6 Retail Process Checklists to Slash Running Costs & Improve Revenue – Process Street

6 Retail Process Checklists to Slash Running Costs & Improve Revenue

6 Retail Process Checklists to Keep Your Store Running Smoothly

Retail stores are a must for today’s essential items. Not every retail store is a success, though, many smaller chains find out that the retail business is tough. If you don’t have a plan in place to help you fight the problems then you will struggle to make your business a success.

With today’s ever-growing competition on the high street from bigger chains and smaller chains, you will find it difficult to win over customers if you sell similar sorts of products. Even if your business is making profits or continually selling products, are you sure on how to keep it going? Do you know the basics from cleaning the store to displaying it correctly?

Here at Process Street, we have created 6 retail process checklists to help you keep on top of your business. These retail process checklists can be used daily and are stacked full of helpful information aiming to make you succeed in the retail world.

Retail Store Opening Checklist

Store Opening Checklist

Opening a new retail store can be exciting, stressful and tough. At some point in our lives we feel entrepreneurial and for some; opening a retail store can be a good place to start. If you are looking to follow in the steps of the Wal-Mart family, Starbucks, Home Depot or Target this Retail Store Opening Checklist is for you.

You do not need a wealth of knowledge, experience or millions of dollars in the bank to open a retail store, all you need is passion, advice, determination and a can-do attitude and you’ll for sure be able to make your retail store a success.

“If you can dream it, you can do it.” —Walt Disney

But what if you literally know nothing about retail. For example: how to develop a business plan, where to buy stock, if you need an online presence or even where to begin? By using the Store Opening Checklist, you will run through the basic but crucial tasks needed to get your store up and running in no time whilst ensuring it becomes a success.

This checklist is the most important checklist, because if there is no store how can you carry out the following checklists? Exactly, you can’t!

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Retail Store Cleaning Checklist

Retail store cleaning checklist - 6 Retail Process Templates To Keep Your Dream Afloat

A daily thorough clean of your retail store will pay dividends when trying to make customers returning time after time. Customers are never going to return to a store where there is a complete mess, rubbish lying around, no basic maintenance, shelf wobblers on the floor, it is just a horrible sight to witness.

Basic essential maintenance is a must-do in the retail industry, not just for health and safety purposes but it is your duty to ensure customers have the most pleasant experience they possibly can in your store if that includes wiping down the toilet bowl every day, then so be it.

In this checklist, you will know which spots to clean and how to clean them. Including the toilet mirrors, store carpet or hard flooring and the windows!

With this Retail Store Cleaning Checklist, you will be able to clean your store every single day without missing a spot.

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Retail Store Audit Checklist

store audit checklist - 6 Retail Process Templates To Keep Your Dream Afloat
Opening a retail store is one thing, but store auditing is another. Health and safety are crucial for stores to remain open and not be closed down.

“The safety of the people shall be the highest law.” – Marcus Tullius Cicero

It is self-explanatory but the health and safety of your employees and customers when in store should be your top priority, of course, you are wanting to make a profit, have products fly off the shelves and make countless sales but these can never be achieved if the store is not fit to be opened.

It is not a reassuring sight to see wires running along the shop floor or notice that there seem to be no fire extinguishers in the store that are used for fire control. Employees also need to be trained on using fire control equipment, what they should do in the event of a fire and how to evacuate a store safely.

With this Retail Store Audit Checklist, you will learn what to do when you see a fire, how to control it and why electrical items need to be tested.

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Retail Merchandising Checklist

Retail Merchandising - 6 Retail Process Templates To Keep Your Dream Afloat
“Presentation is key” – you may have heard of this quote in everyday conversation. But in retail, it definitely applies. How would you feel if you walked into Wal-Mart and seen everyone walking around with stains all over their shirts with no shoes on? You would think you had walked into a madhouse.

When you have staff members you want to make them look as presentable as possible, it doesn’t necessarily always have to be formal it can be also informal. It all comes down to the type of store you run, if you run a haircutting store there is no need for everyone to walk around with suit and ties, but if you own a boutique store then that would be a more appropriate store to wear formal clothing.

With this Retail Merchandising Checklist, you will be able to make your store and staff look as presentable as can be.

You always want to make sure the store looks presentable to customers, are aisles clear? Signs in good condition? Shelves in good condition?

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Daily Store Opening Checklist

Daily store opening checklist - 6 Retail Process Templates To Keep Your Dream Afloat

Opening your store is the only way you are going to make a profit. Having it closed when it should be opened is a guaranteed fail. Yeah, we all like to have a lazy day but save those for when you have the chance, do not do it when you are supposed to open. If you have staff who work for you then that is a different matter, but on the other hand, your staff members will need to know what to do when opening the store day in and out.

It’s not just as easy as opening the door, flicking a switch and then everything becomes active, unfortunately. Even though we would love it to work like that, it doesn’t. You are going to need to open the doors, switch on lights, carry out essential maintenance, check cash registers amongst other things.

This Daily Store Opening Checklist was created to ensure that you never forget your keys again!

Forgetting things that don’t seem important, i.e: activating air conditioning, rearranging tags or even preparing lunch schedules is easy to do, but don’t fall into that trap.

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Retail Employee Onboarding Checklist

retail employee onboarding checklist - 6 Retail Process Templates To Keep Your Dream Afloat

Onboarding new employees may sound easier than it actually is. If only it was as easy as jotting down your new employee’s details, training them the basics for five minutes and then you can continue your own work for the day. Well, unfortunately, it isn’t that easy.

Onboarding a new employee effectively can be a difficult task, from product training the employee correctly to safety procedures, the list is endless. Employees are going to need the best onboarding process they can possibly receive in order to give customers the best experience possible.

If you are unsure about what it takes to onboard an employee effectively using this Retail Employee Onboarding Checklist will ensure you remember such details as collecting employees details, scheduling meeting times, setting goals and objectives and much more. Your employees can be only as good as the training they receive, if they receive a poor onboarding process then they will not be able to help maximize your store’s profits and sales.

Employees should feel at ease within their job, they should never feel nervous or unsure, it is your job to onboard them properly and give them the correct information needed.

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Vinay Patankar

CEO of Process Street. World Traveler, Seasoned Hustler, Tech Entrepreneur, Fitness and Food Enthusiast. Youngest Cisco Engineer in Australia. 3rd Internet Company. Find him on Twitter, Google+ or his Blog


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