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Meeting kitRetailBusiness reviews

District manager store visit

75 minutes 11 slides, 3 livepro Runs with Pro

A 75-minute store visit: the numbers, a zone-by-zone store walk checklist, a findings board, three owned actions and a visit report.

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Store walk

[Store number] · [Date]

Title

In short

A store walk is a structured walk-through of a store, from the entrance to the stockroom, to check standards, spot problems and coach the team. This kit gives district managers a 75-minute visit agenda, a zone-by-zone checklist on their phone, a findings board, three owned actions and a same-day visit report.
Time
75 minutes
Slides
11, 3 interactive
Includes
Agenda, checklist deck, board, visit report
Plan
Pro

Updated October 4, 2026

What's in the kit

  1. 1Store walk
  2. 2The route
  3. 3Outside and entrance
  4. 4Front of store and promotions
  5. 5Sales floor
  6. 6Checkout
  7. 7Back of house and safety
  8. 8Overall, how would a customer rate this store today? live
  9. 9One word for how this store feels to a customer live
  10. 10Store team: what's the biggest thing getting in your way? live
  11. 11Three actions. Three owners.

The agenda

By the end of this meeting, the district manager and store manager agree how the store is doing, what to fix today and this week, and who owns each action.

75 min · 7 blocks, drawn to scale Fits exactly
  1. Store manager: how's the week going?, 5 minutes 5
  2. Actions from the last visit, 8 minutes 8
  3. The numbers: sales vs plan, conversion, labor, shrink, 10 minutes 10
  4. Store walk: outside to stockroom, with the checklist, 25 minutesInfo 25
  5. Findings board: wins, fix today, fix this week, need help, 10 minutes 10
  6. Top three actions with owners and dates, 10 minutes 10
  7. Recognize the team before you leave, 7 minutes 7
019385675 min
  1. +0′Store manager: how's the week going?One word for this week in the store?5 minCheck-in
  2. +5′Actions from the last visitTip: Start here, every visit. Done, in progress or stuck, and why.8 minFollow-up
  3. +13′The numbers: sales vs plan, conversion, labor, shrinkTip: Ask the store manager to explain the numbers rather than presenting them yourself.10 minDiscuss
  4. +23′Store walk: outside to stockroom, with the checklistTip: Walk the store as a customer first, then as a manager. Use the checklist slides zone by zone.25 minInfo
  5. +48′Findings board: wins, fix today, fix this week, need helpAdd a finding: a win, something to fix today, this week, or where you need help10 minBrainstorm
  6. +58′Top three actions with owners and datesTip: Three is enough. More than that and none get done.10 minDecide
  7. +68′Recognize the team before you leaveTip: Find one person who did something well and thank them in front of the team.7 minWrap-up

The board

Wins
What's working well
Fix today
Before I leave the store
Fix this week
Needs a few days
Need help
Needs district or head office support

The follow-up email

Subject

Store visit report: store ______, ______

Thanks for today. Here's the visit report.

Store: ______  Store manager: ______  Visited by: ______  Date: ______

Numbers discussed
Sales vs plan: ______  Conversion: ______  Labor: ______  Shrink: ______

Last visit's actions: ______ (done / in progress / stuck)

Walk scores
Outside and entrance: ____ / 5
Front of store and promotions: ____ / 5
Sales floor: ____ / 5
Checkout: ____ / 5
Back of house and safety: ____ / 5

Wins: ______
Fixed today: ______

Top three actions
Action | Owner | Due
1. ______ | ______ | ____
2. ______ | ______ | ____
3. ______ | ______ | ____

Help needed from district or head office: ______
Recognized today: ______ for ______

Next visit: ______. We'll start with these three actions.

How to run it

  1. 1Start every visit with last visit's actions, so the store team knows follow-through matters.
  2. 2Walk the store as a customer first, then again with the checklist slides, zone by zone, on your phone.
  3. 3Sort findings on the board into wins, fix today, fix this week and need help, then agree only three actions.
  4. 4Recognize someone by name before you leave.
  5. 5Send the visit report the same day. Between visits, use the district operating check-in agenda for the weekly call.

Questions people ask

What should a store visit checklist include?
Outside and entrance, front of store and promotions, the sales floor with planograms and pricing, checkout and cash handling, the stockroom, safety, and people: rota, training and recognition.
How do you run a good district manager store visit?
Start with last visit's actions, review the numbers with the store manager, walk the store as a customer, agree no more than three actions with owners, and recognize someone before you leave.
How often should a district manager visit a store?
It depends on the size of the district and how the store is performing. Many retailers visit each store every few weeks, with weekly check-in calls in between.

Run it with your group

pro
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
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