topics?

  • General Feedback

People Leadership

  • Is the SA utilizing the Activity Planner for effective calendar planning 4 weeks out?

  • Can the SA explain what is needed and how to effectively plan for 1w1's?

  • Is the SA Effectively Navigating the 1w1 application?

  • Can the SA explain how to use the 1w1 application to determine who they should prioritize to set up a work with?

  • Can the SA show examples of correctly creating effective action items?

  • Can the SA correctly explain the corrective action documentation process?

  • Can the SA correctly explain the new hire process and how to manage new hire paperwork?

Leader Processes and Tools

  • Does SA demonstrate proper in store process when arriving at the account?

  • Does SA demonstrate proficient use of iPad?

  • Is the SA fluent and able to navigate through iPad efficiently?

  • Can the SA articulate what their sell & lead activities are and how to apply them?

  • Can the SA effectively plan and prep for effective 1w1's?

  • Can the SA explain and demonstrate how action items flow between applications and where to locate action items with in the applications?

  • Can the SA explain their process for selecting work with criteria?

  • Does SA effectively navigate Store Facts On Demand?

  • Can SA Effectively identify CAP/CMA for and account utilizing My Store Accelerator Application?

  • General Feedback

Account Development

  • Can the SA demonstrate how to find and check for execution using the XPC?

  • Can the SA demonstrate where to locate plan-o-grams for permanent and non permanent locations with in accounts?

  • Can the SA explain max merchandizing all locations?

  • Can the SA explain the 4 things that complete every display?

  • Can the SA identify the great 8 locations in a supermarket?

  • Can the SA explain share and what it means to be space to sells?

  • Can the SA explain where to find new item information within the Box application?

  • General Feedback

  • SDL Signature

  • STM Signature

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.