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Visual Merchandising Checklist

A visual merchandising checklist has various elements. Some of these include updates, effective communication and the balance between items.

By following a visual merchandising checklist, retailers aim to create an appealing and cohesive shopping environment. It enhances the customer experience and encourages purchasing behaviour.

Depending on your resources and preferences, you can conduct a visual merchandising audit in many ways. You can either do it yourself, hire a professional, or use software or an app that automates the process. One can also combine these techniques to get an accurate picture of visual merchandising performance.

The frequency of your audit determines how your seasons, promotions, and customer feedback change.  A weekly, monthly, quarterly, or annual audit is chosen also, a special audit before or after a major event or campaign may be appropriate. Your audit criteria depend on the visual merchandising checklist best practices and standards. These include product presentation, colour coordination, lighting, signage, space management, and customer flow. You can check each element of your visual merchandising using a checklist or a scorecard based on your criteria.

Benefits of Visual Merchandising Checklist
Enhanced Presentation: A Visual Merchandising Checklist displays the products in an organized manner. It enhances the visual presentation.

Consistency: It maintains consistency across different displays and locations, reinforcing brand identity.

Efficient Execution: The checklist is a step-by-step guide which streamlines the execution of tasks and reduces the likelihood of oversights.

Improved Customer Experience: Its appealing display can attract customers, create a positive shopping experience, and increase sales.

Adherence to Guidelines: The checklist ensures alignment with brand guidelines and marketing strategies.

Time Management: It helps in breaking down tasks into manageable steps, allowing for efficient planning and execution.

Training Tool: The checklist can be used as a training tool for new staff and help them understand the merchandising standards and expectations.
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1) Facade Signage Hygiene: Should be clean with no spots/dirt, well-lit (at night), no loose wires, etc
Checkbox
Yes
Checkbox
No
2) Is the facade backlit or frontlit visual working properly?
Checkbox
Yes
Checkbox
No
3) Are outside Store brandings/visuals in good condition, if any
Checkbox
Yes
Checkbox
No
Store Exteriors :  Store Window
1) Are the mannequins in good condition
Checkbox
Yes
Checkbox
No
2) Are the window lighting working fine and rightly focused?
Checkbox
Yes
Checkbox
No
3) Is mannequin styling and placement as per theme/Docket? (as per HO guidelines)
Checkbox
Yes
Checkbox
No
Store Interior & ambience :  Store Fixtures
1) Does the store needs any additional fixtures
Checkbox
Yes
Checkbox
No
2) Are all floor units or nesting table in good condition?
Checkbox
Yes
Checkbox
No
3) Are all floor fixtures placed as per updated layout?
Checkbox
Yes
Checkbox
No
Store Interior & ambience: In store
1) Is the Cash counter logo in good condition?
Checkbox
Yes
Checkbox
No
2) Are the fitting room and instore branding communication in place?
Checkbox
Yes
Checkbox
No
3) Are visuals as per approved layout and latest campaigns?
Checkbox
Yes
Checkbox
No
4) Are the Product displayed in a clean, clutter-free style ?
Checkbox
Yes
Checkbox
No
5) Are visuals in presentable condition ?
Checkbox
Yes
Checkbox
No
6) Last visit of VM team
Date
7) Signature
Sign here
It is important to develop an action plan based on your data analysis. It outlines the specific steps you will take to improve your visual merchandising. Your action plan should include each action's tasks, responsibilities, and deadlines.

Additionally, it should also include resources and expected outcomes. You should use the same tools and methods as in your audit to check the results of your action plan. Check key performance indicators (KPIs) such as sales, traffic, and conversion.

It is important to Maintain and update the visual merchandising checklist. It shows the product to customers in the best possible light, increasing the likelihood of sales at your retail business.

Business methods have changed in the last year making visual merchandising more important. Along with the best presentation, customers must feel safe and of high quality while shopping at their retail location.

What is visual merchandising audit?
A visual merchandising audit is an evaluation process that assesses the appearance and arrangement of store displays, fixtures, and signage to enhance the shopping experience and boost sales.

What is the visual merchandising checklist for?
The Visual Merchandising Audit Checklist ensures a visually appealing store ambiance, enhancing customer experience and maximizing sales. Download our sample checklist for organized, attractive, and sales-boosting retail spaces.

What are the 5 most important elements of visual merchandising?
The five key elements of visual merchandising are window displays, store layout, lighting, signage, and product arrangement. These elements work together to create an appealing shopping experience.

How do you conduct a visual audit?
To perform a visual audit, use a merchandising checklist template to assess store exteriors, interiors, and ambiance. Check for signage, lighting, branding, fixture conditions, and product displays, ensuring they align with the checklist's criteria.
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