Retail Store Manager Templates

Retail Store Manager Templates

There is a huge number of templates that someone in the Retail Store Manager 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 Retail Store Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Sales Report
2. Inventory Spreadsheet
3. Employee Schedule
4. Performance Evaluation
5. Budget Forecast
6. Purchase Order
7. Customer Complaint Log
8. Marketing Plan
9. Staff Training Manual
10. Store Maintenance Checklist

Reports

Reports are often prepared by a Retail Store Manager 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 Management Report
3. Employee Productivity Report
4. Customer Satisfaction Report
5. Profit and Loss Report
6. Marketing Campaign Effectiveness Report
7. Store Operations Report
8. Merchandising Analysis Report
9. Competitor Analysis Report
10. Staffing and Scheduling 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 Retail Store Manager does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Cash Handling Procedures
4. Inventory Management Procedures
5. Customer Service Procedures
6. Staff Scheduling Procedures
7. Sales and Promotion Procedures
8. Safety and Security Procedures
9. Training and Development Procedures
10. Performance Evaluation Procedures

Presentations

Retail Store Manager 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. Sales Performance Report
2. Staff Training and Development
3. Inventory Management and Analysis
4. Customer Satisfaction Survey Results
5. Marketing Campaign Analysis

Legal Docs

There are several key times when a Retail Store Manager 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. Purchase Agreement Template
4. Lease Agreement Template
5. Incident Report Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Evacuation Plan Template
4. First Aid Kit Checklist Template
5. Staff Training Record Template

Calendars

Setting up Retail Store Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Staff Schedule Calendar
2. Sales and Promotions Calendar
3. Inventory Management Calendar
4. Training and Development Calendar
5. Marketing and Advertising Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Supplier Invoice
4. Customer Invoice
5. Expense Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Engagement Survey
3. Product Feedback Survey
4. Market Research Survey
5. Store Performance Survey

Meeting Agendas

Having premade Retail Store Manager 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. Staff Performance Evaluation Meeting
3. Inventory Management Meeting
4. Marketing and Promotions Planning Meeting
5. Team Training and Development Meeting

Budget Templates

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

1. Sales Budget Template
2. Expense Budget Template
3. Payroll Budget Template
4. Inventory Budget Template
5. Marketing Budget Template

Dashboards

Dashboards are a useful way for a Retail Store Manager 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. Employee Productivity Dashboard
4. Customer Satisfaction Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Retail Store Manager 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 Sales Promotion Proposal
2. Inventory Management Proposal
3. Staff Training and Development Proposal
4. Visual Merchandising Proposal
5. Customer Service Enhancement 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 Retail Store Manager 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.