Template

Regional Manager Store Visit Tool

by Amz Rahman, from the Community

10+

Use this regional manager store visit tool to evaluate retail store performance across front of house, customer experience, operations, sales execution, and people management. Capture photos, review notice boards, stockrooms, merchandising, device readiness, and compliance with health and safety. Record KPIs like stock loss and daily figures, verify training, reviews, and scheduling, and assign corrective actions. Summarize findings with RAG status and capture sign-off from the store manager and regional manager.

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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 Visit Operational Check
Use this store visit operational check to standardize regional manager site visits across retail locations. The checklist covers store information, staff details, merchandising accuracy, PI label updates, stock on hand reports, ordering, backroom cleanliness, floor walks, shelf compliance, and label updates. It also includes verification of sign in registers, staff uniforms, and manager engagement, plus a summary of findings and sign offs from the store manager and regional manager. Intended as a starting point for retail operations audits.
by Ronnie Liebenberg, from the Community
Downloads: 10+
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Template
Regional Manager Store Visit Report
This regional manager store visit report is a comprehensive retail audit checklist covering entrance standards, merchandising execution, fresh and FMCG areas, stock integrity, pricing and promotions, signage accuracy, and housekeeping. It includes checks for stockrooms and cold rooms, distribution and service centers, staffing levels, customer service, and management routines. The template also verifies facilities such as canteens, lockers and offices, and assesses safety and security including EAS systems, alarms, fire equipment and access control. Use this checklist to uphold brand standards, drive compliance, and improve store performance across departments.
by gemma smith, from the Community
Downloads: 0
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Template
Regional Manager Store Visit Checklist
Use this comprehensive store visit checklist for telecom retail regional managers. Evaluate customer journey tasks including welcome, needs analysis, demos, 4G tests, device setup, and post purchase support. Review operations, health and safety checklists, stock loss, repairs, and compliance, plus POS and visual merchandising updates. Assess sales paperwork, offer attachments, broadband checks, appointments, and daily performance. Audit people processes such as training, incentives, rotas, briefings, ethical selling, and reviews. Capture photos, document findings, assign actions, and complete sign off.
by Rufaro Mboneli, from the Community
Downloads: 20+
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Template
Regional Manager Store Visit tool AR
Region 19
by Amz Rahman, from the Community
Downloads: 200+
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Store Visit Operational Check

Use this store visit operational check to standardize regional manager site visits across retail locations. The checklist covers store information, staff details, merchandising accuracy, PI label updates, stock on hand reports, ordering, backroom cleanliness, floor walks, shelf compliance, and label updates. It also includes verification of sign in registers, staff uniforms, and manager engagement, plus a summary of findings and sign offs from the store manager and regional manager. Intended as a starting point for retail operations audits.

by Ronnie Liebenberg, from the Community

10+

Get

Template

Regional Manager Store Visit Report

This regional manager store visit report is a comprehensive retail audit checklist covering entrance standards, merchandising execution, fresh and FMCG areas, stock integrity, pricing and promotions, signage accuracy, and housekeeping. It includes checks for stockrooms and cold rooms, distribution and service centers, staffing levels, customer service, and management routines. The template also verifies facilities such as canteens, lockers and offices, and assesses safety and security including EAS systems, alarms, fire equipment and access control. Use this checklist to uphold brand standards, drive compliance, and improve store performance across departments.

by gemma smith, from the Community

Get

Template

Regional Manager Store Visit Checklist

Use this comprehensive store visit checklist for telecom retail regional managers. Evaluate customer journey tasks including welcome, needs analysis, demos, 4G tests, device setup, and post purchase support. Review operations, health and safety checklists, stock loss, repairs, and compliance, plus POS and visual merchandising updates. Assess sales paperwork, offer attachments, broadband checks, appointments, and daily performance. Audit people processes such as training, incentives, rotas, briefings, ethical selling, and reviews. Capture photos, document findings, assign actions, and complete sign off.

by Rufaro Mboneli, from the Community

20+

Get

Template