Title Page

  • Client / Site

  • Conducted on

  • Prepared by

  • Location

Overview

  • The DSLT will get an opportunity to demonstrate their People, Customer and Leadership skills during the Pre-certification process prior to Final Certification.

    DSLT should be rated based on their ability to successfully demonstrate the task or skill. Select the appropriate Capabilty/Demonstration level and take notes / provide STAR feedback in the white space below. Upon completion, provide a copy of this checklist to the STM and one for employee file.

Safety

  • Has the SDL communicated safety topics weekly

  • Has the SDL conducted a safety work with in the last period?<br>

  • Does the SDL have an active safety captain?

  • Does the SDL demonstrate correct safety behavior and positively reinforce safe behavior?

  • Does the SDL have documentation from each district meeting verifying each periods safety topic was covered?

  • Is safety being discussed during every 1w1 (SDL to RSR)?

  • Can SDL explain how to conduct a Safety Investigation?

  • Does the SDL use creative ways to keep safety fun and top of mind?

  • General Feedback

People Leadership

  • Is the quality of the work with evident in the completed documentation within the work with application?

  • Is the SDL utilizing the Activity Planner for effective calendar planning?

  • Is the SDL using the work with Application to conduct formalized work withs?

  • Is the SDL using the 1w1 application to prioritize work withs?

  • Can the SDL show examples of effective action items?

  • Is the SDL effective in utilizing the everyday recognition process?

  • Is the quality of the 1w1 evident in the completed documentation with in the 1w1 application?

  • Is the SDL effectively using the documented corrective action process?

  • Is the SDL demonstrate their Over/Short Process?

  • Can the SDL demonstrate how to review a Sales Earnings Report ?

  • Are new hire training processes being documented and completed?

  • What is your process for reducing frontline turnover by 50% to make Texoma the Best Place to Work?

  • General Feedback

Sell & Lead Processes and Tools

  • Does SDL demonstrate proficient use of iPad?

  • Does SDL demonstrate proper in store process when arriving at the account?

  • Can SDL identify the steps needed to reach 99% SAS?

  • Is the SDL prioritizing Lead & Sell activities properly? (Activity Planner)

  • Does the SDL have a set and consistent 1w1 process?<br><br>

  • Does SDL use balanced feedback in work with recaps?

  • Does the SDL show the use of action items and follow up on them?

  • Does SDL have a process for selecting work with criteria?

  • Does SDL effectively navigate Store Facts On Demand?

  • Can SDL Effectively identify CAP/CMA for and account utilizing My Store Accelerator Application?

  • General Feedback

Account Development

  • Are the permanent and temporary merchandising solutions set to plan-o-gram in accounts?

  • Are all perimeter locations max merchandised?

  • Are perimeter displays merchandised with the correct brands and dips?

  • Is there merchandising presence in other store departments such as Bakery, Deli, Meat, Produce, Dairy,ect....

  • Is there a single serve strategy to support immediate consumption?

  • Does SDL have a merchandising response to competition to support the region share strategy?

  • Is the proper Thematic POS, IRC, Price Signage being utilized in the market?

  • Is the account supporting XPC events?

  • Is the gondola set space to sales and in Plan-o-gram?

  • What are the 5 Building Blocks? Explain how you use them?

  • Can the SDL identify the 4 categories of the Texoma Imperative “ Delight The Consumer”?

  • General Feedback

Solution Selling

  • Can the SDL build a 5 minute keynote Solution Selling presentation? Review previous selling presentations.

  • What does it mean to be 'Customer Focused' with your selling objective? Give me an example

  • "What are the three basic steps of Solution Selling?<br>"

  • Does SDL utilizes key fact-based data/insights (financial metrics, DSD advantage, consumer and category data)?

  • Demonstrate how to properly use the Handling Objections Model by following the steps of listening, restatement of feel - felt - found, and proper response into the Solution Selling approach.

  • Has SDL built relationships with key decision makers?

  • General Feedback

Summary

  • COMMENTS

  • Sales Capability

  • SDL

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.