Based on My Assessment Over the Past 3 Months: (Tick Correct Option)

New Touchbase – Store Manager

Employee Name: / Manager Name: / Location:
Date of Joining: / Date of TB: / Review:

1. Review of Performance

Job Performance / Retail KPI’s:
Furniture
MTD $ / Furniture MTD % Budget / Homewares MTD $ / Homewares MTD % Budget / Store
MTD $ / Store
MTD % Budget / Store
YTD $ / Store
YTD % Budget
$ / % / $ / % / $ / % / $ / %
Additional KPI’s relevant to role (see attached role profile for detail) :
§ Strike Rate
§ Average Transaction Rate
§ Salaries and Wages % / § Markdown %
§ Stock Adjustments %
Key Role Responsibilities (see attached Role Profile for detail):
§ Store Sales / § General
§ People Management / § WH & S
§ Store Operations
Role Responsibility
(from KAS statement) / Action/ Initiatives
(written as S.M.A.R.T goals) / Support Person / Agreed Due Date
§
§
§
§
§
§
Alignment to Values
Strategy, Team, Attitude, Results

Attendance, Punctuality & Time Management
Alignment to our War Cry

Overall Assessment
Date of Next Touchbase:

2. Probationary Decision (use during the third Touchbase only)

Based on my assessment over the past 3 months: (Tick correct option)

a. I would like to confirm the appointment.

b. I am terminating for the following reasons:

Reasons:

3. Sign Off and Supporting Documents

a. SIGN OFF:

Either both parties sign below, or confirmation of the Touchbase is received from both parties via their email (please attach)

General Manager - Retail Signature
Employee Signature

b. SUPPORTING DOCUMENTS: (Tick box if attached)

Please attach:

§ YTD Sales Summary Report
§ Role Profile for position
§ Email from both employee and manager confirming that Touchbase has been carried out and content discussed (if applicable)
§ Other

RETAIL STORE MANAGEMENT New Starter Touchbase working

Author Claire Early