Template

Monthly Team Performance Discussion

by Riverside CUM, from the Community

10+

This monthly team performance discussion template helps retail managers evaluate store teams across key areas. Sections cover month in review and department review, visual merchandising standards, housekeeping, stockroom control and replenishment checks. Track KPIs such as units per transaction, basket size, customer linkage and turnover. Assess sales and cashier performance, training and development needs and stock losses. Reinforce company and store expectations, including vision, selling steps and non negotiables, to drive consistent execution and results.

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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.

Template
Retail Team Member Performance Review
Use this monthly performance review template to guide store leaders and operations during team member check-ins and store visits. Capture date, store, team member, reviewer, and location, then assess key retail KPIs: individual sales targets, customer service and selling (90 percent benchmark), merchandising, housekeeping, replenishment, and promotional knowledge (85 percent ops visit benchmark). Compare sales per hour, units per transaction, and basket size against store averages, and review training completion of learning bites before cut-off. Record ratings, feedback, goals, and development actions to drive performance and consistency across stores.
by Gerhard Devilliers, from the Community
Downloads: 0
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Template
Team Member Performance Review Template
This monthly team member performance review template is designed for retail store leaders and operations teams to standardize coaching and evaluations. Capture key details by store and location, then assess performance across sales targets, customer service and selling, merchandising and housekeeping, promotions and price changes, and training completion. Use defined benchmarks to rate results, document feedback, and track development actions during store visits. Ideal for driving consistent performance, aligning goals, and improving accountability across retail teams.
by Gerhard Devilliers, from the Community
Downloads: 0
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Template
Monthly Performance Tracker
Use this monthly performance tracker to review sales assistant KPIs, including sales to target, units per transaction, basket size, stock loss, merchandising, housekeeping, and OMNI turnover. Capture last month's score, set current goals, document areas for improvement, and record feedback on customer interactions and participation. Ideal for store leaders to run consistent, data-led reviews and track progress over time.
by Atterbury Old Khaki, from the Community
Downloads: 10+
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Template
Store Leader Performance Discussion
This Store Leader Performance Discussion template supports monthly reviews focused on retail store operations. Use it to assess customer service standards, weekly selling evaluations, performance management actions, compliance with deadlines and promotions, store cleanliness and merchandising quality, and stock control, including odds and out-of-stock management. The checklist helps Area Leaders and Store Leaders align on growth targets, document action plans for underperformance, and maintain world-class store presentation while driving consistent sales results.
by Brits Old Khaki, from the Community
Downloads: 0
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Retail Team Member Performance Review

Use this monthly performance review template to guide store leaders and operations during team member check-ins and store visits. Capture date, store, team member, reviewer, and location, then assess key retail KPIs: individual sales targets, customer service and selling (90 percent benchmark), merchandising, housekeeping, replenishment, and promotional knowledge (85 percent ops visit benchmark). Compare sales per hour, units per transaction, and basket size against store averages, and review training completion of learning bites before cut-off. Record ratings, feedback, goals, and development actions to drive performance and consistency across stores.

by Gerhard Devilliers, from the Community

Get

Template

Team Member Performance Review Template

This monthly team member performance review template is designed for retail store leaders and operations teams to standardize coaching and evaluations. Capture key details by store and location, then assess performance across sales targets, customer service and selling, merchandising and housekeeping, promotions and price changes, and training completion. Use defined benchmarks to rate results, document feedback, and track development actions during store visits. Ideal for driving consistent performance, aligning goals, and improving accountability across retail teams.

by Gerhard Devilliers, from the Community

Get

Template

Monthly Performance Tracker

Use this monthly performance tracker to review sales assistant KPIs, including sales to target, units per transaction, basket size, stock loss, merchandising, housekeeping, and OMNI turnover. Capture last month's score, set current goals, document areas for improvement, and record feedback on customer interactions and participation. Ideal for store leaders to run consistent, data-led reviews and track progress over time.

by Atterbury Old Khaki, from the Community

10+

Get

Template

Store Leader Performance Discussion

This Store Leader Performance Discussion template supports monthly reviews focused on retail store operations. Use it to assess customer service standards, weekly selling evaluations, performance management actions, compliance with deadlines and promotions, store cleanliness and merchandising quality, and stock control, including odds and out-of-stock management. The checklist helps Area Leaders and Store Leaders align on growth targets, document action plans for underperformance, and maintain world-class store presentation while driving consistent sales results.

by Brits Old Khaki, from the Community

Get

Monthly Team Performance Discussion

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Retail Team Member Performance Review

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Retail Team Member Performance Review

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