Checklist template

Broker and third-party merchandiser performance audit

A ready-to-use checklist with 103 items in 6 sections, covering Visit frequency, Task completion, Photo evidence, Reporting, Issues, Scorecard. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 103 Items
  • 75 Yes / No checks
  • 7 Scored ratings
  • 110 Points

Use this template How audits work

1. Visit frequency 19 items

  1. Name of the broker or merchandising company that services the store Short text
  2. The store is on the broker's current coverage list for the brand Yes / No 1 pt
  3. Contracted visit frequency for this store Choice
    • Weekly
    • Every two weeks
    • Monthly
    • On request only
  4. Visits contracted for this store in the last 4 weeks Number
  5. Visits recorded for this store in the broker's reporting system in the last 4 weeks Number
  6. The number of visits recorded in the last 4 weeks meets the contracted number Yes / No 1 pt
  7. Date of the last visit recorded by the merchandiser Date
  8. The last recorded visit appears in the store's vendor sign-in log or vendor badge system Yes / No 1 pt
  9. Check-in times in the reporting system match the store's vendor log for the 3 most recent visits Yes / No 1 pt
  10. Location check-in data places the merchandiser at this store address for the 3 most recent visits Yes / No 1 pt
  11. Minutes on site recorded for the last visit Number
  12. Time on site at the last visit reaches the minimum set in the service agreement Yes / No 1 pt
  13. Visits fall on the weekdays agreed with the store, such as the day after the warehouse delivery Yes / No 1 pt
  14. Visits take place within the retailer's permitted vendor hours Yes / No 1 pt
  15. Every visit missed in the last 8 weeks was made up within the time set in the service agreement Yes / No 1 pt
  16. The department manager can name or describe the merchandiser who services the brand Yes / No 1 pt
  17. The department manager confirms the merchandiser speaks to a store employee on arrival Yes / No 1 pt
  18. The same merchandiser made at least 3 of the last 4 visits Yes / No 1 pt
  19. Visit coverage over the last 8 weeks Rating
    • Every contracted visit made 5 pts
    • One visit missed or late 3 pts
    • Several visits missed 1 pt

2. Task completion 20 items

  1. The task list assigned for the last visit can be opened in the reporting system Yes / No 1 pt
  2. Tasks assigned for the last visit Number
  3. Tasks the merchandiser reported as completed at the last visit Number
  4. Reported tasks confirmed as done by this audit Number
  5. Every shelf section of the brand has been pulled forward and faced Yes / No 1 pt
  6. No item of the brand is empty on the shelf while cases of it sit in the back room Yes / No 1 pt
  7. New items assigned for cut-in during the last cycle are on the shelf at their planogram position Yes / No 1 pt
  8. Discontinued items assigned for removal are gone from the shelf Yes / No 1 pt
  9. The planogram reset assigned to the merchandiser was finished by its due date Yes / No 1 pt
  10. The display assigned at the last visit is built as shown in the display guide Yes / No 1 pt
  11. Point-of-sale materials assigned at the last visit are in place Yes / No 1 pt
  12. In a sample of 5 items, the oldest date code is at the front of the facing Yes / No 1 pt
  13. No out-of-date product of the brand is on the shelf Yes / No 1 pt
  14. Damaged packages of the brand have been taken off the shelf Yes / No 1 pt
  15. Shelves in the brand's section are free of spilled product Yes / No 1 pt
  16. No empty shipper, tray or cardboard from the merchandiser's work is left on the sales floor Yes / No 1 pt
  17. The brand's back stock is consolidated in its assigned back room location Yes / No 1 pt
  18. An order or order suggestion was left with the store where the service agreement requires one Yes / No 1 pt
  19. Each task reported as not completed carries a reason code Yes / No 1 pt
  20. Quality of the work seen on the shelf Rating
    • Complete and to standard 5 pts
    • Complete with shortcuts visible 3 pts
    • Incomplete 1 pt

3. Photo evidence 17 items

  1. Photos required by the task list for the last visit Number
  2. Photos submitted for the last visit Number
  3. A before photo was submitted for each shelf section worked Yes / No 1 pt
  4. An after photo was submitted for each shelf section worked Yes / No 1 pt
  5. Section photos show the whole section, from top shelf to base deck Yes / No 1 pt
  6. Shelf tags can be read in the after photos Yes / No 1 pt
  7. The date and time recorded on each photo fall within the check-in and check-out times of the visit Yes / No 1 pt
  8. Location data attached to the photos matches this store Yes / No 1 pt
  9. Fixtures, flooring and neighboring products in the photos match what is seen in this store Yes / No 1 pt
  10. No photo of the last visit is a copy of a photo submitted for an earlier visit Yes / No 1 pt
  11. The shelf seen during this audit is consistent with the last after photo, allowing for sales since the visit Yes / No 1 pt
  12. The display photo shows the price sign Yes / No 1 pt
  13. Each out-of-stock reported at the last visit has a photo showing the empty facing with its shelf tag Yes / No 1 pt
  14. Out-of-date or damaged product pulled at the last visit was photographed before removal Yes / No 1 pt
  15. Photos were uploaded on the day of the visit Yes / No 1 pt
  16. Photos show no shopper faces, in line with the retailer's photo policy Yes / No 1 pt
  17. Reliability of the photo evidence Rating
    • Complete and verifiable 5 pts
    • Gaps or poor quality 3 pts
    • Missing or not from this store 1 pt

4. Reporting 15 items

  1. The visit report was submitted on the day of the visit Yes / No 1 pt
  2. Every survey question in the last visit report has an answer Yes / No 1 pt
  3. Out-of-stocks are reported by item code, not as a total count Yes / No 1 pt
  4. Facing counts reported for 3 sampled items match the counts made during this audit Yes / No 1 pt
  5. Shelf prices reported for 3 sampled items match the shelf tags seen during this audit Yes / No 1 pt
  6. The display location in the report matches where the display stands Yes / No 1 pt
  7. Authorized items with no shelf tag are reported as distribution voids Yes / No 1 pt
  8. Report comments describe conditions in this store, not text repeated from other visits Yes / No 1 pt
  9. The report names the store employee the merchandiser spoke to Yes / No 1 pt
  10. The report carries the store manager's signature or stamp where the service agreement requires it Yes / No 1 pt
  11. Hours billed for the last visit match the recorded check-in and check-out times Yes / No 1 pt
  12. Exceptions from the last visit were escalated to the broker's account manager within the time set in the agreement Yes / No 1 pt
  13. The broker's last monthly summary for this retailer was received by its due date Yes / No 1 pt
  14. Differences found between the last visit report and this audit Number
  15. Accuracy of the last visit report compared with this audit Rating
    • Matches on every point checked 5 pts
    • Minor differences 3 pts
    • Major differences 1 pt

5. Issues 17 items

  1. Issues still open for this store in the broker's issue tracker Number
  2. Issues raised at the previous audit of this store have been closed Yes / No 1 pt
  3. Each open issue has an owner in the tracker Yes / No 1 pt
  4. Each open issue has a due date in the tracker Yes / No 1 pt
  5. The department manager reports no complaint about the merchandiser's conduct Yes / No 1 pt
  6. The department manager confirms the merchandiser wears the vendor badge required by the retailer Yes / No 1 pt
  7. The department manager confirms the merchandiser leaves no stock cart or product in the aisle after a visit Yes / No 1 pt
  8. There is no sign that competitor product was moved or covered outside the planogram Yes / No 1 pt
  9. No credit or return was written by the merchandiser beyond the authority given in the service agreement Yes / No 1 pt
  10. Store requests passed to the merchandiser were answered within the time set in the agreement Yes / No 1 pt
  11. An item out of stock on 3 visits in a row has been escalated to the manufacturer's sales representative Yes / No 1 pt
  12. Shelf tags requested from the store at the last visit have been printed and hung Yes / No 1 pt
  13. The department manager reports no safety incident involving the merchandiser Yes / No 1 pt
  14. The merchandiser holds the vendor credential or training required by the retailer Yes / No 1 pt
  15. The current planogram for this store is loaded on the merchandiser's device or printed in the merchandiser's kit Yes / No 1 pt
  16. Most serious open issue found at this audit Short text
  17. Response of the broker to issues raised for this store Rating
    • Resolved within the agreed time 5 pts
    • Resolved late 3 pts
    • Not resolved 1 pt

6. Scorecard 15 items

  1. On-shelf availability of the brand's authorized items at this audit (%) Number
  2. Authorized items of the brand missing from the shelf at this audit Number
  3. Visit completion rate reported by the broker for the last period (%) Number
  4. The reported visit completion rate meets the target in the service agreement Yes / No 1 pt
  5. The broker's scorecard for the last period has been delivered to the manufacturer Yes / No 1 pt
  6. The scorecard reports each measure named in the service agreement Yes / No 1 pt
  7. Results reported for this store on the scorecard agree with this audit within the tolerance set in the agreement Yes / No 1 pt
  8. A supervisor of the broker has checked this merchandiser's work in a store during the last quarter Yes / No 1 pt
  9. Date of the broker's last own quality check in this store Date
  10. Corrective actions from the last scorecard review have been completed Yes / No 1 pt
  11. Condition of the brand's shelf compared with brands serviced by other merchandisers in the same aisle Rating
    • Fuller and better faced 5 pts
    • About the same 3 pts
    • Emptier or less tidy 1 pt
  12. Overall performance against the service agreement Rating
    • Visits made, tasks done and reports matching the store 5 pts
    • Visits made, with tasks or reports falling short 3 pts
    • Visits missed or reports not matching the store 1 pt
  13. Recommendation for this store Choice
    • Continue the service
    • Continue with a corrective plan
    • Reassign the merchandiser
    • Review the contract
  14. Name of the broker's account manager Short text
  15. Corrective actions required from the broker Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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