Categories
Retail
Discover easy-to-use Retail templates and training courses for store operation, customer service, loss prevention, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Retail industry with confidence.
TemplateNSG Monthly SLAM performance audit
Evaluating all the requirements for a successful safety program
by Eric Schmidt, from the CommunityGetDownloads: 30- Template
Loss Prevention March 2017
This document presents a comprehensive loss prevention audit checklist designed for retail environments. It covers crucial areas including cash handling procedures, refund and markdown policies, investigation protocols, essential paperwork management, store security measures, and warehouse organization. The checklist ensures compliance with company policies while focusing on key areas such as dual control in cash handling, proper documentation, security protocols, and inventory management. It serves as a vital tool for retail managers and loss prevention teams to maintain security standards and prevent shrinkage. The audit template includes specific sections for monitoring daily operations, staff compliance, and maintaining organized storage facilities, making it an essential resource for retail security management.
by Matt Ring, from the CommunityGetDownloads: 30 - Template
Retail Performance Evaluation Checklist BIG 5 WINNERS Guide
Comprehensive retail performance evaluation guide covering BIG 5, MVP, WINNERS, and COP protocols. Enhance customer service and boost sales effectiveness.
by Travis Northrip, from the CommunityGetDownloads: 30 - Template
SHEIKE Visual Merchandiser Audit - TIDY UP REPORT
A detailed visual merchandising audit template designed for SHEIKE retail stores to maintain consistent brand standards and operational excellence. The document covers essential areas including store presentation standards, stock management, visual merchandising updates, and maintenance protocols. It provides a structured approach to evaluating store conditions, from shop floor organization to window displays, while ensuring proper stock levels and visual merchandising compliance. The audit also addresses staff training requirements, maintenance concerns, and communication protocols between store management and regional leadership. This comprehensive checklist helps maintain SHEIKE's retail standards across all locations while monitoring visual merchandising effectiveness and store presentation quality.
by Gavin Fielding, from the CommunityGetDownloads: 30 - Template
Mystery Shop Survey- ALDI STORES
A detailed store inspection template designed for ALDI retail locations, providing a structured approach to evaluating store conditions and operations. The checklist covers essential areas including store walkthrough, product availability, register operations, and compliance requirements. Key assessment points include cleanliness standards, stock availability, customer service metrics, and safety compliance. The digital format allows for photo documentation, note-taking, and assignment of corrective actions with priority levels and due dates. The template includes sections for general store conditions, product availability checks, register operations, compliance verification, and general observations. Designed for store managers and auditors, this comprehensive tool ensures consistent store standards and operational excellence across ALDI locations.
by Michael Moses, from the CommunityGetDownloads: 30 - Template
The Recipe observation sheet
This document outlines a structured observation checklist for retail store customer service interactions. It provides a systematic approach to evaluating employee-customer engagements, from initial greeting through to sale completion and setup. The checklist covers key touchpoints including welcome procedures, customer comfort, rapport building, product demonstrations, and device setup protocols. It emphasizes the importance of personalized service through steps like contact transfer, app downloads, and accessory recommendations. The form includes specific attention to NPS (Net Promoter Score) considerations and requires both employee and observer verification. This template serves as a valuable tool for maintaining consistent service standards and training retail staff in best practices for customer engagement. The checklist ensures no critical service elements are overlooked and helps maintain high customer satisfaction levels through standardized service delivery.
by Shaun Therisa, from the CommunityGetDownloads: 30 - Template
SSC V4-V5 Install Survey Rev 2
A detailed site assessment document designed to capture all essential information needed for retail equipment installation. The survey covers critical aspects including store access details, delivery restrictions, physical measurements, obstacle identification, floor and ceiling specifications, security requirements, and technical infrastructure. This comprehensive checklist ensures proper planning for equipment installation by documenting everything from basic store information to specific technical requirements like electrical connections and builder's work. The form includes sections for documenting existing equipment, security measures, and any necessary modifications or relocations needed for successful installation. It serves as a crucial planning tool for project managers, installers, and store operations teams to ensure smooth implementation of new equipment while maintaining store operations and security protocols.
by Stuart Lanchester, from the CommunityGetDownloads: 30 - Template
Retail Contractor Inspection by Mitti
Contractors is a big exposure to any business. The use of contractors generally account for a major portion of personal injury and property damage claims.
by Danial Cummins, from the CommunityGetDownloads: 30 - Template
GPR 5pt Visit
This comprehensive store inspection guide outlines a structured approach to evaluating retail location performance through five key areas. The framework includes detailed preparation steps, analysis of current performance metrics, store appearance evaluation, customer service assessment, and team development. It covers essential elements such as YoY performance, conversion rates, store presentation, customer engagement, staff coaching, and operational efficiency. The guide emphasizes the GROW coaching model (Goal, Reality, Options, What's next) and includes specific checkpoints for visual merchandising, team performance, customer loyalty programs, and outbound sales strategies. This systematic approach ensures thorough evaluation of store operations while providing clear direction for improvement and accountability in retail management.
by Erik Noel, from the CommunityGetDownloads: 30 - Template
Store Health Checklist - TAF
A detailed retail store audit checklist designed to ensure comprehensive store management and operational excellence. The checklist covers critical areas including front of house presentation, back of house operations, warehouse management, administrative procedures, and staff development. It encompasses essential aspects such as visual merchandising, stock control, safety protocols, financial administration, and customer service standards. The document serves as a complete operational guide for retail managers, helping maintain store standards, improve efficiency, and ensure compliance with company policies. Key focus areas include inventory management, staff training, security measures, sales performance tracking, and general store maintenance, making it an invaluable tool for retail operations management.
by Marius Van Deventer, from the CommunityGetDownloads: 30 - Template
Retail Business Shutdown Inspection by Mitti
Having to shutdown your shop due to unforeseen circumstances such as COVID-19? Use this inspection to ensure you are mitigating your risks whilst your business is hibernating.
by Danial Cummins, from the CommunityGetDownloads: 30 - Template
Morrisons Maintenance Fresh Look Audit Ver 1.0
This audit was carried out at the week -1 meeting
by Gary Hobson, from the CommunityGetDownloads: 30 - Template
SHEIKE VM AUDIT (TIDY UP)
A detailed visual merchandising audit template designed for retail store inspections. This comprehensive checklist covers essential areas including shop floor standards, back room organization, cleaning protocols, VM changes, stock level management, and staff training. The audit tool helps ensure consistent brand presentation, optimal product placement, and maintenance of store standards. It includes sections for documenting previous feedback, tracking maintenance issues, and capturing visual evidence through required photo attachments. The template facilitates effective communication between store management, regional managers, and VM teams while maintaining high retail presentation standards.
by Adam McDonald, from the CommunityGetDownloads: 30 - Template
Waste Health Check
A tool to help engage the culture and deliver the process to great waste controls and behaviour
by Rob Milner, from the CommunityGetDownloads: 30