Title Page
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Conducted on
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Week number
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Store Name
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Complete by (Regional Manager Name)
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Notes
Commercial Review
Previous visit
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Have Next Steps from the previous visit been completed?
Review MIS – Identify 3 worst Departments YTD
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Make note of the first department and sales performance
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Make note of the second department and sales performance
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Make note of the third department and sales performance
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Enter comments for underperformance and next steps:
Sales Performance - Previous Week
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Make note of the 3 best performing departments for review (including numbers)
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Make note of the 3 worst performing departments for review (including numbers)
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Enter comments for underperformance and next steps:
Score Card
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Is there an effective action plan in place for each red area?
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Are the management team driving performance of the scorecard through regular 121s with the team and evidence of performance management where appropriate?
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Is there evidence of recognition for individual team members who are "making it better" and driving performance?<br>(WES, PP, eReceipts, Big cash sales, My Customer)
P&L Report
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Identify areas for improvement, make note of areas and agreed next steps
External Trading Factors
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Make note of any external trading factors
People
Hours Planning
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Store has an ideal rota template that is in place or in progress
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Store is maximising headcount by using smaller hourly contracts and matching the Ipsos customer profile or peak customer window
Training
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Is there a development plan for the team for the next 3 months, highlighting training requirements with dates planned for completion?
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Can the team give examples of how they are Making it better, making it happen and doing it right?
Back of house
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Loading bay/yard: check this area is clear
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There is a robust replenishment process and structure in place
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Is there evidence that store is controlling inventory through Incident reports and Ask The Expert?
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Stockroom is compliant to the 10 Golden rules
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The Operational Excellence checklist score is compatible with visit observations
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Has the store achieved a green SCR and if not is there a measured plan in place to resolve red areas?
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Check store Declaration report for cash differences – if present have incident reports been raised?
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Is the staff room clean and tidy?<br>- toilets clean, fridge clean, drinks provided<br>Would you want to sit in there for your break and eat your lunch?
Sales Floor
Standards
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Store frontage, logo, lighting, clean and operational
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Windows clean and compliant with current marketing campaign
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Trolley bay is full, clean and litter free
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Till point is clean and clutter free and has an ACS driver
VM
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Entrance statement is appropriate to season / compliant to guideline
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QMS is compliant to guideline, full and priced
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Seasonal VM guidelines are being adhered to on each division
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Departments are full, priced and clean
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Promotions are in place and positioned correctly (check 5 )
Service
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Till point:<br>Check the WEEE electrical leaflet is being passed out
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Colleagues are zoned in key areas and are approaching customers
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Colleagues are actively promoting services eg. Payment plan and Personal Shop
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A manager is proactively managing sales floor
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Have you witnessed a service culture whilst in store? <br>- Are colleagues natural when approaching customers? <br>- Are colleagues asking open questions about the customers needs and discussing the features and benefits?<br>- Is the desk colleague showing a positive lasting impression of the brand; chatting to customers naturally and offering a great service?
