Spotlight

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Last Visit

• Select date

  Date

Next Visit

• Select date

  Date

Stock Management

• NSOH - Previous week as per dashboard & Current

  Yes

  No

  N/A

• Replenishment

  Yes

  No

  N/A

• Top 100 by Department

  Yes

  No

  N/A

• Z4 & Z5

  Yes

  No

  N/A

• Review out of stocks Z1 core lines

  Yes

  No

  N/A

• Are the key lines in stock by department - How are they monitored?<br><br>

  Yes

  No

  N/A

• Stock in Transit

  Yes

  No

  N/A

Financial Results

• YTD

  Yes

  No

  N/A

• Month

  Yes

  No

  N/A

Customer Service

• Customer service<br><br>

  Yes

  No

  N/A

• Customer service<br>Review store customer complaints emails /letters with store manager agree course of action<br>

  Yes

  No

  N/A

• Review CMCB complaints and outstanding issues , ensure DTL is having regular daily meetings with coordinators and following up on all customers issues.

  Yes

  No

  N/A

• SM weekly involvement with CM <br>

  Yes

  No

  N/A

• Check weekly meeting is happening with DTL Coor and Consultant and is being minueted and actioned

  Yes

  No

  N/A

• Review the seven steps of customer service<br><br>Are they being used , does the team know and understand them.<br>

  Yes

  No

  N/A

• Does the team member know what is happening in their store<br><br>Marketing<br>Specials<br>Layout<br>Product Knowledge<br>Sales Figures<br>

  Yes

  No

  N/A

• Is the telephone being answered within 3rings<br><br>

  Yes

  No

  N/A

Sales Growth

• How are sales tracking to budget

  Yes

  No

  N/A

• What sales growth ? And what is the stores current Qtd and Ytd sales growth.

  Yes

  No

  N/A

• Are sales tracking ahead of last year.

  Yes

  No

  N/A

• Are weekly budgets on view in the tea room

  Yes

  No

  N/A

• Review 4 strategic outcomes with SM

  Yes

  No

  N/A

• What actions is the SM taking to achieve outcomes

  Yes

  No

  N/A

• Are daily floor walks in place with action points and follow ups

  Yes

  No

  N/A

• Review top selling 100 lines ( winners) by department

  Yes

  No

  N/A

• Are they blue ticketed ?

  Yes

  No

  N/A

• Is the store in stock of winners

  Yes

  No

  N/A

• What actions are agreed to reduce results .

  Yes

  No

  N/A

• Review stock in transit report is with the 4 weeks delivery window .?

  Yes

  No

  N/A

Credit Claims & Rebates

• Is the store doing them

  Yes

  No

  N/A

• Where are they place within the company.

  Yes

  No

  N/A

• Ideas to improve stores performance

  Yes

  No

  N/A

Payroll

• Wages & Casual Usage

  Yes

  No

  N/A

• Review RTRT rosters

  Yes

  No

  N/A

• Review stores rosters for productivity gains ensure that there is the correct spread of hours during the week <br><br><br><br>

  Yes

  No

  N/A

• Are roster inline with EA agreement <br><br>

  Yes

  No

  N/A

• Review exception reports <br>are they filled in correctly , in accordance with EA agreement and company guidelines<br><br>Are penalties been paid

  Yes

  No

  N/A

• Is all paperwork for new team members being filled in correctly and sent on time .<br>

  Yes

  No

  N/A

In store systems & stock management

• Goods reciting within 24 hours

  Yes

  No

  N/A

• Price changes are they being completed and signed off by DTL and filled

  Yes

  No

  N/A

• Receiving <br>are goods moving through<br><br>Is the a resett process in place <br><br>How many nights<br><br>How many hours <br>

  Yes

  No

  N/A

• How many pallets of merchandise per day are going on the floor .

  Yes

  No

  N/A

• Review store note process<br><br>Are they being read<br><br>Is the information being follow up <br>

  Yes

  No

  N/A

Marketing , special events , store theatre

• Are seasonal events set up and merchandised to standard ?

  Yes

  No

  N/A

• Is stock being merchandise to create theatre in the store .

  Yes

  No

  N/A

• Review catalogue set up <br><br><br>Location<br>Ticketing<br>Merchandising<br>Intensity<br>

  Yes

  No

  N/A

• Review ordering for up and coming events and catalogues

  Yes

  No

  N/A

Health and Safety

• Are the any team member issues in the store

  Yes

  No

  N/A

• Review incident reports. - Are the being actioned? - Actions taken to reduce?

  Yes

  No

  N/A

• Review Hazard Inspection check list

  Yes

  No

  N/A

• Review investigation report are the being completed correctly

  Yes

  No

  N/A

• Review notice board

  Yes

  No

  N/A

• Manual handling training <br>Have team members watch the video and are singed off <br><br>

  Yes

  No

  N/A

• Have all team member completed SWP's<br>signed off and filled

  Safe

  At Risk

  N/A

• Evacuation plan<br>check that it is on the notice board <br><br>The date of the evacuation <br><br>Names of the fire wardens <br>

  Yes

  No

  N/A

• Review notice board

  Yes

  No

  N/A

• Record maintenance issues <br>What needs to be followed up <br><br><br>What is the risk <br><br>

  Yes

  No

  N/A

• Review workers compensation claims <br><br><br>Review progress reports <br><br>What communication with team member

  Yes

  No

  N/A

Floor Walk - Merchandising and Department layouts

• Front of store - What is the feel in the store

  Yes

  No

  N/A

• Side Panels, Power Ends & Clip Strips

  Yes

  No

  N/A

• What are the stock levels across the store

  Yes

  No

  N/A

• How many empty shelves

  Yes

  No

  N/A

• What are the out of stocks

  Yes

  No

  N/A

• Clearance areas all departments are set up and clearly identified

  Yes

  No

  N/A

• Manchester

  Yes

  No

  N/A

• Home Decor

  Yes

  No

  N/A

• Sew

  Yes

  No

  N/A

• Furnishings

  Yes

  No

  N/A

• Craft

  Yes

  No

  N/A

Maintainence Issues and Risks

• Current issues

  Safe

  At Risk

  N/A

• Follow up required - Outstanding Issues

  Yes

  No

  N/A