Template

GPR 5pt Visit

by Erik Noel, from the Community

Get this template

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

Click below to load the preview and explore the details.

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

Description

This comprehensive store inspection guide outlines a structured approach to evaluating retail location performance through five key areas. The framework includes detailed preparation steps, analysis of current performance metrics, store appearance evaluation, customer service assessment, and team development. It covers essential elements such as YoY performance, conversion rates, store presentation, customer engagement, staff coaching, and operational efficiency. The guide emphasizes the GROW coaching model (Goal, Reality, Options, What's next) and includes specific checkpoints for visual merchandising, team performance, customer loyalty programs, and outbound sales strategies. This systematic approach ensures thorough evaluation of store operations while providing clear direction for improvement and accountability in retail management.

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 Visit Report (SVR)
This document outlines a comprehensive store performance review framework covering four key areas: People, Customer, Operations, and BSC Review. It provides detailed assessment criteria for evaluating team performance, customer service standards, operational efficiency, and financial metrics. The review process includes evaluation of team development, customer engagement, store standards, compliance controls, and balanced scorecard measures. Each section is rated based on specific criteria and includes space for additional comments. The document concludes with next steps and improvement planning across all areas, allowing for structured performance management and goal setting. It serves as both an assessment tool and a roadmap for store improvement, ensuring consistent evaluation across retail locations.
by Keyur Patel, from the Community
Downloads: 600
Get
Template
R17 CGM Visit
A detailed retail store audit framework designed to evaluate and maintain store performance across multiple key areas. The checklist encompasses POS merchandising standards, customer experience metrics including NPS tracking, staff management and training compliance, back office operations, paperwork accuracy, and shop floor management protocols. This comprehensive evaluation tool helps ensure consistent store operations, maintain service quality, track performance metrics, and identify areas for improvement. The document includes specific sections for verifying visual merchandising compliance, customer feedback monitoring, staff development, operational efficiency, sales tracking, and customer interaction standards. It serves as both an audit tool and a operational guidance document for retail management.
by Gavin Perkins, from the Community
Downloads: 40
Get
Template
ARI Way 5S Audit- Execs
A detailed retail store audit framework following the 5S methodology: Shop, Shelf, Service, Staff, and Selling. This comprehensive checklist helps evaluate store performance across key areas including store appearance, merchandising standards, customer service quality, staff presentation, and selling effectiveness. Each section contains five specific criteria for assessment, enabling thorough evaluation of retail operations. The audit tool is designed to maintain consistent store standards, enhance customer experience, and optimize sales performance through systematic evaluation of critical retail operations components. Ideal for store managers, retail auditors, and operations teams looking to maintain high standards of retail excellence.
by Jane Gully, from the Community
Downloads: 100
Get
Template
R20 Rm Visit Updated Dec 2014
A detailed retail store audit checklist designed for EE store managers and regional managers to evaluate store performance across multiple areas. The checklist covers essential aspects including sales floor maintenance, customer service standards, the EE way evaluation process, sales procedures, team development, back office operations, and compliance requirements. This document helps ensure consistent store operations, maintain high service standards, and track key performance indicators. It includes sections for evaluating cleanliness, customer engagement, staff training, documentation compliance, and loss prevention measures. The checklist serves as a comprehensive tool for maintaining store excellence and identifying areas for improvement in retail operations.
by Shaun Therisa, from the Community
Downloads: 70
Get

GPR 5pt Visit

Description

About author

You might also like

Store Visit Report (SVR)

R17 CGM Visit

ARI Way 5S Audit- Execs

R20 Rm Visit Updated Dec 2014

You might also like

Store Visit Report (SVR)

R17 CGM Visit

ARI Way 5S Audit- Execs

R20 Rm Visit Updated Dec 2014