Free Checklist Templates for Visual Merchandising

Visual Merchandising

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OR

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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Merchandising and Display Checklist

Storefront and Window Presentation

Inspect entry, sidewalk, and exterior lighting

Refresh window display per current schematic

Post current promo signage at entry

Sales Floor Layout

Walk the planogram against current schematic

Build feature displays for new arrivals

Clear aisles to ADA path width

Schedule a full fixture reset

Shelving and Fixtures

Dust shelves and check fixture condition

Front-face and zone the merchandise

Verify shelf price tags against POS

Signage and Promotional Materials

Swap expired sale signs and talkers

Stage current promo signs per visual guide

Audit brand consistency across the floor

Replenishment and Product Rotation

Pull replenishment from the stockroom

Check for SKUs at markdown trigger

Cross-merchandise related categories

Submit markdown request to district manager

Fitting Rooms and Customer Areas

Clear hangers and returns from each room

Test fitting-room lighting and mirrors

Confirm fitting-room attendant coverage

Sign off on the merchandising walk

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Merchandising Checklist

Product Presentation

Walk the floor against the current planogram

Confirm planogram compliance

Face and front-fill replenished SKUs

Pull damaged, expired, or RTV product

Reset off-plan fixtures to schematic

Pricing and Signage

Audit shelf tags against POS price

Apply weekly markdowns from the price change report

Remove expired sale and clearance tags

Promotional Events

Stage the upcoming promo set

Confirm BOGO and GWP rules in POS

Escalate POS promo failure to merchandising

Visual Standards

Refresh window and entry displays

Inspect fixtures for damage and missing components

Photograph the completed walk for the district manager

Marketing and Sign-Off

Install new corporate marketing kit

Pull retired campaign collateral

Submit the weekly merchandising sign-off

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Point-of-Purchase Display Checklist

Placement and Sight Lines

Confirm fixture placement against the floor plan

Placement

Set the end-cap in the decompression zone

Verify eye-level sight line for target shopper

Confirm ADA path-of-travel clearance

Photograph the placed fixture from the entry

Planogram and Product Build

Pull the current POG schematic

Build the display to schematic facings

Replenish hero SKUs from the stockroom

Source-tag or hard-tag high-shrink SKUs

Signage and Pricing

Hang the valance, header, and shelf talkers

Verify promo price ties to POS in a test ring

Open a price-discrepancy ticket with the buyer

Pull and discard expired markdown signage

Interactivity and Staff Readiness

Indicate whether the display includes interactive tech

Power on and test the demo unit

Stock samples and post the sampling SOP

Brief associates on the feature pitch

Compliance and Safety Walk

Inspect the fixture for sharp edges and stability

Confirm cords are taped and not a trip hazard

Check the display does not block egress

Sign off on the final display walk

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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

View Workflow Use Workflow

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