Skip to template
RETAIL / NEW STORE OPENING

Retail Store Opening
Workflow Template

Get your next store opening moving with a ready-made workflow. Coordinate internal teams and external vendors, automate handoffs, and keep track of progress from planning to opening day.

  • 4 milestones
  • Fully customizable
  • Free to explore
  • Chat & collaborate
A CLOSER LOOK

Explore the Workflow

Follow the actual store opening process, from site feasibility and approvals to fit-out and go-live.

Use This Template
New Store Opening / Retail Read-only · Sample team◷ Estimated duration: 91d
TASK

Site Feasibility Survey

◷ 3d
Michael BrooksReal Estate
Next connections: completed: Site Viability Approval
APPROVAL

Site Viability Approval

◷ 24h☑ 1 approval level
Jennifer AdamsStore Development
Next connections: approved: LOI signed
TASK

LOI signed

◷ 5d
Sarah MitchellReal Estate
Next connections: completed: Lease execution; completed: Licenses & permits; completed: Site handover from landlord
TASK

Lease execution

◷ 10d
David MillerLegal
Next connections: completed: Design Brief
TASK

Licenses & permits

◷ 10d
Emily CarterPermitting & Compliance
Next connections: completed: Design Brief
TASK

Site handover from landlord

◷ 5d
Michael BrooksReal Estate
Next connections: completed: Design Brief
TASK

Design Brief

♧ AND join◷ 5d
Rachel MorganStore Design
Next connections: completed: Drawings submitted
TASK

Drawings submitted

◷ 10d
Daniel ParkerArchitecture
Next connections: completed: Approval: Design
APPROVAL

Approval: Design

◷ 72h☑ 1 approval level
Rachel MorganStore Design
Next connections: approved: Capex estimate; declined: Rework
REWORK

Rework

Drawings submitted

↻ → Drawings submitted
Daniel ParkerArchitecture
Next connections: restart: Drawings submitted
TASK

Capex estimate

◷ 5d
James WilsonFinance
Next connections: completed: CapEx Approval
APPROVAL

CapEx Approval

◷ 48h☑ 1 approval level
Jennifer AdamsStore Development
Next connections: approved: GC selection; approved: PO: fixtures; approved: PO: signage; approved: IT & POS order; approved: Hiring kickoff
TASK

GC selection

◷ 5d
Robert HayesConstruction
Next connections: completed: Task label obscured in recording
TASK

Task label obscured in recording

◷ 2d
Robert HayesConstruction
Next connections: completed: Civil & MEP works
TASK

Civil & MEP works

◷ 20d
Chris AndersonGeneral Contractor
Next connections: completed: Fixtures install; completed: Signage install; completed: IT/POS install
TASK

PO: fixtures

◷ 5d
Ashley BennettProcurement
Next connections: completed: Fixtures install
TASK

PO: signage

◷ 5d
Ashley BennettProcurement
Next connections: completed: Signage install
TASK

IT & POS order

◷ 3d
Kevin TurnerIT & Store Systems
Next connections: completed: IT/POS install
TASK

Hiring kickoff

◷ 3d
Jessica ReedRetail HR
Next connections: completed: Punch List
TASK

Fixtures install

♧ AND join◷ 5d
Chris AndersonGeneral Contractor
Next connections: completed: Punch List
TASK

Signage install

♧ AND join◷ 3d
Brian CollinsSignage Vendor
Next connections: completed: Punch List
TASK

IT/POS install

♧ AND join◷ 3d
Kevin TurnerIT & Store Systems
Next connections: completed: Punch List
TASK

Punch List

♧ AND join◷ 3d
Robert HayesConstruction
Next connections: completed: Approval: handover
APPROVAL

Approval: handover

◷ 48h☑ 1 approval level
Jennifer AdamsStore Development
Next connections: approved: Licenses verify; approved: Inventory fill; approved: VM setup; declined: Rework
TASK

Licenses verify

◷ 5d
Emily CarterPermitting & Compliance
Next connections: completed: GO LIVE
TASK

Inventory fill

◷ 3d
Lauren DavisStore Operations
Next connections: completed: GO LIVE
TASK

VM setup

◷ 5d
Amanda ScottVisual Merchandising
Next connections: completed: GO LIVE
REWORK

Rework

Punch List

↻ → Punch List
Robert HayesConstruction
Next connections: restart: Punch List
TASK

GO LIVE

♧ AND join◷ 5d
Lauren DavisStore Operations
Drag to pan · Scroll to explore · Pinch to zoomTask completed Approved Rework
WHAT’S INSIDE THIS TEMPLATE?

Every team, every milestone,
one connected workflow.

Explore the key milestones that bring your store from planning to opening day.

01

Site & lease

6 nodes
Real EstateLegalCompliance
Included in this milestone
  • Site Feasibility Survey
  • Site Viability Approval
  • LOI signed
  • Lease execution
  • Licenses & permits
  • Site handover from landlord
02

Design & approvals

6 nodes
Store DesignArchitectureFinance
Included in this milestone
  • Design Brief
  • Drawings submitted
  • Approval: Design
  • Rework: Drawings submitted
  • Capex estimate
  • CapEx Approval
03

Fit-out & procurement

10 nodes
ConstructionProcurementIT & Store Systems
Included in this milestone
  • GC selection
  • Task label obscured in recording
  • Civil & MEP works
  • PO: fixtures
  • PO: signage
  • IT & POS order
  • Hiring kickoff
  • Fixtures install
  • Signage install
  • IT/POS install
04

Opening readiness

7 nodes
Store OperationsVisual MerchandisingStore Development
Included in this milestone
  • Punch List
  • Approval: handover
  • Licenses verify
  • Inventory fill
  • VM setup
  • Rework: Punch List
  • GO LIVE
VIEW YOUR TEMPLATE, YOUR WAY

One template.
More ways to see the work.

Plan timelines, follow your workflow, and monitor progress. Explore the existing product visuals below.

Nodomo workflow with assigned site feasibility, viability approval and LOI tasks
Connected tasks & approvals

Workflow View

See how tasks and approvals connect, and what needs to happen next.

Store opening timeline with parallel work and dependencies
Existing Nodomo timeline visual

Gantt View

Visualize project timelines, dependencies, and overlapping activities.

Sample calendar for an Austin store opening with tasks, approvals, assigned owners and opening day
Illustrative calendar concept

Calendar View

Store-opening tasks, milestones, and deadlines at a glance.

Nodomo team analysis showing on-time deliverables
Existing Nodomo dashboard visual

Dashboard View

Track team progress and see where your projects need attention.

WHY USE THIS TEMPLATE?

From template
to execution.

Start with a ready-made process and let Nodomo handle the coordination as your project moves forward.

Layered store-opening playbooks with a connected task highlighted in blue

Start with a ready-made process

Skip the blank canvas. Begin with a structured starter and adapt it to your company’s needs.

Two teams connected by a blue handoff arrow

Keep work moving automatically

When a task or approval is completed, Nodomo can notify the next people responsible.

Project updates, documents and messages connected in one flow

Keep track of every step

Follow completed work, pending approvals, and overdue activities in one place.

KEEP EXPLORING
Browse all templates
A FEW MORE DETAILS

Frequently Asked
Questions

Can I customize this retail store opening template?

Yes. Use the starter stages as a starting point, then review the tasks, assign owners, and configure dates and approvals for your process.

Can I use this template for multiple store openings?

Nodomo supports coordinating multiple site openings. Reuse your configured workflow for each location and track projects from the portfolio dashboard.

Can external vendors participate without creating a Nodomo account?

Yes. Participants can respond to assigned tasks and approvals through task links without signing up or logging in.

Can I import my existing Excel store opening tracker?

Nodomo’s AI-assisted builder can use a spreadsheet to create a draft workflow. Review and refine the tasks and dependencies before starting your project.

Stop finding out about delays in the weekly review

Know which projects are on track, where work is stuck, and who needs to move next. Bring every project update into one connected view.

Start your 15-day free trial