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

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. Any ratings or scores displayed in our Public Library have not been verified by SafetyCulture for accuracy. Users of our platform may provide a rating or score that is incorrect or misleading. You should independently determine whether the template is suitable for your circumstances. You can use our Public Library to search based on criteria such as industry and subject matter. Search results are based on their relevance to your search and other criteria. We may feature checklists based on subject matters we think may be of interest to our customers.