Free Checklist Templates for Retail

Retail

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Store Performance Evaluation Checklist

Pre-Visit Preparation

Pull last period's KPI scorecard

Review prior visit's open action items

Log store and visit type

Customer Service Observation

Observe greeting within ten seconds of entry

Test associate product knowledge on three SKUs

Time a checkout transaction end-to-end

Score the customer service section

Visual Standards and Store Condition

Walk the planogram against the current schematic

Photograph end-caps, windows, and feature tables

Verify pricing signs match POS for promo SKUs

Inspect cleanliness of floors, fitting rooms, and restrooms

Inventory and Shrink Review

Spot-count five high-shrink SKUs against on-hand

Record the largest cycle-count variance

Investigate variances over five percent

Confirm RTV and damage-out queue is current

Sales Performance and KPIs

Compare comp sales to district plan

Review conversion, UPT, and ATV trend

Evaluate sell-through on the current promo

Check sales per labor hour against target

People and Training

Audit the schedule for skills-mix coverage

Verify dress code, name tags, and punctuality

Review LMS completion for required modules

Coach the lowest-UPT associate

Safety, LP, and Compliance

Walk the back-of-house for OSHA hazards

Confirm OSHA 300A and labor posters are posted

Test EAS gates and deactivator at checkout

Spot-check refund log for manager approvals

Wrap-Up and Action Plan

Score the overall visit and assign a grade

Build the 30-day action plan with the Store Manager

Sign and distribute the visit report

Schedule the 30-day follow-up walk

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Supplier Onboarding Checklist

Vendor Intake & Tax Setup

Capture the vendor's legal entity details

Collect the signed W-9 or W-8BEN

Classify the vendor type

Compliance & Insurance

Verify the Certificate of Insurance

Confirm product-safety and labeling compliance

Collect HTS codes and country-of-origin documentation

Request the resale certificate on file

Assortment & PO Terms

Build the SKU master with UPCs and case packs

Negotiate payment terms and MOQ

Order samples for the buying team

Approve the markdown and return-to-vendor policy

Systems & EDI Integration

Create the vendor record in the ERP

Set up EDI 850 / 856 / 810 transactions

Resolve EDI mapping errors with the VAN

Configure the dropship inventory feed

First Receipt & QA

Cut the initial test PO

Inspect the first inbound shipment

Open a vendor chargeback and corrective action

Sign off and activate the vendor for full buy

Store Enablement & Review Cadence

Brief store managers on the new assortment

Publish the planogram and floor-set photos

Schedule the 90-day vendor business review

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Visual Merchandising Update Checklist

Pre-Reset Preparation

Pull the current planogram and floor set

Photograph the current floor and windows

Confirm promo signage kit arrived complete

Storefront and Windows

Clean windows, vestibule, and entrance glass

Install the window display per VM directive

Style mannequins to the current style guide

Set the A-frame and exterior promo signs

Floor Layout and Fixtures

Walk aisles for ADA path-of-travel clearance

Reset four-ways, two-ways, and end-caps

Confirm fixture placement matches the floor set

Shelving and Product Placement

Dust shelves, valances, and pegboard before restocking

Block and face product to the planogram

Stage new arrivals at eye level on end-caps

Apply markdown stickers to clearance SKUs

Lighting and Ambiance

Replace burned-out track and accent lamps

Aim track lights at hero product and mannequins

Verify in-store music playlist and volume

Signage and Promotional Materials

Swap sign-holder graphics to current promo

Place talkers and danglers on promo fixtures

Pull expired signage and recycle

Verify shelf-edge price labels match POS

Fitting Rooms and Cash Wrap

Inspect fitting-room locks, lighting, and mirrors

Restock hangers, pins, and go-back racks

Refresh impulse merchandise at the cash wrap

Confirm loyalty and gift-card collateral is stocked

Final Walk and Sign-Off

Walk the store with the visual directive in hand

Submit the post-reset sign-off package

Schedule the corrective revisit if needed

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Warehouse Organization Checklist

Safety and Compliance

Verify OSHA postings and 300A log

Walk the floor for slip, trip, and rack hazards

Offload and isolate the red-tagged rack bay

Confirm forklift and PIT operator certifications

Review the PPE station and refill consumables

Inventory Accuracy

Pull the cycle count assignment from the WMS

Execute the blind cycle count

Investigate variances over the dollar threshold

Escalate suspected shrink to loss prevention

Post adjustments and reconcile the WMS

Slotting and Layout

Review velocity report for slotting moves

Execute the re-slot plan

Refresh aisle, rack, and bin labels

Photograph the updated layout

Equipment Maintenance

Run the daily forklift pre-shift inspection

Schedule the repair vendor for tagged-out equipment

Inspect conveyors, pallet jacks, and dock equipment

Update the equipment maintenance log

Receiving and Shipping Flow

Count inbound freight against the PO before signing the BOL

File the freight or vendor claim

Put away inbound to assigned bin locations

Release the day's pick waves

Stage outbound and reconcile against manifests

Housekeeping and Close

Sweep aisles and clear pick paths

Bale cardboard and process waste streams

Process RTV and damaged-goods staging

Sign off on the end-of-shift warehouse close

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Weekly Sales and Inventory Review

Sales Performance Review

Pull weekly sales by department and SKU

Compare comp sales to prior year

Review UPT, ATV, and conversion rate

Identify top and bottom 10 SKUs

Evaluate active promotions and GWP

Inventory Position

Run on-hand vs. on-order report

Calculate weeks of supply by category

Flag aged and obsolete inventory

Verify cycle count variances from this week

Markdown and Clearance Decisions

Build the markdown candidate list

Review margin floor before approving cuts

Escalate below-cost markdowns to district manager

Update price tags and POS at register

Replenishment and Reorders

Build the reorder list from low-WOS SKUs

Submit POs to vendors or DC

Process return-to-vendor on defective stock

Weekly Close and Reporting

Document customer feedback themes

Submit weekly summary to district manager

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Weekly Sales Reporting Checklist

Data Collection

Pull weekly Z-report totals from each store

Export e-commerce sales from Shopify

Reconcile BOPIS and ship-from-store orders

Confirm tender breakdown ties to deposits

Verify all stores have reported

KPI Calculation

Calculate comp sales versus prior year

Compute UPT, ATV, and conversion rate

Calculate sales per labor hour

Review markdown percentage and sell-through

Variance Investigation

Flag stores missing comp by more than 10%

Assess severity of comp variance

Request store-manager commentary on miss

Escalate severe variances to district manager

Report Build

Refresh the Looker weekly recap dashboard

Build top and bottom store rankings

Write the executive summary commentary

Quality Assurance

Tie net sales to the GL in QuickBooks

Sign off on the final weekly recap

Distribution

Send the weekly recap to store managers

Brief leadership on the weekly numbers

Archive the recap in the shared drive

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Weekly Store Staff Meeting Agenda

Meeting Kickoff

Confirm attendees and note absences

Walk the agenda and time-box each section

Share urgent announcements from district

Previous Week Action Items

Walk through last week's action item log

Reassign or close open items

Sales and KPI Review

Review comp sales versus plan

Walk traffic, conversion, UPT, and ATV

Flag the store's tracking against weekly plan

Build the recovery plan for the gap

Operations and Inventory

Review on-hand versus on-PO for top SKUs

Cover this week's receiving windows

Review cycle count variances and shrink trend

Communicate SOP or policy changes

Team Recognition and Development

Recognize top sellers and team shoutouts

Review training and certification assignments

Confirm next week's schedule and coverage gaps

Customer Experience and Promotions

Read recent customer feedback and reviews

Flag any service incidents from the past week

Plan service recovery for flagged customers

Walk this week's promotions and visual resets

Wrap-Up and Action Items

Capture new action items with owners and dates

Confirm the date for next week's meeting

Attach meeting notes to the run

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Workplace Safety Training Checklist

Pre-Training Setup

Confirm trainee identity and role

Verify OSHA 300A posting is current

Pull the store's emergency action plan

General Safety Orientation

Walk the sales floor and back-of-house exits

Review the slip, trip, and fall protocol

Issue PPE for the trainee's role

Hazard Recognition and Reporting

Identify common sales-floor hazards

Demonstrate stockroom and ladder safety

Walk through the incident reporting flow

Ergonomics and Safe Lifting

Demonstrate the proper lifting technique

Cover repetitive-motion breaks at the register

Review back-office workstation setup

Fire Safety and Emergency Response

Practice the PASS extinguisher technique

Run a tabletop evacuation drill

Confirm first-aid kit location and contents

Chemical and Cleaning Safety

Locate the SDS binder and chemical inventory

Review secondary container labeling

Box-cutter handling and disposal

Loss Prevention and Personal Safety

Walk through the shoplifting non-pursuit policy

Cover robbery response and the safe-drop rule

Review the buddy walk-out for closers

Knowledge Check and Sign-Off

Administer the post-training quiz

Schedule remediation and re-test

Collect signed training acknowledgement

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