Ot4 checklist
What does this form include?
This form contains 11 sections:
Safety
- Review site health and safety plan are all actions completed
- Observe the 6 non negotiables being followed
- Confirm swp task obs complete and team members using safe techniques
- Observe safe/ unsafe behaviours see it call it coach it reward it
- Talk to team about safety and hazards how to use ppe agree on actions
- Confirm when next area manager safety audit is to be completed
- Verify new team members have completed the safety induction checklist
Customer
- Discuss progress of injured team member
- Confirm external boards,walls and windows are clean and to pocket planner
- Is correct pos on display check against VM guide
- Front counter full,clean and clutter free
- Are daily clean as you go principals being followed
- Review store selling floor,are they cleaned as per expected standard
- Is the store inviting,easy to navigate and well merchandised as per pocket planner
- Are beer o'clock principals in place in the store
- Ytd mystery shop target 92%
- Tell Coles target 7.5
- Where you acknowledged target 90%
- Right team right time deviation target 22.5
Team
- Are team members in preferred dress
- Verify all team members have completed licence to trade training
- How is your store manager coaching and developing the team
- Negative stock report checked and filed weekly
- Discuss any performance concerns
- Audit result target moderate
- Unplanned absenteeism target -10% on last year
- Team retention target 71%
- Discuss each team member development
Operations
- Review standards with store guide
- All products and displays are ticketed using authorised pos
- Review selling floor cleanliness,merchandise,all ticketed
- Review coolroom and stock areas layout and cleanliness
- Does the store have adequate stock weight for promotion stock
- Toilets and office clean and organized
- Any maintenance issues
- Confirm CCTV is working and correct date and time
- Confirm void log on testing completed as per schedule
- Is the store key register up to date and signed off
- Does the current call out list match team members in the store
- Is all mandatory licensing signage displayed
- All team members who have worked in the last 6 weeks have all rsa ,rsa register and liquor and tobacco signed in the licensing folder
- Total loss target budget
- Cleaning standards target 92%
- Rem review target to budget
Finance
- Review store sales performance what is the store doing to drive sales
- Perform a close to code check anything 4 weeks marked down
- Confirm completion of price verify schedule
- Review evaluate contracted vs worked genie
- Do patterns reflect roster agreement forms
- Review negative stock on hand report
- Review invoices are all invoices being checked off and entered daily
- All waste being actioned daily and recorded to non saleable
- Confirm register and reserve within limits
- Review trading report and discuss opportunities
- Review refunds,price overrides and voids
- Copy invoices target zero
- Store expenses target budget
- Are partial stock counts being conducted
- Check time and attendance printed the week before and signed by all team members
- Review core range compliance report
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I will have all action points actioned by the date below
Area manager sign off
Please have all points actioned by Date
Use this template