Free Checklist Templates for Retail
Retail
Customer Service Checklist
Greeting
Greet the customer in a warm and friendly manner.
Welcome them to the store.
Product Knowledge
Be knowledgeable about the products in the store.
Be able to answer questions about product features, pricing, availability, etc.
Listening
Listen attentively to the customer's needs and concerns.
Understand what the customer is saying and respond appropriately.
Resolving Issues
Attempt to resolve any issues or complaints the customer may have in a timely and effective manner.
If unable to resolve the issue, involve a manager or other appropriate personnel.
Follow Up
Follow up with the customer to ensure their satisfaction.
Ask if there is anything else they need help with.
Employee Onboarding Checklist
Pre-Employment
Background check
Drug screening
Reference check
Authorization forms signed
Onboarding
Employee handbook reviewed
Access to workplace granted
New hire paperwork completed
Computer setup
Introduction to team
Safety training
Job training
Benefits
Health insurance enrollment
Pension plan enrollment
Vacation/time off policy reviewed
Employee discounts
Technology
Email setup
Computer access setup
Training on software
Access to internal systems
Employee Termination Checklist
Employee Termination Checklist
Review applicable laws, policies and current collective bargaining agreements
Document the termination
Inform the employee in writing
Provide required notices
Collect company property
Terminate access to company systems
Suspend employee's benefits
Return employee's files and records
Inform staff and other relevant parties
Update employee records
Make final payments
Review employee's performance
Provide exit interviews
File all necessary paperwork
Follow up with state agencies
Employee Training Checklist
General Training
Review of Company Policies
Introduction to Company Culture
Training on Job Responsibilities
Job Shadowing
Review of Company Hierarchy
Skills Training
Customer Service Training
Computer Skills Training
Basic Math Skills Training
Product Knowledge Training
Cash Handling/Register Training
Safety Training
Safety Procedures Training
Fire Safety Training
First Aid/CPR Training
Proper Lifting/Carrying Training
Hazardous Materials Training
Certifications
Food Handler's Certification
Alcohol Service Certification
Hazard Communication Certification
Forklift Certification
Online Training Courses
Hiring Checklist
Job Description
Finalize job description
Obtain job description approval
Post job listing
Recruiting
Determine recruitment sources
Research potential candidates
Schedule interviews
Interviews
Prepare interview questions
Conduct interviews
Follow up with candidates
Selection
Review applicant’s qualifications
Make selection decision
Check references
Offer
Negotiate salary
Prepare offer letter
Extend offer
Onboarding
Prepare onboarding materials
Schedule orientation
Finalize paperwork
Loss Prevention Checklist
Retail Loss Prevention Checklist
Check for suspicious behavior in store
Check store exits for unauthorized items
Check that security cameras are working properly
Check for proper staff identification
Check for proper documentation for returns and exchanges
Check for proper documentation for damaged items
Check for proper documentation for suspicious activities
Check for proper documentation for theft
Check for proper documentation for credit/debit card transactions
Check for proper documentation for cash transactions
Check for proper documentation for voids
Check for proper documentation for refunds
Check that tills and safes are locked at all times
Check that alarm systems are working and tested regularly
Check that store policies are being followed
Monitor and review security logs
Check for proper access control systems
Check that store entrances and exits are secure
Marketing Checklist
Target Customers
Identify target customers
Define customer demographics
Identify customer needs and wants
Marketing Strategies
Develop a marketing plan
Develop a budget
Identify channels for marketing
Determine promotional tactics
Identify potential partners
Content Creation
Develop content to reach target customers
Identify content topics
Create content calendar
Optimize content for SEO
Social Media
Develop a presence on social media
Identify social media channels to use
Create content to post
Develop a schedule for posting
Measurement
Identify key performance indicators
Develop a plan to measure results
Collect data to measure results
Analyze data to identify trends and insights
Merchandising Checklist
Product
Ensure all products are stored in the correct area.
Ensure all products are in their original packaging.
Inspect all products for damage.
Remove any products that are damaged, expired, or out of stock.
Pricing
Ensure all products are correctly priced.
Check for any price changes.
Update pricing or create special pricing for certain items.
Promotions
Create promotional materials for upcoming sales/specials.
Ensure promotional materials are displayed correctly.
Check for any expired promotions.
Visuals
Ensure shelves are neat and organized.
Check for any out of place items.
Check merchandise displays for any damages.
Replace any broken or missing items.
Ensure all products are facing out correctly.
Marketing
Check for any new marketing materials.
Ensure marketing materials are displayed correctly.
Update marketing materials as needed.
Promotion Checklist
Promotion Planning
Define goals and objectives
Set budget
Research target market
Develop promotion strategy
Create promotional materials
Promotion Execution
Select appropriate channels
Set launch date
Monitor performance
Adjust strategy as needed
Collect feedback
Post Promotion
Evaluate performance
Analyze results
Adjust budget as needed
Leverage results for future promotions
Safety Checklist
General
Ensure adequate ventilation
Check safety equipment and materials
Ensure proper signage
Check for any potential fire hazards
Check for any potential slip and fall hazards
Employee Safety
Ensure all employees are properly trained
Ensure all employees have the necessary safety gear
Ensure all employees are aware of the safety procedures
Ensure all employees are aware of their rights and responsibilities
Ensure all employees are aware of the reporting procedure
Customer Safety
Ensure all customers are aware of the safety procedures
Ensure all customers understand the safety rules and regulations
Ensure all customers are aware of their rights and responsibilities
Ensure all customers are informed of any potential hazards
Ensure all customers are aware of the reporting procedure
Sales and Inventory Checklist
Sales
Review sales trends
Analyze customer buying patterns
Check stock levels
Assess customer feedback
Examine promotional campaigns
Inventory
Review item availability
Analyze stock turnover
Check for obsolete inventory
Assess re-ordering needs
Examine inventory costs
Store Maintenance Checklist
Interior Maintenance
Clean floors and carpets
Dust shelves and fixtures
Clean bathrooms
Check for any necessary repairs
Check for any damage to merchandise
Exterior Maintenance
Sweep and mop sidewalks
Remove debris from the parking lot
Check for any necessary repairs
Check for any damage to signage
Check for any graffiti
Security
Check for any security breaches
Check for any suspicious activity
Check for any theft
Check surveillance cameras
Check locks on doors and windows
Emergency Preparedness
Check fire extinguishers
Check emergency exits
Check fire alarms
Check first aid kits
Check emergency lighting
Store Opening/Closing Checklist
Store Opening
Check/verify that all employees are present and accounted for
Inspect the premises for any issues or damages
Confirm that all merchandise is properly displayed
Check the cleanliness of the store
Verify that all security and alarm systems are functioning
Check/verify that all cash registers and POS systems are working
Inspect all store signage and displays
Receive and verify any incoming deliveries
Store Closing
Check/verify that all employees have left the premises
Secure the doors and windows
Turn off all lights and electronics
Check/verify that all cash registers and POS systems are secure
Check/verify the cleanliness of the store
Set the alarm systems
Check/verify that all merchandise is accounted for and properly stored
Check/verify that all deliveries have been received and properly secured
Technology Checklist
Hardware
Servers
Desktops
Laptops
Tablets
Mobile Phones
POS Terminals
Barcode Scanners
Wireless Routers
Software
Operating Systems
Networking Software
Security Software
Productivity Software
Database Software
Analytics Software
Inventory Management Software
Point-of-Sale Software
Customer Relationship Management Software
Networking
Network Cabling
Network Architecture
Network Security
Network Monitoring
Network Backup
Network Connectivity
Storage
Storage Devices
Storage Capacity
Storage Security
Data Backup
Data Recovery
Security
Firewall
Antivirus
Encryption
Intrusion Detection
Access Control
Auditing
Identity Management
The importance of checklists in Retail
Time Savings
Retailers can benefit greatly from using checklists. A checklist helps to speed up processes and save time. By having a checklist, Retailers can quickly and easily identify what tasks need to be completed and how to complete them. This saves time by eliminating the need for employees to take a guess at what needs to be done. Checklists also make it easier to track progress and ensure tasks are completed in a timely manner.
Accuracy and Quality
Checklists help to ensure accuracy and high quality of work. By having a checklist, Retailers can ensure that all tasks are completed correctly and in accordance with company standards. Checklists also provide a way to double-check work and provide quality assurance. This helps to ensure that the work done is of the highest quality and that it meets the standards of the company.
Compliance and Standardization
Checklists are also beneficial for ensuring compliance and standardization. By having a checklist, Retailers can ensure that all processes follow the same standards and that all tasks are completed in accordance with company policies. This helps to ensure that all processes are completed in a compliant manner and that the company is adhering to all applicable regulations.
Improved Efficiency
Checklists can also help to improve efficiency. By having a checklist, Retailers can identify areas where processes can be improved or streamlined. Checklists can also help to identify areas where processes can be automated or delegated, which can help to reduce costs and improve overall efficiency.
Examples of Checklists
There are many types of checklists that Retailers can use to improve their processes. Some examples of checklists include:
- Inventory Checklist: An inventory checklist is used to ensure that all inventory is tracked, accounted for, and properly stored.
- Store Opening/Closing Checklist: A store opening/closing checklist can be used to ensure that all tasks related to opening or closing a store are completed in a timely manner.
- Customer Service Checklist: A customer service checklist can be used to ensure that customers receive the highest level of service.
- Employee Training Checklist: An employee training checklist can be used to ensure that all employees are properly trained and knowledgeable about company policies.
- Safety Checklist: A safety checklist can be used to ensure that all safety measures are in place and that employees are following all applicable safety regulations.
These are just a few examples of checklists that Retailers can use to improve their processes. By using checklists, Retailers can save time, ensure accuracy, improve compliance, and improve efficiency.
Ready to take control of your recurring tasks?
Start Free 14-Day TrialUse Slack? Sign up with one click
With Slack