Store Performance Evaluation Checklist

Monthly store walk and performance review run by a District Manager (or Store Manager for self-audit) covering service, visual standards, inventory accuracy, sales KPIs, staff performance, and safety compliance. Produces a scored evaluat...

Use this workflow
1

Pre-Visit Preparation

  1. Pull last period's KPI scorecard
  2. Review prior visit's open action items
  3. Log store and visit type
2

Customer Service Observation

  1. Observe greeting within ten seconds of entry
  2. Test associate product knowledge on three SKUs
  3. Time a checkout transaction end-to-end
  4. Score the customer service section
3

Visual Standards and Store Condition

  1. Walk the planogram against the current schematic
  2. Photograph end-caps, windows, and feature tables
  3. Verify pricing signs match POS for promo SKUs
  4. Inspect cleanliness of floors, fitting rooms, and restrooms
4

Inventory and Shrink Review

  1. Spot-count five high-shrink SKUs against on-hand
  2. Record the largest cycle-count variance
  3. Investigate variances over five percent
  4. Confirm RTV and damage-out queue is current
5

Sales Performance and KPIs

  1. Compare comp sales to district plan
  2. Review conversion, UPT, and ATV trend
  3. Evaluate sell-through on the current promo
  4. Check sales per labor hour against target
6

People and Training

  1. Audit the schedule for skills-mix coverage
  2. Verify dress code, name tags, and punctuality
  3. Review LMS completion for required modules
  4. Coach the lowest-UPT associate
7

Safety, LP, and Compliance

  1. Walk the back-of-house for OSHA hazards
  2. Confirm OSHA 300A and labor posters are posted
  3. Test EAS gates and deactivator at checkout
  4. Spot-check refund log for manager approvals
8

Wrap-Up and Action Plan

  1. Score the overall visit and assign a grade
  2. Build the 30-day action plan with the Store Manager
  3. Sign and distribute the visit report
  4. Schedule the 30-day follow-up walk