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Template

IPM Store Visit V2 Checklist

by IPM Team, from the Community

Downloads: 30+
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This IPM Store Visit V2 template supports in-store performance reviews for new Customer Consultants and Branch Managers. It captures visit details, evaluates Ignite pass criteria, sales and WCSS performance, and learning journey progress including Fuse module completion and milestone reviews. The checklist prompts coaching notes, evidence of support, conduct considerations, and areas for improvement. It ends with commitments, IPM notes, and optional media uploads to document outcomes and next steps.

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

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.