Template

Store Operations Assessment

by Mark O Mahony, from the Community

10+

This store operations assessment helps coffee shop and drive thru teams evaluate service routines, order accuracy, beverage quality, and food readiness. It covers drive thru and cafe order routines, speed of service, handoff, partner presentation, leadership and staffing, store environment and cleanliness, and campaign and product merchandising. It also reviews mobile order and pay sequencing, delivery packaging and availability, and brewed coffee shelf life. Use this checklist to identify issues, flex deployment, and improve consistency across shifts.

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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 Insights Assessment Checklist
This Store Insights Assessment checklist is designed for cafes and quick service restaurants to evaluate service, product quality, staffing, and store environment. Review drive-thru and cafe order routines, names on cups, handoff connection, speed of service, partner presentation, and teamwork. Verify espresso calibration, beverage recipe compliance, delivery preparation, brewed coffee shelf life, warmed food standards, packaging, and mobile order and pay sequencing. Assess leadership and planning including shift lead presence, deployment plans, flexible plays, daily plans, barista trainer availability, and staffing levels. Inspect cleanliness and condition across drive-thru lanes, exterior, ambiance, customer areas, toilets, cleaning plans, and back of house. Confirm merchandising, food range and availability in store, via mobile, and delivery, and partner campaign knowledge.
by Mark O'Mahony, from the Community
Downloads: 40+
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Template
Store Visit Report and Cafe Audit Checklist
This store visit report template helps managers evaluate cafe operations across merchandising, service quality, cleanliness, and shift leadership. Sections cover seating and counter hygiene, condiment bar standards, product displays with pricing and labels, food case presentation, grab and go availability, and in store promotional signage. It also reviews cafe order routines at POS, suggestive selling, barista handoff, beverage and food preparation standards, approved materials, service speed, staffing and deployment, daily planning, cleaning schedules, team appearance, and teamwork. Use it to standardize audits, assign actions, and drive continuous improvement.
by Giannis Pantazis, from the Community
Downloads: 0
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Template
Drive-Thru and Mobile Order Evaluation
This checklist supports quick-service restaurant audits across drive-thru and mobile order channels. It covers cleanliness and presentation standards for exterior, lobby, restrooms, and corral areas; employee appearance and PPE; guest interaction and attentiveness; drive-thru timing metrics including line time and OEPE; order accuracy, condiment fulfillment, and food quality such as fries temperature, seasoning, and crispness. Mobile Order and Pay steps assess courtesy, wait time from arrival to pickup, and whether all items and condiments are provided. Use it to maintain consistent service speed, accuracy, and food quality across QSR locations.
by Michele Rice, from the Community
Downloads: 10+
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Template
Drive Thru Blitz Checklist
Use this drive thru blitz checklist to evaluate quick service drive-thru performance from greeting and order scripting to window service and order delivery. Inspect speed of service against daypart targets, verify order accuracy and receipts, check packaging standards including bag folding, napkin counts, and product placement, and review food and beverage quality. Assess curb appeal such as menu boards, windows, sidewalks, lighting, and lot condition. Capture notes, photos, and signatures, assign corrective actions, and monitor improvements across locations.
by Justin Swank, from the Community
Downloads: 20+
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Store Insights Assessment Checklist

This Store Insights Assessment checklist is designed for cafes and quick service restaurants to evaluate service, product quality, staffing, and store environment. Review drive-thru and cafe order routines, names on cups, handoff connection, speed of service, partner presentation, and teamwork. Verify espresso calibration, beverage recipe compliance, delivery preparation, brewed coffee shelf life, warmed food standards, packaging, and mobile order and pay sequencing. Assess leadership and planning including shift lead presence, deployment plans, flexible plays, daily plans, barista trainer availability, and staffing levels. Inspect cleanliness and condition across drive-thru lanes, exterior, ambiance, customer areas, toilets, cleaning plans, and back of house. Confirm merchandising, food range and availability in store, via mobile, and delivery, and partner campaign knowledge.

by Mark O'Mahony, from the Community

40+

Get

Template

Store Visit Report and Cafe Audit Checklist

This store visit report template helps managers evaluate cafe operations across merchandising, service quality, cleanliness, and shift leadership. Sections cover seating and counter hygiene, condiment bar standards, product displays with pricing and labels, food case presentation, grab and go availability, and in store promotional signage. It also reviews cafe order routines at POS, suggestive selling, barista handoff, beverage and food preparation standards, approved materials, service speed, staffing and deployment, daily planning, cleaning schedules, team appearance, and teamwork. Use it to standardize audits, assign actions, and drive continuous improvement.

by Giannis Pantazis, from the Community

Get

Template

Drive-Thru and Mobile Order Evaluation

This checklist supports quick-service restaurant audits across drive-thru and mobile order channels. It covers cleanliness and presentation standards for exterior, lobby, restrooms, and corral areas; employee appearance and PPE; guest interaction and attentiveness; drive-thru timing metrics including line time and OEPE; order accuracy, condiment fulfillment, and food quality such as fries temperature, seasoning, and crispness. Mobile Order and Pay steps assess courtesy, wait time from arrival to pickup, and whether all items and condiments are provided. Use it to maintain consistent service speed, accuracy, and food quality across QSR locations.

by Michele Rice, from the Community

10+

Get

Template

Drive Thru Blitz Checklist

Use this drive thru blitz checklist to evaluate quick service drive-thru performance from greeting and order scripting to window service and order delivery. Inspect speed of service against daypart targets, verify order accuracy and receipts, check packaging standards including bag folding, napkin counts, and product placement, and review food and beverage quality. Assess curb appeal such as menu boards, windows, sidewalks, lighting, and lot condition. Capture notes, photos, and signatures, assign corrective actions, and monitor improvements across locations.

by Justin Swank, from the Community

20+

Get

Store Operations Assessment

About author

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Store Insights Assessment Checklist

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