If you want to know what’s happening in your brick & mortar retail company, you absolutely must get out and visit stores.

Nothing else will do when it comes to taking the pulse of the organization.

We’ve often said, and it’s been proven time and again, that every retail business owner and retail executive would be well served by regularly getting out of the office and the boardroom and into their stores to really understand what’s happening out in the field.
Store visits are an absolute requirement of some retail management positions such as District and Region Managers. For others, store visits are incredibly useful for finding out what’s going on as it relates to their function.

Buyers, Category Managers, Marketing Managers, Loss Prevention Managers and many more can only excel in their positions if they make a point of getting out into the field as often as possible.

After all, the stores are where it’s happening. No one disputes that the business happens on the sales floor…

It goes without saying that store visits are happening in your retail organization. Whether they are happening often enough or being properly executed are things only you can know.

For most successful retail companies, there is a whole lot of visiting going on. Probably more than some retail store managers would like…but, that’s life.

When you consider how much time is spent visiting your stores – whether it be the business owner, the DM or RM or any other Operations team member or H.O. personnel – it would be downright irresponsible NOT to do everything possible to ensure a great ROI is realized.

If you know how to take a focused approach to Store Visits; how to deal with the inevitable distractions and how to manage the day, you can cover a lot of ground and reap the rewards for the time spent.

Let’s look at some of the things that need to be done as part of a comprehensive, well executed one day store visit by a retail business owner or their designate – the DM or RM:

  • Training Needs Analysis
  • Schedule Productivity Check
  • Inventory (Spot) Count
  • Succession Planning Exercise
  • Store Maintenance and Renovation Requirements Analysis
  • P & L Review
  • Merchandise Review
  • Safety Inspection and Facilities Review
  • Loss Prevention Audit
  • Staff Performance Review
  • Management Development Session
  • Mall Management Updates
  • Marketing and Signage Package Review
  • Online Business Review (if applicable)
  • Obstacle Removal
  • Action Planning

That’s not to mention the importance of the huge motivational opportunity presented by a store visit that is properly done.

You may wonder how all these things can be covered in a one-day store visit!!
In fact, many retailers cannot do it.

They do not know how to do it and, therefore, they fail to get the results – the quantifiable positive results – that they want and need.
Well, there is a method. All you need to do is figure out how to do it.
That’s where this workshop comes in. We explain it all.



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