Store Visit Checklist

This Store Visit Checklist template can be used by area managers to assess performance, customer experience, health and safety, etc. in retail stores.

Store Visit Checklist



Objectives

1. Is the goal of the visit clearly defined?


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2. Is a positive atmosphere maintained?


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3. Does the manager possess knowledge of the relevant numbers?


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4. Are Key Performance Indicators (KPIs) monitored?


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5. Is the Operational Excellence score monitored during the visit?


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6. Is the Customer Satisfaction score monitored during the visit?


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7. Is the Average Transaction Value monitored during the visit?


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8. Is Footfall monitored during the visit?


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9. Is average wait time monitored during the visit?


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Experience

1. Did the employee provide a memorable welcome to the customer?


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2. Did the employee effectively manage the queue?


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3. Did the employee proactively identify customers?


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4. Did the employee introduce themselves by name?


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5. Did the employee ask for the sale?


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6. Did the employee actively listen to the customer?


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7. Did the employee use the customer’s name during the interaction?


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8. Is the energy level of the employee good?


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9. Is the rapport between the employee and the customer good?


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10. Is the employee 'selling' the value of the product or service?


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11. Did the employee ask for the sale at another point during the interaction?


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12. Did the employee offer a better or more expensive product or solution?


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13. Did the employee offer additional products or solutions?


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Floor Walk

1. Is the music volume appropriate?


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2. Are all the prices currently up to date?


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3. Is the shop floor clean?


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4. Are the Point of Sale systems currently up to date?


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5. Are all the digital signs throughout the store functioning properly?


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6. Are the displayed opening hours accurate?


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7. Are the arrangements of items on the back walls correct?


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8. Are there any expired offers still being advertised?


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9. Does the layout of the products match the planogram?


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10. Are the products advertised available in the store?


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11. Are the demo units currently operational?


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12. Is the lighting proper throughout the store?


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Health And Safety

1. Is the fire alarm system tested regularly?


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2. When was the last evacuation drill conducted? (enter text field)


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3. Are all fire exits currently clear and easily accessible?


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4. Is the attendance log regularly updated?


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5. Is customer data secure?


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6. Is employee data secure?


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7. Do staff members know the proper procedure in the event of a bomb threat?


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8. Are all emergency lighting systems operational?


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9. Is an adequate stock of Personal Protective Equipment (PPE) in place?


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10. Are all first aid kits fully stocked and readily accessible?


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11. Are all aisles and walkways currently clear of any potential hazards?


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12. Are all security cameras operational?


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13. Is there adequate ventilation and temperature control in the facility?


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Back Of House

1. Is the customer data securely stored?


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2. Is the employee data securely stored?


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3. Are sales targets visible and accessible?


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4. Is inventory regularly conducted to maintain accurate stock levels?


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5. Are financial statements regularly reviewed to ensure compliance?


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6. Is there a schedule for regular cleaning and maintenance?


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7. Is the toilet clean?


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8. Is the stock room tidy?


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9. Are there security measures in place for valuable items?


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10. Is the bathroom clean and tidy?


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Team

1. Are there any open vacancies?


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2. Is everyone's training up to date?


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3. Are team members maintaining the required appearance and uniform standards?


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4. Have individual team members discussed their progression within the company recently?


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5. Are team members aware of this month's focus?


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6. Is there a structured plan for employee training and development in place?


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7. How is the team's product knowledge currently?


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8. How are the team's time management skills?


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9. Have there been any recent customer feedback received and addressed by the team?


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10. Is compliance training up to date for all team members?


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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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