Template

Store Health Check

by Chris Lewis, from the Community

10+

This Store Health Check template helps telecom retail managers review people, selling standards, and commercial performance. Assess first impressions, colleague reviews and development, succession planning, and communication. Verify store presentation, live demo kit status, rota against SOH budget, and delivery of DPS, SFL, and tech expertise. Confirm daily briefings, targets, and recovery plans. Track volume growth across new, upsell, SIMO, and prepay, plus quality growth in business, entertainment, accessories, and insurance, including fixed line broadband. Use RAG scoring, commercial business review metrics, and agreed actions with owners and due dates to drive continuous improvement.

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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
Commercial Store Visit Checklist
This commercial store visit checklist helps retail teams assess sales performance, customer service, visual merchandising, store standards, and back of house operations. Review weekly reports, communication logs, replenishment, POS signage, and window displays. Evaluate housekeeping, layout compliance, tagging, and graphics. Confirm BOH organization, CCTV checks, and secure storage. Verify people processes, training, headcount, schedules, and stock loss awareness. Check admin controls including SOPs, cash handling, banking, maintenance tickets, petty cash, audits, and key and safe procedures. Capture actions with due dates and sign off by area and store managers to drive continuous improvement.
by Chris Flynn, from the Community
Downloads: 10+
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Template
Store Leader Performance Discussion
This Store Leader Performance Discussion template supports monthly reviews focused on retail store operations. Use it to assess customer service standards, weekly selling evaluations, performance management actions, compliance with deadlines and promotions, store cleanliness and merchandising quality, and stock control, including odds and out-of-stock management. The checklist helps Area Leaders and Store Leaders align on growth targets, document action plans for underperformance, and maintain world-class store presentation while driving consistent sales results.
by Brits Old Khaki, from the Community
Downloads: 0
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Template
Store Visit Checklist
This store visit checklist helps managers review retail performance across the sales floor and back office. Assess cleanliness, merchandising compliance with GDC/Mymerch, demo device readiness, and adherence to dress code. Verify staff knowledge of current promotions and key device benefits. Confirm back office controls, including SOH records, safe security, file compliance with policy, and register and change fund counts. Include coaching items for reps and managers, track store numbers, and capture maintenance and follow-up actions. Customize and deploy in SafetyCulture to document findings and drive consistent store operations.
by Chris MacLeod, from the Community
Downloads: 0
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Template
Daily Store Visit Checklist
This daily store visit checklist helps restaurant and quick service teams assess store presentation, customer area standards, allergen and CCTV notices, hygiene, equipment and oven cleanliness, makeline setup, stock levels, date control, dough proofing, chiller organization, temperature and delivery checks, and staff training. It also supports reviews of sales metrics, cash reconciliation, and food cost targets to track issues over time and drive continuous improvement.
by Gerard Thompson, from the Community
Downloads: 20+
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Store Health Check

About author

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Commercial Store Visit Checklist

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