Skip to content
SafetyCulture
Template

Retail Shop Visit Assessment

by Christine Major, from the Community

Downloads: 10+
Get this template

This Shop Visit Assessment helps area managers evaluate retail branch standards and performance. The checklist covers exterior and shop floor presentation, brochure merchandising, staff appearance, FX bureau security and till counts, back office housekeeping, sales and target attainment, administration and compliance including rotas, exceptions, complaints and insurance, marketing and social activity, and maintenance issues. Conduct six assessments per shop each year, score results, and share reports with branch leadership to drive improvements.

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

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.