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Retail Social Media Campaign Checklist

Campaign Strategy and Planning

Set the month's promo theme and goals

Confirm featured SKUs and inventory depth

Pick the channel mix for this campaign

Build the content calendar in Later or Hootsuite

Set KPIs for reach, conversion, and store traffic

Content Production

Shoot product photography on brand backdrop

Cut Reels and TikTok videos for hero SKUs

Write platform-specific captions and hashtags

Source UGC and secure repost rights

Route assets through brand-voice review

Apply revisions and re-route for approval

Publishing and Scheduling

Schedule posts in Meta Business Suite

Tag products in the Shopify catalog

Update link-in-bio with campaign landing pages

Refresh BOPIS and curbside pickup copy

Community Management

Monitor mentions, DMs, and comments daily

Respond to customer inquiries within four hours

Flag complaints for store-manager escalation

Curate UGC for the repost queue

Paid Promotion

Set Meta Ads Manager budget and bid strategy

Build retargeting audiences from Klaviyo

Boost top-performing organic posts

Run A/B test on ad creative and CTAs

Performance Review and Wrap-Up

Pull engagement and conversion metrics

Reconcile attributed sales in Shopify

Decide to extend, pivot, or kill the campaign

Brief the team on the campaign pivot

Document learnings in the brand playbook

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Retail Store Audit Checklist

Store Exterior

Inspect signage, lighting, and storefront glass

Walk the parking lot and entry path

Photograph the current window display

Sales Floor and Visual Merchandising

Walk aisles for obstructions and recovery

Walk the current planogram for drift

Open a planogram reset ticket with the visual team

Verify lighting, temperature, and music levels

Customer Service and POS

Shadow a transaction at the register

Audit refund and void approvals from the last 7 days

Quiz an associate on the return policy and loyalty program

Schedule a coaching session with the store manager

Inventory and Pricing

Run a cycle count on 10 audit SKUs

Spot-check shelf prices against POS scans

Walk the stockroom for organization and RTV staging

Open a shrink investigation with loss prevention

Safety, Security, and Compliance

Walk emergency exits and fire equipment

Test CCTV coverage and EAS gates

Verify age-restricted sale prompts and training

Confirm required postings and OSHA 300A

Audit Sign-Off

Review findings with the store manager

Sign off on the audit and post the action plan

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Retail Store Emergency Procedures Checklist

Incident Identification

Classify the incident type

Note the time the incident began

Fire Response

Pull the nearest fire alarm pull station

Call 911 from outside the building

Evacuate by the nearest unblocked exit

Assist customers and employees with mobility needs

Account for all staff at the muster point

Medical Response

Call 911 with location and nature of injury

Render first aid within trained scope

Clear bystanders and screen the area

Document witnesses and the incident scene

Flag the OSHA 300 recordability question

Severe Weather Response

Confirm the NWS alert level and threat

Move occupants to the designated shelter area

Secure storefront and exterior fixtures

Stand down when the all-clear is issued

Power Outage Response

Determine whether the outage is store-wide or partial

Switch to emergency lighting and flashlights

Protect POS and back-office equipment

Decide whether to close the store to customers

Log refrigerated and frozen product temperatures

Active Shooter / Hostile Intruder Response

Run to the nearest exit if a clear path exists

Hide in a securable room if escape is blocked

Call 911 silently when safe to do so

Fight only as a last resort

Follow law enforcement instructions on arrival

Post-Incident Reporting

Notify the district manager and corporate ops

Preserve CCTV footage of the incident window

Complete the incident report

Schedule the staff debrief and refresher

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Retail Store Hiring Checklist

Define the Role

Finalize the job description

Get district manager approval on pay band

Post the listing to job boards

Source and Screen

Screen applications in the ATS

Phone-screen for availability and fit

Schedule the in-store interview

Interviews

Prepare role-specific interview questions

Conduct the store manager interview

Make the advance-or-decline call

Conduct the district manager interview

References and Background

Check two professional references

Run the background check

Review background check results

Issue FCRA pre-adverse-action notice

Offer

Set the final pay rate within band

Prepare the written offer letter

Extend the verbal offer

Send the offer for e-signature

Onboarding and Day-1 Setup

Complete I-9 and W-4 on Day 1

Run E-Verify where state-required

Add the new hire to the WFM system

Schedule POS and loss-prevention training

Assign a Day-1 buddy and first shift

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Retail Store Safety Checklist

Sales Floor and Facility Walk

Walk the floor for slip and trip hazards

Inspect aisles for ADA path clearance

Verify HVAC and stockroom ventilation

Scan for fire code violations

Photograph any hazards found on the walk

Required Postings and Signage

Confirm OSHA 300A summary is posted

Verify state and federal labor law posters

Inspect wet-floor and caution signage stock

Check emergency exit and evacuation maps

Employee Safety Readiness

Verify safety training is current for all staff

Schedule make-up training for overdue staff

Inspect stockroom PPE and lifting belts

Review the incident reporting procedure with the team

Customer-Facing Safety

Inspect fitting rooms and restrooms

Verify checkout and queue area clearance

Test EAS gates and tag deactivators

Confirm age-restricted register prompts work

Open a POS service ticket for failed prompts

Incident Response and Sign-Off

Verify first-aid kit and AED inventory

Review the shoplifting and ORC response policy

Walk emergency exits and alarm panel

Sign off on the safety walk

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Retail Store Technology Audit Checklist

Hardware Inventory

Inventory POS terminals and pinpads

Test barcode scanners at every register

Inspect receipt printers and cash drawers

Audit back-office workstations and stockroom tablets

Inspect wireless access points and switches

Software and Patching

Confirm POS software version against vendor release notes

Verify OS patch level on POS terminals

Audit installed applications against the approved list

Update endpoint antivirus signatures

Review POS user accounts and disable inactive logins

Schedule a POS patch window with the MSP

Networking and Connectivity

Verify VLAN segmentation between POS and guest Wi-Fi

Test the failover internet connection

Review firewall rules against the documented baseline

Pull network monitoring alerts from the quarter

Storage and Backup

Confirm nightly POS database backup ran

Test restore from the most recent backup

Verify off-site backup retention meets policy

Confirm cardholder data is not stored on POS terminals

Open a ticket with the MSP for backup failure

Security and PCI Compliance

Run the quarterly ASV vulnerability scan

Remediate ASV findings and schedule a rescan

Complete the PCI SAQ for the current period

Review CCTV recording coverage and retention

Audit physical access to the network closet

Reconcile badge access list against active roster

Sign off on the quarterly IT audit

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Retail Strategy Planning Checklist

Market and Customer Analysis

Profile the target customer segments

Run a SWOT against the top three competitors

Benchmark comp sales and traffic trends

Decide whether to expand the trade area

Merchandise and Assortment Plan

Set the assortment value proposition by category

Build the open-to-buy by month

Set the markdown cadence and floors

Lock the pricing strategy by category

Marketing and Omnichannel

Build the promotional calendar

Plan the loyalty and CRM program

Confirm the BOPIS and ship-from-store model

Define the BOPIS pilot scope and KPIs

Store Operations Plan

Refresh the planogram and visual standards

Set the cycle count and shrink program

Review the POS and PCI compliance plan

Schedule the loss-prevention program review

Financial Plan

Build the annual P&L by store

Forecast SPLH and labor budget

Set the weekly financial review cadence

Workforce and Training

Plan hiring against the seasonal ramp

Refresh age-restricted sale training

Publish the retention and career-path program

Expansion and Sign-Off

Scope the new-location real estate workstream

Walk through the customer-experience standards

Sign off on the annual plan

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Retail Technology Implementation Checklist

Project Scoping

Define the in-scope systems and store list

Identify the project sponsor and store champions

Confirm PCI scope impact

Document target KPIs for success

Current-State Assessment

Inventory the existing POS and back-office stack

Map current integrations and data flows

Survey store managers on current pain points

Audit network and bandwidth per store

Vendor Selection

Draft the RFP and functional requirements

Shortlist three to five POS or platform vendors

Run scripted demos with store-team participation

Engage a QSA for PCI assessment

Negotiate the MSA, SLA, and data-portability terms

Configuration and Integration

Configure the SKU catalog, departments, and tax rules

Build register-level prompts for restricted items

Wire integrations to e-commerce and accounting

Configure EAS, CCTV, and loss-prevention triggers

Testing and UAT

Build a transaction test script per store role

Run UAT with cashiers from pilot stores

Log defects and re-test before go-live

Run a mock close on a duplicate dataset

Training and Rollout

Train store managers as first-wave instructors

Run cashier training in 90-minute shifts

Cut over the pilot store

Run the rollback and root-cause review

Roll out remaining stores in waves

Stabilization and Handoff

Compare post-launch KPIs to baseline

Schedule the recurring POS patch window

Hand off to store operations and IT support

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Return Authorization Checklist

RMA Intake

Capture order number and reason code

Verify the return window eligibility

Issue the RMA number and prepaid label

Policy Exception Review

Escalate the out-of-window request to CX lead

Inbound Receipt and Inspection

Match the inbound parcel to the RMA

Inspect SKU, quantity, and condition

Open a customer dispute on item mismatch

Refund and Disposition

Calculate the refund amount and fees

Issue the refund through the original payment method

Route the unit to its disposition

Records and Trend Review

Close the ticket with the full audit trail

Flag the SKU if the returns rate exceeds threshold

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Return Merchandise Authorization Checklist

Intake and RMA Issuance

Capture the customer's return request

Look up the order in the OMS

Verify the purchase falls inside the return window

Confirm the stated return reason

Issue the RMA number and shipping label

Receiving and Inspection

Match the inbound package to the open RMA

Inspect the item for wear, damage, or missing components

Test the product against the reported defect

Determine the resolution path

Manager Review on Exceptions

Escalate the denial to the store manager

Send the denial notice to the customer

Refund and Inventory Disposition

Process the refund or exchange in the POS

Update on-hand and disposition in the inventory system

Notify the customer that the return is closed

Log the return outcome for the weekly shrink review

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Returns and Refunds Checklist

RMA Intake and Eligibility

Pull the order from Shopify or Seller Central

Verify the return window

Confirm SKU eligibility and final-sale exclusions

Capture the return reason code

Label and Customer Communication

Decide who pays return shipping

Generate the prepaid return label

Send the RMA confirmation email

Offer exchange or store credit alternative

Receive and Inspect

Scan the RMA at the receiving dock

Inspect condition against policy

Route restockable units back to sellable inventory

Route damaged units to liquidation or disposal

Refund and Reconciliation

Calculate the refund amount

Issue refund to original payment method

Send refund completion email

Log the return in the analytics dashboard

Defect Escalation

Open a defect ticket with the product team

Check Amazon and Shopify reviews for matching complaints

File supplier claim or quality dispute

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Returns Processing Checklist

Receiving and Inspection

Match the parcel to its RMA

Inspect the unit against return-window policy

Photograph damage or discrepancies

Tag the return reason code

Resolution Decision

Determine the resolution path

Issue the refund in the payment processor

Notify the customer of the rejection

Disposition and Inventory

Grade the unit for disposition

Update on-hand in the OMS

Pick and ship the exchange unit

Reporting and Trend Review

Log the return in the weekly dashboard

Flag SKUs over the returns-rate threshold

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Reverse Logistics Checklist

RMA Intake and Authorization

Verify the RMA request against return policy

Capture lot, serial, and original PO

Confirm DOT hazmat status before shipping label

Prepare DOT shipping papers and packaging

Issue RMA number and return label to customer

Receiving and Inbound Inspection

Receive the returned shipment at dock

Verify carton count against the BOL

Photograph the returned unit and packaging

Inspect the unit per inbound criteria

Open an NCR for confirmed defects

Disposition and Inventory

Assign disposition per the condition matrix

Restock to the finished-goods bin

Route to the rework cell with a traveler

Open an RTV purchase order to the supplier

Reverse COGS and adjust inventory in the ERP

Disposal, Recycling, and Compliance

Segregate hazardous waste per RCRA generator status

Schedule pickup with the licensed recycler

File the hazardous waste manifest in e-Manifest

Archive disposal records for three-year retention

Communication and Continuous Improvement

Notify the customer of inspection outcome

Process the refund or credit memo in finance

Log the return reason code in the CRM

Review weekly reverse logistics KPIs

Open a corrective action for systemic trends

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RIA Acquisition Due Diligence Checklist

Corporate & Governance Review

Pull current Form ADV Part 1 and 2A

Verify SEC and state registration status

Map ownership structure and cap table

Review board minutes and key resolutions

Document key-person dependencies

Financial & Revenue Analysis

Analyze AUM trends and client concentration

Review revenue mix by fee type

Examine three years of financial statements

Reconcile fee billing against custodian records

Evaluate accounts receivable aging

Regulatory & Compliance Review

Pull recent SEC or state exam letters

Review AML CIP program and OFAC logs

Verify advisor U4 disclosures on IAPD

Audit code of ethics and personal trading log

Examine custody rule SLOA controls

Deep-dive remediation status on open findings

Operations & Technology Review

Inventory custodian and PMS platforms

Audit email archiving and off-channel comms

Assess Reg S-P cybersecurity controls

Review Form CRS and client agreement templates

Collect vendor SOC 2 reports and BCP

Findings & Sign-Off

Compile the material findings memo

Final due diligence sign-off

Schedule remediation follow-up call

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Risk Assessment Checklist

Operational Risk Assessment

Map critical underwriting and claims processes

Score policy admin downtime exposure

Review TPA and MGA service dependencies

Test the FNOL intake continuity plan

Financial Risk Evaluation

Pull the RBC ratio and three-year trend

Review reinsurance recoverable concentration

Assess loss reserve adequacy and IBNR

Evaluate premium receivable aging

Check A.M. Best rating commentary

Regulatory Compliance Review

Verify producer licensing in NIPR

Review recent state DOI exam findings

Confirm SERFF rate and form filings are current

Audit OFAC screening at issuance and payment

Refresh state Anti-Fraud Plan filings

Cybersecurity and Data Protection

Assess NYDFS Part 500 control coverage

Review MFA scope across employee and vendor access

Run a penetration test against policy admin

Confirm 72-hour DOI breach notification procedures

Audit the third-party vendor risk program

Risk Register and Sign-Off

Compile findings into the enterprise risk register

Remediate identified pen test findings

Resolve producer licensing gaps via NIPR

Sign off on the risk assessment

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Risk Assessment Checklist

Governance and Strategy

Pull the current ERM policy and charter

Review audit committee minutes for risk oversight

Confirm the risk committee meeting cadence

Risk Identification

Facilitate a risk workshop with process owners

Update the entity-level risk register

Scan SEC and FASB releases for emerging risks

Risk Assessment

Score each risk for likelihood and impact

Rank risks against the materiality threshold

Compare ratings to the prior-year assessment

Control Activities

Map key controls to high-rated risks

Test design of ICFR controls

Log control deficiencies in the tracker

Draft the remediation plan for significant deficiencies

Information and Communication

Distribute the risk register to process owners

Issue an interim alert to the audit committee

Brief the audit committee on the risk profile

File workpapers in the engagement binder

Monitoring and Sign-Off

Schedule the next quarterly reassessment

Sign off with the engagement partner

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Risk Management Checklist

Risk Identification

Pull last quarter's risk register

Inventory engagement and independence risks

Inventory Circular 230 and preparer risks

Inventory data security and WISP risks

Inventory operational and staffing risks

Log identified risks to the register

Risk Analysis and Scoring

Score likelihood and impact for each risk

Test existing controls for design and operation

Calculate residual risk after controls

Classify the highest residual risk tier

Risk Mitigation Planning

Draft mitigation actions for high-tier risks

Assign owners and target dates

Update the WISP if security risks were identified

Escalate critical risks to the managing partner

Communication and Training

Brief staff on register changes

Refresh staff WISP acknowledgment

Notify professional liability carrier of material risks

Partner Review and Sign-Off

Hold the quarterly risk review meeting

Update the risk register with meeting decisions

Capture partner sign-off on the register

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Risk Management Checklist

Risk Identification

Pull the current risk register

Inventory regulatory exposure by state

Survey department heads for emerging risks

Categorize risks by type and severity

Risk Analysis

Score likelihood against last 24 months of loss data

Estimate financial impact per risk

Plot risks on the heat map

Confirm risk tolerance with the audit committee

Risk Response

Draft response plans for above-tolerance risks

Implement controls in PolicyCenter and the AMS

Update the WISP and vendor risk program

Schedule the 30-day control verification

Monitoring and Reporting

Verify control effectiveness through sampling

Open remediation tickets for failed controls

File the cycle report with the audit committee

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Risk Mitigation Checklist

Risk Assessment and Identification

Run the quarterly enterprise risk assessment

Convene the cross-functional risk committee

Pull loss runs and claims data for trend analysis

Score risks in the central risk register

Flag emerging cyber and regulatory risks

Policy Development and Implementation

Update the WISP and underwriting authority documents

Cross-check policies against NAIC and state DOI requirements

Determine whether form or rate filings are required

Submit the SERFF filing in affected states

Roll out training to underwriting and claims staff

Monitoring and Review

Refresh the KRI dashboard

Audit producer licensing and appointments

Review the vendor risk register under Part 500 §500.11

Engage external auditors for an independent review

Document audit findings and remediation owners

Open remediation tickets for high and critical findings

Crisis Management and Response

Refresh the cybersecurity event response plan

Run a tabletop exercise on a realistic scenario

Confirm the crisis communications plan and contact tree

Verify excess and reinsurance notification triggers

Sign off on the quarterly risk mitigation review

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Rollback Plan Checklist

Pre-Release Preparation

Capture the current production sha and image tag

Confirm the migration is reversible

Assign release captain and rollback IC

Verify rollback runbook is current

Backup and Restore Validation

Trigger a pre-deploy RDS snapshot

Restore the snapshot to a scratch instance

Confirm prior container image is in the registry

Monitoring and Trigger Criteria

Open the release dashboard in Datadog

Define the rollback trigger thresholds

Page the on-call rotation in PagerDuty

Rollback Decision

Evaluate canary signals at 5% traffic

Rollback Execution

Flip the kill switch feature flag

Drain canary traffic back to the prior version

Redeploy the prior container image

Reverse the database migration if safe

Run smoke tests against production

Communication and Documentation

Post status page update for affected customers

File the incident ticket in Jira

Post-Incident Review

Schedule a blameless PIR within five business days

Identify contributing factors with the 5-whys method

File action items in Jira with named owners

Update the rollback runbook with lessons learned

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Rollback Plan Checklist

Pre-Rollback Preparation

Identify the target known-good version

Verify last successful backup and snapshot

Notify stakeholders of the rollback window

Document the trigger for rollback

Assign rollback roles and bridge

Execution of Rollback

Confirm privileged access and break-glass

Pause monitoring and automation jobs

Execute the documented rollback steps

Capture the rollback execution result

Escalate to vendor and restore from backup

Post-Rollback Verification

Run the smoke-test suite

Validate data integrity post-rollback

Re-enable monitoring and scheduled jobs

Notify stakeholders the rollback is complete

Close the change record and schedule PIR

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Roof Inspection Checklist

Pre-Inspection Setup

Pull the roof history from the property file

Confirm vendor COI is current

Notify tenants of rooftop access

Exterior Surface Inspection

Walk the field for shingle or membrane damage

Photograph flashing at penetrations and edges

Check for moss, algae, or organic growth

Structural Components

Inspect trusses and decking from the attic

Evaluate chimney and vent condition

Document any leak evidence

Drainage System

Clear gutters, drains, and scuppers

Check downspout discharge away from foundation

Test slope and check for ponding

Rooftop Safety and Equipment

Verify ladders, anchors, and guardrails

Inspect HVAC curbs and rooftop equipment

Dispatch emergency leak repair

Report and Sign-Off

Compile the inspection report

Sign off on the roof inspection

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Root Cause Analysis Checklist

Problem Definition and Containment

Open the NCR in the QMS

Segregate suspect parts and quarantine WIP

Write the problem statement using is/is-not

Decide whether customer notification is required

Issue customer escape notification

Data Collection and Process Walkdown

Pull SPC charts and inspection records

Walk the process at the gemba

Verify gauge calibration and run gauge R&R

List recent process changes in the last 30 days

Interview operators across affected shifts

Root Cause Analysis

Build a fishbone across 6M categories

Run the 5 Whys on the most likely branches

Validate suspected causes with a designed test

Confirm root cause and update PFMEA

Corrective Action Plan

Draft corrective and preventive actions

Update the control plan and work instructions

Assign owners and due dates in the QMS

Hold cross-functional review and approval

Implementation and Effectiveness Verification

Implement corrective actions on the floor

Train affected operators across all shifts

Monitor production for the verification window

Run effectiveness check and decide on closure

Reopen the CAR and escalate to management review

Share lessons learned and apply read-across

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Route Planning and Optimization Checklist

Load and Constraint Intake

Pull tomorrow's loads from the TMS

Confirm pickup and delivery windows

Verify weight, pallet count, and freight class

Flag hazmat and special-handling loads

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Routine Property Inspection Checklist

Pre-Inspection Notice and Scheduling

Serve the written entry notice

Pull the move-in inspection and prior reports

Brief any vendors meeting you on site

Exterior, Roof, and Grounds

Inspect siding, paint, and exterior trim

Check roof shingles, flashing, and vents

Verify gutters drain away from the foundation

Walk landscape, walkways, and parking areas

Interior Condition

Evaluate floor, wall, and ceiling condition

Test window operation and door hardware

Photograph each room for the inspection file

Life Safety and Detectors

Test every smoke and CO detector

Replace backup batteries and log the test

Open emergency work order for failed detectors

Verify fire extinguisher pressure and tag date

Plumbing Systems

Check under sinks and toilets for leaks

Test water heater temp and TPR valve

Run sump pump and inspect floor drains

Electrical Systems

Test GFCI outlets in kitchens, baths, and exterior

Open the panel for heat or corrosion signs

Verify switch and outlet operation room by room

HVAC

Replace or clean the HVAC filter

Test thermostat in heat and cool modes

Inspect condensate line and outdoor condenser

Findings and Follow-Up

Categorize findings by habitability and severity

Open work orders in the PMS for repairs

Escalate the habitability issue to counsel

Send the inspection summary to owner and tenant

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