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Visual Merchandising Specialist Templates
Contents
Visual Merchandising Specialist Templates
There is a huge number of templates that someone in the Visual Merchandising 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 Visual Merchandising 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 Visual Merchandising Plan
2. Store Layout Template
3. Product Display Template
4. Visual Merchandising Budget Tracker
5. Promotional Signage Template
6. Inventory Management Spreadsheet
7. Visual Merchandising Performance Report
8. Seasonal Visual Merchandising Calendar
9. Visual Merchandising Training Manual
10. Visual Merchandising Checklist
Reports
Reports are often prepared by a Visual Merchandising 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 Report
3. Visual Merchandising Plan Report
4. Store Traffic Report
5. Product Performance Report
6. Competitor Analysis Report
7. Marketing Campaign Report
8. Customer Feedback Report
9. Staff Performance Report
10. Budget 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 Merchandising Specialist does and how they do it.
1. Store Display Setup SOP
2. Window Display SOP
3. Product Placement SOP
4. Signage and Pricing SOP
5. Seasonal Display SOP
6. Store Layout SOP
7. Inventory Management SOP
8. Visual Merchandising Training SOP
9. Promotional Display SOP
10. Store Maintenance SOP
Presentations
Visual Merchandising 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 Report
2. New Product Launch Presentation
3. Store Layout and Design Update
4. Seasonal Visual Merchandising Guidelines
5. Competitor Analysis and Market Trends Presentation
Legal Docs
There are several key times when a Visual Merchandising 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. Intellectual Property Assignment Agreement Template
5. Release of Liability Template
Health & Safety Templates
Health & Safety templates for a Visual Merchandising Specialist 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. Personal Protective Equipment (PPE) Assessment Template
5. Hazard Communication Program Template
Calendars
Setting up Visual Merchandising Specialist 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 Merchandising Specialist 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. Service Invoice
4. Expense Invoice
5. Commission Invoice
Survey Templates
For a Visual Merchandising Specialist to get insights related to the work they do, they need to send out Visual Merchandising Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Display Evaluation Survey
3. Store Layout and Design Feedback Survey
4. Visual Merchandising Effectiveness Survey
5. Competitor Analysis Survey
Meeting Agendas
Having premade Visual Merchandising 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 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 Merchandising Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales and Revenue Budget Template
2. Marketing and Advertising Budget Template
3. Store Operations Budget Template
4. Visual Merchandising Budget Template
5. Staffing and Payroll Budget Template
Dashboards
Dashboards are a useful way for a Visual Merchandising 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. Store Traffic Analysis Dashboard
4. Product Performance Dashboard
5. Visual Merchandising Effectiveness Dashboard
Proposal Templates
For bidding or requesting work, a Visual Merchandising 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 Store Display Proposal
2. Seasonal Window Display Proposal
3. Product Launch Visual Proposal
4. In-Store Promotional Display Proposal
5. Store Layout and Fixture Proposal
Get Your Template Made
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