Staff Review - SA

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Sales Performance

• Did you hit all your targets for last month?

  Yes

  No

  N/A

• Did you hit New connection target?

  Yes

  No

  N/A

• Did you hit Upgrade connection target?

  Yes

  No

  N/A

• Did you hit PAYG connection target?

  Yes

  No

  N/A

• Did you hit HBB connection target?

  Yes

  No

  N/A

• Did you hit Insurance target?

  Yes

  No

  N/A

• Were you over 60% on your additional sales last month?

  Yes

  No

  N/A

• Did you hit your tablet connection target?

  Yes

  No

  N/A

• Overall sales Performance

• What are the main areas that need improvement and focus for training?

• What are the consequences for non improvement?

• Agreed improvement date

  Date

Behaviours

• Did you get more than 90% on NPS last month?

  Yes

  No

  N/A

• Actions required regarding NPS

• Did you score over 85% on Mystery Shop last month?

  Yes

  No

  N/A

• Are you using "Ideally" questions in your customer journey EVERY TIME?

  Yes

  No

  N/A

• Are you offering a coverage check to every single customer?

  Yes

  No

  N/A

• Are you offering HBB to every single customer?

  Yes

  No

  N/A

• Are you following the EE Way Journey with every customer?

  Yes

  No

  N/A

• Observation evidence

  Media

• Overall behaviour for the last month.

• What are the main areas you need improvement regarding behaviour?

Compliance

• Have you been following EID and proof checklist as per policy?

  Yes

  No

  N/A

• Have you been compliant in all areas?

  Yes

  No

  N/A

• Evidence

  Media

• Have you finished all mandatory trainings in the house?

  Yes

  No

  N/A

• Overall level of compliance in last month.

Additional store contribution

• Have you gone over and beyond your job role?

  Yes

  No

  N/A

• Daily reconciliation?

• Update sales tracker?

• Cashing up and banking?

• Cleaning the store?

• Stock count?

• EOD/ Start of day?

Action plan

• Overall review of previous months performance and agreed plan of action?

• Specific training required?

• Consequences for non improvement

• Agreed date of improvement

  Date

• Manager

  Sign

• Staff member

  Sign