Run District Manager Store Visit Scorecard — Free

Visit Details

Store name

Store number

Visit date and time

Inspector name and title

Visit type

Operations and Standards

Opening readiness completed on time critical (required)

Store was ready for business at opening with required areas accessible and staffed.

Yes No N/A

Sales floor, aisles, and endcaps are clean and free of obstructions critical (required)

Walkways are clear, floors are clean, and displays do not block customer or emergency access.

Yes No N/A

Photo evidence (optional)

Backroom is organized and product is stored off the floor

Inventory is staged neatly, labeled, and protected from damage or contamination.

Yes No N/A

Equipment and fixtures are in working order

Registers, scanners, refrigeration, lighting, and other essential equipment are functioning as intended.

Yes No N/A

Restrooms are clean, stocked, and operational

Restrooms are maintained to brand and sanitation standards with soap, paper goods, and functioning fixtures.

Yes No N/A

Temperature-sensitive areas are within standard critical (required)

If applicable, refrigerated and frozen areas are maintained within required operating ranges.

Yes No N/A

Daily logs and required operational records are current

Required logs, checklists, and operational records are completed, legible, and up to date.

Yes No N/A

Merchandising and Presentation

Planograms and display standards are followed

Merchandise placement matches approved planograms, brand standards, and promotional instructions.

Yes No N/A

Promotional signage is current, accurate, and visible

Active promotions are displayed correctly and expired or incorrect signage has been removed.

Yes No N/A

Shelf conditions are full, faced, and organized

Product is front-faced, gaps are minimized, and shelves are organized by category.

Yes No N/A

Out-of-stocks are identified and addressed

Known out-of-stock items are documented with a clear recovery plan or replenishment action.

Yes No N/A

Price labels and shelf tags match register pricing

Displayed prices are accurate and consistent with point-of-sale pricing.

Yes No N/A

Cash Control and Shrink Prevention

Cash drawer counts are reconciled to expected balances critical (required)

Drawer counts are accurate and variances are documented and investigated.

Yes No N/A

Safe procedures are followed critical (required)

Safe access is controlled, cash drops are documented, and dual-control procedures are followed where required.

Yes No N/A

Refunds, voids, and overrides are supported by documentation

High-risk transactions are reviewed for approval, documentation, and policy compliance.

Yes No N/A

Shrink indicators are monitored and addressed

Known shrink risks such as open packaging, missing tags, or repeated variances are identified and escalated.

Yes No N/A

Loss prevention controls are visible and in use

Where applicable, cameras, mirrors, EAS tags, locked cases, and other controls are functioning and used correctly.

Yes No N/A

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.

Yes No N/A

Customer service behaviors meet brand expectations

Greeting, assistance, and issue resolution are consistent with service standards.

Yes No N/A

Manager on duty demonstrates control of the store

Leader is visible, aware of priorities, and able to explain current issues and actions.

Yes No N/A

Coaching opportunities were discussed with leadership

District manager reviewed key deficiencies, expectations, and next steps with the store leader.

Yes No N/A

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 critical (required)

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.

Yes No N/A

Inspector signature critical (required)

Store leader signature

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Run: District Manager Store Visit Scorecard

Visit Details

Operations and Standards

Merchandising and Presentation

Cash Control and Shrink Prevention

Customer Experience and Leadership

Action Plan and Closeout

Get your results