Template

Retail Store Audit Survey

by ROI Survey, from the Community

10+

This retail store audit survey template helps teams document shopfloor conditions and validate layouts against CAD plans. Capture overview photos from the front and back of the store, note entrance door types, shutters, and back panels, and confirm fixtures are in the correct, labeled locations. Verify and mark power and data points (P/D, dropped or chased), structural elements, and required changes on CAD. Record measurements between columns and photograph supplier fixtures. Review service areas, Power Centre, Tensator barriers, tills, and Eclipse terminals including mobile. Inspect BOH offices, staff amenities, toilets, stock room cages, and Gunnebo safes, and add any additional notes.

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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
Retail Store ROI Survey Checklist
This ROI Survey checklist helps retail teams assess store layouts and operations. Document shopfloor conditions with overview photos, confirm entrance and exit door types, note internal or external shutters, and identify back panels. Verify that fixtures match the store layout and are correctly labeled, and mark all power and data points on the CAD as dropped or chased. Check that structural elements like columns, walls, and doorways are accurately drawn. Capture images of supplier fixtures, including ROI specific suppliers, and mark their positions on the CAD. Review service areas such as desks, the Power Centre, and Tensator barriers, and confirm till counts and locations. Inspect back of house offices, staff amenities, toilets, any BOH tills, the stock room cage, and Gunnebo safes. Record additional internal notes to support retail operations and layout optimization.
by ROI Survey, from the Community
Downloads: 10+
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Template
Retail Store ROI Survey Checklist Master
Use this master ROI survey checklist to assess retail store conditions and layout. Capture photos of the shopfloor, entrances, fixtures, and supplier displays. Verify that CAD drawings align with the as built environment including structural elements, power and data points, and marked locations. Review service areas, tills, queues, and front of store equipment. Inspect back of house offices, staff amenities, toilets, stock rooms, cages, and safes. Record counts of terminals on the shopfloor and in the warehouse, note any variances, and mark updates on the CAD. This template helps teams document issues, standardize surveys, and plan corrective actions.
by ROI Survey, from the Community
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Template
Cold Front Store Audit Checklist
This simple store audit template helps retail teams assess key in store standards quickly. Record store details and review pricing, planogram integrity, merchandising, and stock availability. Add photos and comments to document conditions and capture issues on the spot. Use the checklist to verify compliance with display schematics, ensure accurate pricing, confirm items are in stock, and note required service stickers. The structure supports consistent site visits across multiple locations and provides a clear record for follow up actions and continuous improvement.
by Daniel Servaes, from the Community
Downloads: 20+
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Template
CPW Site Survey Checklist
This CPW site survey template helps retail teams document everything needed for a store closure or refurbishment. Record store location and shopping centre contacts, loading and parking restrictions, and marketing details. Capture window measurements, shutter types, and photos. Audit supplier fixtures, note damages and electrical requirements, and complete IT keep lists. Include checks for Huawei, Google, and Multiplay units, catalogue security and tote needs, photograph key areas, and obtain manager sign-off.
by Lee Horsfall, from the Community
Downloads: 10+
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Retail Store Audit Survey

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