Information

  • Branch Location/Store Number

  • Prepared by

  • Select date

  • Manager Present?

  • Store team present? (List Names)

Operate -Store Standards

  • Is the shop front clean? Windows clean? Posters correct? Chalkboard in a commercial position and to a good standard? A board out if allowed?

  • Is a rhythm and routine in place for the morning and evening checklist, check the last 2 weeks sheets, are they all present and fully completed?

  • Are all colleagues well presented?<br>Uniform:Correct Polo shirts being worn? Correct Name Badge, black trousers? <br>

  • Are demo devices all working and charged with the relevant content rolling? If missing, can the SM provide evidence of escalation?<br>- Demo handsets escalated to Ops within 2 days if not resolved

  • Are all displays correct to planograms? Is all back stock on plan represented on the shopfloor? Is everything ticketed, are pegs full? <br>Print off a planogram randomly and check<br>

  • Review the last store visit. Have the actions been accomplished?

Operate -Back office

  • Do the whiteboards have current colleague targets displayed?

  • Back Office Area<br>- Back area clean and tidy, swept / vacuumed as appropriate?<br>- Stock organised neatly <br>- Clear of old fixtures and fittings?<br><br>

  • Back Office Displays<br>- Notice boards displaying current info : 4 weeks of colleague schedules, playbook, Peters blog, top 3 opportunities poster, whistleblower poster, law poster, employee referral scheme poster up?<br>-baseball cards present and up to date<br>- All historical out of date information removed<br>- Health & Safety Poster on display?

  • Has there been a smart start brief / a brief at the start of each RC's shift and and can the team articulate the top 3 priorities

Lead

  • RC and ASM weekly 1 to 1, are they happening every week? <br>- Are weekly reviews available in colleague box file? Check the last 6 weeks<br>- Quantity / Quality check?<br>- Is the SM ensuring quality actions are being agreed?

  • Has the SM completed any Performance Management or Probation management as required? Are there any RC /ASM performance concerns?

  • Speak to all new starters ( first 3 months) do they feel supported, are they engaged, ask them to score how much they enjoy their role out of 10

  • Review financial performance is the store delivering TM target, accessories at $60 pb, TEP at 50%. If no agree actions

  • Does each RC have and know their weekly targets, and how they are performing? How many leads did they generate last week?<br>- ask 2 colleagues at random

  • Do the team know how they are performing on commission?<br>- check understanding of the model and awareness of current performance

  • Does the store have a comprehensive list of local businesses and are working those relationships? Good FOTS planning in place? <br>Check who and when they last visited and who they are visiting this week

Serve: Delivering the customer model: Service

  • Review SPS scores month over month, by colleague and agree next steps

  • Observe the sales journey is it warm and friendly?

  • Has the customer been offered a Magic moment? Do we have good stock of magic moments?

  • For existing customers did the RC explore NBA and review opportunities?

  • Are REC sheets in use?<br>Check the last weeks Rec sheets review where we have not closed and why?

  • Are the RCs fully exploring needs and building rapport?

  • Did the RC explore the customers current cell ? <br>Did they ask is it working? ...get a trade in value, check the condition to support TEP/ accessories conversations

  • Did the RC introduce our amazing referral scheme, up to $500, explore friends and family now and hand out a $500 dollar?

  • Are the RCS able to talk confidently about the WTW offers, value savings?

  • Have ACE observation sheets been completed?

  • Did we walk the customer to the accessories: were 3 accessories offered?

  • Was an assumptive close used? Did we thank the customer for their business, and assure them we are here if they have any questions?

Operate: BSC And Ops Dash

  • Review the Store BSC is the store green on all areas? Review red and Yellow scores and agree the improvements required with timelines.

  • Review operations dashboard and agree next steps with timelines on Amber and red areas

  • Summary of visit: What has gone well?

  • What needs to improve? Agree SMART actions

  • Additional Media - Follow up for next Month

  • SM Signature

  • DM 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.