agendIQ
How it worksVideo callsTemplatesPresentationsPricing
Sign inStart free
  • How it works
  • Video calls
  • Templates
  • Presentations
  • Pricing
  • FAQ
Sign inStart free

14 days free. No card needed.

  1. Home
  2. /
  3. Templates
  4. /
  5. Retail
  6. /
  7. Loss-prevention and safety briefing
RetailBriefing & handover

Loss-prevention and safety briefing

20 minutes 5 blocks Free template

Refresh security policy, cover recent incidents and new fraud schemes, quiz a real scenario, and review how to handle aggressive situations.

See the agenda

Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingStaff know the security policy, current fraud schemes and how to respond to theft, fraud and aggression.

20 min · 5 blocks, drawn to scale Fits exactly
  1. Policy reminders and store expectations, 4 minutesInfo 4
  2. Recent incidents and new schemes, 5 minutesInfo 5
  3. Scenario quiz: what would you do?, 3 minutesVote 3
  4. Recognizing theft and fraud; handling aggressive situations, 6 minutesDiscuss 6
  5. Approvals and role-based permissions, 2 minutes 2
05101520 min
  1. +0′Policy reminders and store expectations4 minInfo
  2. +4′Recent incidents and new schemesTip: Phone scams, gift-card fraud and loyalty fraud rose in 2025 per NRF.5 minInfo
  3. +9′Scenario quiz: what would you do?What would you do in this situation?Tip: Write one scenario from a recent incident and take the responses from your store policy.3 minVote
  4. +12′Recognizing theft and fraud; handling aggressive situations6 minDiscuss
  5. +18′Approvals and role-based permissions2 minInfo

Why it works

Built so the loss-prevention and safety briefing ends on time, with everyone in it.

  • Updates stay short

    11 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • Discussion with a clock

    6 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

How to run it

  1. 1Open with the store's security policy and expectations.
  2. 2Brief recent incidents and new schemes such as phone scams, gift-card fraud and loyalty fraud.
  3. 3Run a scenario quiz based on a real incident so staff practice the response.
  4. 4Cover how to recognize and prevent theft or fraud and how to handle aggressive situations, following your own policy.
  5. 5Finish with who can approve what, and role-based permissions.

Questions about the loss-prevention and safety briefing

What should a loss-prevention briefing cover?
Policy reminders and store expectations, recent incidents and new schemes, how to recognize and prevent theft or fraud, how to handle aggressive situations, and approvals and role-based permissions.
What retail theft trends should staff know about?
NRF reports shoplifting incidents fell 12.4% in 2025 while phone scams rose 69%, loyalty fraud 51% and gift-card fraud 42%.
How long is a loss-prevention briefing?
The sources do not state a length or cadence. This template uses 20 minutes.

Built from

The structure, timings and tips on this page come from these sources.

  • shopify.com
  • nrf.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

14 days free · No card needed

Related templates

All templates
  • Pre-opening store huddleA quick huddle before doors open: today's sales goal and focus products, promotions, one safety reminder, a shout-out, and owners for blockers.10 min · 5 blocks
  • Weekly store team meetingWeekly store meeting: last week's actions, sales KPIs and recovery plan, inventory, recognition, promotions, a product teach and role-play.45 min · 9 blocks
  • Weekly district operating check-inDistrict managers see every store's status each week: prior results, current status with evidence, top three priorities, blockers, asks.30 min · 7 blocks

Run this agenda in a minute.

Open it in the builder, adjust the minutes, press Run live. Everyone joins with a scan.

  • 14-day free trial
  • No card needed
  • Guests never need an account
Browse templates
agendIQ

Meetings are boring. Let's make them fun. Plan the agenda, run it live with a call that follows it, and leave with decisions.

Product

  • Plan a meeting
  • How it works
  • Video calls
  • Interactive presentations
  • Meeting timer
  • Pricing
  • Join with a code
  • Sign in

Agenda templates

  • Weekly team meeting agenda
  • Retrospective meeting agenda
  • 1:1 meeting agenda
  • Board meeting agenda
  • Project kickoff meeting agenda
  • Brainstorming session agenda
  • All 117 templates

Trust

  • Privacy Policy
  • Terms of Service
  • Calls are never recorded
  • Votes stay anonymous
  • Data stored in the EU
© 2026 Agendiq21 industries · 117 researched agendas · Participants never need an account