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BM-010 · Branch Management

Branch Visit Checklist

Make every branch visit focused, evidence-based and useful to the local team

IN PREPARATION

Branch Visit Checklist toolkit front cover

About this toolkit

A practical Branch Management toolkit that helps branch teams apply clear standards and turn evidence into owned action. Make every branch visit focused, evidence-based and useful to the local team.

What this toolkit helps you achieve

  • A four‐part visit cycle: Prepare, Walk, Talk, Close
  • The Five Golden Rules of a branch visit, on one page
  • A plain‐English guide to the four focus areas of a visit

What’s included

  • A four‐part visit cycle: Prepare, Walk, Talk, Close
  • The Five Golden Rules of a branch visit, on one page
  • A plain‐English guide to the four focus areas of a visit: Performance, People, Standards, Follow‐Up
  • A coaching question bank for preparing, running and closing a visit
  • A matrix for deciding what to do with something you find, based on whether it's new and whether it's confirmed

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Best for

Regional leaders and support managers conducting purposeful branch visits

Expected practical outcome

Treat the visit as a snapshot of an ordinary day, not a scheduled inspection the branch has had weeks to prepare for. The value of a visit is in what it tells you about a normal day, not a staged one.