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Access retail templates and training courses to support staff training, store audits, and day-to-day store operations. Help your teams stay consistent, manage inventory checks, and keep daily tasks on track across every retail location.
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3,104 results- Template
Checklist de Administración V2.0
Plantilla de checklist en español para la administración integral de una tienda. Cubre permisos y licencias (funcionamiento, anuncios, uso de suelo, protección civil), recarga de extintores, control de insumos (papelería, limpieza, empaque), caja chica y ODC, pagos a proveedores (basura, CFE, agua, alarmas, estacionamiento), seguimiento financiero (créditos, revolventes, documentación), auditorías recientes y ajustes en sistemas, así como procesos contables (envío de paquetes, vales, cortes y evidencias). Incluye responsabilidades para gerente y supervisor y frecuencias semanales y mensuales.
by Misaac López, from the CommunityDownloads: 30+Get - Template
Customer Perception Training Checklist
This customer perception training checklist helps grocery and supermarket teams evaluate the shopper experience across the entire store. It guides audits of exterior upkeep, parking and entrances; greeting, lighting and cleanliness on entry; fresh departments including produce, meat and smoked meat; spot bunkers, frozen doors and bunkers, dairy and milk cases; bakery and center store aisles; front-end stocking, queue length and cleanliness; and backroom, restrooms and dock areas. It includes prompts for stock levels, rotation and freshness, correct signage and pricing, sanitation, and priority issues, enabling consistent standards, corrective action, and improved customer satisfaction.
by Matt McLain, from the CommunityDownloads: 30+Get - Template
Inspeccion Cruzada para Tiendas y Supermercados
Plantilla de auditoria para tiendas y supermercados enfocada en abarrotes, almacenes y cajas. Incluye verificacion de orden, limpieza, estiba e integridad de envases; ausencia de plagas; control de vida util y rotacion PEPS; etiquetado y rotulado; registros al dia con firmas y verificacion de responsables; higiene y uniformes del personal; difusion de manuales y procedimientos; y control en piso de venta, recepcion de mercaderia, zona de devoluciones y mermas, y almacenamiento de huevos. Disena para estandarizar inspecciones y asegurar el cumplimiento de BPM y normativas vigentes.
by Jonathan Guerrero Reyna, from the CommunityDownloads: 30+Get - Template
OEP คปอ. Makro สาขาชุมพร แบบตรวจความปลอดภัย
แบบตรวจ OEP คปอ. สำหรับสาขา Makro ชุมพร ครอบคลุมการตรวจพื้นที่รอบนอกอาคารและลานจอด ระบบไฟส่องสว่างและการจราจร ความสะอาดและความเป็นระเบียบภายในอาคาร ความปลอดภัยด้านระบบไฟฟ้า มาตรการป้องกันและระงับอัคคีภัย การใช้งานรถยกและเครื่องจักรกลเคลื่อนย้ายสินค้า ตลอดจนพื้นที่รับส่งสินค้าและการจัดการขยะ ใช้เพื่อตรวจติดตามความพร้อมใช้งานของอุปกรณ์ ป้ายสัญลักษณ์ การจัดเก็บพื้นที่ และความปลอดภัยของลูกค้าและพนักงาน เพื่อยกระดับมาตรฐานความปลอดภัยของร้านและคลังสินค้าอย่างต่อเนื่อง
by Krit Panyatanawiwat, from the CommunityDownloads: 30+Get - Template
Retail Store Visit Report Template
Use this retail store visit report template to evaluate stockroom organization, SOP compliance, health and safety, sales floor standards, and customer service. Capture checks on merchandising, signage, CCTV, emergency readiness, fire safety equipment, and POS controls. Track coaching actions, KPI awareness, and staff grooming to improve execution. Standardize audits across stores and document corrective actions and follow ups.
by Adventure HQ Safety Checks Sharaf HQ Investment, from the CommunityDownloads: 30+Get - Template
Reyes Beverage East Coast Small Format Survey
This small format retail survey helps beverage and C-store teams assess in-store execution. It covers display setup and compliance, primary and secondary item execution, case cards, competitive display space, and photo capture. Cooler execution includes planogram adherence, correct suction cups and pricing tags, product rotation, out-of-stocks, and out-of-code checks, plus optional photos. The checklist also prompts notes, back stock management, and follow-up actions to drive merchandising standards.
by Matthew Hartsook, from the CommunityDownloads: 30+Get - Template
Retail Store Customer Journey Audit PASSQ v3
PASSQ v3 is a comprehensive retail store customer journey and operations audit template. It guides teams through merchandising checks such as right location, right price, correct POS, and product condition across departments including hardware, plumbing, electrical, paint, and flooring. The checklist covers service behaviors, stock on shelf and project quantity availability, standards and safety, warehouse and yard housekeeping, and queue management. Use this template to assess compliance, improve store execution, and enhance the customer experience.
by Adrian Chapman, from the CommunityDownloads: 30+Get - Template
Dairy and MFP Department Checklist
This Dairy and MFP department checklist supports grocery and supermarket teams during routine aisle walks. Use it to review availability and quality across dairy, meat, fish, poultry, and chilled categories, from milk and cheese to bacon, sausages, seafood, and ready meals. Record stock positions, check date codes and rotation, note substitutions, and confirm merchandising and planogram standards. Ideal for daily team walk-throughs to maintain freshness, reduce waste, and improve on-shelf availability.
by Ryan Walsh, from the CommunityDownloads: 30+Get - Template
Always Improving Assessment Bronze
Use this assessment to evaluate how well your store has embedded continuous improvement habits. It guides leaders through Look and Listen walks, Visual Management Boards and daily huddles, standard operating procedures, 5S workplace organization, and structured problem solving tools such as PDCA and 5 Whys. Review each department including Produce, Bakery, Deli and Seafood, Meat, Online, Long Life and Perishables, and Checkouts. Capture examples, note gaps, and assign actions to drive consistent, measurable improvement.
by Stacey Scammell, from the CommunityDownloads: 30+Get - Template
Sale Manager ตรวจสอบงานประจำวัน
เทมเพลต Sale Manager สำหรับตรวจสอบงานประจำวันของร้านสะดวกซื้อและจุดขายอาหาร ครอบคลุมงานบริการลูกค้า ขั้นตอนการคิดเงินและทอนเงิน ตามคู่มือ Friendly Service การควบคุมเงินในเครื่อง การตั้งต้นสินค้า การทำ Handling และ FIFO การจัดเรียงสินค้าและ Planogram การตรวจสอบคุณภาพสินค้าในตู้ร้อนและตู้เตรียม รวมถึงการติดตามเป้ายอดขายและรายงานผลทั้งผลัดเช้าและผลัดบ่าย
by Pakapol Chaisiripenpark, from the CommunityDownloads: 30+Get - Template
Auditoría TMSR de Tiendas Bonjour
Plantilla de auditoría TMSR para Tiendas Bonjour orientada a mejorar la experiencia del cliente y la ejecución en punto de venta. Evalúa accesos, imagen de tienda, planograma y pasillos, iluminación, temperatura y música. Revisa neveras y freezers, área de comidas y bebidas, exhibición de lubricantes Total, y zona de asientos. Verifica atención del personal, tiempos y ventas adicionales, orden en mostradores y procesos en POS, prevención de fraude y ahorro energético. Incluye baños, seguridad de datos del tarjetahabiente, higiene y manipulación de alimentos, limpieza de máquinas de café, registros LPC, mantenimiento, permisos de contratistas, entrenamiento, promociones, inventario y control de productos no escaneables.
by Domingo Matos, from the CommunityDownloads: 30+Get - Template
RGM Store Visit Customer Promise Checklist
This RGM store visit checklist guides branch reviews against the five Customer Promise pillars. Assess people performance, rewards, reviews, recruitment, PDPs, and PULSE. Check commercial execution including Right Sell targets, daily briefs, planograms, demos, posters, and iD pitch. Evaluate connectivity KPIs such as PPCR, postpay volume, £ per box, and multiplay. Review services performance for Geek Squad, Checkpoint, and upgrades. Measure customer experience via WCSS, detractor recovery, mystery shop readiness, and Pinpoint behaviours. Validate operational efficiency across security, compliance, banking, stock controls, and routines. Capture findings, add images, and agree SMART next steps.
by simon halsey, from the CommunityDownloads: 30+Get - Template
Dealer Evaluation Audit Checklist
Assess dealership showroom compliance with this dealer evaluation audit checklist. Review exterior and interior signage, furniture quality, alignment, and maintenance, plus flooring condition against approved layouts and brand standards. Capture notes on unapproved elements, verify WiFi availability, and document issues with photos. Gather dealer feedback and propose improvements to ensure a consistent, on-brand customer experience.
by Ci Cd, from the CommunityDownloads: 30+Get - Template
Checklist de Prevencao de Perdas para Padaria
Checklist focado em operacao e controle de perdas no setor de padaria de supermercado. Cobre higiene do ambiente e equipamentos, armazenamento correto e rotulagem, uso de EPIs, prevencao de contaminacao cruzada, exposicao e abastecimento de produtos, sinalizacao de precos e promocoes, atendimento prioritario ao cliente, aplicacao do PVPS, controle de validade, balancas e tabela de taras, organizacao de camaras frias, inventarios e registro diario de quebras. Inclui boas praticas de producao padronizada para reduzir desperdicios e aumentar a lucratividade.
by Alex Car, from the CommunityDownloads: 30+Get - Template
Auditoría de Higiene e Imagen Casa Ley
Esta plantilla en español te ayuda a evaluar la higiene e imagen en tiendas Casa Ley. Incluye verificación de documentación, condiciones de bodega, control de plagas con cajas para roedores, estado de sinks y time mizer, uso de EPP, estaciones de lavado de manos y ausencia de producto caducado. Permite señalar departamentos que requieren limpieza (panadería, tortillería, cocina, carnes, pescados, salchichonería, frutas y verduras, fuente de sodas y abarrotes) y revisar óxido, hongos, pintura, daños de estructura y equipos en desuso, con firma de supervisor y gerencia.
by Engels alex Mercado, from the CommunityDownloads: 30+Get - Template
ASL Fit for Summer - Convenience Checklist
Get convenience stores summer-ready with a practical checklist covering refrigeration packs and compressors, condensers and gas coolers, inverters, cold rooms, shop floor cabinets and integrals, and air conditioning and ventilation. Verify airflow, temperatures, fan rotation, trim heaters, night blinds, and condensate management. Include cleaning tasks with before-and-after photos, sensor and switch checks, and networking status for online fixtures. Capture issues, complete predictive work orders, and note additional parts or service needs to ensure reliable performance and reduce downtime.
by David Smith, from the CommunityDownloads: 30+Get - Template
Management Meeting Minutes Template
Use this management meeting minutes template to run focused, productive leadership meetings. Capture key details including meeting date, location, attendees, agenda topics, discussion notes, decisions made, outstanding items, and clear action items with owners and due dates. Sections can include Store Manager discussion, area or operations manager updates, general discussion, and follow-ups to ensure accountability across teams. Ideal for weekly managers meetings in multi-site or store-based operations, this template standardizes how outcomes are recorded and shared, helping teams align priorities and track progress over time.
by Nick Barker, from the CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - Template
OWNDAYS TH New Joiner Retail Checklist
Use this comprehensive new joiner checklist for OWNDAYS Thailand to onboard optical retail staff and standardize store operations. The checklist guides appearance and behavior, customer greeting and approach, sales conversation steps, lens options and benefits, membership and promotions, reception workflows and policy confirmations, POS and cashier procedures, dispensing and fit adjustments, and after sales service. It also includes phone etiquette standards, documentation needs, and warranty guidance, helping trainers track strengths and gaps while coaching. Ideal for shop managers and trainers to ensure a consistent, high quality customer experience across branches.
by Atidtaya Sukaphong, from the CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - Template
Mi Comida Selling Evaluation Checklist
This Mi Comida Selling Evaluation checklist helps retail grocery teams assess signage, synchronized promotions, and merchandising across Market, Seafood, GM/Drug, Grocery, Produce, Bakery, and Deli. Verify fresh, full, and correctly signed displays, appropriate couponing, and use of banners, pennants, table tents, and drapes. Capture data usage practices such as top 10 reports, BI-driven placement, and daily huddles. Evaluate customer interactions, goals, event execution, and lobby impact, then record recommendations.
by Diego Zamora, from the CommunityDownloads: 30+Get
Retail safety and quality resources your team can use every day
Explore retail training courses, checklists, and templates in one place. SafetyCulture’s Content Library is an online resource built for retail managers who need reliable safety and quality guidance without slowing down daily operations. It provides quick access to ready-made training, courses, and checklists so your teams can stay consistent, capable, and confident on the floor.
Organized retail spaces leave lasting positive impression
These digital resources can help you solve problems faster, support staff performance, and maintain clear standards across every store.
Here are a few ways the library supports better retail operations:
Strengthen conflict resolution with de-escalation training that helps staff handle difficult customer interactions calmly and safely.
Track equipment issues using a vehicle maintenance log template to reduce downtime and keep store operations running smoothly.
Support backroom and floor teams with warehouse safety training that helps prevent injuries and maintain safer stock-handling routines.
Maintain store standards using retail store maintenance checklists that help teams spot issues early.
Improve in-store experiences with customer service courses that help teams deliver consistent, respectful support to shoppers.
Everything is fully digital and ready to use, so you can adapt content to your workflow and share it across your team. Using these resources in SafetyCulture gives you clearer oversight, faster follow-up on issues, and a stronger safety and quality culture in every store. This library helps managers make better decisions with consistent information available anytime, anywhere online today.