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
3,104 results- Template
Informe de Visita de Visual Merchandising
Esta plantilla de informe de visita de visual merchandising ayuda a evaluar el rendimiento de una tienda física. Incluye comprobaciones de escaparate y entrada, cumplimiento de VM Pack y Top50, limpieza general y ejecución de campañas. Cubre áreas de textil (hombre, mujer, junior, baby), calzado y accesorios, verificando layout, estructura de paredes y muebles, comercialidad de paredes y displays, reposición, densidad de stock, cambios de precio y uso de POS. También evalúa la organización del almacén y recoge comentarios, feedback y firmas para el cierre de la auditoría.
by Jaime Cabrerizo, from the CommunityDownloads: 20+Get - Template
South Area Taco Event Checklist
This checklist supports a Taco themed retail event for grocery stores. It outlines push items and Combo Loco style promotions across Market, Seafood, Bakery, GM, Deli, Grocery, Produce, and CCO. Teams set up secondary displays, endcaps, and tie ins, capture photos, and earn points for execution and creativity. Use it to coordinate storewide merchandising, drive basket size with bundled offers, and ensure consistent execution across departments.
by Miguel Bravo, from the CommunityDownloads: 20+Get - Template
Ritchies Stores Meat Audit Checklist
This Ritchies Stores Meat Audit helps meat supervisors evaluate safety, product quality, compliance, merchandising, and team performance in supermarket meat departments. It covers sanitation practices, hand hygiene, PPE, equipment condition, preparation areas, cold room cleanliness, temperature logs, and cleaning schedules. Merchandising checks include case presentation, ticketing, specials, GP-focused displays, and famous lines, plus SATO labeling and seafood freezer standards. KPI tracking spans sales, gross profit, markdowns, throw-outs, and out-of-stocks. Designed for supervisors to complete twice per year to drive continuous improvement and grow both the team and the business.
by Natasha Adams, from the CommunityDownloads: 20+Get - Template
Chek lista za specijaliste FO/RU i Ferivi trgovine
Detaljna chek lista za dnevnu kontrolu rada maloprodajne trgovine obućom i tekstilom. Obuhvaća izlog i kampanje, vidljivost cijena, dostupnost i segmentaciju artikala (obuća, tekstil, accessories), marketinške i zakonske oznake, sigurnosne sustave, organizaciju rada i urednost. Sadrži smjernice za skladište, obaveznu dokumentaciju i tehničku opremu (POS, blagajna, brojač kupaca), te postupanje s reklamacijama. Uključuje i zadatke web shop podrške za pravovremenu obradu narudžbi i zamjena.
by Igor Pavlović, from the CommunityDownloads: 20+Get - Template
Audit Compliance and Loss Prevention Risk Assessment
Evaluate store-level risks and compliance with this loss prevention audit checklist for retail environments. Review cash office procedures, till variances, banking controls, cash lifts, PDQ card handling, voucher sales and redemption, refund authorization, post-voids, store security, and stock handling. Use it to identify control gaps, standardize processes, and reduce shrink across locations. This example template is for guidance only; seek professional advice to confirm suitability for your operations and jurisdiction.
by Alasdair Edgar, from the CommunityDownloads: 20+Get - Template
Compte rendu de visite mise au concept
Modèle de compte rendu de visite pour la mise au concept en point de vente. Couvre les informations clés du magasin (ville, n° PDV, concept choisi), les surfaces (couvert chauffé, jardin extérieur, bâti), la présence de jardinerie, les catégories CDV et GF, la configuration (plein pied ou étages), ainsi que la planification des livraisons et montages par phases. Inclut les implantations, la signalétique, et un espace pour commentaires et photos afin d’assurer un déploiement de concept cohérent.
by Romain COLLARD, from the CommunityDownloads: 20+Get - Template
Fiche evaluation validation mise au concept
Cette fiche d evaluation aide a valider le concept d un point de vente de bricolage et jardinage. Elle couvre l etude de site, le parcours client, la charte identitaire, l accueil et les caisses, ainsi que les services obligatoires et optionnels. Elle evalue la performance commerciale a l exterieur et a l interieur, y compris les rayons jardin interieur et exterieur, animalerie, decoration, bricolage et bati. Des criteres portent sur l eclairage, le mobilier, la signaletique, les animations commerciales et la qualite d execution. La conclusion recense forces, axes d amelioration et plans d actions.
by Romain COLLARD, from the CommunityDownloads: 20+Get - Template
Validación de puntos TM para tiendas
Plantilla en español para validar puntos y ubicaciones de tiendas. Incluye evaluación de renta y metraje, fotos del interior y exterior, seguridad, parqueo y visibilidad. Cubre varios entornos como comercial pequeño, centro comercial, residencial, gasolinera y calle. Contempla conteos de flujo peatonal y vehicular, generadores de tráfico, competencia cercana y precios de referencia. Integra validación operativa del local como servicios de energía y agua, estado de paredes, techos, luminarias y servicios sanitarios, así como permisos para rótulos y operación.
by Pedro de Ojeda, from the CommunityDownloads: 20+Get - Template
CPW Operational Review 1.1 Checklist
The CPW Operational Review 1.1 checklist helps telecom retail stores assess daily operations and compliance. It covers store standards and merchandising, POS accuracy, demo device setup, inventory and stock control, trade ins, recalls, and use of checkpoint tools. Managers can track BAU tasks such as schedules, holiday planning, performance reviews, and mystery shop results. Financial controls include cash handling, banking, and petty cash management, while audits and profit protection monitor shrinkage, CCTV, and product security. It also guides ethical selling, Geek Squad processes, and required e learning modules to maintain consistent, high quality retail performance.
by Salman Qureshi, from the CommunityDownloads: 20+Get - Template
2022 VP Store Audit Checklist
This electronic store audit template helps retail leaders assess location standards and performance. Review outside property, showroom and shop areas; customer perception, NPS and phone shop results; sales behaviors such as asking for the sale, lowest price guarantees, and saying yes; binder compliance and business review; schedules and SPMH planning; courtesy inspections; staffing depth charts and retention; safety incidents; and sales KPIs versus last year. Capture concerns and track actions to improve store operations.
by Brandi Hill, from the CommunityDownloads: 20+Get - Template
Q1B Campaign Implementation New Store Format and Counter
This retail store checklist supports the Q1B campaign rollout for new store formats and counters. It guides teams through merchandising compliance across all zones, including car park dumpstacks, foyer displays, cages, tile promo ends, gondola ends, counters, and project workwear. Verify products and SKUs, planogram adherence, FSDUs and wire baskets, signage and ticketing, and stock presentation. Check electrical and plumbing locations, ladder units, and remaining hand tools and paint fixtures. Use this form to document completion, capture exceptions, and ensure consistent execution of the Q1B campaign across the store network.
by Chloe Howe, from the CommunityDownloads: 20+Get - Template
Remodelación de tienda
Checklist integral en español para la remodelación de tiendas. Cubre evaluación de nichos de mostrador, góndolas y perfiles preciadores, instalación de imágenes y señalización de farmacia, cigarros, vinos, hogar y conveniencia. Incluye revisión de área de comida fresca, ductería y difusores de aire acondicionado, iluminación (gabinetes, distribución y cableado), instalaciones varias (tarja, trampas, drenajes y conexiones eléctricas), hieleras y limpieza general. Requiere evidencia fotográfica cuando no se cumpla y finaliza con registro de fecha, hora y firmas.
by Victor Ramirez, from the CommunityDownloads: 20+Get - Template
PCA Retail Site Compliance Inspection Checklist
Use this quarterly PCA retail site compliance inspection checklist to assess fuel and convenience locations against brand, safety, and operational standards. Capture site details and trading hours, review staff training and toolbox talks, and verify weekly performance snapshots. Inspect external presentation, branding and signage, forecourt equipment, garden and building condition, shop entry, toilets, and car wash areas. Check pricing accuracy, promotions, merchandising, stock weight, and product rotation. Evaluate customer service behaviors, planogram compliance, maintenance logging, and loss prevention controls including refunds, voids, and price overrides. Review food offer quality, hygiene, and equipment. Record findings and assign actions for closure.
by Lee-Anne Ford, from the CommunityDownloads: 20+Get - Template
Tesco Safe and Legal Audit: Backdoor and Canteen
Assess Tesco store backdoor, warehouse and colleague canteen for legal compliance and safety. This audit checklist covers delivery temperature records, cold chain controls, working thermometers, chiller and freezer condition and cleanliness, waste segregation, chemical storage, and pest control. Verify risk assessments, safe delivery processes, equipment handling, working at height, lighting, and slip and trip hazards. Check walk in freezer safety releases, structural integrity of walls, floors and ceilings, hygiene standards, water supply, and clear fire escape routes.
by Alison Gray, from the CommunityDownloads: 20+Get - Template
ASR Produce and Long Life Review
Use this ASR checklist to review produce and long life grocery departments during store central reviews. Verify gap scans are completed, confirm stock on hand accuracy, and check overstocks and LTO locations. Assess rosters, shelf space allocations, MPLs and CAPs, ticketing standards, and SRT use to improve productivity. Walk aisles to verify product information, audit SMP loads, and ensure promo builds are correct. Ideal for supermarket teams aiming to tighten execution and boost availability.
by Grant McEwan, from the CommunityDownloads: 20+Get - Template
Produce Star Line Checklist
This Produce Star Line checklist helps grocery and supermarket teams review and manage fresh produce lines across the department. It covers a wide range of fruits, vegetables, prepared salads, dips, and related items such as berries, grapes, melons, potatoes, onions, greens, and more. Use it to verify stock availability, product quality, presentation, and merchandising compliance for items like strawberries, grapes, mangoes, lettuce, cucumbers, peppers, tomatoes, citrus, root vegetables, and prepared sides. The template is a starting point created by SafetyCulture contributors and should be adapted to your store’s requirements and local regulations.
by Luke Gilks, from the CommunityDownloads: 20+Get - Template
Morgans IGA Maintenance Checklist
This Morgans IGA maintenance checklist is tailored for supermarket refrigeration and store systems. It covers dairy, meat, deli, produce, and liquor cases; chiller and freezer rooms; as well as plant equipment including racks, condensers, and controllers. Tasks include recording temperatures and humidity, cleaning drains, evaporators, and honeycombs, checking night blinds and lighting, clearing ice build-up, testing defrost and drain heaters, tightening door hinges, performing leak tests, and verifying suction/discharge pressures. It also guides switchboard inspections, alarm testing, and general site sign-in and manager check-ins.
by Brandon Hinneberg, from the CommunityDownloads: 20+Get - Template
Admin: Weekly Deep Dive Checklist
An admin-led weekly deep dive checklist designed for retail stores. It guides teams through opening and closing security, visitor sign-in compliance, building and company vehicle checks, emergency readiness and evacuation, stress and wellbeing indicators, contractor permits, monthly safety meetings, training record reviews, and store design or refit considerations. Use it to verify controls are in place, document findings, and keep health and safety procedures consistent across sites.
by Grant McEwan, from the CommunityDownloads: 20+Get - Template
EE Assistant Store Manager Self Assessment
This self assessment helps assistant store managers review key areas of store operations and leadership. Sections include customer coaching cadences, EE way observations, stock integrity through scheduled counts and random line checks, recall completion, and loss reduction behaviors. It also covers compliance tasks such as daily envelope checks and CIF reconciliation, plus conversations that drive connected growth. Use it to record dates, people involved, agreed behaviors, and follow ups to improve performance and store results.
by Owen Hardin, from the CommunityDownloads: 20+Get - Template
SAL Weekend Customer Experience Check
This weekend customer experience checklist helps SAL field staff assess store readiness to maximize sales. It covers entrance and checkout areas, parking lot cleanliness and cart availability, promotional ad placement, and in-aisle merchandising. Department checks include produce culling and scripts, meat and smoked meat dating and out-of-stocks, bakery presentation, baby aisle setup, dairy and frozen stock levels, and DSD display readiness. Use this audit to ensure signage is accurate, shelves are full, out-of-stocks are minimized, and the store is prepared to deliver a strong weekend shopping experience.
by Tom Lannon, from the CommunityDownloads: 20+Get - Template
Retail Lockdown Audit Checklist
This retail lockdown audit checklist helps store teams evaluate shrink prevention and security practices across people, processes, and premises. Sections cover colleague training, guarding KPIs, shrink folder reviews, SRM and DSS reporting, cash management controls, CCTV coverage, staff searches, tobacco controls, keys and alarm fobs, sales floor tagging and POS, self service procedures, back of house storage and access, click and collect security, and waste management. Use it to identify gaps, reduce loss, strengthen compliance, and improve store safety.
by Stephanie Cruz, from the CommunityDownloads: 20+Get - Template
STM Weekly Checks Checklist
This STM Weekly Checks template supports retail store teams with routine controls that reduce shrink and improve compliance. It covers daily transfers (free items, colleague room, third-party café, milk machines, fuel station, and pharmacy), bread and milk returns, and unauthorised transfer checks. Waste controls include secure cages, sealed bags with prints, and signed line‑by‑line reviews. Backdoor security checks lockable paperwork, UOD verification, closed loading bays and gates, and visitor logging. News and magazines are verified with PDA check-in, timely returns, and waste report reconciliation. General shrink governance includes an up-to-date board, weekly stock loss meetings, key control, secure cages, door alarms, sealed fire exits, EAS gate logs, visitor badge tracking, CCTV operability, and meat reconciliation. Checkout controls verify EAS deactivation, secured de-taggers and SMART drawers, gated unmanned lanes, limited key access, and review of the self-service assistant audit report.
by James Kell, from the CommunityDownloads: 20+Get - Template
Sondaggio Servizio Clienti Info Point
Questo modello di audit per Info Point aiuta a valutare la qualita del servizio clienti e la struttura del desk. Include verifiche su strumenti di soddisfazione, vendite, promozioni, gift e fidelity card, sconti, tax refund, supporto promozioni e informazioni turistiche. Copre servizi per famiglie, deposito e spedizioni, noleggi, materiali e lingue disponibili. Esamina anche denominazione, divise, posizione, gestione file, arredi, sottofondo musicale, personale e dispositivi digitali come WiFi, punti ricarica e webcam. Consente foto, note e risposte si/no per audit rapidi.
by Giulia Kolobenina, from the CommunityDownloads: 20+Get - Template
MINISO PH Store Inspection 3.0
This MINISO PH Store Inspection 3.0 checklist supports retail store audits across operations and compliance. It covers exterior presentation, cleanliness and hygiene, merchandising and display standards, stock and backroom management, lockers and office upkeep, bulletin board and store communications, treasury and document control, logbooks and MMS records, handling of damaged and tester items, manpower grooming and customer service, security protocols and CCTV, and regulatory permits and postings. Use it to standardize inspections, ensure readiness, and maintain an efficient, customer focused store.
by RAY JOHN MONTANEZ, 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.