Template

District Manager Visit Sheet Template

by Quinton Jones, from the Community

Streamline district manager store visits with this practical checklist designed for telecom retail locations. Review store performance metrics (traffic and account conversion, PSUs, NPS), verify CPNI and paperwork compliance, inspect merchandising and cash operations, and document coaching. Set focus items, track prior visit follow-ups, and complete a manager teach back with signatures to ensure accountability and continuous improvement.

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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
DM Store Visit Audit Checklist
This DM store visit checklist helps district managers and store leaders assess store standards and performance. Topics include compliance, cash handling, refunds, security procedures, merchandising and planograms, promotions and pricing, stock control and shrink, front- and back-of-house checks, customer service, KPIs such as conversion, ATV and sales, health and safety, and team operations. Capture comments, assign actions, and track follow-ups to improve retail operations and consistency across locations.
by David Barrett, from the Community
Downloads: 10+
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Template
Q4 2018 Full Visit Retail Store Audit
This Q4 2018 Full Visit checklist is designed for telecom retail store leaders and district managers to review performance and compliance. It covers customer experience metrics like NPS and SME and the 4Ts, digital tools readiness including REMOs and T-Connect, growth and revenue drivers such as conversions and accessory sales, operations and paperwork controls, merchandising, staffing, facilities, and CPNI and PII handling. Use it to set commitments, track follow ups, and uphold brand standards across locations.
by Jessica Hickman, from the Community
Downloads: 0
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Template
District Manager Store Visit Checklist
This district manager visit checklist helps assess store performance and compliance across multiple areas. Review sales and SPMH, safety practices like wheel installations and PPE, binders and documentation, staffing and scheduling, customer service, TCS items such as open service requests, purchases and transfers, courtesy inspections, showroom presentation, shop operations, exterior conditions, and point-of-purchase materials. Use it to standardize visits, flag issues, and ensure brand standards across locations.
by Brandi Hill, from the Community
Downloads: 20+
Get
Template
Area Manager - Store Visit Checklist
Store Visit Checklist
by Bruno Batistela, from the Community
Downloads: 200+
Get

DM Store Visit Audit Checklist

This DM store visit checklist helps district managers and store leaders assess store standards and performance. Topics include compliance, cash handling, refunds, security procedures, merchandising and planograms, promotions and pricing, stock control and shrink, front- and back-of-house checks, customer service, KPIs such as conversion, ATV and sales, health and safety, and team operations. Capture comments, assign actions, and track follow-ups to improve retail operations and consistency across locations.

by David Barrett, from the Community

10+

Get

Template

Q4 2018 Full Visit Retail Store Audit

This Q4 2018 Full Visit checklist is designed for telecom retail store leaders and district managers to review performance and compliance. It covers customer experience metrics like NPS and SME and the 4Ts, digital tools readiness including REMOs and T-Connect, growth and revenue drivers such as conversions and accessory sales, operations and paperwork controls, merchandising, staffing, facilities, and CPNI and PII handling. Use it to set commitments, track follow ups, and uphold brand standards across locations.

by Jessica Hickman, from the Community

Get

Template

District Manager Store Visit Checklist

This district manager visit checklist helps assess store performance and compliance across multiple areas. Review sales and SPMH, safety practices like wheel installations and PPE, binders and documentation, staffing and scheduling, customer service, TCS items such as open service requests, purchases and transfers, courtesy inspections, showroom presentation, shop operations, exterior conditions, and point-of-purchase materials. Use it to standardize visits, flag issues, and ensure brand standards across locations.

by Brandi Hill, from the Community

20+

Get

Template

Area Manager - Store Visit Checklist

Store Visit Checklist

by Bruno Batistela, from the Community

200+

Get

District Manager Visit Sheet Template

About author

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DM Store Visit Audit Checklist

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DM Store Visit Audit Checklist

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