Performance Assessment

Back Office/Financial

Please check the options that apply to your company. It will take approximately 15 minutes to complete the assessment.

Items are scanned at the POS

Pricing managed within back office software

Item level inventory

Daily sales update to back office

Cash reconcilication daily

Periodic Inventory by 3rd Party

Promotions programmed into POS

Monthly Financial Statements

Monthly Financials within 15 days

Monthly Financials available to all managers

Periodic review of Financials, Inventory and Pricing

Staffing

Please check the options that apply to your company.

Formal application process reviewed by HR

Formal (written) on-boarding process

Defined probationary period

Formal review of probationary results

Staff retention measured by role

Hourly staff turnover less than 100%

Management turnover less than 50%

Manager hires largely from internal staff

Periodic review of staffing

Formal training and feedback process for all staff

Operations

Please check the options that apply to your company.

Best selling products tracked by store

Slow selling product tracked by store

Promotion results tracked by store

Managers know results of upselling

Bonus plan based on sales results for store managers

Store managers have daily access to sales trends

You have a standard set of inspection items for all stores

Store inspections are tracked for completion

Electronic records of store inspections

There is follow-up activity for store inspections

Stores consistently achieve top mystery shopping scores

Sales trends are reviewed on scheduled basis

Process is in place to acknowledge and understand negative performance results

You have a regular audit method for high loss items (eg, cigarettes, lottery)

Loss audits are electronically recorded and managed

Shift duties are tracked for daily completion

Shift duty records are stored electronically

There are specific consequences for not performing expected work

You track employee performance to identify candidates for promotion

All employees know how their store operates compared to company expectations

Customer Experience

Please check the options that apply to your company.

Customer feedback collected

Customer feedback by time of day/ day of week

Customer satisfaction is measured

Loyalty program in place

Loyalty program increases basket size

Loyalty program involves vendor sponsorship

Staff trained for desired customer greeting

Staff trained on customer problem resolution

Outside review operations and results (focus group or consultants)

Managers regularly visit competitors to compare performance

Company culture accepts change

Mistakes from innovation or change are learning experiences

Growth & Capacity

Please check the options that apply to your company.

Time and money allocated for staff training on a scheduled basis

5-year plan in place

Criteria established regarding store rennovation or closure

Budget assigned to increasing capacity

Criteria established for replacing non-performing products

Process in place for trying new concepts

Managers rotate through different jobs and departments

Online repository of training materials

Incentive program for referring people that are hired

Responsibility defined to assess how competition

Regular assessment to local competition

Annual comparison to industry leaders

Written company culture

Employees know culture

Customers are able to describe your brand

Store Performance Assessment

Email

Number of stores

First Name

Last Name

Company

Phone