TRAINING AND DEVELOPMENT AUDIT - BANK

• Conducted on

  Date

• Prepared by

STORE DETAILS

• BRANCH:

• ASM:

• Add media

  Media

BRANCH INFORMATION

• Manager in charge?

  Yes

  No

  N/A

• Total number of staff?<br>(Including management)

  Yes

  No

  N/A

• Vacancies within branch?

  Yes

  No

  N/A

KPI INFORMATION

• 1-Inductions 100%?

  Yes

  No

  N/A

• 2-H&S 100%?

  Yes

  No

  N/A

• 3-Loss control 100%?

  Yes

  No

  N/A

• 4-Customer service 100%?

  Yes

  No

  N/A

• 6-Staff members confirmed e-assessment completion(random staff asked to check for fraudulent activity)

  Yes

  No

  N/A

• 7-Staff members know evacuation point?

  Yes

  No

  N/A

STAFF FURTHER DEVELOPMENT (ALL FULL TIME TEAM MEMBERS MUST COMPLETE ALL AVAILABLE E ASSESSMENTS)

• Price amendments

  Yes

  No

  N/A

• IBT

  Yes

  No

  N/A

• Delivery

  Yes

  No

  N/A

• HHT

  Yes

  No

  N/A

• CCT

  Yes

  No

  N/A

CASHIERS TRAINED (CLERKS LIST PRINTED OUT AND CHECKED AGAINST T&D SITE)

• CCT 100% completed?

  Yes

  No

  N/A

MANAGEMENT DEVELOPMENT

• Branch manager

  Yes

  No

  N/A

• Assistant manager

  Yes

  No

  N/A

• Floor managers

  Yes

  No

  N/A

• FT Supervisors

  Yes

  No

  N/A

CUSTOMER SERVICE

• Team brief actioned today?

  Yes

  No

  N/A

• Staff targets set?

  Yes

  No

  N/A

• Staff aware of most recent mystery shop?

  Yes

  No

  N/A

• Most recent mystery shop displayed on notice board?

  Yes

  No

  N/A

• Staff members aware of the customer sat survey?

  Yes

  No

  N/A

• Customer sat survey being offered to customers?

  Yes

  No

  N/A

• Staff members aware of NPS terminology and understand what it means?

  Yes

  No

  N/A

• Customer service notice board set up?

  Yes

  No

  N/A

MANAGEMENT SIGNATURE

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