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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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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 - 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
Rapport de visite magasin – modèle complet
Ce modèle de rapport de visite magasin aide les responsables à évaluer l’exécution commerciale et administrative en point de vente. Il couvre le contrôle des stocks (produits sensibles, forte valeur, ruptures, surstocks), la sécurisation des fonds et le respect des process caisse, la conformité des directives merchandising, ainsi que l’évaluation de la performance commerciale et de l’animation d’équipe. Idéal pour standardiser les visites, réduire les écarts et améliorer la rentabilité.
by Virgile Grandjean, 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
Internal Theft Incident Report Template
This internal theft incident report template helps retailers document incidents of suspected employee theft from initial report to disposition. Capture store code and location, manager on duty, incident type (merchandise theft, cash theft, fraudulent returns, unauthorized discounts), case value, and how the case was generated. Record employee details, interview notes, witness statements, property lists by style code, and attach evidence, statements, and promissory notes. Track police notifications, custody, and case numbers to align with asset protection, HR, and legal processes. Use this checklist to standardize loss prevention investigations across locations.
by Victor Arriaga, 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 - Template
Office Manager Security Handover Pack
Streamline the handover between outgoing and incoming office managers in retail stores. This security handover pack guides teams through cash control, safe and keys management, staff controls and logs, CCTV access, intruder alarm training, and final sign off. Use it to document training, confirm responsibilities with area managers, and ensure banking, petty cash, discounts, and store keys are accounted for. Keep a copy on file and email to the relevant health and safety contacts.
by Garry Longthorne, 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.