Store Operations Business Barometer - V 2.0

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Previous review

• Are there any outstanding issues from last review?

  Yes

  No

  N/A

• Enter date of last review.

Exterior

• Car parks clearly marked

  Yes

  No

  N/A

• No staff cars utilising car spaces

  Yes

  No

  N/A

• No rubbish visible

  Yes

  No

  N/A

• Gardens and nature strips kept neat and tidy and free of rubbish

  Yes

  No

  N/A

• Exterior signage is consistent with brand guidelines and in good condition. Lighting is working properly.

  Yes

  No

  N/A

• External POS/signage reflects current campaign/promotion

  Yes

  No

  N/A

• Externally displayed stock is in excellent condition, well presented, secured and ticketed

  Yes

  No

  N/A

• Building is painted well and free of graffiti and cobwebs

  Yes

  No

  N/A

• No pallets visible to customers

  Yes

  No

  N/A

• Store looks ready and inviting for business

  Yes

  No

  N/A

• Entrance doors clean & clear of stickers and posters

  Yes

  No

  N/A

• Customer entrance is clear from obstructions

  Yes

  No

  N/A

• Company vehicle is signed correctly, as per brand guidelines

  Yes

  No

  N/A

Interior

• No unauthorised supplier stands, displays or POS material in use

  Yes

  No

  N/A

• Only approved fixtures and fittings used in store

  Yes

  No

  N/A

• Floors painted in agreed colours

  Yes

  No

  N/A

• Floors, walls, shelves and windows clean and free of dust and dirt

  Yes

  No

  N/A

• Counter/service area free from clutter and customer friendly

  Yes

  No

  N/A

• Clearly defined refund and privacy policy visible to all customers

  Yes

  No

  N/A

• Lighting is adequate in all areas

  Yes

  No

  N/A

• Bulk bins are suitably merchandised and ticketed. Only approved bins being used.

  Yes

  No

  N/A

• Promotional ends are suitably merchandised and ticketed. Ends should tie in with promotions where possible. Maximum of three products merchandised vertically with showcard above.

  yes, all comply

  most comply

  some comply

  no

• Aisles spacing is adequate. 1.2m preferred, 900mm minimum.

  Yes

  No

  N/A

• Aisles have no obstacles or obstructions. This includes products on display (i.e. bulk buy bins or bulk stacks).

  Yes

  No

  N/A

• Approved category signs used in store

  yes, all comply

  most comply

  some comply

  no

• Categories layout matches company master plan

  Yes

  No

  N/A

• Power Tool and OPE zones merchandised correctly and fully stocked

  Yes

  No

  N/A

• Clearance stickers are used to exit obsolete stock and have Pronto number written on them

  Yes

  No

  N/A

• Does the store offer customer drinking facilities (i.e. cold water, tea/coffee)?

  Yes

  No

  N/A

Receiving

• Storeroom/receiving area is clean and tidy with no safety hazards

  Yes

  No

  N/A

• Items stored above shoulder height on pallets in pallet racking are wrapped and/or strapped appropriately. Pallets are undamaged and correctly "locked in" to racking.

  Yes

  No

  N/A

• Customer orders are well organised and kept in a suitable area, out of sight of customers.

  Yes

  No

  N/A

• Supplier returns are well organised and kept in a suitable area, out of sight of customers. Returns are processed in a timely fashion.

  Yes

  No

  N/A

• Cardboard is placed in a suitable refuse area

  Yes

  No

  N/A

• Forklift operators have correct licenses. A register should be kept to ensure currency of licenses.

  Yes

  No

  N/A

Administration

• All office areas clean and tidy

  Yes

  No

  N/A

• Negative stock on hand balances are actioned daily and well maintained

  Yes

  No

  N/A

• Evidence of reviewing manual price updates daily

  Yes

  No

  N/A

• Automatic ordering is actioned at least weekly

  Yes

  No

  N/A

• Yearly stocktakes or monthly rolling stocktakes are completed and recorded

  Yes

  No

  N/A

• Local area marketing plans are available for current financial year

  Yes

  No

  N/A

• Franchisee prepares annual budget. Ideally with daily, weekly and monthly breakdown.

  Yes

  No

  N/A

• Does the store have a current financial business plan?

  Yes

  No

  N/A

Staff Members

• Are staff in correct uniform

  Yes

  No

  N/A

• All staff have name badges (or names embroidered) visible on outer upper garments. Lanyards are acceptable, providing they are in good condition and easy for customers to see (i.e. not obscured by jumper or jacket).

  Yes

  No

  N/A

• Do staff acknowledge customers upon entry to store?

  Yes

  No

  N/A

• Are staff positioned strategically around the store and not all behind the counter?

  Yes

  No

  N/A

• Does the store have a high conversion rate for insiders

  Yes

  No

  N/A

• Does the store conduct performance reviews at least yearly? Sight recent review documents.

  Yes

  No

  N/A

• Is there a minimum quarterly staff training/meeting held complete with agenda and minutes?

  Yes

  No

  N/A

• Is there a current staff roster displayed? Ideally rosters will be provided 1-2 weeks in advance.

  Yes

  No

  N/A

• Have staff been given a job description or a list of duties and responsibilities relevant to their role?

  Yes

  No

  N/A

• Are staff aware of daily/weekly targets?

  Yes

  No

  N/A

• Are staff room facilities clean and tidy?

  Yes

  No

  N/A

• Staff are provided with a locker or similar secure storage area for personal effects. Ideally this area will be covered by store's CCTV.

  Yes

  No

  N/A

• Are staff facilities adequately supplied with coffee, tea, etc.?

  Yes

  No

  N/A

• Toilets and washroom areas are clean and tidy. Soap/hand cleaner and paper towel or air dryer are available.

  Yes

  No

  N/A

OH&S

• Safety ladders being used where required and are in good working order

  Yes

  No

  N/A

• Are all fire exits free from debris and obstructions?

  Yes

  No

  N/A

• Are fire extinguishers easily locatable and not obstructed?

  Yes

  No

  N/A

• Fire extinguishers have been inspected within last six months and tagged in accordance with requirements

  Yes

  No

  N/A

• Are designated walkways and aisles free from obstructions?

  Yes

  No

  N/A

• Store has an OH&S champion

  Yes

  No

  N/A

• OH&S Champion maintains a list of topics covered and regularly discusses relevant topics

  Yes

  No

  N/A

• Warehouse shelving is safe and secure (i.e. bolted to the ground and safety clips on all beams)

  Yes

  No

  N/A

• Electrical cords used by store have been tested and tagged in last twelve months. All cords should be free of damage.

  Yes

  No

  N/A

• Forklift area is clearly marked and barriers in place to stop individuals from entering during mobile plant operation

  Yes

  No

  N/A

• Store has a first aid kit that is fully maintained with all items in date

  Yes

  No

  N/A

• Staff have access and are aware of the first aid kit

  Yes

  No

  N/A

• Store has an injury record book kept at first aid area

  Yes

  No

  N/A

• Does the store have a current first aid trained staff member? Please record names of trained first aiders.

  Yes

  No

  N/A

• Evacuation procedures are current and on display

  Yes

  No

  N/A

• Are staff aware of evacuation procedures. Ask a sample of staff members to provide details to confirm understanding.

  Yes

  No

  N/A

• Signature of person completing the SOBB

  Sign