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LD Trainer and Store Performance Checklist 2024

by Kanisorn T, from the Community

This LD trainer performance checklist supports optical retail teams in assessing both trainer impact and store standards. It covers shop front and staff room cleanliness, visual merchandising, product display, and equipment readiness across edging rooms, eye test rooms, and reception counters. Use clear pass or fail criteria with NA allowed when justified. Evaluate staff appearance, manners, posture, customer approach, sales behaviors, and product knowledge, including lens operations and maintenance routines. Designed to help shops uphold brand standards and deliver consistent customer experiences while guiding trainers and managers on targeted improvements.

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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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Contact Lens Trainer Tasking Checklist

This contact lens trainer tasking checklist helps optical retail teams assess store readiness and training quality. Review slit lamp cleanliness and functionality, glove availability, solution stock and expiry, and overall lens inventory storage. Evaluate sales reports across branches, investigate customer complaints, and document actions taken. Confirm staff product knowledge, hygiene and safety practices, and gather feedback from both staff and customers. Conclude with an overall assessment and clear recommendations to improve shop performance and training outcomes.

by Surachai R, from the Community

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Contact Lens Trainer Tasking

This contact lens trainer tasking checklist helps eye care teams and retail opticians standardize training and audits. It covers equipment checks such as slit lamp cleanliness and functionality, glove supply, contact lens solution stock, and storage conditions. Track inventory levels and expiration dates for lenses, review branch sales reports, and identify performance trends. Capture customer complaints, investigate issues, and record solutions implemented. Assess staff product knowledge, hygiene and safety practices, and collect shop and customer feedback. Conclude with an overall assessment and clear recommendations for improvement, with roles for trainee, trainer, and manager sign-off.

by Surachai R, from the Community

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Seven Days Optic New Joiner Checklist

This comprehensive new joiner checklist is designed for optical retail stores to onboard staff and standardize service. It covers appearance standards, customer greetings and approach, product and lens knowledge, reception and registration, cashier and POS procedures, dispensing and adjustment checks, warranty and after sales guidance, and store send off etiquette. Use it to train teams, track performance, and deliver consistent in store experiences.

by Todsabhorn Kuanpan, from the Community

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OWNDAYS New Joiner Checklist

This OWNDAYS New Joiner Checklist supports onboarding and retail floor training for optical shops. It guides staff on appearance standards, manners and behavior, posture, first and second customer approaches, lens product knowledge, promotions and membership, reception processes, cashier operations, dispensing and adjustment steps, after-sales service, and phone etiquette. Use it to structure training, track performance, ensure consistent service quality, and maintain store standards across locations.

by Jetsada Udomchotpanit, from the Community

10+

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Optical Service Checklist: Edging and Sales Floor

Operational checklist for optical retail teams covering customer Q and A, assessing frame and lens thickness suitability, lens product recommendations, basic optical calculations, PD and prescription understanding, refractive concepts, and device skills including autorefractor and lensmeter use. Includes fit pad skills, lens ordering and KB checks, price simulator, five-step adjustment, spectacle cleaning and maintenance, and edging procedures for full and half-rim frames with lens blocking and edging machine operation. Roles include trainer, staff, and shop manager.

by Sornsiri JIB, from the Community

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OWNDAYS TH New Joiner Staff Checklist

This OWNDAYS Thailand new joiner checklist guides retail staff through essential store standards and service steps. It covers appearance, manners, and customer-first behavior; first and second approach techniques including greeting, needs discovery, product recommendations, and demonstrations; comprehensive lens knowledge from coatings and UV protection to progressive and specialty lenses; reception and membership processes, policy communication, and documentation; cashier operations including POS, payment handling, and warranty card procedures; dispensing checks, adjustments, and after sales service with care instructions and global support; and professional phone manners. The checklist helps standardize training, improve customer experience, and ensure consistent optical retail operations across shops.

by Ratchakit Deachanetirat, from the Community

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LD Trainer and Store Performance Checklist 2024

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