Checklist template

Retail Manager Self-Audit

A ready-to-use checklist with 31 items in 5 sections, covering Sales & Performance Management, Store Operations & Standards, Inventory & Loss Prevention, Team Leadership & Culture, Administrative & Cash Handling. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 5 Sections
  • 31 Items
  • 25 Yes / No checks
  • 5 Scored ratings
  • 265 Points

Use this template How audits work

1. Sales & Performance Management 6 items

  1. Have the "Daily Sales Targets" been communicated to all shift leads? Yes / No 10 pts
  2. Is the "Key Performance Indicator" (KPI) dashboard updated and visible? Yes / No 8 pts
  3. Did I perform at least two "Floor Coaching" sessions with staff today? Yes / No 9 pts
  4. Are high-margin items or "Add-ons" placed in high-conversion zones? Yes / No 8 pts
  5. Is the labor-to-sales ratio aligned with the weekly budget? Yes / No 10 pts
  6. Sales Leadership: Rating
    • Goal Oriented 10 pts
    • Reactive/Passive 5 pts
    • Underperforming 0 pts

2. Store Operations & Standards 6 items

  1. Was the "Opening/Closing Checklist" completed and signed off? Yes / No 10 pts
  2. Is the sales floor free of "go-back" clutter and empty hangers? Yes / No 7 pts
  3. Are all promotional signs current (none expired or missing)? Yes / No 9 pts
  4. Has a "Walk-Through" been conducted from the customer’s perspective? Yes / No 10 pts
  5. Is the backroom organized with clear pathways and labeled bins? Yes / No 8 pts
  6. Operational Rigor: Rating
    • Brand Standard 10 pts
    • Average/Untidy 5 pts
    • Below Standard 0 pts

3. Inventory & Loss Prevention 6 items

  1. Are "High-Shrink" items tagged and secured according to policy? Yes / No 10 pts
  2. Was the "Daily Cycle Count" performed for the assigned category? Yes / No 9 pts
  3. Is the "Receiving Log" up to date with all BOLs accounted for? Yes / No 8 pts
  4. Are staff members consistently practicing "Active Service" to deter theft? Yes / No 10 pts
  5. Is the "Damaged/Defective" bin processed and cleared weekly? Yes / No 7 pts
  6. Inventory Health: Rating
    • Accurate/Secure 10 pts
    • Minor Discrepancies 5 pts
    • High Shrink Risk 0 pts

4. Team Leadership & Culture 6 items

  1. Is the staff schedule posted 2 weeks in advance? Yes / No 9 pts
  2. Have all "New Hire" training modules been completed on time? Yes / No 10 pts
  3. Did I hold a "Shift Huddle" to recognize a team win today? Yes / No 7 pts
  4. Are "Safety/Compliance" posters current in the breakroom? Yes / No 6 pts
  5. Is the staff uniform and grooming policy being consistently enforced? Yes / No 8 pts
  6. Team Morale: Rating
    • High Engagement 10 pts
    • Functional 5 pts
    • High Turnover Risk 0 pts

5. Administrative & Cash Handling 7 items

  1. Are cash drawer counts verified and signed by two people? Yes / No 10 pts
  2. Is the "Safe Fund" balanced and the log sheet current? Yes / No 10 pts
  3. Are all "Void" and "Return" slips authorized and filed? Yes / No 9 pts
  4. Is store email and corporate communication checked twice daily? Yes / No 6 pts
  5. Are supply orders (bags, receipt paper) submitted on time? Yes / No 7 pts
  6. Admin Accuracy: Rating
    • 100% Compliant 10 pts
    • Minor Errors 5 pts
    • Critical Failures 0 pts
  7. Final summary Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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