Best Practices
Free checklists, templates and tools.
Use these with your own team. Each template is a generic starting point rather than an industry-mandated standard. Print them or save them as a PDF, with no sign-up.
TemplateTemplate: store-health scorecardA transparent, adaptable scorecard for availability, range, display, promotion and issue closure.3 min readTemplateChecklist: the standard high-value store visitA printable visit sequence from preparation through verification and hand-off.2 min readTemplateChecklist: campaign readiness, activation and recoveryCheck store eligibility, stock, creative assets, proof and issue ownership across each campaign phase.2 min readTemplateTemplate: retail exception and corrective-action logA neutral format for tracking store findings from observation to verified resolution.2 min readTemplateTemplate: 30-minute weekly retail execution reviewAn action-focused meeting agenda for regional managers, agencies and brand teams.2 min readTemplateWorksheet: field manager coaching conversationA lightweight format for coaching on judgment, observation quality and action.2 min readTemplateWorksheet: retail execution outcomes and ROIA straightforward evaluation plan for separating operational gains from defensible commercial impact.2 min readTemplateTemplate: 90-day retail execution improvement planA staged improvement plan with gates, accountabilities and practical measures.2 min readTemplateChecklist: store, product and campaign data readinessMake sure the input data behind field visits is accurate enough to support confident reporting.2 min readTemplateTemplate: brand and merchandising agency service briefA shared definition of the stores, work, evidence and escalation rules a partner must deliver.2 min read
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