Operational Assessment Report — Sample Table of Contents
(customized to meet each retailers specific needs)
- Introduction
- Situational Analysis
- Strategy
- People and Organization
- Facilities and Equipment
- Information Systems
- Operations
- Shopper Service Standards
- Metrics/Benchmarks
- Reporting
- Labor Management
- Inventory Management / Shrink
- Profit and Loss Statements
- Competitive Review
- Marketing
- Category Management
- Performance Analysis
- Category Classes/Roles
- Site Formats/Clusters
- Innovation
- Merchandising Best Practice
- Merchandising Guidelines
- Pricing Guidelines
- Use Occasion Layouts
- Supply Chain/Contracts
- Replenishment
- Wholesale Agreement
- Beverage Contracts
- Rebates/Discounts
- Brand Management
- Positioning
- Targets/Segmentation
- Shopper/Consumer Communications
- Next Steps
Assessment Tools
- Operational Assessment Questionnaire
- Store Visit Assessment
- Foodservice Assessment