Retail Reference Guide 20200519 · Supply chain Operations Service delivery Marketing & sales This...

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UPDATED MAY 19, 2020

Transcript of Retail Reference Guide 20200519 · Supply chain Operations Service delivery Marketing & sales This...

Page 1: Retail Reference Guide 20200519 · Supply chain Operations Service delivery Marketing & sales This reference guide is broadly applicable to retail stores Grocers Department Stores

UPDATED MAY 19, 2020

Page 2: Retail Reference Guide 20200519 · Supply chain Operations Service delivery Marketing & sales This reference guide is broadly applicable to retail stores Grocers Department Stores

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Asgovernmentandindustryworktogethertohelpbusinessesaddressthisever-evolvingrealityandsafeguardthepublic,ongoing updatesfromthoseauthoritiesremaintheforemostguidanceonrequiredandsuggestedpractices.Thisdocumentismeantasanadditionalresourcetohelpbusinessleadersconsiderpotentialstepstoprotectemployeesandcustomers,whileaddressingresultingchangestotheirbusinessoperations.

Thisguidefocusesonhealthprotocolsandbusinessadviceforsmallandmediumsizedbusinessowners.Covid-19posesmanyothercriticalchallengesforsociety,likeunemployment,childcare,andmentalhealth,thatalsodeservediligentattentionandintervention..

Aboveall,COVID-19isaglobalhealthcrisisthatthreatenslives.

DISCLAIMERThesearesuggestedpractices,inmanycasesadoptedbycompaniesacrosssectors.Wedonotofferrecommendationsonsufficiency,adequacyoreffectivenessofthesemeasures.Youcanderivenorightsormakedecisionsbasedonthis material. Wedonotprovidelegal,accounting,tax,medicalorothersuchprofessionaladvicenormallyprovidedbylicensedorcertifiedpractitionersandwillrelyonyouandyourotheradvisorstodefineapplicablelegalandregulatoryrequirementsandtoensurecompliancewithapplicablelaws,rulesandregulations.Wedonotintendtosupplantmanagementorotherdecision-makingbodies,andyouremainsolelyresponsibleforyourdecisionsandactions,includingthoserelatingtomanufacturing,productrelease,regulatoryreportingandmarketaction.Wemakenorepresentationorwarranty,expressorimplied,andexpresslydisclaimanyliabilitiesrelatingtoyourmanufacturingoperations,compliance,quality,R&Dandregulatoryprocessesand products.

Page 3: Retail Reference Guide 20200519 · Supply chain Operations Service delivery Marketing & sales This reference guide is broadly applicable to retail stores Grocers Department Stores

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Retailre-openingreferenceguide

Questionsaddressed

Healthandsafetyprotocols

Whatsafeguards shouldIputinplacetoprotectmyemployeesandcustomersasIreopen?

Themes

Employeeprotection

CustomerprotectionSafeprocessadaptations

Overallhealthinterventions

Businessprocessadaptions

HowcanIadaptmyprocesses tosupportthoseprotocolsandachievefinancialresults?

Supplychain

OperationsServicedelivery

Marketing&sales

Thisreferenceguideisbroadlyapplicabletoretailstores

Grocers

DepartmentStores

ClothingStores

Pharmacy

SpecialtyStores

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MandatoryCountyguidelinesHealthandSafetyProtocols(1/2)

ChecktheSanDiegoCountywebsite(coronavirus-sd.com)forinformationandlocalupdatesonreopening.Thereyouwillfindthe SafeReopeningPlan1 thattheCountyisrequiringbusinessestocomplete,printandpostattheirentrance.

LASTUPDATED5/19/2020

1. SanDiegoCountryReopeningChecklist:https://www.sandiegocounty.gov/content/dam/sdc/hhsa/programs/phs/Epidemiology/covid19/Community_Sector_Support/BusinessesandEmployers/SafeReopeningPlanTemplate.pdf

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HealthandSafetyProtocols(2/2)Additionalretailguidesandresources

CaliforniaRoadmapcovid19.ca.gov/roadmap/

DescriptionsonphasesandindicatorsforCaliforniaReopeningPlan

SanDiegoReopeningChecklistsandiego.gov/coronavirus

City-wideupdates,includingrecommendationsfromtheSanDiegoRECOVERAdvisoryGroupGuide:sandiego.gov/sites/default/files/san_diego_ready_-_strategies_to_reopen_san_diegos_economy.pdf

LASTUPDATED5/19/2020

CDPH/CALOSHARetailGuidancecovid19.ca.gov/pdf/guidance-retail.pdf

Guidelinesandchecklisttocreateasaferenvironmentforworkers

NationalRetailFederation

nrf.com/resources/operation-open-doorsChecklistofkeystrategicandoperationaltopicstoconsiderasretailersseektoreopenoperations(availabletothepublicforalimitedtimebeforebecomingmembers-onlyresource)

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SupplyChain&OperationsBusinessprocessadaptions(1/2)

1. AggregationfromcasestudiesacrossdifferentcountriesandUSstates.Pleaseconsiderthelistasexamplesofactions;levelofimportancetocontaminationcontainmenthavenotbeenassignedandisuptoclientandstate/federalpublichealthregulationsandrecommendations

Revisepurchasingplansformerchandiseinhighdemand

q Prioritizehighdemandmerchandiseforpurchaseandavailabilitytomaintainsteadycashflowsq Transitiontogoodsthatrequireminimalcustomerdiscoveryinpurchasingprocess(i.e.goodsthatdon’ttypicallyhavetobe tried-onbeforepurchasing)

Reallocationofinventorytopreservecash

q Identifyliquidable inventoryandnon-essentialassetstomaximizecashonhandq Discountunderperformingstockandmerchandiseq Reviewinventorycostsofcurrentgoodsandmerchandiseq Evaluatehighervolumeorderstominimize‘timeonshelf’orpotentialinventorystoragewasteq Workwithdistributionpartnerstoselloffexcessinventory

Mitigateriskandcollaboratewithsuppliers

q Contactandreviewstatusofsupplierstoensuresteadydeliveryofgoodsq Createofalistofalternatevendors(localandnational)toavoiddependencies;minimizeriskofsupplydisruptionsq Modifydeliveryschedulestoincreasemerchandise/resourceflexibility;relaxon-timeandin-fullorderrequirementsq Renegotiatepaymenttermsandpricingwithsuppliersandlandlords

Supp

lychain

Crosstrainpersonneltoassistwithe-commerceanddelivery

q Trainback-officeandfront-officepersonneltohandleshifttoe-commerceordersanddigitalpaymentprocessingq Allocatepersonnelforhomedeliverydutiesasoperationspivotfromin-storepurchasesq Dedicatestafftopackagingandoverthephonecustomerservice

Streamlineprocesses q Clearsignageofsanitizationstationsq Visiblemappingofmerchandisetoexpeditecustomervisitsq Modifypackagingofgoodstoallowexpeditedselectionandcarryoutforcustomers(e.g.minimizecustomerhandling)q Changethewayfastmovingproductsaremerchandised;movingin-demanditemstofrontofstoreorontohomepagebanner

Adjuststaffinglevels q Rotatepersonneltosanitization/socialdistancingdutiesinsidestoresandoutsideascustomersqueuetoenterq Createtransparencyandflexibilityaroundavailablejobshiftsq Establishcontingencystaffingmeasuresincaseofunexpectedissues(childcare,transportation,etc.)q Reviewroleresponsibilitiestominimizeemployeecontactandcross-pollinatingactivitiesq ModifystaffingschedulestoreflectnewworkinghoursO

peratio

ns

Considerations1Measure

LASTUPDATED5/19/2020

NON-EXHAUSTIVE

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OutboundLogistics/ServiceDelivery&MarketingandSalesBusinessprocessadaptions(2/2)

Outbo

undlogistics

Considerations1Measure

Marketin

gandSales

Accommodatee-commerce(in-storepickup/localdelivery)

q Promotee-commercechannelsanddigitalpaymentoptionsq Establishindependentmerchandisepickupwindowsfordrive-in/in-storepickupq Provideat-homedeliveryoptionsforlocalcustomersq Establishschedulingplatformsforcustomerstoavoidlinesorwaittime

Partnershipwithlocallogisticsservicesandbusinesses

q Partnerwithlocallogisticsservicesformarketingandproductdeliveryq Utilizepartnerplatformstoexpandgeographicdeliveryofgoodsandservicesoutsideofin-housedeliveryreach

Pop-uplocationsandregularscheduleddeliveryoption

q Curbsidepop-upinwellknownspacesfordrivebysalesandcustomerpick-upq Bundlepopular/highdemandgoodsforweeklydelivery

Communityoutreachandadvertising

q Useofsocial-media(e.g.personalpage,localinterestgroups,businessassociations)orphysicalsignagetopromoteavailabilityandpurchasingoptionsforlocalcustomers

q Promotionofhowbusinessesareimplementingsafeshoppingspacesandpick-upwindowsq Developnewreferralprogramsforexistingcustomerstoexpandthebusinessnetworkq Promotegiftcardandpre-orderoptionsasameansofsupportinglocalbusiness

Localpartnershipsandevents q Partnerwithlocalbusinessesfortargeted“digitalsidewalksale”;specificdateofsingledaysalesofferingsformultiplebusinessespromotedbylocalmunicipality

Digitalretailexperienceandinteractivecommerce

q Virtualwalk-in/tourofretailspaceinplaceofin-storeexplorationq 3Dimagingorphotographyofnewproductsandgoodstoallowcustomerproductexplorationq Emailandmobilenotificationswhenhighdemanditemsarebackinstockq Digitalpresentationofgoodsorskillsassociatedwithindividualbusinesses(e.g.Makeuptutorials)q Personalizedshoppingexperiencesandcraftedselections

1. AggregationfromcasestudiesacrossdifferentcountriesandUSstates.Pleaseconsiderthelistasexamplesofactions;levelofimportancetocontaminationcontainmenthavenotbeenassignedandisuptoclientandstate/federalpublichealthregulationsandrecommendations

LASTUPDATED5/19/2020

NON-EXHAUSTIVE

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Foradditionalresourcesandinformation,pleasevisit

sandiegobusiness.org/coronavirus

Periodicupdates,resourcesandadditionalinformationwillbeavailablethere.ThisguidewaslastupdatedonMay19,2020.

Thisinformationinthisguidehasbeenreviewedinfocusgroupsbynumerouslocalretailestablishment.Pleaseseethelinkaboveforanindustryagnosticguideandaspecificrestaurantsectorguide.

Acollaborationbetween