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Store operations templates

Copy-paste templates for the recurring written moments in a store: handovers, escalations, SOPs, purchase orders and post-peak reviews.

Each page contains the template itself, in full, on the page. Nothing is gated and nothing has to be requested. If a template is useful, making somebody trade an email address for it mostly filters out the people who would have used it.

They are all short on purpose. The commonest reason an operational template fails is length: a handover note that takes ten minutes does not get written at the end of a bad shift, and once it has been skipped twice it has stopped existing. Every template here is designed to be completed in about two minutes.

Take them and change them. A template that has been adapted to how your store actually works gets used, and one adopted verbatim from a website usually does not.

Daily and shift

Shift handover template

Five lines, two minutes, written at the end of every shift that hands over to another.

Week-away handover template

Written for someone who cannot ask you a question, which is a different document from a daily handover.

Daily close checklist

The point is not to finish everything. It is that tomorrow starts from a known state.

Process and decisions

Escalation template

Four fields, so the person receiving it can decide rather than reconstruct.

SOP template

Steps, decisions, exceptions, owner. Everything else is what stops people opening it.

Incident note template

Written so nobody has to ask what is happening, including people who were not online when it started.

Customer delay message template

Say what you know, what you did, and when you will speak again. The third part is what stops the follow-up.

Suppliers and stock

Purchase order template

Six fields, a reference number, and a rule about who is allowed to send it.

Goods-in checklist template

The twenty minutes on the loading bay that prevent a month of inventory nobody trusts.

Supplier chase email template

Ask for a date, not an explanation. The date is the part you can plan against.

Stock count sheet template

Recording the correction and not the cause is why the same discrepancy comes back.

Review and improvement

Post-peak retro template

Run it in the week after peak, while people still remember, and leave with one change rather than twelve.

New starter onboarding checklist

Most of the work happens before they arrive, which is why it gets skipped.

Orders and customers

Returns triage checklist

Decide the outcome first. Everything else follows from it, and guessing is what creates the shelf of unsorted returns.

Refund decision rule template

Most refund escalations are not hard decisions. They are decisions nobody was allowed to make.

Chargeback response pack template

The deadline is the whole game. Everything else is assembling what you already have.

Stock and suppliers

Stockout response checklist

The first hour decides whether a stockout is an inconvenience or a run of refunds.

Courier claim pack template

Claims are won or lost on evidence collected before anyone knew there would be a claim.

Supplier scorecard template

Everyone has an opinion about a supplier. Very few stores have a record.

Team and access

Quarterly access review checklist

Offboarding catches leavers. This catches everybody else.