ico-spritesDuration: 2 Days

price tagPrice: $199.95  $179.95 (This course can be used as a facilitator-led program or self-study)

[icon name="group"  align="left" size="17"] Audience: Retail Store Managers and Owners

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Do you want to increase your store's profitability?

Do you want to run your store more efficiently?

Do you want to stop firefighting and have more control over events that can affect your store performance and total sales?


retails-sales-planing-and-forecating-training-materialIf 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:

[icon name="pencil" size="15" color="#6bab13" ] Explain what forecasting is and why it is important for your store.

[icon name="pencil" size="15" color="#6bab13" ] Create a sales forecast for your retail store.

[icon name="pencil" size="15" color="#6bab13" ] Identify and analyze your retail store's key performance and profitability indicators.

[icon name="pencil" size="15" color="#6bab13" ] Develop your retail store's main sales strategy and specific sales tactics.

[icon name="pencil" size="15" color="#6bab13" ] Organize and plan store resources for the most efficient utilization.

[icon name="pencil" size="15" color="#6bab13" ] Explain retail planning best practices.

[icon name="pencil" size="15" color="#6bab13" ] Build a plan to manage staffing and resources.

[icon name="pencil" size="15" color="#6bab13" ] Plan for needs more effectively and avoid unforeseen problems.

[icon name="pencil" size="15" color="#6bab13" ] 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.

[icon name="pencil" size="15" color="#6bab13" ] Identify potential obstacles that might impact store performance and develop contingency plans.

[icon name="pencil" size="15" color="#6bab13" ] Analyze problems that arise, alter plans and take corrective actions.

Outline of topics:

Module 1 : Retail Sales Forecasting:

bullet Understand what forecasting is and how it can help your store.
bullet Identify different forecasting methods.
bullet Follow a simple 4 step process to create a sales forecast for your store.
bullet Avoid common forecasting pitfalls.

Module 2 : Retail Sales planning:

bullet Setting your store’s sales strategy.
bullet Put together the main components of your sales plan.
bullet Specify sales tactics to achieve strategy.
bullet See example retail planning sales practice.
bullet Practical skill practice activity to apply to your store.

Module 3 : Resource planning:

bullet Understand implications of poor resource planning.
bullet Efficiently plan and utilize your store resources.
bullet Understand the Main store resources classifications.
bullet Utilizing resources creatively and YOU  (the store manager) as a resource.

Module 4 : Sales Planning in action:

bullet Identify the Main KPI’s (Key performance indicators)  that impact a retail store's  profitability.
bullet Understand the causes and effects for each KPI.
bullet Practice by reacting to different store status scenarios and create a plan of action (Skill practice activity).
bullet Measure, evaluate and take corrective actions according to plan.

Module 5 : After sales and follow up:

bullet Understand the importance of after sales follow-up.
bullet Clearly understand what is meant by “Loyalty”.
bullet Estimate the average customer relationship Value.
bullet 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!

The Fully Customizable Training package includes:

Fully scripted Trainer Guide:

[icon name="pencil" size="15" color="#6bab13" ] Pre-training assignment

[icon name="pencil" size="15" color="#6bab13" ] Retail management and marketing best practices

[icon name="pencil" size="15" color="#6bab13" ] Hands-on activities that use your store information

[icon name="pencil" size="15" color="#6bab13" ] Facilitator-led group discussions

[icon name="pencil" size="15" color="#6bab13" ] Contingency planning scenarios

Participant Reference Workbook

PowerPoint Slide Presentation

Bonus Materials:

[icon name="pencil" size="15" color="#6bab13" ] Daily Store Checklist - A handy retail store checklist to ensure you got all your store assets and resources covered.

[icon name="pencil" size="15" color="#6bab13" ] 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.

[icon name="pencil" size="15" color="#6bab13" ] MicroSoft Excel Forecasting Tool - A free useful excel tool to display your data graphically and  gain more insight into what your forecast data is telling you.

[icon name="pencil" size="15" color="#6bab13" ] 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.

[icon name="pencil" size="15" color="#6bab13" ] Store Planning Checklist - A handy checklist that ensures you have all the data needed to put your complete store plan together.

Buy now..! download instantly and get an additional bonus:
  22 games and activities you can use to enrich your trainings.
  Useful training forms (Evaluation forms, certificates).
  All you need to run a great training program.
  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 material samples


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


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


For random trainer guide samples, Click thumbnails below for larger images.

Plus a great bonus!

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.


What do I get exactly?
You receive a zipped file instantly upon purchase that includes the following in MS office format:

[icon name="pencil" size="15" color="#6bab13" ] Trainer Guide (67 Pages).
[icon name="pencil" size="15" color="#6bab13" ] Student workbook (80 Pages).
[icon name="pencil" size="15" color="#6bab13" ] Slide deck (65 slides).
[icon name="pencil" size="15" color="#6bab13" ] Sales plan support form, Forecast data form, daily store checklist, monthly store plan .
[icon name="pencil" size="15" color="#6bab13" ] Pre-training assignment.
[icon name="pencil" size="15" color="#6bab13" ] Bonus activities ( 22 activities ).
[icon name="pencil" size="15" color="#6bab13" ] Training support documents ( Training evaluation forms, 5 certificate templates, program outline).
[icon name="pencil" size="15" color="#6bab13" ] Review game.


Get it all now!

price tagPrice: $199.95  $179.95Great value courseware and training materials

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

Now you can get the complete retail excellence collection All three programs for one low price! 


3 Complete courseware

Retail excelllence series training package







the retail training package

Buy now and download instantly the "Retail Excellence series®" with all 3 program complete training programs (Retail Sales Planning and forecasting + Front line retail selling skills + Passionate retail experts) for one low price of $349.95 (Normally priced at $539.85).

Buy Now, Download Instantly, Get A Bonus
22 games and activities you can use to enrich your trainings.
Useful training forms (Evaluation forms, certificates).
All you need to run a great training program.
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.
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.

Why Buy

Our Training Packages

Great value for a small investment

Great value for a small investment

Receive a package of extensive and well structured training course materials complete with comprehensive trainer guides, delegate workbooks, power point slides, activities and exercises as well as several support documents from evaluation sheets to attendance certificates so you have all you need to run a successful training program.

100% customizable

100% customizable

You can easily customize, personalize and tailor each training course material package to match your training objectives and the training needs of your audience. You even have full rights to brand it with your own brand name. (We only do NOT allow re-sale of our training course material packages)

Standalone modules can easily be added to enliven your training material

Standalone modules can easily be added to enliven your training material

Each training program is logically structured into standalone modules each focusing on a specific topic for ease of customization, addition or incorporation into your own existing course materials

Get new ideas for activities, exercises and games

Get new ideas for activities, exercises and games

Each of our training course material packages includes a plethora of self discovery exercises, activities and games addressing specific key learning points giving you more ideas for activities and interaction to enliven your existing course materials.

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).

Download and get it immediately

Download and get it immediately

All our course material packages are instantly downloaded so you get it immediately after successfully completing your purchase.

Deliver Fun, Effective and Professional

Trainings Easily

Even if you are delivering training for the first time, our training materials will guide you step by step. Our materials have an easy to follow format and instructions that explains all key points, models, and concepts. We also provide directions for all activities/exercises and debriefing instructions about which key points to stress in each activity/exercise. As a manager, it will be easy for you to take charge of developing your team and deliver the training program yourself or through a professional trainer.

Our tabular formatted Trainer's Guide makes delivery easy. We provide clear directions and suggestions on what to do and what to say with each slide. We also provide a high impact PowerPoint slide deck and a comprehensive Reference Workbook for participants. Trainers who used our courseware and training materials were able to provide accelerated learning solutions that engaged all types of learners. Read some of our testimonials.

We provide niche courseware packages and training materials that are highly effective and interactive. For example, we have courses specific to the retail industry such as retail selling skills and retail sales forecasting and planning and call center specific training like controlling calls, handling angry callers and telephone debt collection. Unlike many other internet sites who have hundreds of ineffective canned packaged courses, our targeted soft skills topics have been very carefully developed targeting specific skills and attitudes using innovative training models and hands-on activities. Most of our training materials and courseware packages have been tried and tested and successfully delivered to professionals from senior managers to frontline employees




Save time and money by delivering an effective training program first time, every time, using our affordable, content-rich training materials that are bespoke designed to ensure smooth delivery, superior understanding, and long-term retention.

Avoid wasting time researching and developing a training protocol that must be tested and delivered multiple times before you can get a real, tangible measure of its efficacy, and potentially, making an expensive and inefficient mistake.

Select one of our comprehensive, fully inclusive training courses or incorporate our modular courses into your existing materials to enhance your content and enrich delivery using fresh, engaging models and concepts that have been proven to work, time and time again.

Keeping your delegates engaged and switched on during learning sessions is one of the core challenges that even professional and experienced trainers commonly face – and our training course materials are specifically designed to encourage interaction and engagement, avoid boredom, and boost trainer confidence to ensure a seamless, slick delivery.

Take the hard work out of delivering training to your employees and ensure the maximum return on your investment!

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People Managers

As a leader, developing and supporting your team is of course your top priority – so discover the trainer in you and take charge of your team’s professional development and advancement with our affordable courseware packages and training course materials.

Our carefully structured and highly organized courseware materials allow anyone with basic presentation skills to follow and deliver training content confidently and efficiently, complete with helpful tips and insights provided at key stages along the way to build and maintain momentum and ensure an impactful delivery.

Liven up team meetings, choose and reinforce key learning points and boost your team’s enthusiasm and understanding with our professional training course material packages, and integrate bitesize learning opportunities into huddles and collaborations to stress specific skills and concepts that serve your key development areas.

Take control of your team and help them – and you – to reach your full potential by using our training course materials to deliver seamless workplace learning on-the-go.

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To find out more about our course material packages , please take a few minutes to read our frequently asked questions or take a look at our testimonials page and read what trainers, consultants, leaders and business professionals who used our training materials said.