Template

Assistant Leader Performance Discussions

by Justin Van Zyl, from the Community

This assistant leader performance discussion template is designed for retail teams to structure monthly reviews. Capture strategic and financial results, store targets, and shrinkage. Assess operational standards for merchandising, housekeeping, and staffing plans. Evaluate customer experience, leadership behaviors, coaching and recognition, succession and development actions, and continuous improvement initiatives. Use it to document goals, feedback, and action plans.

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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 Leader Performance Discussion
This Store Leader Performance Discussion template supports monthly reviews focused on retail store operations. Use it to assess customer service standards, weekly selling evaluations, performance management actions, compliance with deadlines and promotions, store cleanliness and merchandising quality, and stock control, including odds and out-of-stock management. The checklist helps Area Leaders and Store Leaders align on growth targets, document action plans for underperformance, and maintain world-class store presentation while driving consistent sales results.
by Brits Old Khaki, from the Community
Downloads: 0
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Template
Assistant Manager Review Checklist
Streamline weekly performance reviews for assistant managers with this structured checklist. Designed for retail store teams, it captures sales volume and KPIs like ASR, timestamp percentage, and WCSS, alongside operational duties such as banking, till audits, returns checks, POS compliance, and store standards. Track customer experience, staff engagement, daily briefings, and coaching observations. Attach metrics, note what went well, set action plans, and define personal development objectives to drive consistent results across locations.
by Lucie Kitching, from the Community
Downloads: 20+
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Template
Team Member Performance Review Template
This monthly team member performance review template is designed for retail store leaders and operations teams to standardize coaching and evaluations. Capture key details by store and location, then assess performance across sales targets, customer service and selling, merchandising and housekeeping, promotions and price changes, and training completion. Use defined benchmarks to rate results, document feedback, and track development actions during store visits. Ideal for driving consistent performance, aligning goals, and improving accountability across retail teams.
by Gerhard Devilliers, from the Community
Downloads: 0
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Template
Manager and Assistant Manager Performance Assessment
This performance assessment template helps evaluate managers and assistant managers across key competencies, including administration, communication, teamwork, decision making, expense control, HR management, independent action, job knowledge, leadership, change management, customer responsiveness, personal appearance, and dependability. Use it to surface strengths and development needs, capture comments, and agree on an overall performance rating and next steps. Ideal for consistent, fair reviews and for guiding learning and development planning across teams.
by THELMA OERTEL, from the Community
Downloads: 0
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Store Leader Performance Discussion

This Store Leader Performance Discussion template supports monthly reviews focused on retail store operations. Use it to assess customer service standards, weekly selling evaluations, performance management actions, compliance with deadlines and promotions, store cleanliness and merchandising quality, and stock control, including odds and out-of-stock management. The checklist helps Area Leaders and Store Leaders align on growth targets, document action plans for underperformance, and maintain world-class store presentation while driving consistent sales results.

by Brits Old Khaki, from the Community

Get

Template

Assistant Manager Review Checklist

Streamline weekly performance reviews for assistant managers with this structured checklist. Designed for retail store teams, it captures sales volume and KPIs like ASR, timestamp percentage, and WCSS, alongside operational duties such as banking, till audits, returns checks, POS compliance, and store standards. Track customer experience, staff engagement, daily briefings, and coaching observations. Attach metrics, note what went well, set action plans, and define personal development objectives to drive consistent results across locations.

by Lucie Kitching, from the Community

20+

Get

Template

Team Member Performance Review Template

This monthly team member performance review template is designed for retail store leaders and operations teams to standardize coaching and evaluations. Capture key details by store and location, then assess performance across sales targets, customer service and selling, merchandising and housekeeping, promotions and price changes, and training completion. Use defined benchmarks to rate results, document feedback, and track development actions during store visits. Ideal for driving consistent performance, aligning goals, and improving accountability across retail teams.

by Gerhard Devilliers, from the Community

Get

Template

Manager and Assistant Manager Performance Assessment

This performance assessment template helps evaluate managers and assistant managers across key competencies, including administration, communication, teamwork, decision making, expense control, HR management, independent action, job knowledge, leadership, change management, customer responsiveness, personal appearance, and dependability. Use it to surface strengths and development needs, capture comments, and agree on an overall performance rating and next steps. Ideal for consistent, fair reviews and for guiding learning and development planning across teams.

by THELMA OERTEL, from the Community

Get

Assistant Leader Performance Discussions

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You might also like

Store Leader Performance Discussion

Assistant Manager Review Checklist

Team Member Performance Review Template

Manager and Assistant Manager Performance Assessment

You might also like

Store Leader Performance Discussion

Assistant Manager Review Checklist

Team Member Performance Review Template

Manager and Assistant Manager Performance Assessment