Title Page

  • Client / Site

  • Conducted on

  • Prepared by

  • Location

Safety

  • Has the SDL communicated safety topics weekly

  • Has the SDL conducted a safety work with in the last period?<br>

  • Does the SDL have an active safety captain?

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

  • Does the SDL have documentation from each district meeting verifying each periods safety topic was covered?

  • Is safety being discussed during every 1w1 (SDL to RSR)?

  • When interacting throughout the day was safety demonstrated?

  • Does the SDL use creative ways to keep safety fun and top of mind?

  • General Feedback

People Leadership

  • Is the quality of the work with evident in the completed documentation within the work with application?

  • Is the SDL utilizing the Activity Planner for effective calendar planning?

  • Is the SDL using the work with Application to conduct formalized work withs?

  • Is the SDL using the 1w1 application to prioritize work withs?

  • Is the quality of the 1w1 evident in the completed documentation with in the 1w1 application?

  • Can the SDL show examples of effective action items?

  • Is the SDL effective in utilizing the everyday recognition process?

  • Is the SDL effectively using the documented corrective action process?

  • Are new hire training processes being documented and completed?

Leader Processes and Tools

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

  • Does SDL demonstrate proficient use of iPad?

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

  • Is the SDL prioritizing Lead & Sell activities properly?

  • Does the SDL have a set and consistent 1w1 process?<br><br>

  • Does SDL use balanced feedback in work with recaps?

  • Does the SDL show the use of action items and follow up on them?

  • Does SDL have a process for selecting work with criteria?

  • Does SDL effectively navigate Store Facts On Demand?

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

  • General Feedback

Account Development

  • Is the account supporting XPC events?

  • Are the permanent and temporary merchandising solutions set to plan-o-gram in accounts?

  • Are all perimeter locations max merchandised?

  • Are perimeter displays merchandised with the correct brands and dips?

  • Is there merchandising presence in other store departments such as Bakery, Deli, Meat, Produce, Dairy,ect....

  • Is there a single serve strategy to support immediate consumption?

  • Does SDL have a merchandising response to competition to support the region share strategy?

  • Is the proper Thematic POS, IRC, Price Signage being utilized in the market?

  • Is the gondola set space to sales and in Plan-o-gram?

  • Are new item distribution thresh holds being achieved and displayed?

  • Has SDL built relationships with key decision makers?

  • 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.