Free Checklist Templates for Retail

Retail

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After-Sales Follow-Up Checklist

Post-Purchase Survey

Pull the past week's transaction list

Segment customers by basket size and category

Send NPS and CSAT survey via Klaviyo

Attach a 10% loyalty coupon as survey incentive

Log survey response rate and NPS

Product Usage Outreach

Call high-ticket customers within 14 days

Send category-specific care guide

Confirm whether the customer is satisfied

Book a fitting or styling session if requested

Warranty and Support

Email warranty terms and coverage period

Link the RMA portal and return policy

Share store and manufacturer support contacts

Loyalty Program Enrollment

Check loyalty enrollment status in the CRM

Invite unenrolled customers to the rewards tier

Walk through points, perks, and birthday reward

Confirm sign-up and apply welcome bonus

Feedback and Issue Resolution

Review survey responses for detractors

Categorize the customer's overall sentiment

Open a service-recovery ticket for the detractor

Resolve the issue and document the outcome

Cross-Sell and Repeat Purchase

Pull purchase history and category affinities

Build a personalized recommendation list

Send a tailored replenishment or bundle offer

Log campaign attribution and revenue lift

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Business Continuity Planning Checklist

Risk Assessment and Business Impact Analysis

Map revenue-critical store operations

Score disaster scenarios by likelihood and revenue impact

Set RTO and RPO for each critical system

Emergency Response and Store Operations

Draft store evacuation and shelter-in-place procedures

Schedule quarterly fire and active-threat drills

Stand up the incident command structure

POS and IT Recovery

Configure encrypted nightly POS backups

Document offline-mode card acceptance procedures

Run the quarterly POS restore test

Open a remediation ticket for the failed restore

Communication Plan

Build the store-team mass notification tree

Designate a spokesperson for media and corporate inquiries

Pre-write customer-facing closure messaging

Supply Chain and Vendor Continuity

Identify backup suppliers for top-50 SKUs

Document 3PL and carrier failover contacts

Refresh vendor COIs and emergency contacts

Training and Awareness

Walk store managers through their BCP role cards

Add the BCP module to new-hire onboarding

Track training completion across the chain

Testing and Exercises

Run the annual tabletop with district managers

Simulate a POS outage during business hours

Capture lessons-learned from each exercise

Plan Maintenance and Review

Review the BCP with the leadership team

Reflect operational and regulatory changes

Distribute the updated plan to store managers

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Cash Handling Checklist

Opening Float and Drawer Setup

Pull the AM float from the safe

Count each drawer to the start-of-shift float

Capture cashier sign-off on the drawer count

Verify the change order for today's denominations

Mid-Day Drops and Spot Checks

Run the X-report at the mid-day shift change

Drop cash above the $300 till threshold

Spot-check one drawer against the X-report

Replenish drawer change from the safe

Closing Reconciliation

Run the Z-report on each register

Count each drawer down to the float

Record the variance against the Z-report

Variance Investigation

Recount the drawer with a second manager

Pull the void and refund log for the shift

Pull CCTV for the affected register window

File the loss-prevention incident report

Deposit Preparation and Drop

Prepare the deposit under dual control

Drop the deposit at the bank night-drop

File the closing packet in the binder

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Competitive Analysis Checklist

Scope and Competitor Set

Define the competitor set for this cycle

Confirm the analysis category scope

Pick the analysis depth

Scope (cont.)

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Conflict Resolution Checklist

Intake and Triage

Log the incident in the manager's day-book

Classify the conflict type

Check for safety risk on the sales floor

Escalation Routing

Escalate to HR and pause peer mediation

Hand off to Loss Prevention

Notify the district manager when warranted

Fact-Finding Conversations

Interview each party separately

Pull supporting evidence from POS and CCTV

Identify the underlying business issue

Joint Resolution Session

Schedule the session outside peak hours

Walk through each party's account

Brainstorm operational fixes

Agree on a resolution

Implementation and Follow-Up

Update the relevant store SOP

Escalate unresolved conflicts to the DM

Hold the 7-day check-in

Hold the 30-day follow-up

Close-Out and Documentation

File the resolution summary

Capture lessons for the district playbook

Sign off and close the incident

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Cross-Promotion Partnerships Checklist

Partner Identification & Vetting

Shortlist complementary non-competing brands

Vet the partner's brand reputation

Confirm audience overlap with loyalty data

Goals & KPI Definition

Define partnership objectives

Set KPIs and baseline numbers

Agree on promotion window and milestones

Promotion Strategy

Choose the promotion mechanic

Divide responsibilities between partners

Build the creative and rollout timeline

Legal Terms & Agreement

Negotiate revenue share and cost split

Sign the partnership agreement

Escalate the agreement to legal counsel

Operational Setup & Launch

Configure POS promo codes and SKU bundles

Train store associates on the offer mechanics

Launch the promotion on the go-live date

Performance Review & Next Steps

Reconcile sales, redemptions, and revenue split

Analyze ROI against the baseline KPIs

Hold the partner post-mortem

Wind down the partnership and archive assets

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Customer Complaint Resolution Checklist

Initial Intake

Greet the customer and move to a private area

Capture the customer's name and contact

Record the complaint details

Pull the original transaction in the POS

Investigation

Inspect the product or review the receipt

Pull CCTV for the transaction window

Identify the root cause

Resolution Decision

Determine the resolution amount

Confirm whether manager approval is required

Obtain manager PIN approval at the register

Escalate to the district manager

Process the resolution at the POS

Customer Follow-Up

Confirm the customer accepts the resolution

Open a corporate service ticket

Send the follow-up message

Documentation & Trend Review

Log the complaint in the tracker

Flag patterns for the buyer or trainer

Close out the complaint record

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Customer Feedback Collection Checklist

In-Store Feedback Collection

Stock the exit feedback station

Brief cashiers on the receipt-survey ask

Audit QR code placement on the floor

Collect and digitize paper feedback cards

Online & Post-Purchase Surveys

Confirm the post-purchase NPS email is sending

Pull weekly NPS and CSAT scores

Flag detractor responses for follow-up

Review the loyalty discount-incentive cost

Social & Review Site Monitoring

Sweep Google, Yelp, and Facebook reviews

Scan Instagram and TikTok mentions

Log a critical-incident escalation if needed

Notify District Manager and Loss Prevention

Triage, Themes, and Service Recovery

Tag the week's feedback by theme

Run service recovery on detractor cases

Route stock-out themes to the buyer

Submit the weekly CX summary

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Customer Greeting and Engagement Checklist

Pre-Shift Floor Prep

Walk the floor against today's planogram

Stage the day's promo product at the entry table

Confirm POS, EAS gates, and fitting rooms are operational

Greeting at Entry

Acknowledge each customer within ten seconds of entry

Identify loyalty members from the CRM prompt

Log the customer's stated visit purpose

Needs Discovery

Ask open-ended questions about fit, use, and occasion

Listen for budget and gifting cues

Pull two or three options to the fitting room or counter

Product Knowledge & Recommendations

Walk through key features and care instructions

Demonstrate sizing or product use on the floor

Offer an attachment item to lift UPT

Floor Presence & Coverage

Stay visible at the section's primary sightline

Refold and reface displays between customer interactions

Watch for shoplifting cues without confrontation

Closing the Sale & Handoff

Route BOPIS or return customers to the service desk

Walk the customer to the register

Capture loyalty enrollment at the register

Log the interaction outcome in the shift report

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Customer Loyalty Program Launch Checklist

Strategy and Program Structure

Set loyalty KPIs and target lift

Choose the program model

Model the earn-and-burn economics

Define member segments and target audience

Rewards and Rules Design

Set the points earn rate

Build the tier thresholds and benefits matrix

Write the point expiration and breakage policy

Draft the program terms and conditions

Platform and POS Integration

Select the loyalty platform

Configure POS and e-commerce integration

Configure recurring billing for paid membership

Validate analytics and member reporting

Run UAT across in-store and online flows

Resolve UAT defects and re-test

Branding, Marketing, and Staff Training

Finalize program name and visual identity

Produce in-store signage and counter cards

Build the launch email and SMS sequence

Train store teams on enrollment scripts

Soft Launch and Go-Live

Run a soft launch at one pilot store

Review soft launch results with operations

Launch chain-wide and issue press release

Post-Launch Management

Send the first-redemption nudge

Hold the 30-day program health review

Hold the 90-day strategic review

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Customer Service Checklist

Greeting and Floor Approach

Greet customers within 10 seconds of entry

Log the door-counter reading at shift start

Open with a product-specific qualifying question

Hand off waiting customers to a free associate

Fitting Room and Sales Floor Assistance

Check stockroom and on-order before saying "we're out"

Offer a sister-store transfer or ship-to-home

Walk fitting rooms every 15 minutes

Initiate a transfer-hold for an out-of-stock SKU

Checkout Execution

Verify EAS tags are deactivated or removed

Prompt for loyalty lookup before tendering

Run age verification on restricted SKUs

Tender, bag, and hand off the receipt

Returns and Complaint Handling

Pull the original transaction in the POS

Classify the return reason

Get manager approval on returns over $50

Tag defective items for RTV processing

Document the service complaint for the manager log

Post-Sale Follow-Up

Send the post-purchase NPS survey

Enroll the customer in the loyalty program

Review weekly NPS and complaint trends

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Customer Service Checklist

Greeting and Approach

Greet the customer within 30 seconds

Read the customer's browse pattern

Log the customer into the loyalty program

Needs Discovery

Ask open-ended discovery questions

Check on-hand and BOPIS availability

Identify the request type

Product Recommendation

Walk the customer to the fixture

Suggest two complementary add-ons

Offer the fitting room or product demo

Issue Resolution

Acknowledge the complaint and apologize

Confirm the resolution path

Get manager approval for the override

Process the return or exchange per posted policy

Document the incident in the shift log

Checkout and Follow-Up

Card the customer on age-restricted items

Deactivate the EAS tag at the register

Confirm the receipt delivery preference

Thank the customer by name and invite them back

Send the post-visit follow-up message

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Daily Store Opening Checklist

Arrival and Alarm

Disarm the burglar alarm within the entry delay

Walk back-of-house for overnight intrusion signs

Log the opening manager and key holder

Confirm there are no overnight incidents to escalate

Cash and Tills

Pull tills from the safe and verify the seal

Count each drawer down to the assigned float

Confirm whether the float counts match

File a cash variance report

Confirm the change order on hand for the day

POS and Systems

Boot the POS terminals and back-office workstation

Run a $0.01 test transaction on each register

Confirm the chip reader and tap-to-pay are live

Pull the BOPIS and ship-from-store queue

Sales Floor and Visual

Walk the planogram against today's schematic

Refold tables and reface high-traffic fixtures

Swap promo signage to today's active offers

Reset fitting rooms and check overnight returns

Photograph the front-window display for the visual lead

Exterior and Entrance

Sweep the sidewalk and clear the entry mat

Wipe storefront glass and door handles

Confirm storefront sign and window lights are on

Safety and Compliance

Walk fire exits and confirm the path is clear

Confirm the OSHA 300A summary is posted

Spot-check sales floor for slip and trip hazards

Team Huddle and Open

Confirm scheduled staff have arrived

Cover call-outs and assign coverage

Run the open huddle on today's goal and focus

Sign off the opening log and unlock the front door

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Damage and Loss Report Checklist

Initial Assessment

Classify the loss type

Record incident time and location

Capture affected SKUs and quantities

Incident Documentation

Photograph the damaged items and fixture

Write the incident narrative

Collect witness statements

Pull CCTV footage around the incident window

Inventory Adjustment

Flag the SKUs as unsellable in the POS

Post the shrink adjustment

Move physical units to the damage cage

Financial Reporting

Calculate the cost and retail impact

Determine whether to file an insurance claim

Log the loss to the shrink ledger

Investigation and Root Cause

Review CCTV for cause and actors

Identify the process gap

Define the corrective action

Insurance and Vendor Claims

Notify the broker and open the claim

Compile the claim packet

Open an RTV or vendor chargeback

Communication and Sign-Off

Brief the district manager

Notify accounting of the shrink entry

Close the incident report

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Dress Code and Uniform Checklist

Pre-Shift Check-In

Log the associate's clock-in time

Confirm the associate's role for the shift

Uniform and Apparel

Verify the branded uniform top

Check bottoms against the dress code

Confirm the name tag is worn

Footwear and PPE

Inspect closed-toe footwear

Verify non-slip closed-toe footwear for stockroom

Check back-support belt for freight handlers

Grooming and Hygiene

Check hair is pulled back or styled neatly

Confirm fragrances are minimal

Verify facial hair is groomed

Accessories and Visible Tattoos

Review jewelry for safety hazards

Review visible tattoos against policy

Sign-Off and Exceptions

Document the dress code exception

Record the inspection result

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Employee Benefits Checklist

Plan Year Setup and Eligibility

Confirm ACA applicable large employer status

Set the variable-hour measurement period

Document eligibility rules by job class

Health and Wellness Benefits

Review medical plan renewal with the broker

Collect carrier quotes and disruption analysis

Finalize dental, vision, and voluntary plans

Confirm EAP and mental health network

Retirement and Financial Wellbeing

Review 401(k) plan design and match formula

Run prior-year nondiscrimination testing

Coordinate corrective distributions with payroll

Schedule financial wellness sessions

Time Off and Leave Policies

Audit paid sick leave against state and city law

Set PTO accrual for hourly and salaried tiers

Update parental and family leave policy

Career Development and Retail-Specific Perks

Set the associate merchandise discount

Confirm tuition reimbursement structure

Plan the keyholder and ASM development track

Refresh service-anniversary recognition program

Open Enrollment Communication and Rollout

Distribute required notices and SPDs

Train store managers on the benefits changes

Open the enrollment window in the HRIS

Track enrollment completion by store

Sign off on the post-enrollment audit

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Employee Offboarding Checklist

Departure Intake and HR Setup

Confirm last working day with HR

Classify the separation type

Schedule the exit interview

Final Pay and Benefits

Calculate accrued PTO payout

Coordinate same-day final pay per state law

Issue final paycheck with itemized statement

Send COBRA election notice

Systems and Access Revocation

Deactivate POS and back-office logins

Remove access to email and Slack

Change alarm code and safe combination

Reset shared register and break-room passwords

Asset and Uniform Recovery

Recover store keys and access cards

Collect uniform, name tag, and employee badge

Reclaim company-issued devices

Schedule locksmith rekey for affected locks

Knowledge Transfer and Coverage

Reassign open BOPIS and customer holds

Transfer vendor and key-customer contacts

Run the exit interview

Team Communication and File Closure

Notify the store team of the departure

Update the schedule and skill matrix

File the completed personnel record

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Employee Termination Checklist

Pre-Termination Preparation

Confirm termination reason and approval

Review state final-pay rules and CBA terms

Coordinate timing with HR and the district manager

Prepare the final-pay packet and required notices

Termination Meeting

Conduct the termination meeting with a witness

Provide required state separation notices

Access and Property Recovery

Collect keys, uniforms, and name badge

Disable POS and back-office accounts

Recover EAS deactivator and LP badge

Close out the cash drawer assignment

Final Pay and Benefits

Issue the final paycheck

Process accrued PTO payout

Send the COBRA election notice

Reconcile commissions and SPIFF payouts

Post-Termination Closeout

Update HRIS and payroll status

Notify store team and scheduling

Respond to the unemployment claim

Conduct the exit interview

Archive the employee personnel file

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Equipment Maintenance Checklist

HVAC Systems

Inspect and replace return-air filters

Check rooftop unit for refrigerant leaks

Calibrate the sales-floor thermostat

Open a work order with the HVAC vendor

Electrical Systems

Inspect and test circuit breakers

Tighten visible electrical connections

Test emergency lighting and exit signs

Log failed emergency fixtures for replacement

Refrigeration Units

Clean condenser coils on reach-in cases

Inspect walk-in door gaskets and sweeps

Verify temperature logs against setpoint

Document the temperature excursion and notify the food-safety lead

Lighting Systems

Replace burnt-out lamps on the sales floor

Clean track-light and recessed fixture lenses

Verify lighting-control schedule

Life Safety Equipment

Inspect and restock the first-aid kit

Test fire alarms and sprinkler tamper switches

Verify fire extinguisher tags and gauges

Schedule the fire-protection vendor for recharge or replacement

Sign off on the monthly maintenance walk

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Gift Wrapping and Packaging Checklist

Materials Preparation

Stock the paper rotation for the season

Replenish tape, ribbon, and bow inventory

Stage gift boxes and bags by size tier

Confirm whether fragile items are in scope today

Wrap Station Setup

Designate and clean the wrap counter

Mount paper rolls and cutter at arm's reach

Stage bubble wrap, void fill, and Fragile labels

Set up the recycling and trash bins

Customer Intake

Confirm the item and verify the receipt

Offer paper and ribbon options to the customer

Capture the gift message and recipient name

Wrapping the Package

Box the item and add fill

Measure and cut the wrapping paper

Fold and tape the seams clean

Attach ribbon, bow, and gift tag

Quality Check and Hand-Off

Inspect the finished package

Rewrap and re-inspect

Bag for transport and hand to the customer

End-of-Shift Wrap-Up

Log the day's wrap volume and supply burn

Restock the station for the next shift

Break down the station and secure supplies

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Health and Safety Inspection Checklist

Egress and Fire Safety

Walk all marked exits for obstruction

Verify fire extinguisher inspection tags

Test emergency lights and exit signs

Confirm sprinkler heads have 18-inch clearance

Electrical and POS Safety

Inspect cords and power strips for damage

Verify electrical panel access clearance

Test GFCI outlets near sinks and fountains

Inspect POS terminals for skimmer tampering

Sales Floor Housekeeping

Walk aisles for slip and trip hazards

Confirm wet-floor sign protocol with cashiers

Inspect fitting rooms and restrooms

Photograph any housekeeping deficiencies

Stockroom and Receiving

Audit ladder and step-stool condition

Verify box-cutter blade and lanyard policy

Inspect pallet jack and dock plate

Check overhead stock for stable stacking

PPE and Hazardous Materials

Count PPE supply against par level

Confirm SDS binder is current and accessible

Verify chemical storage labels and segregation

Inspect spill kit and eyewash station

Required Postings and Records

Verify OSHA 300A is posted Feb 1 to Apr 30

Confirm state and federal labor posters are current

Review first-aid kit log

Findings and Sign-Off

Record overall inspection result

Log corrective actions and owners

Notify district manager of critical findings

Sign and file the inspection report

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In-Store Event Planning Checklist

Pre-Event Planning

Define the event objective and target KPIs

Lock the event date against the local calendar

Build the event budget and co-op request

Confirm whether alcohol will be served

Permits and Insurance

Verify ADA accessibility of the event layout

Pull the one-day ABC permit and liquor liability

Confirm fire-code occupancy with the local marshal

Marketing and Promotion

Design in-store signage and window graphics

Segment the loyalty list and queue the email send

Schedule the social posts and paid boost

Send the press release to local media

Staffing and Training

Build the event-day schedule with skills mix

Assign event-day roles to associates

Train associates on the promo and loyalty offer

Brief the team on shoplifting and crowd protocol

Floor Plan and Setup

Draft the event floor plan and traffic flow

Stage event SKUs and confirm on-hand depth

Set up demo tables, fixtures, and signage

Test POS, payment terminals, and Wi-Fi

Event Day Execution

Hold the pre-shift huddle and assign zones

Track hourly door count and conversion

Run mid-event cash drops at threshold

Log any incidents and resolutions

Post-Event Wrap-Up

Reconcile the Z-report and event deposit

Send the attendee thank-you and feedback survey

Debrief with staff and the vendor partner

Submit the event ROI report to the DM

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Inventory Management Checklist

Demand Planning and Forecasting

Pull sell-through and weeks-of-supply by SKU

Review GMROI and inventory turn by department

Adjust the forecast for seasonal demand

Submit replenishment POs to the buyer

Receiving and Putaway

Count cartons against the BOL before signing

Scan UPCs and reconcile to the PO

File a vendor claim for shortage or damage

Receive stock into the inventory system

Tag with EAS sensors before stockroom putaway

Stockroom Organization

Bin new SKUs to assigned stockroom locations

Rotate stock using FIFO for dated product

Sweep stockroom aisles and inspect for damage

Cycle Count and Variance Review

Run the weekly cycle count for high-velocity SKUs

Investigate variances over the dollar threshold

Post inventory adjustments to the GL

Shrink and Loss Prevention

Open a shrink investigation with loss prevention

Review the POS exception report for refund fraud

Test EAS gates and deactivators at the entrance

Markdown and Reporting

Identify aged inventory for markdown

Sign off on the weekly inventory report

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Inventory Reconciliation Checklist

Pre-Count Preparation

Schedule the count outside trading hours

Freeze receiving and transfers in the system

Print count sheets or load handheld scanners

Assign zones to count teams

Confirm count type for this cycle

Physical Count Execution

Scan units zone by zone

Capture stockroom and back-of-house holds

Tag damaged or unsellable units for RTV

Submit completed count to the manager

Variance Reconciliation

Run the variance report against POS on-hand

Recount any SKU outside the variance threshold

Determine whether material shrink was found

Document root cause for each variance

Loss Prevention Review

Pull CCTV for high-shrink SKUs

Audit refund and void exception report

File an LP incident report

System Adjustment and Sign-Off

Post the inventory adjustment in the POS

Reconcile shrink to the GL in QuickBooks

Unfreeze receiving and transfers

Capture store manager sign-off

District Reporting and Controls

Submit the variance summary to the district manager

Update the cycle count calendar for next month

Refresh receiving and counting SOPs as needed

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Local Store Marketing Checklist

Trade Area Planning

Pull last month's traffic and conversion

Set the month's local marketing budget

Choose the headline promotion for the month

Community Engagement

Identify two local nonprofits or schools to partner with

Confirm sponsorship terms and deliverables

Schedule an in-store event or workshop

Decide whether to host an in-store event

In-Store Experience

Brief associates on the monthly promotion

Walk the planogram against the current schematic

Stage promo signs, end-caps, and window

Set the loyalty enrollment goal at checkout

Local Advertising and Paid Media

Confirm the paid channel mix for the month

Book the community newspaper or radio insert

Launch the geo-targeted Meta and Google ads

Drop direct-mail or door-hanger coupons

Online Presence and Reviews

Update the Google Business Profile listing

Post the promotion to Instagram and Facebook

Respond to all unanswered Google and Yelp reviews

Verify the store locator page is accurate

Partnerships and Cross-Promotion

Pitch three neighboring businesses on cross-promotion

Brief one local micro-influencer on the offer

Attend the chamber of commerce mixer

Wrap-Up and Reporting

Pull traffic, conversion, and loyalty signups

Submit the monthly recap to the district manager

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