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Heartland Stars DM Store Visit Scorecard

by Tyler Brown, from the Community

20+

This store visit scorecard helps district managers assess restaurant performance across service, food safety, and operations. Capture site details, review uniforms, service scripting, lighting, and POP, and log current sales. Audit cash handling and complete a critical deficiency evaluation covering front and back lines, coolers, fry and prep stations, sanitation, temperatures, restrooms, and contamination controls. Document corrective actions and opportunities to improve during each visit.

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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.

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DM Store Visit Audit Checklist
This DM store visit checklist helps district managers and store leaders assess store standards and performance. Topics include compliance, cash handling, refunds, security procedures, merchandising and planograms, promotions and pricing, stock control and shrink, front- and back-of-house checks, customer service, KPIs such as conversion, ATV and sales, health and safety, and team operations. Capture comments, assign actions, and track follow-ups to improve retail operations and consistency across locations.
by David Barrett, from the Community
Downloads: 10+
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Template
DM Structured Visit Checklist
This DM Structured Visit checklist is designed for district and restaurant managers to evaluate quick-service restaurant performance. It covers guest service behaviors at front counter and drive-thru, exterior and dining room cleanliness, restroom standards, and maintenance needs. Food safety and HACCP practices are assessed, including handwashing, temperature control, cross-contamination prevention, equipment sanitation, and thermometer calibration. The checklist reviews food quality across grill, fryers, and prep, as well as BOH cleanliness and storage. Safety and security controls, staffing, scheduling, training, and company program compliance are also included to drive consistent operations and brand standards.
by Srinivas Vajupeyayajula, from the Community
Downloads: 10+
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Template
District Manager Restaurant Visit Checklist
This monthly restaurant visit checklist helps district managers evaluate store performance across operations, food safety, preparation, storage, and presentation. It covers equipment readiness back and front of house, sanitation, pest control, staff training and certifications, uniforms, and scheduling. It also assesses guest service on the line, online order station, drink station, and dining room, plus catering, financial reporting, interviews, and action plans.
by Will Welden, from the Community
Downloads: 0
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Template
DM Visit Checklist for Restaurants
This DM visit checklist helps district managers evaluate quick service restaurant performance across operations, guest experience, and compliance. Assess sales trends, drive-thru scripting, point-of-purchase and menu accuracy, lobby cleanliness, beverage station upkeep, lighting, uniforms, and food safety logs. Verify TPHC and food safety timers, product holding practices, equipment issues tracked in FMX, tablet use for training and onboarding, ServSafe posting, labor vs forecast, food cost, cash handling, and internal communications. Includes a SMART goals action plan and weekly assignments for cleaning, organization, and maintenance.
by Farid Talukder, from the Community
Downloads: 0
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DM Store Visit Audit Checklist

This DM store visit checklist helps district managers and store leaders assess store standards and performance. Topics include compliance, cash handling, refunds, security procedures, merchandising and planograms, promotions and pricing, stock control and shrink, front- and back-of-house checks, customer service, KPIs such as conversion, ATV and sales, health and safety, and team operations. Capture comments, assign actions, and track follow-ups to improve retail operations and consistency across locations.

by David Barrett, from the Community

10+

Get

Template

DM Structured Visit Checklist

This DM Structured Visit checklist is designed for district and restaurant managers to evaluate quick-service restaurant performance. It covers guest service behaviors at front counter and drive-thru, exterior and dining room cleanliness, restroom standards, and maintenance needs. Food safety and HACCP practices are assessed, including handwashing, temperature control, cross-contamination prevention, equipment sanitation, and thermometer calibration. The checklist reviews food quality across grill, fryers, and prep, as well as BOH cleanliness and storage. Safety and security controls, staffing, scheduling, training, and company program compliance are also included to drive consistent operations and brand standards.

by Srinivas Vajupeyayajula, from the Community

10+

Get

Template

District Manager Restaurant Visit Checklist

This monthly restaurant visit checklist helps district managers evaluate store performance across operations, food safety, preparation, storage, and presentation. It covers equipment readiness back and front of house, sanitation, pest control, staff training and certifications, uniforms, and scheduling. It also assesses guest service on the line, online order station, drink station, and dining room, plus catering, financial reporting, interviews, and action plans.

by Will Welden, from the Community

Get

Template

DM Visit Checklist for Restaurants

This DM visit checklist helps district managers evaluate quick service restaurant performance across operations, guest experience, and compliance. Assess sales trends, drive-thru scripting, point-of-purchase and menu accuracy, lobby cleanliness, beverage station upkeep, lighting, uniforms, and food safety logs. Verify TPHC and food safety timers, product holding practices, equipment issues tracked in FMX, tablet use for training and onboarding, ServSafe posting, labor vs forecast, food cost, cash handling, and internal communications. Includes a SMART goals action plan and weekly assignments for cleaning, organization, and maintenance.

by Farid Talukder, from the Community

Get

Heartland Stars DM Store Visit Scorecard

About author

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DM Store Visit Audit Checklist

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