Regional manager store visit checklist

You can easily customize this checklist by adding sections relevant to your retail niche, removing irrelevant criteria, or adjusting scoring methods. Focus on your brand’s priority areas—whether that’s visual merchandising, customer service, or inventory management—and consider adding space for specific comments and action items for each location.

Share the checklist with your store managers in advance and explain its purpose as a development tool, not just an evaluation. Walk through each section together, clarify expectations, and encourage them to perform self-assessments. This transparency builds trust and gives managers time to address obvious issues before formal visits.

Take photos of both positive examples and areas needing improvement during your visit. Make specific notes with location details rather than general comments. Document agreed-upon action items with clear owners and deadlines, then follow up with a summary email to the store manager within 24 hours.

Focus on coaching rather than criticism by highlighting what’s working well before discussing improvement areas. Use specific examples from the checklist to guide conversations, involve employees in developing solutions, and recognize progress in subsequent visits. This approach builds confidence while driving improvement.