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Wheels - Sure Winner Foods Work With Checklist

by Paul Wheeler, from the Community

50+

This retail work-with checklist is designed for coaching field sales representatives in grocery and convenience stores. It focuses on capability development such as aggressive salesmanship, rotation, product quality, backstock, rapport building, POS utilization, and ordering practices. It includes recognition and feedback, safety procedures like using safety cones and cleaning condensation, a recap section, and a store survey with location, store name, comments, and photos.

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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 .

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Yumi TSM/TSR Employee Assessment
Evaluate Territory Sales Managers and Representatives on retail execution across route visits. This assessment covers appearance and uniform, planogram compliance, equipment readiness and cleaning, upsell and ordering opportunities, backstock management, merchandising and product signage, POS materials inside and outside, dating and rotation practices, handling of spoils and credits, promotions and advertised product, paperwork and reporting accuracy, routing and efficiency, product knowledge, handheld device operation, communication, customer service, and time management. Includes fields for route, truck, location, names, and signatures of the auditor and TSM/TSR. Ideal for retail field teams seeking consistent standards and performance coaching.
by Ops Tc-audit, from the Community
Downloads: 0
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Retail Store Safety and Housekeeping Inspection
Use this checklist to conduct a general safety and housekeeping inspection in retail stores. It covers first aid readiness, secure racking and shelving, slip and trip prevention, lighting and signage, management of vapes and batteries, manual handling practices, and hygiene and facilities checks. Standardize store walkthroughs, capture issues with photos and notes, and assign actions to keep sales floors and stockrooms clean, safe, and compliant.
by David Brown, from the Community
Downloads: 10+
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Template
Harvest 2018 Weekly Retail Store Audit
Conduct weekly retail store audits with this checklist designed for convenience and fuel retail sites. Assess forecourt and external areas, shop front, staff service, store standards, food to go equipment including Costa, and back of house safety. Verify availability, pricing, POS, cleanliness, and due diligence records to improve compliance, safety, and customer experience.
by Ian Woodcock, from the Community
Downloads: 20+
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Template
Monthly Retail Store Audit Checklist
This monthly retail store audit checklist is designed for Goodwill operations to standardize store inspections. It covers first impressions such as parking lot cleanliness and entry presentation, detailed salesfloor merchandising and rotation practices, new goods display and pricing, and production room setup, flow, and safety. It includes e commerce and ShopGoodwill processes, donor and customer service standards, housekeeping and facilities upkeep, safety corner and compliance checks, IT and equipment issue tracking, cash handling and security controls, paperwork audits, staff communication and meetings, and performance quotas. Use it to identify issues, document evidence, and drive consistent store performance.
by Lisa Gartner, from the Community
Downloads: 0
Get

Yumi TSM/TSR Employee Assessment

Evaluate Territory Sales Managers and Representatives on retail execution across route visits. This assessment covers appearance and uniform, planogram compliance, equipment readiness and cleaning, upsell and ordering opportunities, backstock management, merchandising and product signage, POS materials inside and outside, dating and rotation practices, handling of spoils and credits, promotions and advertised product, paperwork and reporting accuracy, routing and efficiency, product knowledge, handheld device operation, communication, customer service, and time management. Includes fields for route, truck, location, names, and signatures of the auditor and TSM/TSR. Ideal for retail field teams seeking consistent standards and performance coaching.

by Ops Tc-audit, from the Community

Get

Template

Retail Store Safety and Housekeeping Inspection

Use this checklist to conduct a general safety and housekeeping inspection in retail stores. It covers first aid readiness, secure racking and shelving, slip and trip prevention, lighting and signage, management of vapes and batteries, manual handling practices, and hygiene and facilities checks. Standardize store walkthroughs, capture issues with photos and notes, and assign actions to keep sales floors and stockrooms clean, safe, and compliant.

by David Brown, from the Community

10+

Get

Template

Harvest 2018 Weekly Retail Store Audit

Conduct weekly retail store audits with this checklist designed for convenience and fuel retail sites. Assess forecourt and external areas, shop front, staff service, store standards, food to go equipment including Costa, and back of house safety. Verify availability, pricing, POS, cleanliness, and due diligence records to improve compliance, safety, and customer experience.

by Ian Woodcock, from the Community

20+

Get

Template

Monthly Retail Store Audit Checklist

This monthly retail store audit checklist is designed for Goodwill operations to standardize store inspections. It covers first impressions such as parking lot cleanliness and entry presentation, detailed salesfloor merchandising and rotation practices, new goods display and pricing, and production room setup, flow, and safety. It includes e commerce and ShopGoodwill processes, donor and customer service standards, housekeeping and facilities upkeep, safety corner and compliance checks, IT and equipment issue tracking, cash handling and security controls, paperwork audits, staff communication and meetings, and performance quotas. Use it to identify issues, document evidence, and drive consistent store performance.

by Lisa Gartner, from the Community

Get

Wheels - Sure Winner Foods Work With Checklist

About author

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Yumi TSM/TSR Employee Assessment

Retail Store Safety and Housekeeping Inspection

Harvest 2018 Weekly Retail Store Audit

Monthly Retail Store Audit Checklist

You might also like

Yumi TSM/TSR Employee Assessment

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Monthly Retail Store Audit Checklist