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Retail Store Optimization Checklist

by Gerhard Devilliers, from the Community

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.

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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

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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.

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Retail Store Optimization Checklist V2
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.
by Gerhard Devilliers, from the Community
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Retail Store Optimization Check V2.2
This optimization checklist helps retail store leaders evaluate daily operations and customer experience. Review team leadership and training, front-of-house service interactions, fitting rooms, visual merchandising compliance, and promotional execution. Audit POS standards, stock management and replenishment, pricing, consolidations, and stockroom organization. Verify maintenance, housekeeping, safety equipment, and risk controls including security tagging, refunds, hazard counts, and loss action plans. Track performance KPIs such as UPT, basket size, growth, and omni sales to drive continuous improvement.
by Gerhard Devilliers, from the Community
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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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Cape Union Mart Store Optimization Check V2
This store optimization checklist is designed for Cape Union Mart to evaluate and improve day to day retail operations. It covers leadership and team standards, customer service interactions on the floor and at POS, visual merchandising and window execution, fitting rooms, store layout and fixtures, promotions, pricing and signage accuracy, housekeeping and maintenance, and lighting. It also includes stockroom standards, planograms, replenishment, markdown and consolidation actions, and size curving. Risk controls address refunds, security tagging, hazard counts, fire equipment, floor coverage, and stock loss action plans.
by Gerhard Devilliers, from the Community
Downloads: 10+
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Retail Store Optimization Checklist

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