Texoma L&D SDL Precertification

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

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

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

• Does the SDL have an active safety captain?

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

• Can SDL explain how to conduct a Safety Investigation?

  Yes

  No

  N/A

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

  Strength

  Opportunity

  Standard

• General Feedback

People Leadership

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

  Demonstrated

  Focus Item

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

  Demonstrated

  Focus Item

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

  Demonstrated

  Focus Item

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

  Demonstrated

  Focus Item

• Can the SDL show examples of effective action items?

  Demonstrated

  Focus Item

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

  Demonstrated

  Focus Item

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

  Demonstrated

  Focus Item

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

  Yes

  No

  N/A

• Is the SDL demonstrate their Over/Short Process?

  Demonstrated

  Focus Item

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

  Demonstrated

  Focus Item

• Are new hire training processes being documented and completed?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• General Feedback

Sell & Lead Processes and Tools

• Does SDL demonstrate proficient use of iPad?

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

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

  Yes

  No

  N/A

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

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

• Does SDL use balanced feedback in work with recaps?

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

• Does SDL effectively navigate Store Facts On Demand?

  Strength

  Opportunity

  Standard

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

  Strength

  Opportunity

  Standard

• General Feedback

Account Development

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

  Yes

  NO

• Are all perimeter locations max merchandised?

  Yes

  NO

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

  Yes

  NO

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

  Yes

  NO

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

  Yes

  NO

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

  Yes

  NO

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

  Yes

  NO

• Is the account supporting XPC events?

  Yes

  NO

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

  Yes

  NO

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

  Yes

  NO

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

  Yes

  No

  N/A

• General Feedback

Solution Selling

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

  Strength

  Opportunity

  Standard

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

  Demonstrated

  Focus Item

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

  Demonstrated

  Focus Item

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

  Strength

  Opportunity

  Standard

• 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.

  Strength

  Opportunity

  Standard

• Has SDL built relationships with key decision makers?

  Demonstrated

  Focus Item

• General Feedback

Summary

• COMMENTS

• Sales Capability

  Sign

• SDL

  Sign