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Retail Store Operations Optimization Check

by Gerhard Devilliers, from the Community

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.

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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 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
Downloads: 0
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Template
Optimization Check - Cape Union Mart
Assess and optimize retail store performance with a structured checklist tailored for Cape Union Mart. Review team leadership and morning meetings, customer greetings and sales behaviors, fitting rooms, and loyalty interactions. Verify visual merchandising compliance, window displays, mannequins, planograms, and equipment headquarters. Audit operational efficiencies including promotions, lighting, fixtures, and maintenance. Check POS area setup, stock management, replenishment, markdowns, and stockroom standards. Evaluate risk and OHASA compliance, security tagging, hazard counts, emergency readiness, and first aid. Use this tool to track performance against UPT, basket size, growth, and omni targets.
by Gerhard Devilliers, from the Community
Downloads: 20+
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Template
Old Khaki Retail Store Optimization Checklist
This retail store optimization checklist for Old Khaki guides leaders through first impressions, visual merchandising, pricing, mannequins, cleanliness, planograms, and fitting room standards. It covers customer service behaviors, promotions, and cashier prompts. Stock management includes stockroom order, size curves, IBTs, consolidations, price changes, and shopper bag controls. Risk checks span refunds, counterfeit detection with UV lights, cash handling, alarms, sensomatic tagging, negative stock, perpetual counts, OHASA compliance, and fire equipment. It also reviews POS area standards and leader KPIs including sales targets, UPT, basket size, omni performance, staff files, and performance management.
by Atterbury Old Khaki, from the Community
Downloads: 10+
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Template
Old Khaki Store Optimization Checklist
This Old Khaki optimization checklist helps area and store leaders assess daily retail standards across first impressions, merchandising and promotions, pricing, mannequins, planograms, fitting rooms, ambience and lighting. It covers customer service behaviors from greeting to closing, add on sales and policy knowledge. Stock management includes stockroom discipline, size curves, hanger standards, IBTs, consolidations and price changes. Risk items include COVID protocols, refunds, UV note checks, cash handling, alarms, tagging, negative stock and perpetual counts, plus OHASA and fire equipment. POS cleanliness and leadership KPIs such as sales vs target, UPT, basket size, OMNI turnover, staff files and performance management are also reviewed.
by Atterbury Old Khaki, from the Community
Downloads: 10+
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Retail Store Operations Optimization Check

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