District Manager Store Visit Scorecard

Standardized inspection scorecard for district managers to evaluate stores consistently across operations, merchandising, cash control, shrink controls, and customer experience.

Visit Details

• Store name
• Store number
• Visit date and time
• Inspector name and title
• Visit type

Operations and Standards

• Opening readiness completed on time
  Store was ready for business at opening with required areas accessible and staffed.
• Sales floor, aisles, and endcaps are clean and free of obstructions
  Walkways are clear, floors are clean, and displays do not block customer or emergency access.
• Backroom is organized and product is stored off the floor
  Inventory is staged neatly, labeled, and protected from damage or contamination.
• Equipment and fixtures are in working order
  Registers, scanners, refrigeration, lighting, and other essential equipment are functioning as intended.
• Restrooms are clean, stocked, and operational
  Restrooms are maintained to brand and sanitation standards with soap, paper goods, and functioning fixtures.
• Temperature-sensitive areas are within standard
  If applicable, refrigerated and frozen areas are maintained within required operating ranges.
• Daily logs and required operational records are current
  Required logs, checklists, and operational records are completed, legible, and up to date.

Merchandising and Presentation

• Planograms and display standards are followed
  Merchandise placement matches approved planograms, brand standards, and promotional instructions.
• Promotional signage is current, accurate, and visible
  Active promotions are displayed correctly and expired or incorrect signage has been removed.
• Shelf conditions are full, faced, and organized
  Product is front-faced, gaps are minimized, and shelves are organized by category.
• Out-of-stocks are identified and addressed
  Known out-of-stock items are documented with a clear recovery plan or replenishment action.
• Price labels and shelf tags match register pricing
  Displayed prices are accurate and consistent with point-of-sale pricing.

Cash Control and Shrink Prevention

• Cash drawer counts are reconciled to expected balances
  Drawer counts are accurate and variances are documented and investigated.
• Safe procedures are followed
  Safe access is controlled, cash drops are documented, and dual-control procedures are followed where required.
• Refunds, voids, and overrides are supported by documentation
  High-risk transactions are reviewed for approval, documentation, and policy compliance.
• Shrink indicators are monitored and addressed
  Known shrink risks such as open packaging, missing tags, or repeated variances are identified and escalated.
• Loss prevention controls are visible and in use
  Where applicable, cameras, mirrors, EAS tags, locked cases, and other controls are functioning and used correctly.

Customer Experience and Leadership

• Team members are present, engaged, and appropriately dressed
  Staffing levels support the business and employees are in proper uniform or dress code.
• Customer service behaviors meet brand expectations
  Greeting, assistance, and issue resolution are consistent with service standards.
• Manager on duty demonstrates control of the store
  Leader is visible, aware of priorities, and able to explain current issues and actions.
• Coaching opportunities were discussed with leadership
  District manager reviewed key deficiencies, expectations, and next steps with the store leader.
• Overall customer experience rating
  District manager overall assessment of the store's guest experience based on observed service, cleanliness, and presentation.

Action Plan and Closeout

• Top deficiencies identified
  Summarize the most important non-conformances observed during the visit.
• Corrective actions assigned with owner and due date
  Document the action plan, responsible person, and target completion date for each deficiency.
• Follow-up required
  Indicate whether a follow-up visit or evidence review is required.
• Inspector signature
• Store leader signature