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Retail Store Optimization Checklist V2

by Gerhard Devilliers, from the Community

This optimization checklist helps retail store leaders assess and improve daily operations. Evaluate leadership and team readiness, customer greetings, sales floor and POS service, fitting room standards, and visual merchandising. Verify promotion execution, pricing accuracy, lighting, temperature, cleanliness, and maintenance. Review stock management including planograms, replenishment, markdown handling, and consolidations. Strengthen risk controls with refund checks, security tagging, hazard counts, fire safety, floor coverage, and a documented stock loss action plan.

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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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Retail Store Optimization Checklist V3.1
This comprehensive retail store optimization checklist helps area and store leaders assess operations end to end. Evaluate team leadership, morning meetings, uniforms, and training completion. Review customer service from greetings to sales and cash desk interactions. Inspect fitting rooms, visual merchandising, window displays, promotions, pricing accuracy, and add-on selling. Check lighting, temperature, maintenance follow-ups, cleanliness, and daily floor walk completion. Audit POS area, stockroom standards, OPC schedules, planograms, and strategy visibility. Verify markdown execution, price adjustments, consolidations, replenishment, size curves, and inter-store stock movements. Strengthen risk controls with refund checks, SOH balancing, admin filing, security tagging, hazard counts, ladder removal, fire safety, coverage to deter shoplifting, and a signed stock loss action plan.
by Gerhard Devilliers, from the Community
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Template
Retail Store Operations Optimization Checklist
Use this V3 optimization checklist to evaluate and improve retail store performance. It covers leadership and team readiness, greeting standards and sales behaviors, fitting room controls, visual merchandising and window execution, promotions, pricing and markdown accuracy, lighting and temperature, maintenance and cleanliness, POS setup and cash-up, stockroom standards, planograms, replenishment, size curves, and risk management including security tagging, hazard counts, fire equipment servicing, and shoplifting coverage. Drive consistency, compliance, and better customer experiences.
by Gerhard Devilliers, from the Community
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Retail Store Optimization Checklist
This retail store optimization checklist helps area and store leaders evaluate daily operations and customer experience. It covers leadership practices, greetings and service on the sales floor, fitting room standards, visual merchandising execution, promotions, lighting and maintenance, POS cleanliness and add-on selling, stockroom organization, price adjustments and consolidations, replenishment routines, size curving, and inter-store transfers. Risk controls include refunds auditing, security tagging, hazard counts, fire equipment, floor coverage, and stock loss action plans. Use it to identify gaps, document proof of follow-up, and drive consistent standards across stores.
by Gerhard Devilliers, from the Community
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Store Optimization Checklist for Apparel Retail
This store optimization checklist is designed for apparel retail environments to evaluate leadership, customer service, merchandising, housekeeping, POS controls, stock management, and risk prevention. It covers morning briefings, team readiness and training, window and VM compliance, greeting standards, fitting room service, table and rail implementation, promotion execution, pricing accuracy, lighting and HVAC, maintenance follow-up, cleanliness, and daily floor walk sign-off. POS reviews include cash-up accuracy and workstation neatness. Stockroom standards, planograms, strategy visibility, markdown presentation, price adjustments, consolidations, replenishment, and size curves are assessed. Risk controls include refunds, SOH checks, security tagging, hazard counts, fire equipment, floor coverage, and a signed stock loss action plan with team understanding.
by Gerhard Devilliers, from the Community
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Retail Store Optimization Checklist V2

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