Template

Retail Store ROI Survey Checklist Master

by ROI Survey, from the Community

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.

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Confirm accountability and compliance with a digital log

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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 Audit Survey
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.
by ROI Survey, from the Community
Downloads: 10+
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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 - Linked Store Healthcheck
A detailed store health check survey form designed to evaluate the complete condition and operations of CPW retail locations. The assessment covers multiple areas including external store appearance, signage, internal shop floor layout, merchandising displays, service areas, and back-office operations. The form includes sections for both standalone and SWAS (Store Within A Store) formats, examining elements such as digital displays, competitor analysis, fixture conditions, IT infrastructure, and staff facilities. It also captures maintenance issues, store feedback, and staffing requirements. This comprehensive evaluation tool helps maintain store standards and identify areas needing improvement across the retail network.
by Implementation Team, from the Community
Downloads: 100+
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Retail Store ROI Survey Checklist Master

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