Categories
Retail
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.
Browse Retail
3,103 results- Template
Fresh Start Secret Shopper Scoresheet
This secret shopper scoresheet is designed for Phillips 66/Conoco and Fresh Start Convenience locations to evaluate the full in-store and forecourt experience. It covers site identification and landscaping, forecourt and pump islands, fuel dispensers and amenities, store entrance, merchandising basics, coolers and freezers, cold and hot beverage stations, front counter, restrooms, and customer service behaviors. Optional areas include car wash, outside vending, air and water, and service bays. Use weekly to view the store through the customer’s eyes and drive consistent standards.
by ROB ZINKE, from the CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - Template
CO2 PPM Checklist for Tesco Stores
This CO2 planned preventive maintenance checklist is designed for Tesco supermarket refrigeration systems. It guides technicians through essential safety and performance checks, including signage and isolation, electrical integrity, interlocks and earthing, control voltages, compressor staging and overloads, crankcase heaters and fans, oil testing and management, transducers and set points, receiver levels, filter changes, PRV condition, bursting discs, and safety switches. It also covers gas cooler cleaning, fin and coil inspection, leak testing across components and pipework, probe placement, differential checks, and ensuring all cases communicate to set points, with clear closeout steps.
by Arran Middleton-Bolch, from the CommunityDownloads: 30+Get - Template
Dapto 7-Eleven Master Audit
This 7-Eleven master audit template supports convenience store operations across shifts. It guides staff to complete shift paperwork, address drive-offs, check uniforms and logbooks, and verify food safety tasks. Sections cover restocking, cleaning, pie warmer quantities and timestamps, sandwich cabinet presentation, Krispy Kreme layout and tongs hygiene, coffee machine supplies, and outdoor forecourt standards such as bins, pumps, price boards, and wipers. Use at the start of each shift for consistent, compliant performance.
by Ivan Tanuwidjaya, from the CommunityDownloads: 30+Get - Template
Supermarket Shrinkage Review: Receiving and Stockroom
Comprehensive supermarket shrinkage review focused on receiving and stockroom operations. The checklist guides teams through damaged stock handling, repair station setup, waste controls, RF-based receiving, temperature capture, invoice and GRN stamping, eDSD discrepancy processes, secure storage, alarm compliance, and visitor and safety checks. It helps stores reduce loss, ensure policy compliance, and improve accuracy in inventory and vendor claims.
by Phil Batten, from the CommunityDownloads: 30+Get - Template
Parça ve Aksesuar Kontrol Listesi
Bu kontrol listesi, yetkili servislerin Parça ve Aksesuar birimlerinin uçtan uca denetimini kolaylaştırır. Depolama standartları, adresleme ve uyarı levhaları, iş güvenliğine uygun stoklama, raf ömürlü parça (FIFO) takibi ve depo düzeni gibi temel gereklilikleri kapsar. Stok kabul süreçlerinde ürün-doğrulama ve hasar kayıtları; stok ve raf kontrollerinde göz tanımları, rezerve parça takibi ve sayım planı yer alır. Aksesuarların showroom ve bekleme alanlarında sergilenmesi, personel eğitimi ve ETKA kullanımı, bulunabilirlik, acil stok oranı, planlama uyumu, ölü stok ve stok devir hızı gibi performans metrikleri ile desteklenir.
by Berk Aladağ, from the CommunityDownloads: 30+Get - Template
BOPS Day T Checklist V1.3
Use this BOPS Day T checklist to confirm an optical practice is fit to trade. Verify master and workstation PC installation and sign off, Windows accounts and passwords, user logins, SDS application access, and required URLs. Test Office printing, review data migration, and validate retinal camera setup, image viewing and capture. Check the till PC, peripherals, barcode scanner, PDQ, receipts and drawer operation. Include photos, hard drive serials, privacy screens, follow up actions, and manager and engineer sign off.
by Andrew Robertson, from the CommunityDownloads: 30+Get - Template
Softgoods Image Lines Merchandising Checklist
Use this softgoods image lines merchandising checklist to audit store execution across girlswear, boys, toddler, baby, womenswear, menswear, plus size, socks, underwear, intimates, and footwear. Verify correct price points, ticketing, and placement on cube, gondola, round rack, EC and standard locations. Capture images of displays, confirm price dropped and low price tags, and ensure compliance with planograms and promotional standards for apparel and footwear.
by Jason Kudor, from the CommunityDownloads: 30+Get - Template
Hyundai 5T Forklift Maintenance Checklist
This Hyundai 5T Forklift maintenance checklist helps teams keep material-handling equipment safe, reliable, and compliant. It covers routine inspections and service intervals from daily and 10-hour checks through 50, 250, 500, 1,000, 2,000, and 5,000-hour services. Items include engine oil and filters, coolant, hydraulic fluid and filters, belts, tyres and wheels, chains and fasteners, function tests, torque checks, and lubrication points. It also includes sections for defect logging, service completion, and sign-off. Ideal for workshops and warehouse operations using Hyundai 5T forklifts.
by natalie cavanagh, from the CommunityDownloads: 30+Get - Template
Best Practice Observation for Sprint Retail
Use this retail sales observation checklist to coach and evaluate store representatives in Sprint locations. It covers customer greeting within five seconds, enthusiasm and readiness, qualifying for emerging products including phone connect tablets and mobile broadband, visiting key selling zones, explaining device protection, presenting premium accessories, delivering the Ready Now setup, probing for additional lines and closing, checking RMS offers, keeping transaction time reasonable, demonstrating iPad solutions, delivering a clear CSAT survey pitch, supporting trade in and e recycle, and collecting signatures.
by Chris Lindsey, from the CommunityDownloads: 30+Get - Template
Morrisons Maintenance Fresh Look Audit Ver 1.0
This audit was carried out at the week -1 meeting
by Gary Hobson, from the CommunityDownloads: 30+Get - Template
JD Weekly Floorwalk Checklist
Conduct a comprehensive weekly floorwalk with this JD checklist designed for retail managers. Review windows and visual merchandising, textiles, footwear, accessories, and tills, ensuring housekeeping, maintenance, correct POS, pricing, and display standards. Assess stock rotation, top sellers, and customer flow. Audit back-of-house areas including stockrooms, staffroom, toilets, and office to maintain safety and readiness. Use it to drive compliance, brand consistency, and sales performance across the store.
by Adam Rigby, from the CommunityDownloads: 30+Get - Template
RFID Store Visit Report
Create a thorough record of RFID-enabled retail store visits with this structured report template. Capture store and group details, visit date, signatures, and a complete assessment covering engagement, operational checks, staff training, labor hours, sustainability practices, and action-oriented next steps. Add supporting notes and photos to document findings and communicate follow-up tasks. Ideal for field teams standardizing retail audits and validating RFID deployments.
by Stuart Campbell, from the CommunityDownloads: 30+Get - Template
NSG V2 Initiatives 2017 Tracker
This template helps retail stores track the effectiveness of NSG's V2 initiatives over four weeks. It guides teams to schedule daily cleaning tasks, verify restrooms are cleaned three times per day, ensure the clean cart is fully stocked, and confirm overnight cleaning is planned. It also captures the number of clean cash rewards issued to reinforce behaviors. Use it to measure compliance, identify gaps, and improve store cleanliness and operations.
by Eric Schmidt, from the CommunityDownloads: 30+Get - Template
Freshstop Weekday Store Audit Checklist
This weekday Freshstop store audit checklist covers visual appearance, promotions and advertising compliance, merchandising and KVI availability, correct pricing and ticketing, and planogram adherence. Sections include fruit and veg, dairy, cold meats and butchery, deli, coffee bar and bakery, with checks for stock levels, expiry dates, food labelling and allergens. It also reviews housekeeping, till points, customer service, prep areas, back of house, pest control, and office processes. Scoring highlights penalties for non compliance to help drive consistent retail standards.
by Mandy, from the CommunityDownloads: 30+Get - Template
Internal Retail Mystery Shopper Checklist (Region 3)
This internal retail mystery shopper checklist helps evaluate branch presentation and customer experience in Region 3. It covers first impressions such as window cleanliness and correct marketing, footfall and staffing levels, and service touchpoints from greeting and browsing assistance to beverage offers. It prompts assessment of engagement around promotions, the colleague’s enthusiasm and product knowledge, and overall visit feedback. Use it to standardize internal mystery shops and identify coaching and operational improvements across stores.
by Kev Matthews, from the CommunityDownloads: 30+Get - Template
Retail Branch Marketing Checklist
This checklist helps retail branches maintain consistent, on-brand execution across stores. It covers in-store and window cleanliness, display lighting, and overall ambience; verification that all posters, flyers, and marketing materials are approved, current, and properly placed; window displays and A-frame banners aligned to the latest campaign; availability of service and manager business cards, gift cards, bookmarks, comment cards, and discount tags; pricing and tagging standards for products; donation box visibility and condition; device readiness such as charged in-store iPads; monthly offer updates and door stickers for payments; proper setup and maintenance of brochures, plexi displays, and bocals; functioning big screens with updated content, LED strip messages, and clean floor graphics; and accurate descriptions and name/price tags for multimedia items. Use it to run regular branch audits and ensure promotional compliance and a consistent customer experience.
by Omar Sharif, from the CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - Template
SOS-Tour del Manager de Ventas
Lista de verificación semanal para el gerente de ventas de un concesionario automotriz. Cubre imagen de marca y señalización, puntualidad y atención del equipo, vestimenta e identificación del personal, limpieza y orden del salón, material promocional, preparación y exhibición de vehículos, áreas de espera y baños, zona de juegos, folletería, área y planning de entregas, preparación y control de calidad (IPSOS), documentación y flota de prueba, y organización de la playa de stock. Ideal para estandarizar la experiencia del cliente y garantizar calidad.
by Claudia Perla, from the CommunityDownloads: 30+Get - Template
Reporte fotográfico de plagas en tiendas
Esta plantilla en español permite registrar y evidenciar, con fotografías, la actividad de plagas y deficiencias sanitarias en tiendas y supermercados. Incluye selección del tipo de plaga (cucarachas, roedores, moscas, etc.), áreas afectadas, verificación de limpieza, condiciones de equipos de control de roedores, reemplazo de plantillas atrapamoscas y observaciones de daños estructurales que requieren sellado o reparación. Facilita adjuntar evidencia, documentar acciones correctivas y obtener firmas del técnico de fumigación y de la gerencia, así como la entrega de reportes y certificados.
by Engels Mercado, from the CommunityDownloads: 30+Get - Template
AM Visit Next Steps
A detailed store audit checklist that encompasses all critical aspects of retail operations. The guide covers essential areas including entrance and service standards, price integrity checks, back-office operations, warehouse management, colleague facilities, security protocols, and maintenance requirements. It provides a structured approach to evaluating store performance across key metrics such as service quality, cleanliness, stock management, and compliance with safety regulations. The checklist includes specific sections for reviewing promotional displays, waste management, contract cleaning, and the Big 6 performance indicators. This comprehensive tool helps ensure consistent store standards, maintain operational excellence, and promote a safe shopping environment for both customers and staff.
by Paul Duckers, from the CommunityDownloads: 30+Get - Template
Inspección JT SLP
Esta plantilla de Inspección JT SLP está diseñada para el seguimiento semanal del Jefe de Tienda. Permite verificar bitácoras digitales, cronograma de actividades, indicadores de desempeño, clientes nuevos y prospectos. Incluye controles de gestión telefónica (llamadas por vencer y vencidas), adjudicaciones y reformulaciones, así como la gestión de portafolio y actualización de directorio. Cubre metodología 7S, limpieza de búnker, uniforme, políticas paperless, campañas vigentes, preciador y ejercicios de rol play. También contempla procesos administrativos como juntas semanales, seguimiento a auditorías, tareas pendientes, horarios, cuentas por comprobar, mermas y armado de paquetes. Incorpora actividades de campo como volanteo y presencia en puntos clave, con evidencia fotográfica para asegurar cumplimiento y consistencia operativa.
by Claudia Villanueva, 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.