Display Specialist Templates

Display Specialist Templates

There is a huge number of templates that someone in the Display Specialist role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Display Specialist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Inventory Management Spreadsheet
3. Visual Merchandising Plan
4. Product Pricing Sheet
5. Store Layout Template
6. Promotional Calendar
7. Competitor Analysis Spreadsheet
8. Marketing Campaign Tracker
9. Budget Planning Worksheet
10. Performance Evaluation Form

Reports

Reports are often prepared by a Display Specialist to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Performance Report
2. Inventory Analysis Report
3. Customer Demographics Report
4. Advertising Campaign Effectiveness Report
5. Store Traffic Analysis Report
6. Product Performance Report
7. Competitor Analysis Report
8. Visual Merchandising Report
9. Return on Investment (ROI) Report
10. Sales Forecasting Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Display Specialist does and how they do it.

1. Visual Merchandising SOP
2. Store Layout SOP
3. Product Display SOP
4. Signage Placement SOP
5. Window Display SOP
6. Fixture Installation SOP
7. Inventory Management SOP
8. Seasonal Display SOP
9. Promotional Display SOP
10. Store Presentation SOP

Presentations

Display Specialist presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Performance
2. New Product Launch
3. Visual Merchandising Updates
4. Store Layout and Design
5. Promotional Campaign Analysis

Legal Docs

There are several key times when a Display Specialist needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Vendor Agreement Template
4. Lease Agreement Template
5. Intellectual Property Assignment Agreement Template

Health & Safety Templates

Health & Safety templates for a Display Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Display Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Promotions Calendar
2. Visual Merchandising Calendar
3. Store Events Calendar
4. Product Launch Calendar
5. Seasonal Display Calendar

Invoice Templates

Several types of Display Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Product Display Invoice – This invoice is used to bill clients for the creation and installation of product displays in retail stores.
2. Store Fixture Invoice – This invoice is used to bill clients for the purchase and installation of store fixtures such as shelving, signage, and lighting.
3. Graphic Design Invoice – This invoice is used to bill clients for graphic design services such as creating logos, signage, and promotional materials.
4. Installation Invoice – This invoice is used to bill clients for the installation of displays, fixtures, and other retail elements.
5. Maintenance Invoice – This invoice is used to bill clients for ongoing maintenance and upkeep of displays and fixtures in retail stores

Survey Templates

For a Display Specialist to get insights related to the work they do, they need to send out Display Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Store Experience Survey
4. Visual Merchandising Survey
5. Brand Awareness Survey

Meeting Agendas

Having premade Display Specialist meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Sales Review Meeting
2. Visual Merchandising Strategy Meeting
3. Product Launch Planning Meeting
4. Team Training and Development Meeting
5. Store Layout and Design Meeting

Budget Templates

To manage finances well, a Display Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Budget Template
2. Advertising Budget Template
3. Labor Budget Template
4. Inventory Budget Template
5. Store Maintenance Budget Template

Dashboards

Dashboards are a useful way for a Display Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Visual Merchandising Dashboard
4. Customer Engagement Dashboard
5. Store Performance Dashboard

Proposal Templates

For bidding or requesting work, a Display Specialist needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Visual Merchandising Proposal
2. Store Layout and Design Proposal
3. Product Display and Placement Proposal
4. Seasonal Promotions and Window Display Proposal
5. Interactive In-Store Experience Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Display Specialist templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.