Template

DM Visitation Sheet

by nicholas meldrum, from the Community

20+

This DM Visitation Sheet is a ready-to-use checklist for district or area managers to evaluate quick-service and casual dining restaurants. Review customer communications, menu boards, and POP; assess guest experience and service speed; check product quality, temperature, and packaging; verify cleanliness, equipment status, and maintenance; and examine scheduling, cash and stock management, sales tracking, positioning, and training plans. Capture observations, rate performance, and obtain sign‑off from the auditor and shift manager to drive consistent brand standards and operational excellence.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
DM Visitation Sheet for Restaurant Audits
This DM Visitation Sheet helps district managers assess restaurant performance across customer communication, guest experience, product quality, brand compliance, and store cleanliness. It covers POS and LTO readiness, menu boards and POP displays, allergen information, speed of service, packaging and temperature checks, and restroom and dining area upkeep. Operational sections include 12 critical checks, health and safety, scheduling against sales, cash and stock management, and sales tracking. Service and team leadership are reviewed for rush readiness, drive-thru optimization, staffing at tills, communication relevance, team appearance, on-shift leadership, concerns raised, and training plans. Includes signature capture and comments to document outcomes and actions.
by nicholas meldrum, from the Community
Downloads: 10+
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Template
DM Restaurant Visitation Checklist
Evaluate restaurant performance with this DM Restaurant Visitation checklist for quick service brands. Cover pre-visit planning, hours and service modes, drive-thru timing, guest greeting and parting phrases, product quality and packaging, and both exterior and interior cleanliness. Review uniforms and image, delivery execution, fryer and batter stations, marinating, sandwich and hold stations, refrigerated equipment, ice machine and hot water, walk-ins and dry storage, floors and lighting. Assess production and inventory management, travel paths, huddle board, position charts, team training and REV actions, staffing and scheduling, and comprehensive food safety practices including hygiene, temperature control, contamination prevention, pest control, and required logs and certifications. Capture observations, costs, action items, and signatures.
by Angel Rodriguez, from the Community
Downloads: 10+
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Template
DM Routine Visitation Checklist
This DM Routine Visitation checklist helps district managers evaluate restaurant operations during routine or follow-up visits. Assess guest experience at the drive-thru and front counter, exterior cleanliness and signage, dining room ambiance and maintenance, and restroom standards. Verify HACCP completion, thermometer availability and calibration, critical cooking and holding temps, grill and fryer procedures, handwashing, and cross-contamination controls. Review food quality in grill, fryers, and prep; dating, rotation, defrosting, and product availability. Inspect back-of-house cleanliness, storage, pest risks, and repair needs. Confirm staffing levels, build-to and prep lists, communication boards, schedules, health inspection follow-ups, equipment maintenance, oil calendars, and job aids. Document focus areas and action plans with signatures.
by Duane Walker, from the Community
Downloads: 20+
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Template
Sample Restaurant Visitation Report
This sample restaurant visitation report helps district managers evaluate quick service restaurant performance across drive thru experience, product quality, exterior and interior cleanliness, team image, kitchen hygiene, equipment maintenance, and operational systems. Use it to verify critical food safety factors, track temperature logs, waste, scheduling, and guest metrics such as speed of service and satisfaction. The checklist supports consistent audits, corrective actions within 10 days, and continuous improvement across locations.
by Harold Alvendia, from the Community
Downloads: 0
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DM Visitation Sheet

About author

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DM Visitation Sheet for Restaurant Audits

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