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.
TemplateLPA Monthly Coaching
This LPA Monthly Coaching template helps retailers guide and evaluate Loss Prevention Associates on a monthly cycle. It covers store shrink metrics, sales and OSAT rankings, KRI status, and multiple leadership metrics (MLM). The checklist prompts reviews of cash over/short variances, office organization, hotline tip awareness, and proper case closure. Safety focus areas include completion of safety audits, meetings, and accident tracking. Behavioral reflections identify core strengths and opportunities, with space for improvement notes, final performance comments, and a concrete employee action plan. Signature fields for both reviewer and LPA support accountability and follow-through.
by Jim Kennedy, from the CommunityDownloads: 20+Get- Template
Retail Site Safety and Loss Control Checklist
This retail site safety and loss control inspection checklist helps stores identify hazards, maintain compliance, and protect customers and staff. It covers building structure and fixtures, emergency exits and signage, stairways and flooring, external walkways, amenities and restrooms, car park conditions, fire services and evacuation plans, and building services like CCTV, electrical, HVAC, and telecommunications. The checklist also includes cleaning and security logs, documentation reviews, and general hazard notes to streamline consistent audits across locations.
by Grace Steinwall, from the CommunityDownloads: 20+Get - Template
New Store Visual Merchandising Checklist
Prepare a new retail location for opening with a comprehensive visual merchandising checklist. This template covers technology displays and signage, fixture installation, rails and hooks, ticketing and data strips, printer and consumable layout, writing and art ranges, mailing and packaging, safety equipment, furniture plans, impulse lanes, and more. It guides store teams to follow planograms, set up end caps and feature bays, print correct signage from Onet, and ensure security and compliance across departments. Use it to coordinate tasks, verify readiness, and deliver a consistent shopper friendly store experience on day one.
by Craig Cox, from the CommunityDownloads: 20+Get - Template
RFID Operational Review
Assess RFID readiness across your retail warehouse and shop floor. This checklist reviews designated areas, signage, delivery and presort routines, equipment usage, and alignment of hanging stock with floor ranges. Confirm daily warehouse planning, waste handling, and label control. Verify EPW and NOF holding, documentation, and timeliness. Ensure RFID portals and equipment have clear, clutter free locations in warehouse and on the shop floor. Evaluate floor layout, reduced space, fragmentation, and customer journey. Capture comments and photos to drive improvements.
by Stuart Campbell, from the CommunityDownloads: 20+Get - Template
Retail Store Walk Checklist
This retail store walk checklist helps teams conduct effective floor walks across key areas: windows and front-of-house presentation, in-store atmosphere, pricing accuracy, demo readiness, and cleanliness for categories including computers and laptops, audio, small and large screen TVs, DVD and Blu-ray, portable players, and sat nav. It also covers warehouse housekeeping from floor to shelf and prompts checks for weekly tasks (e.g., form 402), product availability, and dust-free shelving. Use it to identify issues, document observations, and assign actions to maintain merchandising standards and customer experience.
by Dave Cheeseman, from the CommunityDownloads: 20+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: 20+Get - Template
ASR Peer Review for Long Life Grocery
This ASR peer review checklist helps retail teams evaluate AutoStockR performance across Long Life grocery departments. It guides reviewers through weekly gap scans, overstocks and daily stock checks, promo screen validation and base forecast challenges, and overdue order follow ups. It includes checks for early morning gap scan windows, SRT use on shelf, investigation of capping overs, and daily detailed PI checks for perishables, eggs, milk and bread. Reviewers audit LTO picks and locations, convert old promo repacks, and confirm compliance to recent planograms. Aisle by aisle PI verification covers stock on hand accuracy, minimum presentation levels and capacity settings, ticketing and data strips, shelf presentation, and supplier hang sells within date.
by James Elliott, from the CommunityDownloads: 20+Get - Template
Shop Floor Basics Store Tour Audit Checklist
This shop floor basics store tour audit helps retail and supermarket teams assess store presentation and operations. Review car park and entry cleanliness, promotional compliance, and checkout standards. Evaluate fresh departments including produce, meat, deli, and bakery for stock quality, rotation, and housekeeping. Check grocery, general merchandise, dairy, and freezer for out of stocks, planogram compliance, ticketing, and fixture cleanliness. Confirm staff presentation, engagement, and policy adherence. Capture photos, observations, and recommendations to drive consistent, customer-ready stores.
by John Marten, from the CommunityDownloads: 20+Get - Template
Auditoria 5S para Ventas y Showroom
Lista de verificacion 5S para ventas y showroom de concesionarios: senalizacion exterior, estacionamiento de clientes, showroom, recepcion, exhibicion de vehiculos, sala de clientes y area de ninos. Incluye limpieza y orden, MKT y materiales, control de atriles e informacion, atencion al cliente con CRM y redes, material y vestimenta del personal, gestion de test drive, proceso de entrega de 0 km y llamada de seguimiento. Disena para estandarizar y mejorar la experiencia del cliente y la performance comercial.
by Calidad Autocity, from the CommunityDownloads: 20+Get - Template
Bakery Star Line Walk 2425 Checklist
Use this checklist to conduct a bakery star line walk across your retail bakery section. Review key lines such as loaves, rolls, pastries, crumpets, bagels, and cakes to confirm availability, quality, date coding, and presentation. Note SKUs like Tesco, Warburtons, Hovis, Kingsmill, and Mr Kipling, record defects or gaps, and assign follow up actions. Standardize daily checks to improve consistency and product readiness.
by Luke Gilks, from the CommunityDownloads: 20+Get - Template
Protocolo de Atención al Cliente GOmart
Este protocolo de atención al cliente para tiendas GOmart estandariza la bienvenida, recomendación de productos y orientación dentro de la tienda, incluyendo bebidas, Beer Cave, comida rápida, promociones y servicios. Detalla frases sugeridas y pasos para el anfitrión y el cajero: saludo, sondeo de necesidades, upselling, ofertas de recargas y pago de servicios, confirmación de montos, entrega de cambio y ticket, y despedida. Su objetivo es mejorar la experiencia del cliente y apoyar el incremento de ventas en retail.
by Adriana Guzman, from the CommunityDownloads: 20+Get - Template
Seyahat Öncesi Hazırlık Raporu V1
Bu şablon, bölge müdürlerinin yurt dışı veya yurt içi ülke ziyaretlerinden önce planlama ve hazırlık süreçlerini standartlaştırmasına yardımcı olur. Ziyaret amaçlarının belirlenmesi, müşteri türünün ve temas kişilerin kaydı, önceki ziyaretlerin gözden geçirilmesi, seyahat tarih ve saatlerinin planlanması, ziyaret kapsamının (ofis, mağaza, depo, rakip, AVM, konsolosluk) tanımlanması ve gerekli raporların (ülke demografisi, mobilya pazar bilgileri, landed cost, şehir ve nüfus, ekonomik büyüme, parite ve ciro grafikleri, satış noktaları, perakende fiyatlar, destekler, sosyal medya) hazırlanması adımlarını içerir. Ayrıca hediye planı, danışmaya bildirim ve detaylı seyahat bütçesi kalemleri gibi operasyonel başlıklar da yer alır. Perakende ve bayi ziyaretleri için uygundur ve seyahat öncesi tüm kritik bilgilerin amirle paylaşılmasını kolaylaştırır.
by Fuat Atahan, from the CommunityDownloads: 20+Get - Template
Security and Safety Audit Checklist for Retail Stores
This security and safety audit checklist is designed for retail environments to standardize store inspections and reduce risk. It covers sales floor practices like access control, till usage, panic alarms, and emergency contacts; cash handling and banking controls including float checks, refunds, discrepancies, and safe access; office and back-of-house security such as CCTV monitoring logs, bag checks, and stationeries; and health and safety requirements including fire alarm and emergency light tests, fire warden details, first aid readiness, and evacuation records. Stockroom processes include replenishment, delivery logging, returns, transfers, click and collect notifications, and clear egress routes. Final sections capture reports and sign-offs for accountability and compliance.
by David Barrett, from the CommunityDownloads: 20+Get - Template
Checklist 5S Ventas Nissan - Concesionarios
Plantilla de auditoria 5S para el area de ventas en concesionarios Nissan. Cubre las etapas de clasificar y ordenar, limpiar, estandarizar y mantener para asegurar espacios de atencion al cliente organizados, seguros y profesionales. Incluye verificacion de instalaciones, carteleria, cableado y mobiliario; limpieza de pisos, paredes, sanitarios y estacionamiento; identificacion y senalizacion de zonas de trabajo; y seguimiento de auditorias con planes de accion. Ideal para mejorar la imagen del salon, la seguridad y la experiencia del cliente, y para apoyar auditorias internas continuas.
by Valeria Vazquez, from the CommunityDownloads: 20+Get - Template
Betting Shop Audit Checklist (Coral Visits)
This Coral Visits shop audit checklist is designed for retail betting shops such as Coral and Ladbrokes. It guides area managers through evaluating customer greetings, bet-taking accuracy, promotional compliance, floor walking, staff briefings, licensing awareness, and in-store standards. Use it to verify merchandising, cleanliness, equipment readiness, WiFi, EPOS, vending, and safer gambling processes, ensuring consistent branch performance.
by Tim Jeffrey, from the CommunityDownloads: 20+Get - Template
Sales Visit Checklist
Use this sales visit checklist to standardize store visits. Record preparer, date, and location, capture store details and partners, review results and KPIs such as NPS and BTS percent to plan, and assess accessories and attachments. Set focus areas with goals, tactics, timelines, and follow-ups. Audit merchandising, perform visual inspections, log outstanding items with photos, set timelines for completion, and add visit notes to drive retail performance.
by Nick Rubio, from the CommunityDownloads: 20+Get - Template
Victoria and Tasmania Supermarket Shrinkage Review
This checklist helps supermarket leaders assess shrinkage and risk across key store areas. Review front end security, self checkouts, cashier procedures and bag checks. Evaluate cash control, refunds and saved transactions. Inspect service desk and cigarette kiosk practices, including storage and bulk deliveries. Validate product integrity for perishables and long life items, stock rotation, markdowns and waste. Check electronic article surveillance routines and responses. Examine receiving processes, back dock security, invoice handling and claim procedures. Verify inventory controls including AutoStockR tasks, stock on hand adjustments and product investigations. Assess high theft risk categories such as health and beauty, batteries, razors and liquor. Confirm CCTV coverage, alarm settings, system access and defensive merchandising controls. Use findings to reduce stock loss, strengthen compliance and improve store profitability.
by Phil Batten, from the CommunityDownloads: 20+Get - Template
Ladbrokes Coral Shop Standards Audit LNS A4
Use this Ladbrokes Coral shop standards audit to evaluate retail betting shops across key areas including shop front, customer area, machines, horses and greyhounds, numbers and football displays, and customer toilets. Check counter and colleague areas, vending and kitchen cleanliness, staff greeting and appearance, targets visibility, awareness of daily and weekly offers, and recording customer interactions in UCMS. Verify responsible gambling posters and MOSES leaflets, Think 21 age verification activity, and completion of gold standards audits within the last four weeks.
by Isuru Ranaweera, from the CommunityDownloads: 20+Get - Template
Dairy and MFP Week 1 Checklist
This Dairy and MFP Week 1 checklist supports grocery teams assessing availability, freshness, and presentation across dairy, meat, fish, and poultry categories. Use it during weekly store walks to verify core lines, date codes, temperature controlled products, and planogram compliance. Capture notes on milk, cheese, yogurt, eggs, butter, bacon, sausages, poultry, beef, lamb, seafood, and ready to eat provisions to maintain quality and reduce waste.
by Luke Gilks, from the CommunityDownloads: 20+Get - Template
Swiss Butchery Shop Audit
Use this Swiss Butchery shop audit to evaluate customer facing and back of house standards across retail stores. The checklist covers store ambience, cleanliness, merchandising, labeling, and temperature control for chillers, freezers, and ready to eat displays. Review fruit and vegetable counters, dry goods, grill academy, and staff appearance. Assess equipment and food safety in preparation, washing, and machinery areas, plus walk in chillers, dry age displays, office and staff rooms, and restrooms. Capture findings, assign actions, and track brand compliance.
by Ignacio Virgen, from the CommunityDownloads: 20+Get - Template
Development Handover to Maintenance
This development handover to maintenance checklist helps retail store teams transition new builds into ongoing operations. It guides sign off of externals including car park, elevations, signage, fire escapes and doors, and landscaping. Internally it covers warehouse slab and goods in, lighting rig, heating, walls, trade counters, entrance doors, roller shutters, entrance mats, benches and work areas. It prompts checks for CCTV with store management, operations and maintenance manuals, and time clocks. Staff welfare areas are reviewed including staffroom finishes, lighting and heating, one to one rooms, toilets, sanitary ware, water heaters and doors. It also captures non use or locked down areas, site specific issues with photos, and records sign off by the store development manager, maintenance surveyor and store management.
by Phil Brimble, from the CommunityDownloads: 20+Get - Template
Lidl Checkout Cladding Survey
This Lidl checkout cladding survey template helps retail teams plan and document checkout cladding work. Capture store details, manager and contact info, checkout configurations, end panels, tracking type, controller name, storage boxes, and operator door status. Record operational status, damage or missing equipment, and any issues preventing cladding. Take required photos from each corner and for each issue. Summarize work, including the number of checkouts to clad, remove, or relocate, plus additional comments. Log sign-in location, delivery and noise restrictions, store access for works, and add an overall photo for a clear record.
by Kevin Partridge, from the CommunityDownloads: 20+Get - Template
CKL Check List Express V3.0
La plantilla CKL Check List Express V3.0 está diseñada para estandarizar y agilizar las auditorías operativas en tiendas minoristas. Cubre áreas clave como comercial, ventas y plan estratégico, telemarketing, operaciones y área de cajas, piso de ventas, devoluciones y paquetería, CEDIS y almacenes. Incluye también imagen exterior, compras corporativas, mantenimiento, sistemas, recursos humanos, administración, permisos y protección civil, insumos, caja chica, pagos a proveedores, auditorías y contabilidad. Úsala para evaluar el estado de equipos, cumplimiento de campañas, control de inventarios, procesos de caja y documentación, con evidencias y seguimiento, mejorando la consistencia y el desempeño de la tienda.
by Misaac López, from the CommunityDownloads: 20+Get - Template
Club Car Wash Prep and Operations Report
This Club Car Wash Prep and Operations Report helps teams run consistent, high quality wash operations. It covers customer greeting, bug removal, loading vehicles onto the track, solo prepping by side and area, and quality checks for windshields, wheel wells, tires, rims, and rear surfaces. Wash function items include retract calls, terminal controls, and equipment understanding. Lot tasks span vac nozzles, towel pickup, trash removal, towel and bottle restock, and overall lot checks. It also supports opening and closing duties, cleaning walls, tunnel and lot close down, FMX ticketing if applicable, attendance and timeliness, uniform and appearance, and safety and situational awareness, plus space for additional notes.
by Sarah Stockwell Gregson, from the CommunityDownloads: 20+Get