Retail Sales Planning and Forecasting Training Material Package

Retail Sales Planning and Forecasting

$179.95 $199.95

(This course can be used as a facilitator-led program or self-study)

interpersonal skills Duration: 2 Days

training models Audience: Retail Store Managers and Owners.

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Do you want to increast your store's profitability?

Do you want to run  your store more efficiently?

Do you want to stop firefighting and have more confrol over events that affect your store's performance and total sales?

If you answered yes to any of the above questions, then you need to create a complete sales plan for your store as well as a complete  sales forecast. Don't be intimidated by the big words sales forecasting and planning! It might sound boring or complicated, but our program makes the whole process simple and easy by following a simple 5-step process, you can create a complete store sales plan from determining your store's sales strategy to selecting specific sales tactics.

This hands-on training program was designed by retail experts. It is packed with retail best practice as well as retail store management and marketing techniques. Practical exercises that will help you analyze and forecast your store's key sales figures. Using a step by step process, you will determine your store’s key performance indicators and learn specific tactics to improve your overall store performance. Lessons learned from this course will enable you to manage your staffing and financing needs more effectively and avoid unforeseen cash flow problems.

This course also includes several bonus forms that were designed to help you prepare your store's forecast and complete sales plan back on the job. (Daily store checklist, forecast data form,monthly store plan, Sales plan support form)


Course Objectives

By the end of this training course participants will be able to:

Training Materials Explain what forecasting is and why it is important for your store.

Training Materials Create a sales forecast for your retail store.

Training Materials Identify and analyze your retail store's key performance and profitability indicators.

Training Materials Develop your retail store's main sales strategy and specific sales tactics.

Training Materials Organize and plan store resources for the most efficient utilization.

Training Materials Explain retail planning best practices.

Training Materials Build a plan to manage staffing and resources.

Training Materials Plan for needs more effectively and avoid unforeseen problems.

Training Materials Use your store’s sales forecast to create an effective sales plan that will allow you to spend more time developing your business and less time responding to crises.

Training Materials Identify potential obstacles that might impact store performance and develop contingency plans.

Training Materials Analyze problems that arise, alter plans and take corrective actions.


Outline of topics

Module 1 : Retail Sales Forecasting:

Training Materials Understand what forecasting is and how it can help your store.

Training Materials Identify different forecasting methods.

Training Materials Follow a simple 4 step process to create a sales forecast for your store.

Training Materials Avoid common forecasting pitfalls.

Module 2 : Retail Sales planning:

Training Materials Setting your store’s sales strategy.

Training Materials Put together the main components of your sales plan.

Training Materials Specify sales tactics to achieve strategy.

Training Materials See example retail planning sales practice.

Training Materials Practical skill practice activity to apply to your store.

Module 3 : Resource planning:

Training Materials Understand implications of poor resource planning.

Training Materials Efficiently plan and utilize your store resources.

Training Materials Understand the Main store resources classifications.

Training Materials Utilizing resources creatively and YOU (the store manager) as a resource.

Module 4 : Sales Planning in action:

Training Materials Identify the Main KPI’s (Key performance indicators) that impact a retail store's profitability.

Training Materials Understand the causes and effects for each KPI.

Training Materials Practice by reacting to different store status scenarios and create a plan of action (Skill practice activity).

Training Materials Measure, evaluate and take corrective actions according to plan.

Module 5 : After sales and follow up:

Training Materials Understand the importance of after sales follow-up.

Training Materials Clearly understand what is meant by “Loyalty”.

Training Materials Estimate the average customer relationship Value.

Training Materials After sale activities you can do and apply at your store.

Competitive review game - An Exciting review challenge (Power Point Game) to end your training on a high note!


Training Material Samples

Slide Samples

For random slide samples, Click thumbnails below for larger images.

Trainer Guide Samples

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Workbook Samples

For random workbook samples, Click thumbnails below for larger images.

What do I get exactly?

You receive a zipped file instantly upon purchase that includes the following in MS office format

Training Materials Trainer Guide (67 Pages).

Training Materials Student workbook (80 Pages).

Training Materials Slide deck (65 slides).

Training Materials Sales plan support form, Forecast data form, daily store checklist, monthly store plan .

Training Materials Pre-training assignment.

Training Materials Bonus activities ( 22 activities ).

Training Materials Training support documents ( Training evaluation forms, 5 certificate templates, program outline).

Training Materials Review game.

$179.95 $199.95

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You will receive a secure link by email to download your purchase immediately after purchase.

The Fully Customizable Training package includes

Training Materials Fully Scripted Training Guide

Training Materials Participient Reference Workbook

Training Materials Powerpoint Slide Presentation

Buy now and get the following
bonus materials:

Store Check List

Daily Store

A handy retail store checklist to ensure you got all your store assets and resources covered.
Data Work Sheet

Store Forecast
Data Worksheet

A useful data sheet to collect all the data needed to create your first store forecast. An easy way to create a complete store sales forecast.
MicroSoft Excel ForecastingTool

MicroSoft Excel

A free useful excel tool to display your data graphically and gain more insight into what your forecast data is telling you.
Store Planning Checklist

Store Planning

A handy checklist that ensures you have all the data needed to put your complete store plan together.
Self Assessment

Personality Types
Self Assessment

A self assessment tool to find out your general personality type and behavioral style.
Monthly Store Planning Worksheet

Monthly Store
Planning Worksheet

An easy to use worksheet to create your overall retail store yearly plan including your forecast backed sales targets and align your resources and specify action steps for achieving your overall short term and strategic goals.
Store Manager Coaching Assessment Form

Store Manager Coaching
Assessment Form

A very useful tool for store managers who take the development of their teams seriously and want to help them improve.This (customizable) coaching tool can be used by store managers and team leaders to be able to observe their agent's performance.

Training Materials Buy Now, Download Instantly, Get A Bonus

Training Materials 22 games and activities you can use to enrich your trainings.

Training Materials Useful training forms (Evaluation forms, certificates).

Training Materials All you need to run a great training program.

Training Materials A fun, engaging Power Point review game to easily review key questions and concepts, improve retention through a competitive challenge designed to be the grand finale of your training program.

Training Materials Competitive review game

A Power Point Review game to excite your participants about your training material where they compete to win by answering questions about the training program in a series of fun rounds.

The competitive Power Point game is fully customizable, just change the questions/answers, images, backgrounds...etc. Save as a new file & create 100's of other review games for any training materials or program to always end your training program on a high note.

Pay for 2 Get 1 Free

retail serise

3 Complete Courseware Packages in One


Now: $349.95       Regular: $539.855


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Unzip the file/s and get all your documents in MS office format

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Standalone modules can easily be added to enliven your training material

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Fun, competitive review game to end on a high note

Fun, competitive review game to end on a high note

An exciting and competitive review game (In Power Point) to easily review the content, enhance retention and ensure your participants stay engaged till the very end. (The Power Point game is fully customizable and can be used to create similar review games for other training materials and courses).

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Our comprehensive range of courseware packages and training modules incorporate a range of niche-specific subject areas targeted towards clients in the retail sector, including topics such as retail selling skills and retail sales forecasting and planning . We also offer a range of call center-specific training courses like controlling callshandling angry callers and telephone debt collection. 

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