Visual Merchandising Specialist Onboarding Checklist

Visual Merchandising Specialist Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Visual Merchandising Specialist starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Retail onboarding experience or just need an onboarding checklist for your new Visual Merchandising Specialist, you’re in the right place. We’ve put together a sample Visual Merchandising Specialist onboarding checklist below and have created onboarding templates & resources to help.

Visual Merchandising Specialist Onboarding Checklist

1. Introduction to company culture and values: The HR department or a designated company representative should provide an overview of the company’s culture, values, and mission. This task helps the Visual Merchandising Specialist understand the company’s core principles and align their work accordingly.

2. Familiarization with company policies and procedures: The HR department should provide a comprehensive overview of the company’s policies and procedures, including dress code, attendance, and safety guidelines. This task ensures that the Visual Merchandising Specialist understands and adheres to the company’s rules and regulations.

3. Introduction to the visual merchandising team: The Visual Merchandising Specialist should be introduced to their team members, including supervisors, colleagues, and other relevant personnel. This task allows the specialist to establish relationships, understand team dynamics, and collaborate effectively.

4. Store visits and familiarization: The Visual Merchandising Specialist should visit various stores within the company’s retail network to gain a comprehensive understanding of the brand’s visual merchandising standards, store layouts, and product displays. This task helps the specialist become familiar with the company’s visual merchandising expectations.

5. Training on visual merchandising techniques: The Visual Merchandising Specialist should receive training on various visual merchandising techniques, such as window displays, product placement, signage, and store layout optimization. This task can be performed by experienced visual merchandisers or trainers within the company.

6. Understanding the target audience: The specialist should be provided with market research and customer insights to understand the target audience’s preferences, buying behavior, and demographics. This task helps the specialist create visually appealing displays that resonate with the target audience.

7. Product knowledge training: The specialist should receive comprehensive training on the company’s products, including features, benefits, and unique selling points. This task can be performed by product managers, sales representatives, or trainers within the company.

8. Familiarization with visual merchandising tools and software: The specialist should be trained on any visual merchandising tools, software, or technology used by the company, such as planogram software, 3D rendering tools, or digital signage systems. This task can be performed by IT personnel or trainers within the company.

9. Store-specific guidelines and requirements: The specialist should be provided with store-specific guidelines and requirements, such as store layouts, space limitations, and any unique visual merchandising challenges. This task can be performed by store managers or supervisors.

10. Collaboration with other departments: The specialist should be introduced to other departments, such as marketing, sales, and operations, to understand how visual merchandising aligns with their goals and objectives. This task helps the specialist collaborate effectively with cross-functional teams.

11. Budgeting and resource management: The specialist should receive training on budgeting and resource management, including how to allocate funds for visual merchandising projects, source materials, and manage expenses. This task can be performed by finance or operations personnel.

12. Performance expectations and evaluation: The specialist should be provided with clear performance expectations and evaluation criteria, including key performance indicators (KPIs) and metrics used to measure success. This task can be performed by supervisors or HR personnel.

13. Ongoing professional development opportunities: The specialist should be informed about ongoing professional development opportunities, such as workshops, conferences, or certifications, to enhance their visual merchandising skills. This task can be performed by HR or training departments.

14. Introduction to company communication channels: The specialist should be familiarized with the company’s communication channels, such as email, intranet, or project management tools, to ensure effective communication within the team and across departments. This task can be performed by IT personnel or supervisors.

15. Performance feedback and coaching: The specialist should receive regular performance feedback and coaching sessions to identify areas of improvement, address challenges, and enhance their visual merchandising skills. This task can be performed by supervisors or designated mentors within the company

Setting Up Your Employee Onboarding Process

From reading through the items in the example Visual Merchandising Specialist checklist above, you’ll now have an idea of how you can apply best practices to getting your new Visual Merchandising Specialist up to speed and working well in your Retail team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.