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district manager store visit checklist

Store Environment and Cleanliness (Score: 0-10)

Inspect the cleanliness of the store entrance and windows.

Evaluate the neatness of the sales floor and product organization.

Check restrooms for cleanliness and supplies.

Assess the maintenance of fixtures and equipment.

Customer Engagement (Score: 0-10)

Observe staff interactions with customers for professionalism.

Evaluate the speed of service at the checkout and customer service areas.

Assess the availability of promotional materials for customer engagement.

Check if staff are actively engaging with customers on the sales floor.

Product Availability and Stock Levels (Score: 0-10)

Review out-of-stock items and their impact on sales.

Check for overstock situations and clutter on shelves.

Assess the efficiency of the stockroom organization.

Evaluate the clarity of product location signage.

Sales and Marketing Effectiveness (Score: 0-10)

Review the performance of current marketing campaigns in-store.

Evaluate the effectiveness of product placement and signage for promotions.

Analyze sales trends for key products and categories.

Discuss customer feedback on promotions and offers.

Team Performance and Development (Score: 0-10)

Evaluate the level of teamwork and collaboration among staff.

Review staff performance metrics and recognize top performers.

Assess the availability of training materials and resources.

Discuss employee feedback on management support and communication.

Operational Compliance (Score: 0-10)

Ensure compliance with labor laws and scheduling regulations.

Check adherence to health and safety protocols.

Review adherence to company merchandising standards.

Validate that inventory control measures are being followed.

Follow-Up and Improvement Planning (Score: 0-10)

Document key findings and prioritize areas for improvement.

Set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals for action items.

Schedule follow-up visits or check-ins based on improvement plans.

Ensure each team member understands their role in implementing changes.

Total Score Calculation

Total Score = (Store Environment + Customer Engagement + Product Availability + Sales Effectiveness + Team Performance + Operational Compliance + Follow-Up) / 7

Total Score: ___ / 10

This checklist can help district managers assess various aspects of store performance and provides a clear formula for calculating the overall score, ensuring a comprehensive approach to store evaluations.

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