My primary shops are for 2 mid-sized grocery chains in SoCal (used to be 3 before Safeway/Von's was purchased by a competitor). I've done over 1,200 shops in the last 4 years, both in NorCal & SoCal. I usually do 2-4 shops a week, 2 per day. Most grocery shops are similar with different levels of required detail. I use a 3 x 81/2 single sheet from a notepad that realtors give away. On one side is my grocery list, on the back is a check list of requirements. I keep the sheet folded over showing my grocery list and fill out the requirements as I move to the next dept, sales floor, etc.
The following is the basic format I use and modify slightly for each client. I start with the parking lot and finish with the RR check. Usually these shops take me 35 - 45 min + 20 min report.
Clean Problem
Pkg Lot Y N
10+ Loose carts? Y N
Entrance (Clean, excess debris?)
(this section is for each dept employee interaction, name description, etc dept name is abbreviated for space on actual form)
(Name, description e.g. sex, hair color, height, weight, age, glasses, etc, items fresh & appealing? sample offered? bakery/deli)
Bakery Fred, M, Gray, 6', 160, 40's, glasses telera rolls stale or hard
Deli Maria, F, Blk, 5'6, 135, 30's no sample offered
Produce BNV (badge not visible) M, blnd, 5'8, 150, 20's, Did not greet
Meat/Seafood
Floral
Sales Floor (Some want to know if they anticipated/ answered a question or offered to escort to item ) I ask where's the canned gravy or taco shells)
CS
Checker Name, etc, did checker greet, ask if you need help out, thank you for your biz?
Bagger (if applicable)
Aisles (Blocked or items blocking displays):
#5 Paper products blocking shelf displays
#6 B'day card display partially blocking aisle
Lanes # open/customer count, Regular or Express or self check, area clean?
Lane R E SCO
3/3 4/1, 5/4, 6/3 1/1, 2/2 11/4
Clean? Y/N Y/N Y/N Y/N Y/N Y/N Y/N
RR (clean, dirty floor, overflowing trash can?)
Exit (Clean, excess debris?)
This is a simplified general outline for one of my chains. The other chain is similar with less employee detail.
Hope this is helpful.
Edited 1 time(s). Last edit at 06/26/2015 12:44AM by snarf47.