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Melissa Sonntag Store visits are an extremely important part of any teams retail execution strategy. They provide an opportunity to collect important data insights about performance on the shelf, strengthen relationships with key retailers, and interact with potential buyers directly at the point of purchase.
6 Steps for Creating a Site Visit Report. Step 1: Start With the General Information. Step 2: Define the Site and Its Purpose. Step 3: Explain the Sequence of Events. Step 4: Summarize the Site Operations. Step 5: Identify the Sites Strengths and Weaknesses. Step 6: Make Your Conclusion and Provide Suggestions.
Sections of a site visit report Title page. Include the title of the visit or project, name of the site, the date of the site visit, and your name and student number. Executive summary. Introduction. Main body of report. Conclusion / Recommendations / Reflections. References.
These reports are fairly straightforward. Describe the site first and explain what you did while you were there. If required, reflect on what you learned during your visit.Explain what happened during the visit in chronological order. Who did you talk to? What did you see at the site? What events took place?
Concise summary The report should open and close with a quick summary of the main issues and steps that need to be taken immediately. This allows employees at all levels to quickly scan the reports and get an overview of store performance, even if they are not required to go through the full report in detail.
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Write in clear and objective language. Keep your sentences short and concise. Avoid writing with too many adjectives or flowery language. This will make your report clear and direct. Dont just say the visit was interesting or I was bored. Be specific when describing what you learned or saw.

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