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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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Retail Shop Audit Checklist
Comprehensive retail shop audit checklist designed to uphold consistent standards across automotive retail locations. Evaluate exterior conditions, signage, parking, and cleanliness; review showroom and sales counter presentation, merchandising, permits, and customer amenities; inspect shop and storage areas for safety, equipment maintenance, PPE, and OSHA compliance; and verify operational controls including scheduling, work order handling, customer communication, and cash procedures. Use this tool to identify improvement opportunities, prioritize capital upgrades, and ensure a safe, compliant, and customer-ready store environment.
by Rebecca Griffis, from the CommunityDownloads: 20+Get - Template
Checklist Alfamart: Audit Pendingin dan Daya
Checklist Alfamart ini digunakan untuk mengaudit performa pendinginan GDM dan keandalan pasokan listrik di toko. Bagian Tegangan Outlet memeriksa kecukupan tegangan 190–240 V, sumber PLN, kestabilan, penggunaan power supply, pemasangan grounding, kondisi kabel, serta fungsi PRCD 30 mA. Bagian Cooling Performance menilai suhu aktual, fungsi cut in/cut off termostat, arus kompresor, nilai kapasitor, kondisi refrigeran, dan kebersihan kondensor. Bagian Sparepart dan Aksesori mengecek fan motor evaporator dan kondensor, serta fungsi dan jenis lampu TL atau LED. Cocok untuk audit operasional dan pemeliharaan peralatan toko.
by irawan nurcahyo, from the CommunityDownloads: 20+Get - Template
Convenience Shrink and Security Healthcheck
Use this audit to evaluate shrink and security practices across convenience operations. Sections cover engagement and awareness, front end controls (staffed checkouts, EAS gates, deactivation units, void reviews), product protection and tagging on fresh and ambient lines, high-risk merchandising, and risers. Back door and warehouse controls include locked access, secured BWS cages, delivery handling, Smoke Cloak readiness, and Collect+ storage and audits. Cash office standards address safe security, dual-control tobacco, and key management. Stock routines check gaps, OSI, dashboards, deep dives, staff searches, KPIs for news and magazines, transfers, and waste recording. Aim for 90%+ to meet overall.
by Rich Forrest, from the CommunityDownloads: 20+Get - Template
Mystery Shopper Retail Store Assessment
This mystery shopper checklist helps evaluate retail store performance across the entire customer journey. Capture customer details and purchasing profile, then assess first impressions, information counter service, cashier engagement, and checkout equipment. Audit merchandising, cleanliness, signage, pricing, and product confidence across departments including bakery, chilled and frozen, fresh produce, butchery, fish and seafood, and dry/non‑food. Review staff behavior and service quality, plus facilities such as car parks, vendor areas, toilets, floors, and trolleys. Use the findings to improve customer experience, store standards, and operational compliance.
by Puth Prapasanobol, from the CommunityDownloads: 20+Get - Template
Spotcheck de Ventas: Productividad y Desempeño
Evalúa y mejora la productividad de tu equipo comercial con este spotcheck de ventas alineado a los estándares de Grupo Q. La plantilla cubre capacitación continua e inducción (herramientas, procedimientos, marca y postventa), monitoreo de avances y planes de acción, esquemas de compensación e incentivos, definición y comunicación de metas de ventas, así como evaluaciones de desempeño mensuales y reportes a RR. HH. Incluye prioridades por ítem para enfocar acciones (alta, media, baja) y promueve evidencia documentada de reuniones, resultados y cumplimiento en sistemas. Ideal para gerentes y asesores de ventas que necesitan controlar y elevar el rendimiento de manera consistente.
by Saipmihf Hernández, from the CommunityDownloads: 20+Get - Template
Supermarket Fresh Departments Audit Checklist
Use this Fresh Departments Audit to evaluate supermarket fresh departments against operational and compliance standards. The checklist covers financial targets and controls, rotation and date checking, markdowns and wastage recording, roster coverage versus sales, stock control with order guides and auto-ordering, and adherence to company standards. It also assesses food safety practices, WHS compliance, merchandising and presentation, availability of promotional and core lines, uniform and personal appearance, ticketing accuracy, customer service, and cleanliness and organization across the store and back of house.
by Bernardi Group, from the CommunityDownloads: 20+Get - Template
Checklist de Auditoría Interna
Esta plantilla de auditoría interna en español está diseñada para operaciones de retail y tiendas. Incluye controles de cadena de frío (temperaturas de equipos y cámaras), revisión de productos y fechas (FEFO, vencidos), limpieza de góndolas, pisos y zonas de desechos, higiene personal, procesos de recepción, picking y packing, y verificación de baños e implementos. Cubre seguimiento de no conformidades, conteo y revisión de SKUs, y validaciones con datos. En documentación, contempla formatos de limpieza y temperatura, capacitaciones, licencias, extintores y planos. También incorpora auditoría de seguridad: luces de emergencia, salidas despejadas y uso correcto de EPP. Ideal para evaluar cumplimiento y estandarizar operaciones en tiendas y supermercados.
by Julio Condo, from the CommunityDownloads: 20+Get - Template
Monthly Dealership Inspection Checklist
Use this monthly dealership inspection checklist to assess an auto dealership site for safety, compliance, and presentation. Review carpark and driveway conditions, line marking, loading zones, speed and directional signage, and building condition including roof, gutters, windows, and doors. Verify housekeeping in bathrooms and staff areas, and check electrical panels, test and tag status, and wiring. Confirm fire protection measures like sprinklers, smoke and fire alarms, extinguishers, emergency exits, evacuation lighting and procedures, and recent drills. Ensure first aid kits and first aider coverage are in place. Manage restricted areas such as the workshop with signage and barriers, and verify contractor prequalification, induction, and sign in and out. Capture any new hazards or incidents and record completion details.
by Angie Williams, from the CommunityDownloads: 20+Get - Template
UFC Gym Mystery Shop Checklist
This mystery shop checklist is designed for evaluating the end to end UFC Gym customer journey. It covers initial phone and email enquiries, how the Membership Advisor handles needs analysis and booking, front desk reception, in club tour, benefit led selling and price presentation. It also includes post tour actions such as trial setup or joining, upsell opportunities and referrals. A class and coaching section assesses start time, instruction clarity, safety, energy and equipment care. Use this tool to capture objective feedback and improve sales effectiveness, member experience and retention.
by SHANE MCKEOGH, from the CommunityDownloads: 20+Get - Template
Formulario de valoración del estado de tiendas
Formulario editable para evaluar el estado y la seguridad de tiendas. Incluye secciones de mobiliario y estanterías, suelos, escaleras, puertas y portones, vías y salidas de evacuación, instalación eléctrica, orden y limpieza, equipos de trabajo y EPIs, elevadores, riesgos en centros comerciales y protección contra incendios en zona de ventas y almacén. Contiene campos para identificar la tienda, responsables, incidencias y firmas. Ideal para auditorías internas y cumplimiento en retail.
by Sandra Solà, from the CommunityDownloads: 20+Get - Template
Roles y responsabilidades de la fuerza de campo
Esta checklist en español ayuda a equipos de campo y gerentes de concesionarios a alinear funciones clave. Cubre ventas (pronósticos, embudo de showroom y mix), marketing (campañas, CRM y reputación), incentivos y cumplimiento, gestión de inventario y flujo de vehículos, revisión financiera y de rentabilidad, calidad del cliente (auditorías, SSI y estándares NRC), desarrollo de red y visual identity, capacitación de vendedores y líderes, y prácticas de HR. Incluye acciones para coordinar con dealers, documentar visitas, impulsar usados certificados y ejecutar iniciativas especiales, con foco en resultados y mejores prácticas.
by Marcelo Montes, from the CommunityDownloads: 20+Get - Template
Inspeção de AET NR 17 para Supermercados
Este checklist de AET ajuda supermercados a cumprir a NR 17, guiando a avaliação ergonômica de postos de trabalho e operadores de checkout. Registre condições ambientais (iluminância, ruído, temperatura, umidade e ventilação), mobiliário, monitores e displays, EPIs, levantamento e transporte de cargas, além de posturas e queixas dos colaboradores. Identifique riscos, recomende melhorias conforme normas ABNT e NR, e gere laudos completos com evidências para correções e ações de prevenção. Ideal para técnicos de segurança, ergonomistas e equipes de SST que precisam padronizar inspeções e documentar conformidade ergonômica.
by Dinamica Gold Ocupacional, from the CommunityDownloads: 20+Get - Template
IGA ROTY Store Award Evaluation Checklist
This IGA ROTY checklist helps assess supermarket department standards across deli, meat, bakery, fresh produce, grocery, and dairy and freezer. Use it to verify advertised specials and hot offers are displayed and ticketed, ranges are complete, cabinets and cases are clean and well merchandised, and products are fresh and appealing. It also reviews POS execution, out of stocks, pricing programs, store ambiance, staff presentation and engagement, basket and trolley availability, and overall cleanliness to support award evaluations.
by Garry Cowling, from the CommunityDownloads: 20+Get - Template
Checklist de Auditoría de Concesionario Posventa
Checklist de auditoría para concesionarios orientado al área de posventa. Verifica listas de precios de servicios, promociones y reparaciones, tarifas de mano de obra para clientes, garantía e interna, costos por hora en mantenimiento y diagnóstico, y costos de repuestos. Define reglas de descuentos y markup para mayoristas, aseguradoras, web y transferencias internas. Incluye control de incentivos, costos fijos y evidencia en sistemas con aprobación de dirección o controlling financiero. Útil para asegurar cumplimiento, competitividad y rentabilidad del taller y repuestos.
by Nadia Espejo, from the CommunityDownloads: 20+Get - Template
Территориальный директор АВТОМИГ: чек-лист
Практический чек-лист территориального директора АВТОМИГ для оценки качественной работы магазинов. Охватывает проверку фасада и прилегающей территории, чистоту и освещенность залов, выкладку товара и актуальность ценников, наличие POS-материалов, внешний вид и экипировку персонала. Включает контроль складов и подсобных помещений, информационных стендов, соблюдение требований ТБ и ПБ, уголок потребителя и соответствие законодательству. Предусмотрены фотоотчеты и отметки о повторных замечаниях.
by Андрей Титаренко, from the CommunityDownloads: 20+Get - Template
Area Manager Store Report Checklist
This Area Manager Store Report checklist helps multi-site leaders assess store performance during visits. Review customer service at registers, track merchandising gaps, verify Healthy/Beauty Break executions and signage, and check compliance items such as scripts, credits, and Bioceuticals. Capture photos and notes, log follow-up actions due within 7 days, and evaluate operations, inventory, HR, reporting, and store procedures. Test staff product knowledge and outline recruitment needs to improve execution and consistency across locations.
by Aami Mills, from the CommunityDownloads: 20+Get - Template
COVID-19 Health and Safety Guidelines for Retail
This COVID-19 checklist supports retail store operations to maintain safe trading. It covers social distancing notices and floor markings, customer number controls, entrance hygiene stations, sanitizing of baskets and tills, one-way systems, till screens, contactless payment guidance, PPE access for staff, updated cleaning schedules, toilet hygiene, limits on non-essential supplier visits, clear visitor protocols, delivery procedures, and sign-offs to confirm compliance.
by David Burch, from the CommunityDownloads: 20+Get - Template
Checklist de Pós-Vendas para Concessionárias
Modelo em português voltado a concessionárias automotivas para padronizar o pós-vendas. Cobre atendimento ao cliente em canais online e offline, prazos de resposta, uso do Agenda Ford para agendamentos, check-in e programação da oficina, confirmação de serviços, aprovação de orçamento e comunicação com o cliente. Inclui boas práticas de recepção, proteção do veículo, registro fotográfico, preenchimento da ordem de serviço, testes de rodagem, qualidade e entrega. Abrange gestão diária da oficina, acompanhamento de status, reprogramações, indicadores de experiência do cliente, treinamentos e infraestrutura de equipe, tablets, TVs, uniformes e integrações com DMS.
by Priscila saldanha, from the CommunityDownloads: 20+Get - Template
Sales Manager Store Visit Guide
This Sales Manager Store Visit Guide helps retail leaders plan, execute, and document high-impact store visits. Capture store details and performance KPIs such as MTD sales, PSPD, PPPD, accessory and protection attach rates, and rep metrics. Observe sales engagements, coach reps, and verify knowledge of carrier promotions and plans. Confirm training completion, staffing, and system access. Check POS and device readiness, signage and price plan accuracy, and inventory across carriers. Conclude with actions, results achieved, and next steps to drive sales.
by Mary Maloof, from the CommunityDownloads: 20+Get - Template
Dispensary Operations and Compliance Audit Checklist
Comprehensive guide for dispensary audits covering cash handling, inventory management, security protocols, staff training, and operational compliance standards.
by Sean Donegan, from the CommunityDownloads: 20+Get - Template
Homebase Durham 5 Minute Review
This 5 minute review checklist is designed for Homebase retail teams to quickly assess front end performance at store level. It captures weekly card sales and RC percentage, colleague performance against daily tasks, cleanliness and stock levels, showroom leads for kitchens bathrooms and bedrooms, windows and doors quotes, PUAP satisfaction speed of service and friendliness at the till, overall store conversion, training completed including open door courses, and the current agility rating. Use it to guide coaching conversations, identify training needs and document manager and employee sign off during brief reviews.
by Richard Cowen, from the CommunityDownloads: 20+Get - Template
Check List de Equipo V2.0 Recursos Humanos
Plantilla en español para evaluar el equipo y la gestión de Recursos Humanos en tienda. Verifica checadores funcionando, requisición y seguimiento de vacantes, planeación de horarios descansos y vacaciones, envío y respaldo digital de expedientes, reporte oportuno de modificaciones altas y bajas, y contratos vigentes y actualizados. Incluye áreas para gerente y supervisor y un espacio de observaciones para documentar hallazgos y acciones correctivas durante la inspección.
by Misaac López, from the CommunityDownloads: 20+Get - Template
Koordinatör Mağaza Denetim Formu
Bu mağaza koordinatör denetim formu; mağaza iç değerlendirme, ürün ve stok yönetimi, görsel düzenleme, depo düzeni, KPI takibi, servis ve personel eğitimi ile kasa hizmetleri alanlarında kapsamlı bir kontrol sağlar. Vitrin ve reyon temizliği, yangın güvenliği, ekipman bakımı, fiyat ve alarmlama doğruluğu, VM standartları, dağıtım ve irsaliye süreçleri, depo ayrımı ve düzeni, günlük hedef ve toplantılar, müşteri karşılama ve satış adımları, ek satış uygulamaları ile kasa uyum ve hız kontrollerini içerir. Perakende operasyonlarında standartlaşma, uyum ve performans artışı için uygundur.
by Bahadır Onur, from the CommunityDownloads: 20+Get - Template
Lidl Checkout Inspection Survey Checklist
This Lidl Checkout Inspection Survey supports retail store operations by auditing checkout lanes and bakery equipment. Capture checkout type (tandem, left or right hand), bump strip types (HARR, ITAB), merchandise unit panels, lane numbers, and overall condition with photos. Verify scratches, dents, component functionality (doors, cash box, computer door), rubber condition, panel alignment, and any health and safety or customer experience concerns. Record dimensions and counts for standard lengths, operator doors, cash boxes, and merch boxes, plus missing parts or access restrictions before cladding. Includes a bakery inspection to log oven serial and LIN numbers, display type, autostart times, and supporting photos. Use findings to prioritize maintenance, ensure compliance, and improve checkout performance.
by Billy Kindell, from the CommunityDownloads: 20+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.