Template

Store Insights Assessment Checklist

by Mark O'Mahony, from the Community

40+

This Store Insights Assessment checklist is designed for cafes and quick service restaurants to evaluate service, product quality, staffing, and store environment. Review drive-thru and cafe order routines, names on cups, handoff connection, speed of service, partner presentation, and teamwork. Verify espresso calibration, beverage recipe compliance, delivery preparation, brewed coffee shelf life, warmed food standards, packaging, and mobile order and pay sequencing. Assess leadership and planning including shift lead presence, deployment plans, flexible plays, daily plans, barista trainer availability, and staffing levels. Inspect cleanliness and condition across drive-thru lanes, exterior, ambiance, customer areas, toilets, cleaning plans, and back of house. Confirm merchandising, food range and availability in store, via mobile, and delivery, and partner campaign knowledge.

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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
Store Operations Assessment
This store operations assessment helps coffee shop and drive thru teams evaluate service routines, order accuracy, beverage quality, and food readiness. It covers drive thru and cafe order routines, speed of service, handoff, partner presentation, leadership and staffing, store environment and cleanliness, and campaign and product merchandising. It also reviews mobile order and pay sequencing, delivery packaging and availability, and brewed coffee shelf life. Use this checklist to identify issues, flex deployment, and improve consistency across shifts.
by Mark O Mahony, from the Community
Downloads: 10+
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Template
Store Visit Report and Cafe Audit Checklist
This store visit report template helps managers evaluate cafe operations across merchandising, service quality, cleanliness, and shift leadership. Sections cover seating and counter hygiene, condiment bar standards, product displays with pricing and labels, food case presentation, grab and go availability, and in store promotional signage. It also reviews cafe order routines at POS, suggestive selling, barista handoff, beverage and food preparation standards, approved materials, service speed, staffing and deployment, daily planning, cleaning schedules, team appearance, and teamwork. Use it to standardize audits, assign actions, and drive continuous improvement.
by Giannis Pantazis, from the Community
Downloads: 0
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Template
Store Visit Report Template
This store visit report template helps retail and cafe managers assess standards across the sales floor and back-of-house. It covers merchandising and pricing compliance, cleanliness of seating areas and counters, food display labeling, condiment bar upkeep, and signage accuracy versus current promotions. Evaluate customer service at POS and handoff, the cafe order routine, barista engagement and drink quality, espresso calibration, and food heating procedures. Review shift leadership, staffing levels, deployment, daily and weekly cleaning plans, and team presentation. Customize the checklist to match your brand and standardize audits across locations.
by Giannis Pantazis, from the Community
Downloads: 0
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Template
Store Walk-Through Checklist
Use this store walk-through checklist to evaluate cafe and retail zones, including exterior appearance, merchandising, POS and food displays, and back-of-house organization. Verify cleanliness, safety, and ambiance; assess bar and handoff workflows using 5S and inventory principles; and check beverage routines and sequencing. Tally queue balance, sample product quality, and confirm staff follow customer service standards and playbook practices. Capture notes, photos, and actions to standardize inspections and drive continuous improvement.
by Mauricio Diosa, from the Community
Downloads: 0
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Store Insights Assessment Checklist

About author

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