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

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.