Checklist template

District manager store visit for multi-unit retailers

A ready-to-use checklist with 109 items in 6 sections, covering Sales and results, People, Store standards, Inventory, Controls, Action plan. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 109 Items
  • 89 Yes / No checks
  • 6 Scored ratings
  • 119 Points

Use this template How audits work

1. Sales and results 19 items

  1. The store manager stated this week's sales against plan without looking them up Yes / No 1 pt
  2. Month-to-date sales against plan are posted in the back office or on the team board Yes / No 1 pt
  3. The store manager named the two categories furthest below plan this month Yes / No 1 pt
  4. The cause given for the weakest category could be verified on the sales floor during the visit Yes / No 1 pt
  5. Last week's conversion rate is at or above the district average Yes / No 1 pt
  6. Average transaction value for last week is at or above the same week last year Yes / No 1 pt
  7. The store manager stated last week's units per transaction without looking them up Yes / No 1 pt
  8. Today's sales goal was given to employees at the start-of-shift huddle Yes / No 1 pt
  9. The manager on duty stated the sales so far today against the day's goal when asked Yes / No 1 pt
  10. Loyalty program sign-up results are posted by employee or by shift Yes / No 1 pt
  11. Store credit card or protection plan results for last week are posted by cashier, where the company offers them Yes / No 1 pt
  12. The latest customer satisfaction survey score has been shared with the team Yes / No 1 pt
  13. The store manager has read the customer comments received in the last 30 days Yes / No 1 pt
  14. Payroll hours used last week were within the hours budgeted for the store Yes / No 1 pt
  15. Online orders were ready for pickup within the company time standard last week, per the store's order report Yes / No 1 pt
  16. Month-to-date sales against plan (%) Number
  17. Conversion rate last week (%) Number
  18. Customer satisfaction score for the last reporting period Number
  19. Store manager's command of the store's results Rating
    • Knows the results, the causes and has a plan 5 pts
    • Knows the results but not the causes 3 pts
    • Does not know the results 1 pt

2. People 21 items

  1. The employees on the floor at the time of the visit match the posted schedule Yes / No 1 pt
  2. Next week's schedule is posted with the advance notice set by company policy Yes / No 1 pt
  3. A manager or key holder is scheduled on every opening shift this week Yes / No 1 pt
  4. A manager or key holder is scheduled on every closing shift this week Yes / No 1 pt
  5. Coverage during last Saturday's busiest hours matched the traffic forecast Yes / No 1 pt
  6. Each open position has an active job posting or a requisition with the recruiter Yes / No 1 pt
  7. Each employee hired in the last 30 days has a completed onboarding checklist on file Yes / No 1 pt
  8. Required training courses in the learning system are completed at or above the company target Yes / No 1 pt
  9. Two employees asked during the visit could each describe a current promotion Yes / No 1 pt
  10. Employees on the floor wear a name badge Yes / No 1 pt
  11. Employees on the floor meet the company dress code Yes / No 1 pt
  12. A customer entering the store during the visit was greeted within the company's greeting standard Yes / No 1 pt
  13. The store manager held a one-on-one with each direct report in the last 30 days Yes / No 1 pt
  14. Performance reviews due this period are completed in the HR system Yes / No 1 pt
  15. A named successor or developing leader is identified for the store manager role Yes / No 1 pt
  16. Attendance problems in the last 30 days are documented with a coaching note for each employee concerned Yes / No 1 pt
  17. Last week's time records show meal breaks taken as required by company policy Yes / No 1 pt
  18. Every notice on the employee communication board is dated within its posting period Yes / No 1 pt
  19. Open positions at the time of the visit Number
  20. Employee turnover year to date (%) Number
  21. Customer engagement by employees observed on the floor Rating
    • Employees approach customers and offer help 5 pts
    • Employees help only when asked 3 pts
    • Employees avoid customers or stay on task work 1 pt

3. Store standards 18 items

  1. The storefront sign is fully lit, with no dark letters Yes / No 1 pt
  2. Entrance door glass is free of fingerprints and tape residue Yes / No 1 pt
  3. Posted store hours match the hours published on the company website Yes / No 1 pt
  4. Shopping carts or baskets are stocked at the entrance Yes / No 1 pt
  5. The front promotional table or feature matches the current marketing directive Yes / No 1 pt
  6. Window displays match the current visual directive Yes / No 1 pt
  7. Main aisles are clear of freight, ladders and empty fixtures during trading hours Yes / No 1 pt
  8. Floors on the sales floor are free of debris and spills Yes / No 1 pt
  9. All light fixtures over the sales floor are working Yes / No 1 pt
  10. Fitting rooms are free of leftover merchandise, where the store has them Yes / No 1 pt
  11. Every soap dispenser in the customer restrooms is filled Yes / No 1 pt
  12. Shelf-edge or ticket prices on 10 items sampled match the price at the register Yes / No 1 pt
  13. Promotional signs on the floor carry the current event dates Yes / No 1 pt
  14. No handwritten signs are in customer view Yes / No 1 pt
  15. Fixtures on the floor are undamaged, with no missing shelves or broken arms Yes / No 1 pt
  16. The cash wrap counter is clear of personal items and unprocessed merchandise Yes / No 1 pt
  17. Background music or the in-store media program is playing at the company-set volume Yes / No 1 pt
  18. Overall presentation of the sales floor Rating
    • Brand standard throughout 5 pts
    • Minor gaps in a few areas 4 pts
    • Several areas below standard 2 pts
    • Below standard throughout 1 pt

4. Inventory 19 items

  1. Cycle counts scheduled for this week are completed in the inventory system Yes / No 1 pt
  2. The negative on-hand report shows a review dated within the last 7 days Yes / No 1 pt
  3. Empty shelf positions on the floor were scanned for out-of-stocks today Yes / No 1 pt
  4. Five empty positions checked during the visit had no stock in the stockroom Yes / No 1 pt
  5. Top-selling items on this week's best-seller report are in stock on the floor Yes / No 1 pt
  6. All freight received more than 48 hours ago has been worked to the floor Yes / No 1 pt
  7. Stockroom locations are labeled so an employee can find an item without help Yes / No 1 pt
  8. Damaged merchandise is held in a designated area with the reason marked on each piece Yes / No 1 pt
  9. Return-to-vendor merchandise is shipped within the time set by company policy Yes / No 1 pt
  10. Outbound transfers requested by other stores are shipped within the company time standard Yes / No 1 pt
  11. Markdowns effective this week are ticketed on the floor Yes / No 1 pt
  12. Recalled or pulled-from-sale items on the latest notice are off the floor Yes / No 1 pt
  13. Online order holds are stored separately from sellable stock Yes / No 1 pt
  14. The store manager knows the store's last physical inventory shrink result Yes / No 1 pt
  15. The store's shrink action plan names the top three loss categories Yes / No 1 pt
  16. Out-of-stock positions counted on one sampled aisle or department Number
  17. Last physical inventory shrink (% of sales) Number
  18. Date of the last full physical inventory Date
  19. Stockroom organization Rating
    • Labeled, clear aisles, stock easy to find 5 pts
    • Mostly organized, some unlabeled stock 3 pts
    • Disorganized, stock cannot be found 1 pt

5. Controls 19 items

  1. Deposits for the last 7 days agree with the register sales reports Yes / No 1 pt
  2. Bank deposit receipts or armored carrier slips are on file for each of the last 7 days Yes / No 1 pt
  3. The safe was locked when checked during the visit Yes / No 1 pt
  4. The safe count performed during the visit matched the recorded fund Yes / No 1 pt
  5. Register over and short amounts are logged by cashier for each of the last 7 days Yes / No 1 pt
  6. Variances beyond the limit set by company policy have a documented follow-up Yes / No 1 pt
  7. Voids from last week have been reviewed and initialed by a manager Yes / No 1 pt
  8. No-receipt refunds from last week are within the frequency allowed by company policy Yes / No 1 pt
  9. Last week's exception report of price overrides and manual discounts is initialed by a manager Yes / No 1 pt
  10. Employee purchases are rung by another employee or a manager Yes / No 1 pt
  11. Every name on the key log is a current employee Yes / No 1 pt
  12. Alarm codes of employees who left the company have been deleted Yes / No 1 pt
  13. Electronic article surveillance gates at the entrance sounded when tested with a live tag Yes / No 1 pt
  14. Camera images from every channel are visible on the recorder monitor Yes / No 1 pt
  15. The receiving door is locked or attended whenever it is not in use Yes / No 1 pt
  16. Employee bag checks at exit are performed as required by company policy Yes / No 1 pt
  17. The store's last internal audit findings each have a recorded corrective action Yes / No 1 pt
  18. Score of the last internal or loss prevention audit (%) Number
  19. Cash and control discipline Rating
    • No exceptions found 5 pts
    • Minor exceptions, corrected on the spot 3 pts
    • Repeated or unresolved exceptions 1 pt

6. Action plan 13 items

  1. The action plan from the previous district manager visit is available in the store Yes / No 1 pt
  2. Every action from the previous visit is completed or has a revised date Yes / No 1 pt
  3. Repeat findings from the previous visit were discussed with the store manager Yes / No 1 pt
  4. Each action agreed today has a named owner Yes / No 1 pt
  5. Each action agreed today has a due date Yes / No 1 pt
  6. The store manager restated the top three priorities at the end of the visit Yes / No 1 pt
  7. The visit findings were shared with the assistant or department managers before the district manager left Yes / No 1 pt
  8. Progress on the previous visit's actions Rating
    • All completed 5 pts
    • Most completed 3 pts
    • Few or none completed 1 pt
  9. Type of visit Choice
    • Scheduled
    • Unannounced
    • Follow-up
  10. Name of the store manager or manager on duty during the visit Short text
  11. Top priority agreed for the next 30 days Short text
  12. Date agreed for the follow-up visit Date
  13. Actions agreed, with owner and due date for each Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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