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Retail Operations Manager Store Visit Checklist

by Lam Ho, from the Community

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Use this comprehensive store visit checklist for retail operations managers to assess sales focus and KPIs, execute floor walks, verify merchandising standards, and ensure back-of-house compliance. Review POS and signage, stock mix, replenishment, grooming, and facility maintenance. Evaluate customer service behaviors, promotion awareness, and leadership presence. Check visual merchandising by trend and color, discount labeling, and recovery. Audit stockroom order, VM equipment, paperwork, and first aid. Conduct loss prevention checks including cash handling, banking variances, refunds, discounts, and staff purchases. Confirm shift briefings, debriefs, and email access. Capture training needs, meeting cadence, coaching, and development plans, and conclude with an objective action plan.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
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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

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.