Visual Merchandiser Templates

There is a huge number of templates that someone in the Visual Merchandiser 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 Visual Merchandiser. 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. Visual Merchandising Plan
3. Store Layout Template
4. Product Display Template
5. Inventory Management Spreadsheet
6. Marketing Campaign Analysis
7. Competitor Analysis Template
8. Visual Merchandising Budget Template
9. Staff Schedule Template
10. Visual Merchandising Checklist

Reports

Reports are often prepared by a Visual Merchandiser 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. Store Layout Effectiveness Report
4. Visual Merchandising Compliance Report
5. Product Performance Report
6. Customer Feedback Report
7. Competitor Analysis Report
8. Promotional Campaign Analysis Report
9. Visual Merchandising Budget Report
10. Trend Analysis 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 Visual Merchandiser does and how they do it.

1. Store Display Setup SOP
2. Window Display Change SOP
3. Product Placement SOP
4. Signage Installation SOP
5. Fixture Assembly SOP
6. Inventory Management SOP
7. Visual Merchandising Training SOP
8. Seasonal Display Change SOP
9. Sales Promotion Setup SOP
10. Store Layout Reorganization SOP

Presentations

Visual Merchandiser 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. Seasonal Visual Display
4. Store Layout and Design
5. Promotional Campaign Analysis

Legal Docs

There are several key times when a Visual Merchandiser 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. Intellectual Property Assignment Agreement Template
5. Release of Liability Template

Health & Safety Templates

Health & Safety templates for a Visual Merchandiser 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 Visual Merchandiser calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Promotions Calendar
2. Store Layout Calendar
3. Product Launch Calendar
4. Visual Display Calendar
5. Sales and Events Calendar

Invoice Templates

Several types of Visual Merchandiser 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. Commission Invoice
4. Expense Invoice
5. Freelance Invoice

Survey Templates

For a Visual Merchandiser to get insights related to the work they do, they need to send out Visual Merchandiser 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 Layout and Design Survey
4. Visual Merchandising Effectiveness Survey
5. Brand Perception Survey

Meeting Agendas

Having premade Visual Merchandiser 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 Visual Merchandising Strategy Meeting
2. Store Layout and Display Planning Meeting
3. Product Launch and Promotions Meeting
4. Visual Merchandising Training and Development Meeting
5. Performance Review and Goal Setting Meeting

Budget Templates

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

1. Sales Budget Template
2. Payroll Budget Template
3. Marketing Budget Template
4. Store Operations Budget Template
5. Visual Merchandising Budget Template

Dashboards

Dashboards are a useful way for a Visual Merchandiser 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. Store Traffic Analysis Dashboard
4. Product Performance Dashboard
5. Visual Merchandising Effectiveness Dashboard

Proposal Templates

For bidding or requesting work, a Visual Merchandiser 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 Store Display Proposal
2. Seasonal Window Display Proposal
3. Product Launch Visual Proposal
4. In-Store Promotional Display Proposal
5. Store Layout and Design 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 Visual Merchandiser 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.

Visual Merchandiser Templates