Regional manager checklist
What does this form include?
This form contains 8 sections:
People pulse - (4pts)
- Review the last 4 weekly 121's (1pt)
- Development folder in place and up to date for the whole team (1pt)
- Have 3 Best e-cards been sent each week (1pt)
- Toilet and kitchen facilites are to a 5 star standard (1pt)
Service & NPS (7pts)
- Are all members of team wearing name tag with name and role clearly visible? (1pt)
- Brilliant setup taking place with every sale? (1pt)
The Recipe - RM observations
- Meet & Greet (1pt)
- Take a seat (1pt)
- Customer sheet (1pt)
- If I could... (1pt)
- Demo (1pt)
- Recap & Close (1pt)
Sales (3pts)
- Store manager on sales floor from 11am onwards (1pt)
- Is shop floor tracker in place and being regularly updated throughout the day (1pt)
- Star offer mentioned to every customer? (observation 1pt)
Compliance
- Review proof process
- Review store health & safety
- Review compliance action plans
Staff quiz - knowledge check
- Talk me through your commission scheme
- Talk me through the latest deals
- What cities and towns have 4G coverage
Managers signature
RM signature
Use this template