Overview of creating and managing retail projects

To set up and manage retail projects in Retail Strategic Portfolio Management Suite, follow the process shown in this infographic.

1. Create a retail project

   Create a retail project from a template that matches the store work, such as a new store opening, relocation, refurbishment, technology refresh, or closure.

2. Enter project type fields

   Capture the key project dates such as site approval, construction start, IT installation, and store go-live — to categorize and track the project.

3. Use playbooks

   Work through the stage-gate playbook assigned to the project, completing activities and submitting each stage for approval before moving to the next.

Playbooks for retail projects

Each project template in Retail Strategic Portfolio Management Suite is paired with a stage-gate playbook that walks the project manager through the work from start to finish. When you create a project from a template, the respective playbook is reflected automatically based on the project type. Selecting the Retail New Store Opening template applies the New Store Opening playbook.

Within each stage, the playbook lists the activities the project manager reviews or enters, including checklists for work performed by store operations, IT, finance, or real estate teams, and field inputs for key project dates like the site approval, store go-live, last trading day, or installation completion. Each stage closes with an approval step, where the project manager submits the stage to the leadership for sign-off before the project moves forward.

The following playbooks are available, one for each retail project template:

• New store opening
• Store relocation
• Store refurbishment
• Store technology refresh
• Store closure