Whether there is dedicated Operations Manager or all operational responsibility is dedicated to the sales management team having a daily schedule of operational tasks that must be completed is essential to ensuring that no key functions are being overlooked. The following are some examples of daily and/or weekly tasks that should be scheduled:
- Review previous day’s cash deposits actual against the total per the POS system (cash out)
- Review paperwork, contacts vs. POS, look for signatures in proper areas and that data matches (home number, address, etc.)
- Review previous days hours worked versus scheduled
- Review previous days closing and today’s opening inventory counts
- Prepare and analyze weekly de-act report, broken down by company, region, store, and employee level
- Generate and distribute KPI reports for previous day’s activity
There should be checklists maintained for each location to ensure that each task has been completed and that all discrepancies found have been followed up upon. Also, it is recommended that a portion of weekly sales management meeting are dedicated to operational review where the KPI statistics are reviewed and corrective action game plans are formulated.