Decorator Operational Training Planner

Name:
Store:
Start Date:

New Starter Tasks

TASKS / ACCOUNTABLE PERSON / SUPPORT PERSON / RESOURCE / SIGN OFF
First day or prior to start date
Employment Paperwork
§ Paperwork understood, OHS & HR induction checklists completed, payroll forms completed, Employment Agreement signed etc. / Decorator Manager / Home Store: Store Manager, Sales or Admin Manager, HR, Payroll NZ / § Starter Pack,
§ Intranet - HR directory (L&D, Recruitment, Contracts)
§ Pre-Employment Checklist
Name Badge / As above / As above / Intranet – Ticketing (Freedom – FH Order forms) or HR (Contracts)
Logins, Passwords and how to access
§ EMO
§ POS2
§ Webmail
§ ELF / As above / As above / SAR request
(Note: include into relevant email groups & create as “cross train” in ELF)
Meeting with Decorator Manager to discuss
§ Sources of leads
§ Budgets & incentives
§ Product training booked
§ Provide tools eg tape measure, stationary, samples, “car boot list” etc. / As above / Freedom Wholesale Curtains Coordinator, Supplier contacts / § “Contact Us” – internet contact requests
§ Online “Decorator Leads” tracking document
§ Decorator Appt forms
§ Incentives section of Employment Agreement
Personalise the Decorator OTP, including store specific names & references. / As above / Home Store: Store Manager,
Sales or Admin Manager,
Freedom Wholesale Curtains Coordinator, Supplier contacts,
Learning & Development / § Decorator OTP (this document)
§ Intranet – HR (Performance Management, New Starters)
Look at Freedom Orientation Plan for ELF, fast track modules as appropriate and agree on completion dates. / As above / Home Store: Store Manager, Sales or Admin Manager
Learning & Development / ELF – Manuals & Files
§ Orientation Plan all staff
§ 2, 4 & 7 week reviews (skills check)
Within first two weeks
Spend one day in each department
§ Homewares / Home Store: Store Manager SOM / Relevant department managers & Decorator Manager / Decorator OTP (this document)
§ Furniture
§ Visual
§ Admin – Purchase orders & Manual Purchases orders.
Specific training eg. Curtain training, Luxaflex Rep, GE Rep, visit to Support Centre, DC & FMNZ. / Decorator Manager / Freedom Wholesale Curtains Coordinator, Supplier contacts / Decorator OTP (this document)
Follow up on POS2 and ELF competency especially Product / As above / Home Store: Store or Sales Manager / ELF – Manuals & Files
§ Orientation Plan all staff
§ 2 week review (skills check)
New starter follow up
4 – 6 Week New starter Touchbase / Decorator Manager / Home Store: Store Manager / Intranet – HR (Performance Management> New Starters)
§ 4 – 6 Week New starter Touchbase
Orientation week 4 review / Home Store: Store Manager / Relevant department managers & Decorator Manager / ELF – Manuals & Files
§ Orientation Plan all staff
§ 4 week review (skills check)
Orientation week 7 review / Home Store: Store Manager / Relevant department managers & Decorator Manager / ELF – Manuals & Files
§ Orientation Plan all staff
§ 7 week review (skills check)
3 Month Probationary Assessment (10/11 week Touchbase) / Decorator Manager / Home Store: Store Manager / Intranet – HR (Performance Management> New Starters)
§ 3 Month Probationary Assessment
Monthly progress & coaching / Decorator Manager / Home Store: Store Manager / § KAS statement
§ Budgets
§ Decorator Leads tracking document
§ Sales Coaching / ONGOING


Daily Tasks

TASKS / SUPPORT PERSON / RESOURCE / TRAINED IN / TRAINED BY / SIGN OFF
MORNING
Attendance – Follow up on non-attendance as per procedures (medical certificates, EMO annual leave applications etc.) Inform Decorator manager & Store Manager as agreed. Follow up on rescheduled appointments. / Store Manager
Dept Managers / Intranet
-HR – Staff handbook
-HR – EMO user guide / Week 1
Store direction for the Day –
Be involved in the daily team meeting (be informative & fun-discuss budgets, Values, catch-up, store news etc) work on the positive moral of your team. / Store Manager / Intranet
- HR – ELF
- Retail Ops – Company sales data
- Retail Ops – FGL report
In store
- Budgets & rosters / Week 1
Set personal goals & “to do” list for the day -
Collate new leads from internet & store and diarise. Communicate sales floor time and appointment times booked for the day with manager / Decorator Manager / Week 1
Emails - Check & respond to throughout day (out of office agent when on annual leave) / Store Manager
Dept Managers
Admin Manager / Intranet
-Lotus Webmail
-HR – Webmail user guide / Week 1
DURING TRADE DAY
Standards – Check the Decorator area & address needs, ask for support from sales team eg. Light bulbs, ceiling rods, general housekeeping, merchandising, ticketing etc. / Store Manager
All staff in dept. Merchandiser / Intranet-
-Retail Ops - Business Procedures Manual.
-HR - ELF
-OHS - Valuesafe
In store
Standards Checklist / Week 2
Daily Docket Control – Discuss any queries the sales manager has with previous days sales - Check that stock has been ordered, correct deposit taken, and that manual PO’s have been generated where needed. Ask for support or salesperson to follow up if appropriate. / Sales Manager
Admin Mgr
Sales staff / Intranet -
-Retail Ops –
Business Procedures manual / Week 2
Customer Service Challenges & broken promises. Check that customers have been informed and action taken where required. Identify guidelines to resolve issue and enlist support from Store manager, Curtain Coordinator, Decorator Manager or DC as relevant. / DC Manager,
Store Manager,
Sales Manager,
Decorator Manager,
Curtains Coordinator,
All staff / Intranet-
-Retail Ops - Business Procedures Manual / Week 4
Incoming Stock –
Check installation dates & final balances in a timely manner. Follow up as appropriate / Warehouse staff, Merchandisers,
Dept Mgrs
Curtains Coordinator / Intranet-
-Retail Ops –
Business Procedures Manual / Week 4
Finance Contracts- Liase with admin to ensure all finance customer contracts are up to date and being actioned accordingly (i.e. approved or referred) prior to delivery/ installation. / Admin Manager
GR rep / Intranet
-Retail Ops -Business Procedures Manual
-External Websites / Week 4
Current Sales - Record Leads, Quotes & Sales as per the Decorator Sales/Leads Report. Ensure all leads and quotes are followed up within 24hrs. / Decorator Manager
Store Manager
Dept Mgrs / Intranet –
Retail Ops –-Company Sales Data
Decorator Sales/Leads Report / Week 2


Weekly Tasks

TASKS / SUPPORT PERSON / RESOURCE / TRAINING IN / TRAINING BY / SIGN OFF
EARLY IN WEEK
Roster Planning - Review roster & diary for week with Store Manager. Discuss upcoming promotions, expected traffic in store & arrangements to cover store if annual leave is booked. / Store Manager / Intranet
-HR EMO user guide
- leave policy / Week 2
Sales Update - Update YTD and MTD sales and adjust targets accordingly. Action plan strategy to increase strike rate for leads, conversion rate for Quotes, and increase average spend. Report signed off by store manager & sent to Decorator Manager by 9.30am Monday morning via email or fax / Decorator Manager
Store Manager / Intranet
-Retail Operations company sales data
-FGL reports
Business Procedures Manual Chapter 34 / Week 3
Instore Feedback -
Provide Decorator stats and updates to store manager to communicate in the Dept Managers weekly meeting / Store Manager
All Dept Mgrs / Previous Dept Meeting agendas / Week 1
Support Centre Feedback – Give feedback to store manager to log into Lotus notes eg. Quality concerns / Store Manager
All Dept Mgrs / Lotus Notes (Store Feedback/Response) / Week 4
Stock Control – Check fabric samples and “appro” items loaned out have been returned correctly. Follow up or ask for assistance as appropriate / Stock controller
Admin Manager
Store Manager / Intranet
– Retail Operations Business Procedures Manual / Week 6
Daily Contact with Decorator Sales Manager – quotes – leads- issues. Follow up with SM or SOM
. / Store Managers
SOM / KAS statement / Week 1
DURING WEEK
Updates - read via email or hardcopy action as appropriate / All Managers
ROC / Lotus Notes- Store Updates
In store
-Communication memos
Decorator Update (weekly)
FSOH stock reports / Week 1
Promotions – Action plan for up coming promotions (stock coming in, banners, merchandising, POS material, business rules, start & finish dates). Ensure the sales team are aware of the current promotion, ensuring that they know the start and finish dates, terms and conditions, store newsletter etc. / Store Manager
Merchandiser Planning.
ROM
Support Ops Mgr,
Marketing Mgr,
Decorator Manager,
Supplier contacts / Intranet – Marketing- Marketing
Lotus Notes - Store updates
In store
Communication Memo
Intranet
-Marketing -Marketing Pack
In store
Marketing pack, Marketing update email
Decorator Update (weekly) / Weeks 11-12
Stock Issues Feedback - to Store Manager, ROM, Decorator Manager & DC Manager the performance of new stock & any supply & quality issues / Planning,
ROM,
DC Manager, Store Manager,
Decorator Manager,
All staff / Business Procedures Manual (Stock adjustments & writeoffs, undelivered sales reports) / Weeks 5-6
Quotes pending- Follow up on & enlist support to convert Quotes to sales. Document any discounts offered & give feedback to Decorator Manager re: lost sales eg. Pricing or quality / Store manager,
Decorator Manager / Intranet – ELF
In store
-Quotes / Jobs Pending folder / Week 3
Staff motivation-Weekly chat with all staff members, promote Decorator leads, assist with training Decorator concept to new starters. / Store Manager
Decorator Manager / Intranet
-HR – HR file browser / Ongoing
Debtors– Check POS2 docket notes & customer file for explanation & action plan as appropriate, liaising with Admin. / Store Manager, Admin Mgr
Decorator Manager / Intranet
-Retail Ops - Business Procedures Manual / Week 7

MONTHLY TASKS

TASKS / SUPPORT PERSON / RESOURCE / TRAINED IN / TRAINED BY / SIGN OFF
GENERAL
Instore Selling - At least one day instore at each store you are responsible for.
Also, one Saturday per month promote 1/2hour instore consultations in each store (minimum 2hrs). / Store Manager
Decorator Manager / KAS statement / Week 3
Sales Strategy - Conversion rate, Strike rate & Average Transaction Value, MTD and YTD stats- action plans for increases. Communicate to Decorator Manager & Store Manager. / Decorator Manager
Store Manager Sales Mgrs
ROM, / Intranet
-Retail Ops -FGL reports
-Retail Ops – Business Procedure Manual
-POS 2 – Reports
-Lotus Notes (Store Weekly Sales Performance Report) / Week 1
Million Dollar sales target update, motivate & congratulate staff achievement & action plan to ensure you are also tracking to reach the million dollar club. / Decorator Manager, Store Manager relevant staff / Intranet –
Retail Ops -Business Procedures Manual (Sales by Salesperson Report) / Week 2
Communication & Motivation – Assist with full store staff meeting (communication of store goal, team building “fun” activity ) / Store Manager
Dept Manager / Lotus notes – Store Updates
Intranet- Marketing / Ongoing
Decorator Resources-
Monitor stationary stocks and samples, reorder as necessary. / Admin Manager
Suppliers / Stationary Ordering / Week 4
END OF FINANCIAL MONTH
Freedom Experience Survey results reviewed and action plan discussed with Store Manager. / ROM,
Store Manager L&D consultant / Intranet
-Retail Ops – Freedom Experience
-HR –ELF / Weeks 8-9
Staff Training - Ensure that your training program is fulfilling the company requirements / Store Manager L&D Consultant
Decorator Manager / Intranet
HR – ELF- Manuals & Files / Ongoing
Payroll – Check that any leave applications have been approved prior to end of month and standard notice of application is given to Store Manager & Decorator Manager. / Support Centre- Remunerations and Benefits Dept (Payroll)
Store Manager / Intranet
-HR - EMO User guide / Weeks 8-9

Ad Hoc Tasks

TASK / SUPPORT PERSON / RESOURCE / TRAINED IN / TRAINED BY / SIGN OFF
YEAR END
Delivered Sales - Assist to push undelivered sales through to make SAFR & EBIT result / Admin Mgr,
DC Manager
Store Manager
Decorator Manager / Intranet
-Retail Ops -Business Procedures Manual / Week 3
SALES FIGURES
Sales - Run comps, promos, motivate team & up morale in consultation with Store and Decorator Managers / ROM
Store Manager / Intranet
Retail Ops – Company Sales Data
Retail Ops – FGL Reports / Weeks 11-12
INDUSTRY KNOWLEDGE
Take initiative to keep up to date with new product in the wider market, fashion trends and internal product knowledge / Store Manager
L&D
Decorator Manager
Supplier contacts / - Magazine & website subscriptions
- Internet research
- Meeting with fabric houses
- Involvement in sample selection
- Visit competitors
- Attend catalogue roadshow / Week 6
FULL STOCKTAKE
Assist with Prep and participate in stocktake eg. Counting as requested. / Admin Manager,
Store Manager / Intranet
– Retail Ops – Business Procedure Manual
Emailed out-
Stocktake Checklists / Weeks 11-12
Stock Management- Ensure Fabric Listings updates have been actioned, samples from suppliers are approved and up to date. Deletions removed from display instore to minimise errors in orders / Decorator Manager
Curtain Coordinator
Planning Dept
Suppliers / Lotus Notes Store Updates
Email updates
Supplier updates / Week 6
HUMAN RESOURCES
Recruitment - Be involved in training and support of new Decorators / Decorator Manager
Store Manager
ROM / Intranet
- HR – Recruitment / Ongoing
Personal Training-
Attend training sessions as required. Complete ELF modules in a timely manner. On the job training or specialist training coordinated with L&D & Decorator Manager. / Store Manager,
L&D Consultant,
ROM
Decorator Manager
Suppliers / Intranet
-HR > ELF
- Modules
- Manual and Files
(Freedom Orientation Plan)
Supplier resources / Week 1
H.R- Follow up on personal L&D plan and continually action to ensure personal and job growth / Store Manager
L&D Consultant
Decorator Manager / Intranet
-HR – ELF
Action Plans (personal & specific) / Ongoing
Succession Planning - Identify staff who may be eligible for succession planning, discuss with Store Manager & Decorator Manager / Store Manager
ROM
L&D Consultant
Decorator Manager / HR – Staff Handbook / Week 6
PROPERTY AND ASSET MANAGEMENT
As necessary - assist Store Manager with building issues to be resolved, eg leaks, broken locks, blocked toilets etc. / Store Manager, Admin Manager, ROM, / In store
Contractor list / Week 2
SECONDMENTS
Undertaking this role in another store in your region as agreed with your ROM, Decorator Manager and Store Manager / ROM
Store Manager
Decorator Manager. / Employment Agreement
KAS statement / Weeks 6-8

Confidential Page 1 Decorator Consultant Planner February 2011