Retail Lens by Artemis / Free, experience-based insight

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Store Manager session / 15 minutes

Opening a Store: Brief the Team on Store Controls

Learning outcome: Confirm trained owners and brief the team on approved cash, key, access and incident procedures before the first shift.

Session graphicBrief roles on approved store controls

Follow current company procedures and keep access or incident details within the approved channels.

  1. 01
    Confirm the procedure

    Current guide, role requirement and authorized owner

  2. 02
    Name the shift owners

    Trained primary and back-up for each control

  3. 03
    Practise the response

    Teach-back, designated contact and required record

  4. 04
    Escalate and review

    Open gap, owner, follow-up and policy update

Explore the checkpointsSelect a step to focus the manager's next check.
Manager's check / 01 of 04Confirm the procedure

Current guide, role requirement and authorized owner

Controls should be part of the operating plan from the start. Colleagues need to know which procedures apply to their role, where the current instructions are kept and who can answer a question. A store manager coordinates the briefing and checks completion; the company procedures and authorized owners define the controls.

Review the approved routines for opening and closing, keys, cash handling, restricted access, records and handovers. Confirm which roles are trained and who is the authorized back-up for each shift. If a procedure requires two people, a specific record or a designated keyholder, check that the roster supports it.

Make incident response clear without asking colleagues to investigate or confront someone. Explain how to protect people, contact the appropriate manager or security owner, preserve relevant information and complete the approved report. For emergencies or immediate danger, follow the site's emergency instructions and contact the designated response service.

Use a short teach-back to check understanding. Ask where a colleague would find the procedure, who they would call and what they should record. Correct gaps in a private and factual way. Do not share access codes, sensitive security details or employee information in open messages or training materials.

Before opening, record who received training, which shifts remain uncovered and who owns follow-up. Escalate any missing authorization or control gap through the designated operations, finance or security route. Recheck after the first week and update the briefing if the approved procedure changes.

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