Weekly Running Items

Weekly Reporting Compliance

Complete this weekly list and send it to me EVERY FRIDAY!

By not getting it done and not sending it to me weekly you are contributing to the premature graying of my hair

Thank you you have made my day

Inventory

Negative SOH report to stocktake, make sure all invoices are entered before starting

All credits to be processed and cleared

Recruitment

Do you need to recruit new staff?

Create new recruitment request on MyTeam

Review and EMPTY all resumes from the Unsorted Folder and schedule interviews

Have interviews been conducted?

Have reference checks completed

Offer position to successful candidate(s)

Are there candidates currently undergoing onboarding?

Check on onboarding progress and make sure candidate is not stuck on any paperwork. (Aim is 7 days onboarding max)

Staff Management

Make sure Weekly Meeting Agenda is prepared prior to meeting day, Go through catalogue execution guide on catalogue setup week

Weekly Section Reviews Conducted

One on One Meetings Conducted

Please note the staff members you had One on One Meetings with this week

Name of Staff Member
Fragrances

Top 150 fragrances levels checked and ordered for

Make sure all fragrance merchandising is ok

Front of Shop

Remerchandise if necessary front promo low levels and till area

Drinks Fridge, Confectionary, and all front ends full

Planogram Updates

Plan out any planogram updates that need to occur for the week

Plan out any planogram stocktake that need to occur for the week

Take and upload photos for any completed compliance planogram updates

Walkthroughs
How many walkthroughs have been completed so far this week? Can one be done today?

Not enough walkthroughs are getting done. The merchandising in the store will slip fast if another one is not done urgently

An adequate number of walkthroughs are getting done this week

Great work with getting quite a few walkthroughs done this week! This will make sure that the store is well merchandised for the week.

Catalogue

Is it Catalogue Setup week?

Look through current catalogue execution/preparation guide and double check catalogue has been completely executed

Look through the next catalogue execution/preparation guide and plan out how the upcoming catalogue promotion will be executed

Monday

Ordering & Inventory

MyInvoices up to date

All invoices entered from the weekend and up to date

Whole Store gap scan completed

Do not forget to scan drinks fridge, confectionary, probiotics and any planogrammed meshes

Attach photo of spreadsheet

OOS gaps list to give to the staff to close on shelf with 'Try this instead'

Gaps with SOH value make sure the stock is found or SOH adjusted

In Stock Gaps with SOH zero look through order history and see if it has been ordered according to ordering schedule and sent to the right supplier

In Stock Gaps with SOH zero with no ordering issues look through sales history and adjust Min/Max to avoid sell through before next delivery

Check Direct Ordering Schedule has been marked off and all orders sent

Promotions and Merchandising

Familiarise yourself with the compliance calendar

Is it Catalogue Setup Week?

Catalogue Check

Header Check completed

Additional lines executed

VPN check completed

Cosmetic units executed

Whole store catalogue check completed

Next weeks preparation guide has been reviewed

Check that all Catalogue POS has arrived

Stationery & Supplies

Stationery order done

Rosters

Roster 100% up to date and all shifts confirmed for this week

Operational

Opening checklist done

All interstore transfers requests fulfilled, packed and charged ready for collection tomorrow

MyComms tasks to be handed out and checked that they have been completed

Staff-only areas cleaned

Urgent Price Review price changes executed

Tuesday

Ordering & Inventory

Daily orders for SI//WN/WH/Directs done

All invoices entered and up to date

MyInvoices up to date

Promotions & Merchandising

Is it a Catalogue Setup week?

Compliance off location topup orders placed

Floor plan for the next week's upcoming catalogue done

All Catalogue POS changed over including counter mats/posters/bw/side mesh pos

Send SI & WN order for upcoming compliance off locations to be changed over tomorrow

Operational

Opening checklist done

MyComms tasks to be handed out and checked that they have been completed

Staff-only areas cleaned

Urgent Price Review price changes as well as weekly price changes executed

Wednesday

Ordering & Inventory

Daily orders for SI/WN/WH/Directs done

Don't forget to make sure Coca-cola & confectionary orders are sent

All invoices entered and up to date

MyInvoices up to date

Promotions & Merchandising

Is it a Catalogue Setup week?

All compliance ends and meshes changed over

Off-location catalogue signage preprinted/cut/sorted

Check that all GWP have arrived and chase up outstanding ones if necessary

GWP & HB/BB cheatsheet displayed at tills

Operational

Opening checklist done

Security tag audit completed

Out of 10 items how many were tagged?

Urgent Price Review price change labels executed

MyComms tasks to be handed out and checked that they have been completed

Staff-only areas cleaned

Staff Management

Compliance component of Weekly Section Review completed

Thursday

Ordering & Inventory

Daily orders for SI/WN/WH/Directs done

All invoices entered and up to date

MyInvoices up to date

Promotions & Merchandising

WOITW podium, fragrance podium & radio scripts in/out executed

Don't forget HB A4 signage displayed on dispensary ledge and double check pricing for GSK disp ledge unit

Order for next week's Radio & Podiums' promotions

Is it a Catalogue Setup Week?

Compliance off location topup order for CURRENT catalogue placed

Send WH & Direct order for upcoming compliance off locations for next catalogue to be changed over next week

Compliance off location topup order placed

Double check all Catalogue POS and off locations are now changed over

Catalogue Takedown at 3pm

Is your store trialing morning fill?

Commence new catalogue setup for clip strips/meshes/ends once takedown has been completed

Change over window stickers

Operational

Opening checklist completed

MyComms tasks to be handed out and checked that they have been completed

Staff-only areas cleaned

Xed lines executed

Urgent Price review price change labels executed

Friday

Ordering & Inventory

Daily orders for SI/WN/WH/Directs done

All Invoices entered and up to date

MyInvoices up to date

Promotions & Merchandising

Is it a Catalogue Setup Week?

Finish setting up catalogue completely including all off locations

Staff Management

Weekend communication left for weekend staff

Planograms and location of compliance ends and meshes that will have stock arriving for them on Saturday highlighted for weekend staff

Induction meetings for new staff completed

Operational

Opening checklist completed

MyComms tasks to be handed out and checked that they have been completed

Staff-only areas cleaned

Urgent Price Review price change labels executed

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.