1 — Actions from Last Review ⭐

What was agreed last time — has it been done?

Previous Action Status Notes / Reason

2 — Senior Leadership Training Review

Tick off topics the manager has been trained on and rate whether they are applying them confidently. This links directly to the Senior Leadership Induction.

Group 1 — Systems & Back Office
Group 2 — Stock, Data & Ordering
Group 3 — Operations
Group 4 — Compliance & Safety
Group 5 — Staff & Venue

3 — Competency Assessment

Competency Score Summary

Overall Average (out of 5)

3 — Competency Assessment

Self-evaluation prompt
Before reviewing the competencies below, ask the manager: "If you were scoring yourself honestly across reliability, leadership, planning, operations, business awareness, and development — where do you think you're strongest, and where do you know you need to improve?" Use their answer to frame the discussion.

4 — Venue Performance

Ask the manager to explain each area — rate their awareness and add a brief note. Use the weekly report as reference.

📊 Sales & Report Awareness
Wet/dry split · YOY comparison · weekly report submitted on time · acting on numbers
💷 Wage Cost & Staffing %
Wages as % of net sales · adjusting hours for quiet weeks · not overspending on labour
📦 Stock, GP% & Wastage
Wet & dry GP% · stock counts done on time · wastage recorded and investigated · missing stock explained
👥 Staffing & HR
Hiring and inductions · cover for sickness · staff issues logged and handled · training tracked
🏠 Venue & Planning
Maintenance logged and chased · events planned in advance · forward jobs delegated · cash reconciled correctly

5 — People & Team Development

Is the manager building a strong team?

6 — Agreed Goals for Next Period

Targets should be SMART — Specific, Measurable, Achievable, Relevant, and Time-bound. Avoid vague targets like 'improve communication'. Instead: 'Hold a weekly 15-min check-in with each supervisor, evidenced by notes in the manager's report, by next 4-week review.'

Goal (Specific — what exactly needs to happen) How we'll measure it (Measurable) By when (Time-bound) Priority

7 — Summary Comments

8 — Sign-Off

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