Sears DM Visit

• Client / Site

• Conducted on

  Date

• Prepared by

• Personnel

Banking

• Does the store have a copy of the current bank statement and account reconciled?

  Yes

  No

  N/A

• Does the safe fund balance?

  Yes

  No

  N/A

• Is the petty cash properly documented with all accompanying receipts?

  Yes

  No

  N/A

• Is the location making timely deposits daily (excluding Sundays & holidays)? Review full month or back to previous audit.

  Yes

  No

  N/A

• Are disbursement vouchers valid and have supporting documentation? Does DV report match findings per Local Systems?

  Yes

  No

  N/A

• Are gift cards locked in safe? Are there any significant findings in Local Systems?

  Yes

  No

  N/A

Timekeeping & Staffing

• Is the store properly staffed?

  Yes

  No

  N/A

• Is the store scheduling properly per business needs?

  Yes

  No

  N/A

• Is timekeeping reviewed daily for accuracy and all edits entered?

  Yes

  No

  N/A

• Is there an associate signed copy of timecard correction form for all timecard edits?

  Yes

  No

  N/A

• Is the store printing detailed time sheets per pay period and associates signing on payroll sheet for paychecks?

  Yes

  No

  N/A

Performance management and Profitability

• Did you perform sales coaching in major divisions (refrigeration, laundry, cooking, dishwasher ) with selling associate?

  Yes

  No

  N/A

• Did role play indicate a strong knowledge of a selling culture and follow SHO selling process?

  Yes

  No

  N/A

• Is the store up to date on training?

  Yes

  No

  N/A

• Is the store scorecard posted and up to date?

  Yes

  No

  N/A

• Is the store actively engaged in local marketing efforts?

  Yes

  No

  N/A

• Is the store actively engaged in Craiglists? Validate daily postings.

  Yes

  No

  N/A

• Did you review store's current performance in sales? Indicate findings and actions.

  Yes

  No

  N/A

• Did you review store's current performance in protection agreement? Indicate findings and actions.

  Yes

  No

  N/A

• Did you review store's current performance in APO and credit share? Indicate findings and actions.

  Yes

  No

  N/A

• Did you review store's current performance in DBCs? Indicate findings and actions.

  Yes

  No

  N/A

• Did you review store's current performance in CSAT? Indicate findings and actions.

  Yes

  No

  N/A

• Did you review customer service ratings on social media platforms such as yelp? Indicate findings and actions.

  Yes

  No

  N/A

• Did you review current Premier Store standings? Indicate findings and actions.

  Yes

  No

  N/A

• Outlet

  Off

  On

Store Standards

• Are the parking lot and all sidewalks/walkways clean and free of trash and debris?

  Yes

  No

  N/A

• Showroom

  Off

  On

• Hardware

  Off

  On