Store Performance Evaluation Checklist
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Pre-Visit Preparation
Pull last period's KPI scorecard
Review prior visit's open action items
Log store and visit type
Customer Service Observation
Observe greeting within ten seconds of entry
Test associate product knowledge on three SKUs
Time a checkout transaction end-to-end
Score the customer service section
Visual Standards and Store Condition
Walk the planogram against the current schematic
Photograph end-caps, windows, and feature tables
Verify pricing signs match POS for promo SKUs
Inspect cleanliness of floors, fitting rooms, and restrooms
Inventory and Shrink Review
Spot-count five high-shrink SKUs against on-hand
Record the largest cycle-count variance
Investigate variances over five percent
Confirm RTV and damage-out queue is current
Sales Performance and KPIs
Compare comp sales to district plan
Review conversion, UPT, and ATV trend
Evaluate sell-through on the current promo
Check sales per labor hour against target
People and Training
Audit the schedule for skills-mix coverage
Verify dress code, name tags, and punctuality
Review LMS completion for required modules
Coach the lowest-UPT associate
Safety, LP, and Compliance
Walk the back-of-house for OSHA hazards
Confirm OSHA 300A and labor posters are posted
Test EAS gates and deactivator at checkout
Spot-check refund log for manager approvals
Wrap-Up and Action Plan
Score the overall visit and assign a grade
Build the 30-day action plan with the Store Manager
Sign and distribute the visit report
Schedule the 30-day follow-up walk
