Build the fresh department shrink action plan

You are the assistant store manager at the Frankston supermarket.

Simulated workplaceAdvanced missionCAQA Marketplace Retail Group

What is going on

Fresh department shrink at Frankston is 4.1 percent of sales against a target of 3 percent, and the deli cabinet failure on 9 September added a full cabinet of waste. Marcus Bellingham wants a shrink action plan for the October trading review. The stock register shows strawberries and chicken at low stock and on order, the incident register holds the cabinet event and the cutter injury, receiving records show two short deliveries in August, and the point-of-sale exception reports show a pattern of manual weight entries at the deli scale. Sofia Petridis wants the plan built with Jasmine Ali and the night fill team, not imposed on them.

Sofia Petridis, Supermarket Store Manager
Subject: Shrink and trading review for the fresh department

Fresh shrink at Frankston is running at 4.1 percent against a target of 3 percent, and Tuesday's cabinet failure added to the waste. Marcus wants a shrink action plan for the fresh department at the October trading review. I want you to pull the stock counts, waste records and the incident register, look at the point-of-sale exception reports for the deli and produce, review the receiving records for the last month and bring me a plan using the loss prevention plan format. Talk to Jasmine and the night fill team before you write anything down.

Your brief

Analyse the fresh department's shrink using the stock, waste, receiving, incident and point-of-sale records, identify the causes by category, consult the team and produce a shrink action plan in the loss prevention plan format with owners, dates and measures that the store manager can take to the trading review.

Work through it

You do not need to do it all. Doing a few of these will show you what the work is like. Your ticks and notes stay on this device.

Read the loss prevention and security plan, the receiving procedure, the food safety policy and the point-of-sale procedure, and define the shrink categories you will analyse.
Extract the fresh department's stock counts, waste and markdown records and quarantined lines from the stock register for the past month and calculate shrink by cause.
Review the incident register for the cabinet failure and other food safety events, and quantify the waste attributable to equipment failure versus process.
Analyse the receiving records for short deliveries and credit claims, and the point-of-sale exception report for manual weight entries and voids at the deli, and identify the control gaps.
Consult Jasmine Ali and the night fill team using the team briefing record template, capture their view of the causes and their ideas in their own words.
Draft the shrink action plan with actions for equipment, receiving, markdowns and waste recording, deli scale controls and training, each with an owner, due date and measure.
Estimate the financial effect of closing the gap from 4.1 to 3 percent on the department's monthly sales and present it as the case for the actions.
Prepare a one-page summary for Sofia Petridis and Marcus Bellingham for the October trading review, with the plan attached.

My notes: what did I enjoy, and what surprised me?

What someone in this role would produce

Shrink analysis by cause with the data sources
Team briefing record from the consultation
Fresh department shrink action plan with owners, dates and measures
One-page trading review summary with the financial case

Printing this is a record of what you explored. It is not a certificate or a qualification.