South Central Region CSM Work With / Pre-Certification

• Client / Site

• Conducted on

  Date

• Prepared by

Safety

• Does CSM know the period safety topic?

  Yes

  No

• Period safety information via the Safety portal on Mypepsico.com
  https://www.mypepsico.com/wps/myportal/mypepsico/mygroups/flna/safetyhealthwellness/!ut/p/z1/04_Sj9CPykssy0xPLMnMz0vMAfIjo8ziTfy9wozcvH08Hc2NTQ08XcwsjIKN_LzMQo31g1Pz9AuyHRUBL4OqZA!!/

• Does the CSM model safe driving utilizing the Smith System defensive driving methods?

  Yes

  No

• Smith System 5 Keys : 1. Aim high in steering 2. Get the big picture 3. Keep your eyes moving 4. Leave yourself an out 5. Make sure that they see you

• Does the CSM make safety part of every work with & 1w1?

  Yes

  No

• Does the CSM do anything in their territory to make safety fun and personal?

  Yes

  No

• General Safety Comments

Parking lot Prep

• Does CSM open My Store Accelerator?

  Yes

  No

• Does the CSM open Store Facts On Demand App?

  Yes

  No

• Does the CSM open XPC?

  Yes

  No

• Does the CSM open Box to check task / Plan-o-gram's?

  Yes

  No

• Does the CSM open Score My Store App to check previous score cards?

  Yes

  No

• General Parking Lot Prep Comments

In Store Process

• Does the CSM check in to each account?

  Yes

  No

• Does the CSM use the XPC / Task's to check for execution of planned / Sold events?

  Yes

  No

• Does the CSM walk the back room to check inventory levels?

  Yes

  No

• Does CSM identify coaching opportunities and effective communicate them to CSS's?

  Yes

  No

• Does the CSM check in with receiver & decision maker to ensure there are no service opportunities?

  Yes

  No

• General In Store Process Comments

General Questions

• Is the CSM utilizing the Activity Planner App to plan?

  Yes

  No

• Does the CSM have a schedule / template that they use to get to stores each week?

  Yes

  No

• Does the CSM / CDM / CSL have time set aside each week to plan future events (i.e. Displays/support loads/ staffing for builds)?

  Yes

  No

• Does the CSM meet the current standard for # of work with's completed?

  Yes

  No

• Standard for work with's completed is 1.75 per week

• Does the CSM meet the current standard for # of 1w1's completed?

  Yes

  No

• Standard for 1w1's completed is 2 per period for each direct report

• Does the CSM have time scheduled in Activity Planner to review BOX pictures for each account everyday?

  Yes

  No

  N/A

• Are pictures in BOX up today?

  Yes

  No

  N/A

• Does CSM schedule time to work on staffing each week?

  Yes

  No

  N/A

• Does CSM have a 1w1 schedule posted in BOX for CSS?

  Yes

  No

  N/A

• Does the CSM have a process for managing unsaleables?

  Yes

  No

  N/A

• Does the CSM have a process for selecting who to conduct a Work With?

  Yes

  No

  N/A

• Does the CSN have a set time to review priorities/opportunities with the CDM?

  Yes

  No

  N/A

• Does the CSM have a process for holding CSS’s accountable to SAS?

  Yes

  No

  N/A

General / Overall Comments

• CSM Signature

  Sign

• Sales Capability Team Member Signature

  Sign