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Retail Store Optimization Check V2.2

by Gerhard Devilliers, from the Community

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.

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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 Store Operations Optimization Check
Optimize retail store performance with this comprehensive operations checklist. Assess team leadership, morning meetings, uniforms and training. Evaluate customer service at the door, on the sales floor, and at POS. Review visual merchandising, windows, mannequins, pricing, promotions and lighting. Audit stock management, replenishment, stockroom standards and housekeeping. Monitor risk controls, security tagging, refunds, and weekly hazard counts. Verify OHASA compliance, emergency procedures, fire safety, first aid and ladder safety. Track KPIs including UPT, basket size, growth and omni performance.
by Gerhard Devilliers, from the Community
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Template
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
Downloads: 0
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Template
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
Downloads: 0
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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
Downloads: 0
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Retail Store Optimization Check V2.2

With SafetyCulture you can

Digitize team workflows

Reduce manual errors

Create and share inspection reports

About author

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