Retail Sales Toolkit

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Identify and develop new business opportunities and business relationships which result in the achievement of increased revenue, profitability and market share.

More Uses of the Retail Sales Toolkit:

  • Be certain that your organization establishes and maintains relationships with customers and associates through respectful and effective communication.

  • Manage, build, and develop a small team of sales leads to support growing business.

  • Oversee: effectively communicate client information to store personnel.

  • Methodize: effectively communicating the brand vision with consistent messaging to all customers and merchants.

  • Create category management department efficiencies by improving tools used by the retail sales field.

  • Drive the business and deliver sell thru and other specified results.

  • Analyze sell through performance by account and by product to anticipate future opportunities.

  • Maintain visual merchandising according to Brand and organization Standards.

  • Ensure your organization meets client expectations regarding sales and call coverage and productivity in assigned territory.

  • Communicate any merchandising, cost control or sales idea to General Manager.

  • Be more than a sales person; take your tech knowledge to the next level and help your customers.

  • Develop and manage a retail distribution network focused on the appropriate categories.

  • Develop and negotiate customer sales agreements for assigned products.

  • Arrange that your organization as established by management, delivers sales results against quotas across all Clients in assigned territories.

  • Audit: consistently achieve individual sales goals to support the stores.

  • Lead your product value and account for benefits that the customer can appreciate.

  • Drive distribution priorities across all priority accounts.

  • Lead open and close procedures and support store operations by maintaining loss prevention awareness.

  • Set and tenaciously reach ambitious sales and business milestones.


Save time, empower your teams and effectively upgrade your processes with access to this practical Retail Sales Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Retail Sales related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Retail Sales specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Retail Sales Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Retail Sales improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. What kind of information does your business already have, how can it be used more effectively, are there information gaps and how is the information going to be updated?

  2. Is there any data which directly measures the sales of retailers at shopping centers which you might use to compare with your aggregate ratios?

  3. How does each channel affect how your customers can research and order products from your organization and also from its competitors?

  4. What are you doing to ensure your range of jewellery meets the different aspirations or desires of your customers?

  5. Are your current steering mechanisms the right ones to navigate through changing market environment models?

  6. What is the process of public input or feedback when there is a concern over the location of a new store?

  7. Are the development costs incurred by the consumer goods organization capitalised as an intangible asset?

  8. Why do other organizations select different types of media for what may be perceived as similar messages?

  9. How does your organization identify that it needs to gain a better understanding of its employees needs?

  10. What kind of challenges do other organizations face when trying to conduct marketing research abroad?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Retail Sales book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Retail Sales self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Retail Sales Self-Assessment and Scorecard you will develop a clear picture of which Retail Sales areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Retail Sales Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Retail Sales projects with the 62 implementation resources:

  • 62 step-by-step Retail Sales Project Management Form Templates covering over 1500 Retail Sales project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Cost Estimates: What cost data should be used to estimate costs during the 2-year follow-up period?

  2. Procurement Management Plan: Is there a formal set of procedures supporting Stakeholder Management?

  3. Responsibility Assignment Matrix: Are all elements of indirect expense identified to overhead cost budgets of Retail Sales projections?

  4. Project Charter: Pop quiz – which are the same inputs as in the Retail Sales project charter?

  5. Initiating Process Group: Do you know all the stakeholders impacted by the Retail Sales project and what needs are?

  6. Planning Process Group: Is the Retail Sales project supported by national and/or local organizations?

  7. Change Request: Screen shots or attachments included in a Change Request?

  8. Activity Duration Estimates: Do you agree with the suggestions provided for improving Retail Sales project communications?

  9. Team Performance Assessment: Effects of crew composition on crew performance: Does the whole equal the sum of its parts?

  10. Quality Audit: How does your organization know that its research planning and management systems are appropriately effective and constructive in enabling quality research outcomes?

Step-by-step and complete Retail Sales Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Retail Sales project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Retail Sales project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Retail Sales project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Retail Sales project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Retail Sales project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Retail Sales project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Retail Sales project with this in-depth Retail Sales Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Retail Sales projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Retail Sales and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Retail Sales investments work better.

This Retail Sales All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.