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Template

Monthly and Weekly Retail One-on-One Meeting

by Justin Van Zyl, from the Community

Downloads: 10+
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This one-on-one meeting template is designed for retail teams to facilitate weekly and monthly performance check-ins. Capture the period under review, document sales targets, UPT, basket size, shrinkage control, and merchandising standards. Track punctuality, housekeeping, strategy awareness, and implementation of promotions, markdowns, and price changes. Record participation in innovation, deadlines and reporting, and engagement programs like friends and family sign-ups and linking. Use the 1–5 scale to rate results and calculate an overall score to guide coaching, development, and next steps.

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Digitize any process, procedure or policy
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Confirm accountability and compliance with a digital log

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

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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.