Schedule of Events & Pre-class Requirements

Transcription

1 Schedule of Events & Pre-class Requirements Student Name: Student Contact Number: 2017 RACFI Academy Class Schedule Arrivals Class Starts Class Sunday Monday Friday

2 RACFI Academy Session Itinerary Sunday: Arrivals and dinner on your own at any time Monday: Planning & Organization Technology 8:00 am 6:00 pm Strength Finder- Profile System Google Calendar Ecosystem Store Planner & Organization Tips FSC Tour Tuesday: Human Capital Management 8:30 am 6:00 pm Full HR Primer Recruiting and Selection Performance Management Progressive Discipline The value of a fully staffed store Wednesday: Financial Acumen 8:30 am 6:00 pm Understanding the Key Reports Increasing store revenue Expense management and maximizing return on inventory Key Result Analysis Thursday: The Customer Experience 8:30 am 6:00 pm Setting the store up for effective Selling Strategies Selling on the phone Selling on the sales floor Selling in the home Selling Execution Friday: Call to Action and Commencement 8:00 am 12:00 pm Final exam Class wrap-up & review Store Action Plan PLEASE SCHEDULE NO DEPARTURES BEFORE 2:00 PM ON FRIDAY Page 2 of 6

3 HOTEL: Hyatt House 2875 Parkwood, Blvd. Frisco, TX Phone: (972) Fax: (972) Transportation, Meals, Dress Code Your room will be charged to a master bill. Participants will need to pay for any incidentals. Incidentals will not be charged to your room. Please inform your Franchise owner if you do not have a credit card, so arrangements can be made. Students will be roomed in assigned pairs. Please do not change roommates. We assigned each pair by design. If you require an individual room there will be an increase in cost to the franchisee by the cost of the room per night. RACFI ACADEMY cancellations or changes must be received two weeks prior to class or the franchisee will be charged as if the student attended. GROUND TRANSPORTATION: You are responsible for ground transportation to and from the hotel. We recommend using Super Shuttle, which will cost about $55 to $65 each way depending on the airport, DFW or Dallas Love Field. At DFW airport exit the terminal and find the orange-shared ride Super Shuttle sign. Love Field exit terminal, follow signs to shuttles. NOTE: Each participant is responsible to coordinate a group pick up by Super Shuttle from the hotel on Friday. You will be responsible for payment for transportation to either DFW or Dallas Love airport(s). We will provide transportation to dinner each night, Monday through Thursday. DRESS CODE: Dress is business casual attire. For men this is dress pants with a collared shirt. For women, dress slacks/skirt and blouse or a dress. Both men and women can also wear RACFI approved polo shirts, with dress slacks or skirt. Appearance such as pressed clothing and personal grooming is important. No Jeans or T-Shirts during class time. MEALS: Sunday and Friday afternoon: You are on your own for meals. Monday thru Friday morning: We provide a continental breakfast each morning at the hotel and we also provide lunch. Dinner is a group outing each night with the Instructor team. Friday, the hotel continental breakfast is offered, lunch is on your own. Special food requests must be made in advance with your instructors. CONTACTS: If you encounter problems and need some help, you can call either of us at any time, including weekends: Frederic Geisendorff (985) Ted Schlaack (214) Page 3 of 6

4 RACFI Academy Pre-work Instructions Completion of your company s training (excel, R.O.L.L. or Drive) and all pre-work listed below are pre-requisites for RACFI Academy and a required part of the class. Tools you must bring: A positive attitude and an open mind Laptop Computer with Wi-Fi capability, don t forget the charger! All required pre-work listed Pen, pencil and a pocket calculator (your phone calculator is fine) List of 20 Important dates you want to remember ( Work or Personal) Three-Month Store Trend form PRINT AND COMPLETE WEBSITE FORM Four-Week Past-Due Trend form PRINT AND COMPLETE WEBSITE FORM Reports you must bring: A copy of your store s Month-Ending Daily Report: last full month A copy of your Inventory Out Audit Report o Choose 6 Generate Reports, Choose 3 Audit Trails, Choose 3 Inventory Out Audit Trail, Begin- Hit return You will be prompted for a beginning date, Enter (August 1, 2017) You will be prompted for an ending date, Enter (August 31, 2017) o Print Unit Turn- Select Yes, Print Transfers only- Select No Choose the options to print at the store and use the Print Manager to print the report Lost Fee Analysis Report: for last full month o Choose 6 Generate Reports, Choose 5 Management Reports, Choose 3 Lost Fees Analysis You will be prompted for a beginning? Enter Return, You will be prompted for an ending date, Enter (August 31, 2017)Choose the options to print at the store and use the Print Manager to print the report Active Inventory Analysis Report: Summary version (IMPORTANT! Print it on ) o Choose 6 Generate Reports, Choose 1 Inventory and Customer Reports, Choose 1- Inventory Reports, Choose 4 Active Inventory Analysis, Press ENTER until prompted for Detailed or Summary Report, Choose 2 Summary Only, When prompted Exclude Rent remaining for 30+ Accounts, choose N not to exclude Choose the options to print at the store and use the Print Manager to print the report Delivery Recap Report: for last full month o Choose 6 Generate Reports, Choose 8 Special Reports, Choose 5 Delivery Recap Report You will be prompted for a beginning date, Enter (August 1, 2017) You will be prompted for an ending date, Enter (August 31, 2017) Choose the options to print at the store and use the Print Manager to print the report Page 4 of 6

5 Pre-class RACFI Academy requirement Three-Month Store Trend form Complete this form using information from the last three Month-Ending Daily Reports (you will still need to bring the actual report for the last full month with you). Remember to use MTD (month-todate) numbers from the last day of the month daily report. September 2017 Class From Unit Inventory Analysis section: MTD Deliveries MTD Returns MTD Payouts MTD Early Payouts MTD Charge Offs Units on Rent BOR Number of Customers Total Rental Income Total Income (before sales tax) Potential Income from BOR from BOR Inventory Analysis section: from Route BOR Analysis section: from Income Analysis section: Page 5 of 6

6 Pre-class RACFI Academy requirement Four-Week Past-Due Trend form Complete this information from these four Monday Daily Reports: Total BOR September 2017 Class Average from Route BOR Analysis section: Total Monday card open % Complete this information from these four Saturday Week-Ending Daily Reports: September 2017 Class Average from Route BOR Analysis section: Total BOR Total Saturday card close % Total Saturday Float % Total Saturday Float $ from Route Past Due Float Analysis section: Total EOM (End of Month) Float % Thursday Once you have checked all items on this document, you are ready to attend RACFI Academy s next session, congratulations! Page 6 of 6