Retail Store Opening Project Checklist Template

Ensure a flawless grand opening! Our Retail Store Opening Project Checklist Template guides you through every crucial step - from site selection and lease negotiation to inventory setup and staff training - minimizing stress and maximizing success for your new retail venture.

This Template was installed 2 times.

Site Selection & Lease Negotiation

1 of 9

Tasks related to finding and securing the retail location.

Potential Site Address

Estimated Foot Traffic (Daily)

Square Footage of Site

Zoning Compliance

Lease Expiration Date

Summary of Lease Terms

Landlord Approval Status

Design & Buildout

2 of 9

Activities concerning store design, construction, and renovation.

Store Design Concept Description

Store Layout Plan

Square Footage of Store

Flooring Type

Start Date for Buildout

Number of Interior Walls

Detailed Finishes Schedule (Paint colors, tile selections etc.)

Permitting & Legal

3 of 9

Ensuring all necessary permits, licenses, and legal compliance are secured.

Business License Type

Specify Other License Type (if applicable)

License Application Date

License Application Fee Paid (USD)

Copy of Business License

Zoning Compliance Confirmed?

Details Regarding Zoning Compliance (if applicable)

Legal Review Signature

Inventory & Ordering

4 of 9

Planning and executing the procurement of initial merchandise.

Initial Order Quantity - Core Products

Initial Order Quantity - Seasonal Items

Supplier for Core Products

Supplier for Seasonal Items

Order Placement Date - Core Products

Order Placement Date - Seasonal Items

Estimated Delivery Lead Time (Days)

Notes on Initial Order (e.g., specific requests, color preferences)

Fixtures, Equipment & Technology

5 of 9

Installation and setup of shelves, displays, POS systems, and other essential equipment.

Number of Shelving Units

Number of Display Cases

POS System Vendor

POS System Installation Date

Fixture Layout Plan

Security System Type

Number of Security Cameras

Staffing & Training

6 of 9

Recruitment, hiring, onboarding, and training of store personnel.

Number of Employees to Hire

Initial Training Program Type

Training Program Start Date

Daily Training Shift Start Time

Training Modules Required (select all that apply)

Training Program Outline

Employee Handbook (for review)

Training Evaluation Method

Marketing & Pre-Launch Promotion

7 of 9

Activities to generate awareness and excitement before the store's opening.

Social Media Ad Spend

First Social Media Post Date

Marketing Channels Used

Press Release Draft

Promotional Flyer Design

Influencer Outreach Status

Grand Opening Announcement Date

Grand Opening Execution

8 of 9

Tasks for the successful launch day and initial weeks.

Grand Opening Date

Grand Opening Start Time

Estimated Guest Count

Marketing Activities for Launch Day

Grand Opening Day Script/Run of Show

Grand Opening Promotional Materials (Flyers, Banners)

Signature Confirmation - Grand Opening Execution

Post-Opening Operations

9 of 9

Ongoing tasks related to daily store operations and performance monitoring.

Daily Sales Revenue

Customer Count

Weekly Inventory Audit Date

Daily Closing Procedures Completion Time

Top 3 Customer Complaints (Weekly)

Notes on Customer Feedback & Areas for Improvement

Overall Store Performance (Weekly)

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