Store Layout & Visual Merchandising Checklist: Retail Customer Experience & Sales Maximization

Optimize retail sales with our Store Layout & Visual Merchandising Checklist. Download this Excel template to automate workflows and boost customer experience.

Label Value Notes
Created by checklistguro.com
Store Entrance & Curb Appeal (STEP)
Sidewalk Cleanliness Rating (1-5) (NUMBER)
Signage Visibility (SELECTION options: Excellent, Good, Fair, Poor)
Condition of Entrance Doors (TEXT)
Precise Location of Store Entrance (LOCATION)
Last Landscaping Maintenance Date (DATE)
Accessibility Features Present? (SELECTION options: Ramp, Automatic Door, Tactile Paving, Accessible Parking)
Notes on Exterior Lighting (TEXT)
Window Displays (STEP)
Number of mannequins used (NUMBER)
Themes/Concepts displayed (select all that apply) (SELECTION options: Seasonal, Promotional, Lifestyle, New Arrivals)
Upload Window Display Photo (Before) (UPLOAD)
Upload Window Display Photo (After) (UPLOAD)
Overall Visual Appeal (Scale of 1-5) (SELECTION options: 1 - Poor, 2 - Fair, 3 - Average, 4 - Good, 5 - Excellent)
Brief Description of Display Story (TEXT)
Estimated Visibility Distance (feet) (NUMBER)
Product Grouping & Placement (STEP)
Average Distance Walked per Customer (meters) (NUMBER)
Primary Customer Flow Pattern (SELECTION options: Clockwise, Counter-Clockwise, Free Flow)
Product Categories Grouped Together (Check all that apply) (SELECTION options: Seasonal Items, Related Products, Price Point, Brand)
Notes on customer reaction to current product groupings (TEXT)
Number of 'cross-sell' opportunities observed per transaction (NUMBER)
Overall Effectiveness of Current Grouping (Subjective) (SELECTION options: Excellent, Good, Fair, Poor)
Signage & Navigation (STEP)
Number of Directional Signs (NUMBER)
Sign Visibility - Overall Rating (SELECTION options: Excellent, Good, Fair, Poor)
Example Signage Clarity (Describe) (TEXT)
Font Size Consistency? (SELECTION options: Yes, No, Mostly)
Signage Types Present (SELECTION options: A-Frame, Wall Mounted, Floor Decals, Digital Signage)
Navigation Path Clarity (Describe) (TEXT)
Fixtures & Displays (STEP)
Fixture Height (inches) (NUMBER)
Shelf Spacing (inches) (NUMBER)
Fixture Material (SELECTION options: Metal, Wood, Plastic, Combination)
Display Condition (SELECTION options: Excellent, Good, Fair, Needs Repair)
Display Features (SELECTION options: Adjustable Shelves, Integrated Lighting, Rotating Display, Lockable)
Notes on Display Condition (TEXT)
Display Photo (for reference) (UPLOAD)
Lighting & Ambiance (STEP)
Overall Light Level (Lux) (NUMBER)
Spotlight Intensity (Lumens) (NUMBER)
Light Color Temperature (Kelvin) (SELECTION options: Warm (2700K - 3000K), Neutral (3500K - 4000K), Cool (5000K - 6500K))
Lighting Types Used (SELECTION options: Ambient Lighting, Task Lighting, Accent Lighting, Decorative Lighting)
Mood/Atmosphere Created (SELECTION options: Inviting, Modern, Cozy, Energetic, Elegant)
Describe the overall lighting ambiance. (TEXT)
Visual Merchandising Techniques (STEP)
Color Palette Consistency (SELECTION options: Consistent Across Store, Minor Variations, Inconsistent)
Theme Application (e.g., seasonal) (SELECTION options: Fully Implemented, Partially Implemented, Not Implemented)
Average Product Facing Outward (NUMBER)
Storytelling Elements Used? (TEXT)
Use of Props & Accessories (SELECTION options: Strategic and Relevant, Minimal, Absent)
Description of Focal Point (TEXT)
Checkout Area Layout (STEP)
Number of Checkout Lanes Open (NUMBER)
Checkout Lane Configuration (SELECTION options: Standard, Self-Checkout, Hybrid)
Average Wait Time (minutes) (NUMBER)
POS System Functionality (SELECTION options: Full Functionality, Minor Issues, Major Issues)
Notes on Customer Flow (TEXT)
Checkout Area Cleanliness (SELECTION options: Excellent, Good, Fair, Poor)
Checkout Area GPS Coordinates (LOCATION)
Impulse Buy Placement (STEP)
Number of Impulse Buy Displays Near Checkout (NUMBER)
Impulse Buy Item Category Focus (e.g., Snacks, Accessories, Small Gifts) (SELECTION options: Snacks, Accessories, Small Gifts, Seasonal Items, Other)
Product Placement Strategy (Select all that apply) (SELECTION options: Endcaps, Checkout Counter, Aisle Ends, High-Traffic Zones)
Brief Description of Current Impulse Buy Selection (TEXT)
Average Price Point of Impulse Items (NUMBER)
Impulse Item Presentation (e.g., Bins, Shelves, Displays) (SELECTION options: Bins, Shelves, Displays)
Accessibility & Inclusivity (STEP)
Minimum Aisle Width (inches) (NUMBER)
Ramp Slope Compliance (ADA) (SELECTION options: Compliant (1:12 or less), Non-Compliant)
Accessible Entrance Features (SELECTION options: Ramp, Automatic Door, Level Entry, None)
Accessible Checkout Counters (SELECTION options: Available, Not Available)
Description of any observed barriers (if applicable) (TEXT)

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