Template

Festive Retail Operations Checklist

by Gerhard Devilliers, from the Community

10+

Prepare your store for peak season with a practical festive operations checklist focused on service and selling behaviors, leadership presence, team training and role plays. Verify festive tool kit implementation, calendars and motivation station, and ensure promotions and signage are correct. Audit stockroom standards, price reductions and labeling, size curving, and floor representation. Check the POS and queue for tidy, impulse-driving merchandising. Use this template to drive consistency, elevate customer experience, and increase sales.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

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Festive Ops Dashboard V2
This festive retail operations dashboard guides store visits during peak season. It focuses on first impressions, windows and price pointing, stock levels, fixture alignment, and sales floor cleanliness. It checks VM implementations, promotions, and sale areas, and verifies stockroom readiness and size curving. Service and selling behaviors are assessed through meetings, role plays, product demos, open ended questions, and upsell prompts. Leadership visibility, coaching, and tracking to target are included. Use this checklist to ask team questions, rate performance from 1 to 5, and drive world class standards across the store.
by Willie Coetzee, from the Community
Downloads: 0
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Template
Festive Ops Store Visit Dashboard
Use this festive operations dashboard to structure retail store visits during the holiday period. Complete physical checks, ask team questions, and track service, selling, and leadership standards. Score performance on a 1 to 5 scale from Poor to World Class and capture actions to improve coverage, merchandising, promotions, and customer experience. Ideal for store leaders and area managers to drive consistency and sales throughout peak season.
by Gerhard Devilliers, from the Community
Downloads: 0
Get
Template
Festive Retail Operations Dashboard V1
Use this festive retail operations dashboard to guide store visits during peak season. Assess first impressions, visual merchandising, promotions, sale areas, stockroom representation, size curving, and overall housekeeping. Evaluate world-class service behaviors: morning meetings, role plays, coverage, uniforms, greetings, follow ups, and onboarding. Review selling excellence: product knowledge, demos, try ons, open questions, upselling with TAVIS, promo awareness, alternative payments, customer base building, and OMNI use to mitigate out of stocks. Check leadership presence, trading awareness, coaching, and the STRIVE buzzword. Confirm Motivation Station elements: printed plans, calendars, notebooks, wristbands, strategy trees, mega teams visuals, scorecards, and TAVIS characters. Score 1-5 to benchmark performance and capture actions.
by Gerhard Devilliers, from the Community
Downloads: 0
Get
Template
Festive Ops Dashboard V1
Use this Festive Ops Dashboard to standardize store visits during peak season. Assess first impressions, promotions, visual merchandising layouts, housekeeping and sale area pricing. Review service excellence, scheduling, greeter presence, uniforms, customer appreciation and order follow ups. Reinforce selling behaviors through training, product demonstrations, try ons, open ended questions, add on sales using TAVIS, promotions, payment options, loyalty and omnichannel tools. Evaluate leadership presence, target tracking, coaching and the STRIVE buzzword. Confirm Motivation Station elements including printed plans, calendars, notebooks, wristbands, strategy trees, mega team visuals, scorecards and character materials. Score each item 1 to 5 and record actions to drive festive performance.
by Gerhard Devilliers, from the Community
Downloads: 0
Get

Festive Ops Dashboard V2

This festive retail operations dashboard guides store visits during peak season. It focuses on first impressions, windows and price pointing, stock levels, fixture alignment, and sales floor cleanliness. It checks VM implementations, promotions, and sale areas, and verifies stockroom readiness and size curving. Service and selling behaviors are assessed through meetings, role plays, product demos, open ended questions, and upsell prompts. Leadership visibility, coaching, and tracking to target are included. Use this checklist to ask team questions, rate performance from 1 to 5, and drive world class standards across the store.

by Willie Coetzee, from the Community

Get

Template

Festive Ops Store Visit Dashboard

Use this festive operations dashboard to structure retail store visits during the holiday period. Complete physical checks, ask team questions, and track service, selling, and leadership standards. Score performance on a 1 to 5 scale from Poor to World Class and capture actions to improve coverage, merchandising, promotions, and customer experience. Ideal for store leaders and area managers to drive consistency and sales throughout peak season.

by Gerhard Devilliers, from the Community

Get

Template

Festive Retail Operations Dashboard V1

Use this festive retail operations dashboard to guide store visits during peak season. Assess first impressions, visual merchandising, promotions, sale areas, stockroom representation, size curving, and overall housekeeping. Evaluate world-class service behaviors: morning meetings, role plays, coverage, uniforms, greetings, follow ups, and onboarding. Review selling excellence: product knowledge, demos, try ons, open questions, upselling with TAVIS, promo awareness, alternative payments, customer base building, and OMNI use to mitigate out of stocks. Check leadership presence, trading awareness, coaching, and the STRIVE buzzword. Confirm Motivation Station elements: printed plans, calendars, notebooks, wristbands, strategy trees, mega teams visuals, scorecards, and TAVIS characters. Score 1-5 to benchmark performance and capture actions.

by Gerhard Devilliers, from the Community

Get

Template

Festive Ops Dashboard V1

Use this Festive Ops Dashboard to standardize store visits during peak season. Assess first impressions, promotions, visual merchandising layouts, housekeeping and sale area pricing. Review service excellence, scheduling, greeter presence, uniforms, customer appreciation and order follow ups. Reinforce selling behaviors through training, product demonstrations, try ons, open ended questions, add on sales using TAVIS, promotions, payment options, loyalty and omnichannel tools. Evaluate leadership presence, target tracking, coaching and the STRIVE buzzword. Confirm Motivation Station elements including printed plans, calendars, notebooks, wristbands, strategy trees, mega team visuals, scorecards and character materials. Score each item 1 to 5 and record actions to drive festive performance.

by Gerhard Devilliers, from the Community

Get

Festive Retail Operations Checklist

About author

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