Zone Sales Director 1w1 Audit Check List

• Zone Sales Director 1w1 Audit Checklist

• Client / Site

• Conducted on

  Date

• Prepared by

Performance Review Dashboard (Review the route performance dashboard)

• Does SDL utilize and effectively talk the performance review section?

  Yes

  No

• Does the SDL utilize and effectively talk the unsaleables section?

  Yes

  No

• Does the SDL utilize and effectively talk the efficiency section?

  Yes

  No

• Does the SDL utilize and effectively talk the service section?

  Yes

  No

• General feedback on performance review section

Key Priorities & Initiatives (Does the SDL review at least 4 priorities & initiatives during the 1w1?)

• Safety

• Unsalesables

• Service

• Overs / Shorts

• Efficiency

• Distribution / New Items

• Promotion Execution

• Local / Zone Initiatives

• Personal Initiatives

• POET Review

• General Feedback on Key Priorities & Initiatives Section

Planning (Review planning for current week & next two weeks)

• Current Week Planning

• Plan

• Forcast

• Gap to Plan

• SDL created / reviewed at least one selling & execution task for the next week

• Next Week Planning (Current week + 1 week)

• Plan

• Forecast

• Gap to Plan

• SDL created / reviewed at least one selling & execution task to sell in the next week

• Two Weeks Out (Current week + 2 weeks)

• Plan

• Forecast

• Gap to Plan

• SDL created / reviewed at least one selling & execution task to sell in the next two weeks

• General Planning Feedback

Closing the Loop - Action Items

• Has the SDL followed up on one previous action item and have they marked it as open, completed or closed?

  Yes

  No

• Has the SDL created / reviewed one current action item that will need to be executed?

  Yes

  No

• General Action Item Feedback

Summary of 1w1 Audit

• SDL Signature

  Sign

• ZSD Signature

  Sign

• Select date

  Date