Retail team leader
Sales, marketing and procurement
Level 3 -
Guiding and coordinating staff, their work and sales within a retail environment.
Reference: OCC0326
Status:
SOC 2020 sub unit groups:
- 7132/00 Sales supervisors - retail and wholesale
- 1150/00 Managers and directors in retail and wholesale
- 3574/02 Retail and store trainers
Technical Education Products
Employers involved in creating the standard:
The Co-operative Group, Ryman, John Lewis PLC, Tesco Stores Ltd, Asda, Goulds Dorchester Ltd, HTA The Horticultural Trades Association, AS Watson UK, B&Q, Boots UK Ltd, Screwfix Ltd, Debenhams PLC, Argos Ltd, People 1st, Greggs
Summary
Retail team leaders are a critical support to managers, delivering exceptional customer service and a positive experience to customers, and may have to deputise for managers in their absence. The role is dynamic and in one day can involve a variety of different functions. Most significantly retail team leaders guide and coordinate the work of the team to complete tasks, identify and explore opportunities that drive sales, ensuring team members maintain business standards in relation to merchandising, service and promotional activities, in line with procedures. Retail team leaders gain the most of their team on a day to day basis, ensuring they are fully trained and work effectively and to the best of their ability.
Employers involved in creating the standard:
The Co-operative Group, Ryman, John Lewis PLC, Tesco Stores Ltd, Asda, Goulds Dorchester Ltd, HTA The Horticultural Trades Association, AS Watson UK, B&Q, Boots UK Ltd, Screwfix Ltd, Debenhams PLC, Argos Ltd, People 1st, Greggs
Typical job titles include:
retail supervisor
shift supervisor
supervisor
Keywords:
Branding
Greengrocer
Managing
Shop Management
Shop Work
Shopping
Team Leader
Team Leading
Teamleader
Teamleading
Knowledge, skills and behaviours (KSBs)
K1: Customer: Understand the customer profile of the business, their purchasing habits across a retail calendar year and how to meet and exceed their needs. Know the best ways to drive the team to increase sales, secure customer loyalty and attain business targets
K2: Business: Understand the purpose of the business including its vision, objectives and brand / business standards, how they compare to its competitors and how own role, and the team, help to achieve them
K3: Financial: Understand how own actions and those of the team can contribute to the overall financial performance of the business by increasing sales e.g. through product positioning, and minimising costs through effective stock control and prevention of theft
K4: Leadership: Understand how to organise the team on a daily basis to achieve objectives, and recognise the importance of contingency planning to meet business requirements; know limits of authority when deputising for line manager
K5: Marketing: Understand how the brand / business is positioned externally, particularly in relation to local and online competitors and how its products / services meet consumer trends. Understand how own actions, and those of the team can impact on customers’ perception of the brand / business
K6: Communication: Understand how to support effective communication, quickly determining the situation and needs of individuals and how to respond in the most appropriate way using a variety of techniques and methods, for example face to face and / or remotely to include on-line
K7: Sales and Promotion: Understand the factors which can determine and affect sales and promotions throughout the retail year and how to coordinate and implement them to support business objectives
K8: Product and Service: Know and promote the features and benefits of products / services, their unique selling points, the skills required to sell them, where items fit into product ranges, associated products and services, where to find detailed information if required and other relevant information such as delivery lead time, accessibility and source
K9: Merchandising: Know methods of merchandising throughout the retail operation, including point of sale, the retail calendar and local needs e.g. geographical, topical or weather based
K10: Stock:
Understand the principles of stock control from sourcing to sale / supply. Understand the management of stock levels, security, restrictions (e.g. age restricted products), wastage and effective systems for recording them
K11: Technology: Understand how current and emerging technologies support retail operations and sales whether customer facing or remote, and how best to operate them to achieve an efficient and effective service
K12: Developing self and Others: Understand the knowledge, skills and behaviours required of self and others to develop a high performing team in the business. Understand team dynamics and the importance of enabling team members to appreciate their role in the wider organisation and in meeting business objectives
K13: Team performance: Know how to identify and develop excellent team performance. Understand how the performance of the team contributes to the overall success of the business
K14: Legal and Governance: Understand the importance of business compliance to legal requirements and supporting the team to operate in line with business policy and procedures
K15: Diversity: Understand how to work with and support people from a wide range of backgrounds and cultures and the business policy on diversity
S1: Customer: Monitor customers’ enquiries and service requirements; coach and support team members to use appropriate methods e.g. face to face or remote such as on-line facilities, to deliver consistent and exceptional service that provides customers with a positive experience
S2: Business: Work with the team to maintain brand / business standards at all times and identify and address any potential risks according to business procedures
S3: Financial: Support the achievement of financial targets by planning and monitoring resources. Use resources effectively and efficiently to meet expected demand. Oversee the areas that impact on financial performance in own area of the business in line with business procedures
S4: Leadership: Use available information to coordinate the work of the team so that the right people and resources are in the right place at the right time to ensure consistent brand / business standards are delivered. Deputise for line manager within limits of own authority
S5: Marketing: Support the team to ensure they understand and engage in the marketing activities and plans of the business and help ensure that customers have the best possible experience
S6: Communication: Adapt style of communication according to the audience, monitor the effectiveness of and encourage excellent communications across all operations that achieve the best result for the business including verbal, written and on-line communications
S7: Sales and Promotion: Communicate sales targets to the team and support them, recognising and acting on opportunities to maximise revenue, for example through link selling and drawing customers’ attention to promotional offers
S8: Product and Service: Maximise opportunities to increase sales by ensuring team know and understand the features, benefits, unique selling points and other relevant information relating to products, product ranges and services offered by the business
S9: Merchandising: Ensure team replenish and maintain merchandising according to business requirements, the retail calendar and local needs e.g. geographical, topical or weather based
S10: Stock: Ensure team complies with stock procedures to minimise stock damage or loss, maximise income and comply with legal requirements; and take appropriate action to sell stock that is near the end of its product, promotional or shelf life
S11: Technology: Oversee the appropriate use of technology in line with business policy and follow the appropriate procedures to deal with service issues
S12: Developing self and others: Plan, organise, prioritise and oversee own and team members’ activities, supporting their induction, training, development and coaching, and delegating tasks fairly and appropriately to meet business objectives
S13: Team Performance: Lead the team on a daily basis, setting targets and reviewing progress against them. Motivate team members, provide coaching and on job training. Identify conflict within the team and work to resolve this with support from others
S14: Legal and Governance: Ensure self and team always comply with legal requirements, respond quickly to identified risks and ensure they are dealt with in line with business procedures and reported to the appropriate member(s) of the management team
S15: Diversity: Ensure team members are aware of and follow business policies relating to diversity. Make reasonable adjustments as required for customers or team members
B1: Customer: Act as a role model to champion excellent customer service by always looking to improve customers’ experience through a welcoming and professional approach which builds strong customer relationships
B2: Business: Demonstrate personal responsibility for meeting the objectives of the team and the business
B3: Financial: Demonstrate commercial awareness and act responsibly and with integrity to protect the financial position of the business
B4: Leadership: Display decisive thinking when making decisions that are in the best interest of the business. Use sound judgement; take prompt action in the case of problems relating to resources
B5: Marketing: Proactively seek to understand local consumer trends, competitors’ offers and promotions, and customer needs and expectations, report to manager, seek feedback and take action in area of responsibility
B6: Communication: Demonstrate positive verbal and body language using concise and clear methods of communication, taking on board other peoples’ points of view and responding in a way that is considerate to the audience
B7: Sales and Promotion: Proactive in looking for cost effective sales opportunities and ways to enhance revenue
B8: Product and Service: Promote all products and services confidently, demonstrating excellent knowledge and understanding of them
B9: Merchandising: Communicate and encourage the merchandising principles, standards and commerciality to the team
B10: Stock: Take a proactive approach and lead the team to effective stock management, ensuring stock is accessible and available in line with quality requirements, where and when needed
B11: Technology: Is an advocate for the effective and efficient use of technology
B12: Developing self and others: Take responsibility for own performance, learning and development. Develop positive relationships with team members, embracing new and better ways of working
B13: Team Performance: Positively and confidently challenge poor performance and reward excellent performance in line with business procedures
B14: Legal and Governance: Be responsible, advocate and adhere to the importance of working legally in the best interests of all people
B15: Diversity: Operate in an empathic, fair and professional manner with all individuals regardless of background and circumstances
Occupational Progression
This occupational progression map shows technical occupations that have transferable knowledge and skills.
In this map, the focused occupation is highlighted in yellow. The arrows indicate where transferable knowledge and skills exist between two occupations. This map shows some of the strongest progression links between the focused occupation and other occupations.
It is anticipated that individuals would be required to undertake further learning or training to progress to and from occupations. To find out more about an occupation featured in the progression map, including the learning options available, click the occupation.
Progression decisions have been reached by comparing the knowledge and skills statements between occupational standards, combined with individualised learner movement data.
Technical Occupations
Levels 2-3
Higher Technical Occupations
Levels 4-5
Professional Occupations
Levels 6-7
Business and administration
Sales, marketing and procurement