Template

Store Visit Report Template

by Giannis Pantazis, from the Community

This store visit report template helps retail and cafe managers assess standards across the sales floor and back-of-house. It covers merchandising and pricing compliance, cleanliness of seating areas and counters, food display labeling, condiment bar upkeep, and signage accuracy versus current promotions. Evaluate customer service at POS and handoff, the cafe order routine, barista engagement and drink quality, espresso calibration, and food heating procedures. Review shift leadership, staffing levels, deployment, daily and weekly cleaning plans, and team presentation. Customize the checklist to match your brand and standardize audits across locations.

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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

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 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
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
Use this store visit report template to assess retail store operations in one place. Review first impressions, exterior and interior standards, signage, lighting, visual merchandising, price labels, floors, staff presentation, POS and customer engagement. Include cafe quality checks for coffees and ice cream, grind and dosing, and condiment units. Verify safety and health practices such as labeling, HACCP records, cleaning lists, fridge temps, allergens, stock control, and back-of-house conditions. Capture maintenance details, equipment manuals and switches, and manage cash handling, floats, safe and key logs. Track KPIs including sales, waste, and labor to drive continual improvement across locations.
by Melissa Duignam, from the Community
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Template
Site Visit Log
This Site Visit Log template supports hospitality teams in documenting on-site checks and visitor activity during cafe or restaurant visits. Capture guest journey observations, POS and merchandising standards, team presentation and engagement, food display and availability, and cleanliness across front and back of house. Record kitchen due diligence such as temperature checks, FIFO, calibration, and equipment condition. Track KPIs on sales, gross profit, labor, and operating expenses, plus people items like recruitment and scheduling. Use the store relationship section to align with the store manager on performance, standards, and promotions. Strengthen compliance, traceability, and operational consistency across hospitality sites.
by Iain Harben, from the Community
Downloads: 20+
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Store Visit Report Template

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Store Visit Report and Cafe Audit Checklist

Store Insights Assessment Checklist