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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.
TemplateJD 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
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 - Template
Encuesta de Recursos Humanos para Tiendas GoMart
Plantilla de encuesta para evaluar la gestión de Recursos Humanos en tiendas GoMart. Incluye preguntas sobre carpeta de administración de personal, tablero de comunicación, rol de horarios, uniformes, uso de biométrico y registro de huellas. Mide la frecuencia de visitas del supervisor y la satisfacción del apoyo recibido. Permite calificar áreas clave como RR. HH., sistemas, abasto, comida rápida, administración, mantenimiento, mercadotecnia, planogramas (Catman), monitoreo e inventarios, para identificar fortalezas y áreas de oportunidad y mejorar la operación de tienda.
by Vanessa Lozano, from the CommunityDownloads: 30+Get - Template
Tilling SOP
A detailed standard operating procedure (SOP) audit checklist for retail tilling operations, designed to evaluate and maintain high standards in customer service and transaction processing. The document covers essential aspects including resource planning, till point maintenance, customer interaction protocols, proper scanning techniques, bag packing standards, payment processing, queue management, and voucher handling. This audit tool helps ensure consistent service delivery, operational efficiency, and compliance with established retail procedures. The checklist serves as a comprehensive guide for supervisors and managers to assess and maintain quality standards at point-of-sale locations.
by Dan Clough, from the CommunityDownloads: 30+Get - Template
Project Zero Healthcheck Checklist
This Project Zero Healthcheck checklist helps retail and grocery stores assess waste control, product handling, and transfer processes. Verify waste cage key security, designated waste areas, acceptable fresh waste volumes, and department waste records. Check locks for high-value meat, unused RTC labels, and in-store bakery practices including use of pink waste bags, ingredient dates, and yeast rotation. Confirm ABP cage security and returns. Review produce waste recording, front-end put-back processes, and PLU list updates. Assess DOTcomm guarantees, Food Connection donations and colleague shop controls. Validate transfers across PFS, Costa machines, milk, free issue, bread sampling, and free fruit.
by Lee Hamnett, from the CommunityDownloads: 30+Get - Template
Recepción Edificios MN
Esta plantilla mensual de Recepción Edificios MN sirve para evaluar el estado integral de una tienda: exteriores, piso de venta, cocineta, bodega, baños y techo. Incluye verificaciones de iluminación, limpieza, equipos, sanitarios, drenajes, plafones, bombas, tinacos y señalización, así como evidencias fotográficas. Úsela para identificar áreas de oportunidad, requerimientos de mantenimiento y presupuestos adicionales, y documentar calificaciones, observaciones y firmas de responsables y supervisores.
by Victor Ramirez, from the CommunityDownloads: 30+Get - Template
South Central LandD SDL Work With Pre-certification
Demonstration of People, Customer and Leadership skills during the Pre-certification process prior to Final Certification.
by Jason McCollum, from the CommunityDownloads: 30+Get - Template
Confirmación Suc Depto Visual
Requerimientos Del Departamento De Imagen Para Validar La Apertura De Una Sucursal Pirma. A Continuación Se Enlistan Los Aspectos Con Los Cuales Debe Cumplir Una Sucursal Pirma Para Que Esté En Óptimas Condiciones Para Brindar Servicio Al Cliente.
by Christian Arias, from the CommunityDownloads: 30+Get - Template
Recorrido Distrital
Checklist de recorrido distrital para tiendas de autoservicio y supermercados. Incluye verificacion de areas externas, entrada, cajas, piso de ventas y limpieza. Revisa ejecucion de mercadeo, surtido, senalizacion y calidad en frutas y verduras, carnes, panaderia y salchichoneria. Evalua resultados numericos, asignacion de asociados y cumplimiento de horarios. Integra controles de seguridad como CCTV, botones de panico y salidas de emergencia.
by Ricardo Méndez Morales, from the CommunityDownloads: 30+Get - Template
Inspección de Seguridad e Higiene para Locales Comerciales
Plantilla de inspección en español para evaluar seguridad e higiene en locales comerciales. Cubre documentación obligatoria (ART, habilitaciones, planes y simulacros), orden y limpieza, servicios sanitarios y vestuarios, salas de descanso, vías de escape, mobiliario, instalaciones eléctricas, protección contra incendios, provisión de agua potable, ascensores y montacargas, cartelería de seguridad, estacionamientos, iluminación y primeros auxilios. Incluye campos para observaciones, fotos y fechas de vencimiento según normativa vigente.
by Francisco Sciegata, from the CommunityDownloads: 30+Get - Template
Intrusive Security Audit Checklist
This intrusive security audit checklist helps retail teams evaluate store security and loss prevention practices. It guides staff to confirm counter doors and safes are locked, inserts are secured, cash at the counter stays under set limits, and daily security checks are completed. It also covers banking procedures, staffing on duty, and record keeping to strengthen compliance and reduce shrink. Use this template to standardize site audits and improve store security across locations.
by David Higgins, from the CommunityDownloads: 30+Get - Template
WOW Department PTC Checklist
Use this daily Department PTC checklist to help store, department and duty managers assess performance across all supermarket areas. Verify food safety records, cleaning standards, product ticketing and country of origin, planograms, promotions, markdowns, stock levels and SOH reports, ASR routines, equipment condition and customer engagement. Covers Bakery, Deli, Fresh Produce, Meat, Seafood, Longlife, Stockroom, Service and Checkouts.
by Terry Williams, from the CommunityDownloads: 30+Get - Template
Risk and Compliance Financial Controls
This retail-focused financial controls checklist helps stores audit cash handling and access controls. It covers cash reserve reconciliation, investigation of register variances, refund authorization, documentation of store cash expenses, and monthly cash machine and self-checkout counts with manager sign-off. It also verifies Armaguard security seals and record keeping, regular register clearances, timely transfers to the cash machine, reconciliation of void transactions, and appropriate access levels for POS, cash machines, and cash management systems. Includes e-signature for self-audit completion.
by Operations Manager, from the CommunityDownloads: 30+Get