How to Build a Retail Audit Checklist

Retail audits, also called Store Visits or Store Walks, drive higher compliance with brand standards at store level. They increase sales and profit margins, boost customer satisfaction and cut business risks. Maybe you are starting a retail audit program from scratch. Maybe you have an existing program and are looking to improve or automate your … Continue reading How to Build a Retail Audit Checklist

Accessibility Checklist for Retailers

To assist multi-unit retailers starting or improving their retail audit program, Compliant IA regularly publishes how-to guides, best practices, and checklists. Use this sample checklist to create or update accessibility standards across your retail locations. This checklist comes from the ADA and is included here in case the information is moved or removed from their website. Store Exterior Are all … Continue reading Accessibility Checklist for Retailers

Exterior Area Checklist

The exterior areas around your stores are critically important to first impressions! Below, a list of criteria for ensuring the area around your stores is clean and safe. This checklist comes from the Canadian Centre for Occupational Health and Safety and is included here in case the information is moved or removed from their website. Around the … Continue reading Exterior Area Checklist

smart checklist app

What is a Smart Checklist?

A smart checklist has points, best-practice pictures, supporting files, conditionals and action plan recommendations. It allows company standards to be checked, deficiencies tracked, assigned and resolved. It guarantees programs and policies are deployed in full, in time, in every store. A smart checklist is typically built online with a Form Builder or in Excel and … Continue reading What is a Smart Checklist?

Retail Audit Lexicon

Why a retail audit lexicon? Many industries and occupations have their own vocabulary to describe the various facets and nuances of their trade.  Retail audits are no exception.  Since we could not find a suitable lexicon for retail audit terms, we built one.  This lexicon is based on our interactions with retailers in North America, … Continue reading Retail Audit Lexicon

The Mighty Action Plan

What is an action plan? The action plan is an opportunity to apply corrective actions to problem areas.  It designates an individual responsible for rectifying each problem (anything deemed substandard or non-compliant by the district manager during the audit) and a target date for resolution.  By doing this, the action plan fosters ownership and accountability … Continue reading The Mighty Action Plan

People vs. Forms – Retail Performance Requires Both

Structured form data and the district manager's own experience and personal touch (aka heuristics) are sometimes presented as alternative methodologies for the purpose of retail audits.  Structured data consists of largely yes/no answers to mostly static questions on a form.  When a district manager fill-out a form that rates the store against the brand's standards and … Continue reading People vs. Forms – Retail Performance Requires Both

How to Build a Retail Audit Checklist

UPDATE AVAILABLE An updated version of this post is available at: We are often asked what should go on a retail audit checklist. Sometimes this question comes from a retailer starting their retail audit program from scratch. Other times, it comes from a retailer with an existing program, looking to curate or improve their … Continue reading How to Build a Retail Audit Checklist

Who Benefits from Retail Audits?

On this blog, we often argue that retail audits drive sales, increase customer satisfaction and mitigate risks in multi-unit retail.  But how exactly will retail audits benefit you?  Here are some of the benefits you might expect from retail audits, grouped by role. Head Office Lower total cost of ownership than Excel™ and paper-based visits. … Continue reading Who Benefits from Retail Audits?

Great Sandwich. Lousy Washrooms.

  I have a bone to pick with some of my favorite QSR brands.  It’s not the menu.  It’s not the service.  It’s not the seating, the parking lot nor the drive-thru.  Quick service restaurants have obviously poured money, systems and processes in key areas and it shows.  But when nature calls, or when I … Continue reading Great Sandwich. Lousy Washrooms.