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MANUAL 1

Daily Productivity Meeting - Facilitator’s Training Manual

 

TABLE OF CONTENTS PAGE NO.

1.1DAILY PRODUCTIVITY MEETING BRIEF & PHILOSOPHY - 3

1.1.1The Daily Productivity Meeting Objectives - 3

1.1.2Facilitators And Trainee Facilitators Qualifications - 3

1.1.3Daily Productivity Meeting (Procedure Guidelines) - 3

1.1.4Daily Productivity Tracking & Task Form Proceeds Manual - 4

1.2OPERATORS DAILY PRODUCTIVITY TRACKING & TASK BRIEF -10

1.2.1The 3 Major Components - 10

1.2.2Operator Daily PTT Requirements (Brief Overview) - 10

1.2.3Daily Follow Through - 11

1.2.4The Completion Of Each Day - 11

1.3OPERATOR DAILY PRODUCTIVITY TRACKING & TASK FORM CHECKLIST - 12

1.3.1Daily Productivity Meeting (Procedure Guidelines) - 13

1.4MONTHLY OPERATOR TRACKING FORM PROCEDURE - 14

1.4.1Where To Access The Form14

1.4.2Where Should The Form Be Filed14

1.4.3Procedure To Complete This Form14

1.4.4Operators And Salon Target And Tracking - Amendments And Changes - 15

1.5WEEKLY SALON TARGET SETTING WORKSHEET- 20

1.5.1Procedure - 20

1.5.2Weekly Salon Target And Tracking (T&T)21

1.5.3Daily Salon Target (Setting Work Sheet)22

1.5.4Monthly Salon Tracking Form 24

1.5.5Target Setting Formulas 24

1.5.6Management Weekly Agenda Form Procedure26

1.6DAILY PRODUCTIVITY MEETING (FACILITATORS PROCEDURE) - 27

1.6.1To Prepare A Daily Productivity Meeting - 28

1.6.2The 3 Major Components - 39

1.7ORIENTATION PRODUCTIVITY TRACKING CHECKLIST - 41

1.7.1Brief - 41

1.7.2Multi-Skilling Brief - 41

1.7.3Operators Void Of Certain Tasks - 41

1.7.4Orientation PTT Form, Checklist, Worksheet And Appraisal Form Procedure - 42

1.7.5Orientation Checklist - 43

1.7.6Weekly Occupancy Level Procedure44

1.8WEEKLY TRAINING SCHEDULE FORM45

1.8.1Procedure 45

1.9WEEKLY TRAINING REPORT FORM 46

1.9.1Procedure 47

74 Forms Included

 3 Orientation Tracking Forms 7 Daily Productivity Forms (Monday to Sunday) 7 Daily Productivity Forms Blank (Monday to Sunday) 17 Cleaning Schedule Charts and Forms 13 Accounting System Forms 3 Communication Meeting Forms  9 Target Setting and Tracking Forms 13 Various Internal Salon Management Forms 2 Training Tracking Forms

MANUAL 2

Assistant Level - Daily Tasks Training Manual

 

TABLE OF CONTENTS PAGE NO.

4.1PTT TASKS FOR ASSISTANT LEVEL - 3

4.1.1Weekly Alarm Check - 3

4.1.2Prep Salon - 4

4.1.3Index Computer- 6

4.1.4Cleaning Schedule (Assistant Level)7

4.1.4.1Prep For Closing Cleaning Schedule Procedures7

4.1.5Daily Cleaning Procedures9

4.1.6Weekly Cleaning Manual13

4.1.7Continual Daily Tasks Procedures15

4.1.8Shopping 23

4.1.9Last Week’s History Updates24

4.2CHECK SALON DAILY CHECKLIST FACILITATORS GUIDE - 25

4.2.1Towels Out27

4.2.1.1Special Note:28

4.2.2Preparing for Close (Assistant Level to Mid Level)29

4.2.3Barcode Retail and Pack 30

4.2.3.1Barcoding an Existing Carried or Stocked Product30

4.2.3.2Barcoding New (and Never Stocked Before) Retail Products - 31

4.2.4Sundries And Stationery Stock Count33

4.2.5Wash / Launder Client Gowns 34

4.2.6Blank System Forms (Count and Copy)35

4.2.7Minibar Stock Count 36

4.3PREPARATION FOR PRODUCTIVITY MEETING37

4.4SET TARGET WORKSHEET (END OF MONTH)38

4.5SALON OPERATOR DAILY TASKS (GENERAL)39

4.5.1Procedure to Emergency Change 39

4.5.2Petty Cash - Daily Procedure 40

MANUAL 3

Mid Level - Daily Tasks Training Manual

 

TABLE OF CONTENTS PAGE NO.

3.1PTT TASK FOR MID LEVEL STYLIST4

3.1.1Preparing Salon AM (Mid Level)4

3.1.2Settle Automatic Credit Card Machine5

3.1.3Check Voice Mail6

3.1.4Bank, Change, Float, Errand, Mail7

3.2BANK, CHANGE, FLOAT, ERRAND AND MAIL PROCEDURES9

3.2.1Depositing Previous Day’s Funds9

3.3USED STOCK16

3.3.1Used Stock Count16

3.3.2Make Up Stock Order17

3.3.3Set Computer Target19

3.3.4Removing Sales Maintenance19

3.3.5Merchant Statement Check And File20

3.3.6Sorting Mail And Filing Invoices22

3.3.7Check History File24

3.3.7.1Last Week’s History Updates25

3.3.7.2Back-Up Warranty Phone Calls26

3.3.7.3Total Figures Onto Trading26

3.4ORDER STOCK27

3.4.1Check Incoming Stock30

3.5FOLLOWING UP OVERDUE CLIENTS ON ACCOUNT33

3.6FILE TRANSFER AND TIDY36

3.7WAGES FORM FAXED BY 10.00 AM FRIDAY38

3.7.1Wage Book Completed For The Next Week39

3.7.2Wage Book Signed By All Operators40

3.7.3Wage Confidentiality40

3.7.4Extra Change For Saturdays (Emergency Back-Up Change)41

3.8WEEKLY OPERATOR TARGET AND TRACKING BRIEF42

3.8.1Weekly Operator Target And Tracking (T&T) Procedure43

3.8.2Occupancy Level - Weekly Procedure46

3.8.2.1Brief46

3.8.2.2Procedure46

3.9MONTHLY OCCUPANCY LEVEL PROCEDURE47

3.9.1Occupancy Level - Monthly Brief47

3.9.1.1Procedure47

3.10OPERATOR DAILY TARGET SETTING WORKSHEET (END OF MONTH)48

3.10.1Brief48

3.10.2How To Establish Your Average Client Bill (ACB), For A Stylist49

3.10.3How To Establish Your Average Client Bill (ACB), For A Colourist50

3.10.4The Daily Total Number Of Appointments51

3.10.5Performance Occupancy Variance Percentage51

3.10.6Operator Daily Target Setting Worksheet Procedure52

MANUAL 4

Management Level - Daily Tasks Training Manual

 

TABLE OF CONTENTSPAGE NO.

2.MANAGEMENT LEVEL PPT TASKS5

2.1Salon Opened By 5

2.2HISTORY UPDATES7

2.2.1Last Week’s History Updates (And History Updates This Week)7

2.2.1.1Facilitator Procedure7

2.2.2Brief Technical Memo7

2.2.3History Update (For All Operators)9

2.2.4History Update Format10

2.3CHECK LAST WEEK’S PRODUCTIVITY & MANAGEMENT MEETING AGENDA - 11

2.3.1Check Last Week’s Cleaning Schedule12

2.3.2The Cleaning Schedule Brief 13

2.4ADMINISTRATION AND ACCOUNTS 17

2.4.1Accounting Department List Of Systems Documents17

2.4.2Bank Reconciliations 20

2.4.2.1Accessing Information To Complete A Bank Reconciliation20

2.4.3Accounts Payable This Week Procedure22

2.4.4Outstanding Creditors List24

2.4.5Superannuation Monthly Work Sheet25

2.4.6Loan Repayments, Periodical Payments & Direct Debits Procedure27

2.4.7Petty Cash Monthly Procedure28

2.4.8Australian Taxation Office (ATO)29

2.4.9ATO Procedures30

2.4.10Monthly Group Tax Instalment Worksheet31

2.5BACK-UP WARRANTY CALL / QUALITY CHECK33

2.5.1Back-Up Warranty / Quality Check 33

2.6TOTAL FIGURES ONTO TRACKING DEPARTMENT35

2.6.1Stylist Transfer Figures Onto Tracking Form35

2.6.2Daily Till Report (Till Reconciliation) 37

2.7DAILY CORRESPONDENCE FAXED TO39

2.7.1Daily Preparation For Correspondence39

2.7.2Weekly Preparation For Correspondence To (Your Name Here)39

2.7.3Update Production Schedules40

2.8TRAINING 41

2.8.1Training (Morning Meeting)41

2.8.2Confirm Training (In Detail) (For The Morning Meeting)41

2.8.3Check Results Of Training (In Detail) (For The Morning Meeting)42

2.9CONFIRM WAGES FOR FRIDAY AND COMPLETE A MULTI-PAY43

2.10CASH FLOW PROJECTION FOR CASHOUTS44

2.10.1Weekly Cashouts Record Procedure 47

2.11REMINDER CALLS FOR SATURDAY’S APPOINTMENTS49

2.11.1Confirm All Remaining Appointments51

2.12WEEKLY PRODUCTIVITY MEETING, FACILITATORS BRIEF / GUIDELINES 52

2.12.1Weekly Productivity Meeting (Brief) 52

2.12.2Weekly Productivity Meeting Delegation Form 54

2.12.3Productivity And Management Meeting Checklist Procedure55

2.12.4Management Checklist 58

2.12.5Weekly Operator Target And Tracking (End Of Week Procedure)59

2.12.6Pay Commission 60

2.13BACKING UP THE COMPUTER 60

2.14OPERATOR WEEKLY PRODUCTIVITY MEETING PREPARATION62

 

Clever Salon & Spa Tools
  Business Building Tools for the Clever Spa & Salon Owner

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