Operations Tools and Guides

Retailers looking to improve various operational practices in their businesses can use these helpful tools.

BOPIS Best Practices

Use these five tips to improve your buy online, pick in store service.

Glossary of Key Financial Terms

Use this handy glossary to explain core financial concepts to your team to strengthen your operation.

Key Retail Metrics Handbook

Identify four key retail metrics and learn how your team can unite to strengthen them.

Project Plan Template

Use this template as a guide for planning out the next project at your operation.

Store Critique Worksheet

Retailers can use this guide to evaluate their businesses or to partake in a peer critique.

Impulse Selling Guide

Learn how to merchandise certain products to make them more enticing to consumers.

Inventory Accuracy Resources

Learn about various inventory-related processes to help improve accuracy.

Retailing 101 Quiz

Retailers can take this quiz to discover what they know about marketing, finance, operations and human resources.

Retirement Persona Checklist

Retailers can use this resource to prepare for what can be an emotionally difficult life change.

Store Expansion Guide

This PDF suggests questions retailers should think through when they plan for their business’s future.

Creating a Strategic Plan

Learn about the different components of a strategic plan and how to get started.