Checklist template

Center store planogram compliance for grocery stores

A ready-to-use checklist with 101 items in 6 sections, covering Planogram, Facings, Tags, Out-of-stocks, New items, Discontinued items. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 79 Yes / No checks
  • 7 Scored ratings
  • 114 Points

Use this template How audits work

1. Planogram 22 items

  1. Aisle and category audited Short text
  2. Planogram number or version checked Short text
  3. Effective date printed on the planogram Date
  4. The current planogram for the category is available on paper or on the handheld Yes / No 1 pt
  5. The section is set to the current planogram version, not an earlier one Yes / No 1 pt
  6. The number of 4 ft (1.2 m) sections matches the planogram Yes / No 1 pt
  7. The number of shelves in each section matches the planogram Yes / No 1 pt
  8. Shelf heights match the notch positions on the planogram Yes / No 1 pt
  9. Items run left to right in the planogram sequence on the shelves checked Yes / No 1 pt
  10. Vertical brand blocks are intact from top shelf to bottom shelf Yes / No 1 pt
  11. Store-brand items sit next to the national-brand equivalent where the planogram places them Yes / No 1 pt
  12. Sizes flow in the direction the planogram shows Yes / No 1 pt
  13. Peg sections follow the hook positions on the planogram Yes / No 1 pt
  14. Gravity-feed racks, pusher trays and other fixtures called for by the planogram are installed Yes / No 1 pt
  15. No item is on the shelf that is not on the planogram Yes / No 1 pt
  16. Number of items found on the shelf that are not on the planogram Number
  17. Vendor racks and clip strips in the section are authorized by head office Yes / No 1 pt
  18. Category order along the aisle matches the store aisle map Yes / No 1 pt
  19. Resets due in the last 30 days were completed by their due date Yes / No 1 pt
  20. Date of the last reset of this category Date
  21. Completion of the last reset was confirmed in the system or on the reset sign-off sheet Yes / No 1 pt
  22. Planogram compliance of the section audited Rating
    • 95% of items or more in position 5 pts
    • 85% to 94% in position 3 pts
    • Below 85% in position 1 pt

2. Facings 16 items

  1. The number of facings matches the planogram for 10 items checked Yes / No 1 pt
  2. Number of items out of 10 with the wrong number of facings Number
  3. Top-selling items have kept their planned facings Yes / No 1 pt
  4. Each item fills its allotted width with no gap wider than one package Yes / No 1 pt
  5. Items are filled to the shelf depth the planogram plans for Yes / No 1 pt
  6. Items are stacked to the planned height, no higher Yes / No 1 pt
  7. Multi-packs and singles of the same product are in separate facings Yes / No 1 pt
  8. Flavors or varieties are not mixed within one facing Yes / No 1 pt
  9. No item has been double-faced to cover a missing item Yes / No 1 pt
  10. Bulk and heavy sizes are on the bottom shelf where the planogram puts them Yes / No 1 pt
  11. Shelf-ready trays are used where the planogram calls for them Yes / No 1 pt
  12. Shelf dividers are set to the planned facing width Yes / No 1 pt
  13. Pusher trays slide product forward when a unit is removed Yes / No 1 pt
  14. Peg hooks hold the planned quantity without bending Yes / No 1 pt
  15. Nothing is stored on top of the section unless the planogram shows top stock Yes / No 1 pt
  16. Facing accuracy Rating
    • All facings as planned 5 pts
    • A few items over or under faced 3 pts
    • Facings widely changed 1 pt

3. Tags 15 items

  1. Every item has a shelf tag at the left edge of its first facing Yes / No 1 pt
  2. The order of tags along the shelf strip matches the planogram sequence Yes / No 1 pt
  3. The tag description matches the product above it for 10 items checked Yes / No 1 pt
  4. Tags carry the print date of the current planogram tag batch Yes / No 1 pt
  5. No item has two tags within the section Yes / No 1 pt
  6. Tags sit flat inside the tag channel, not taped to the shelf Yes / No 1 pt
  7. Tags from the previous set have been removed Yes / No 1 pt
  8. The location code on the tag (aisle, section, shelf, position) matches where the tag hangs Yes / No 1 pt
  9. Shelf capacity in the ordering system matches what the facing really holds for 5 items checked Yes / No 1 pt
  10. New-item flags are on the items new to this planogram Yes / No 1 pt
  11. Store-brand "compare and save" tags are placed where the planogram shows them Yes / No 1 pt
  12. Attribute tags such as organic, gluten-free or local are only on qualifying items Yes / No 1 pt
  13. Peg items have their tag in a label holder on the hook Yes / No 1 pt
  14. Number of items in the section without a tag Number
  15. Tag placement against the planogram Rating
    • All tags present and in sequence 5 pts
    • A few missing or out of sequence 3 pts
    • Many missing or out of sequence 1 pt

4. Out-of-stocks 16 items

  1. Number of items in the section audited Number
  2. Number of items out of stock in the section audited Number
  3. The out-of-stock rate of the section is within the company target Yes / No 1 pt
  4. Each out-of-stock slot is held open at its tag Yes / No 1 pt
  5. No substitute product has been placed in an out-of-stock slot Yes / No 1 pt
  6. Out-of-stock slots in this section were scanned today Yes / No 1 pt
  7. The system on-hand is zero for 5 out-of-stock items checked Yes / No 1 pt
  8. Number of out-of-stock items showing a system on-hand above zero Number
  9. On-hand counts found wrong were corrected during the audit Yes / No 1 pt
  10. No out-of-stock item checked was found in back stock Yes / No 1 pt
  11. Each out-of-stock item has an order or an incoming delivery Yes / No 1 pt
  12. Items unavailable from the warehouse carry a "temporarily unavailable" tag Yes / No 1 pt
  13. No item has been out of stock for more than 7 days without action Yes / No 1 pt
  14. Fast-selling items checked hold at least one full case pack on the shelf Yes / No 1 pt
  15. Out-of-stocks on vendor-delivered items have been reported to the vendor representative Yes / No 1 pt
  16. Handling of out-of-stocks Rating
    • Scanned, counted and ordered 5 pts
    • Scanned but counts not checked 3 pts
    • Holes closed up or ignored 1 pt

5. New items 14 items

  1. The new-item list for the current period is on hand Yes / No 1 pt
  2. Number of new items on the list for the category audited Number
  3. Number of those new items on the shelf Number
  4. New items are cut in at the position the planogram shows Yes / No 1 pt
  5. New items received were on the shelf within 48 hours of arrival Yes / No 1 pt
  6. Space for new items came from removing discontinued items, not from squeezing other facings Yes / No 1 pt
  7. New items checked scan at the register Yes / No 1 pt
  8. New items have an order point set in the replenishment system Yes / No 1 pt
  9. New items not yet received have been followed up with the buyer or the warehouse Yes / No 1 pt
  10. No new item is sitting in back stock without a shelf location Yes / No 1 pt
  11. Introductory shippers for new items are set up where sent Yes / No 1 pt
  12. Opening quantities that exceed the shelf are labeled as back stock with the aisle number Yes / No 1 pt
  13. Store-specific items added to the section have written authorization from head office Yes / No 1 pt
  14. New item execution Rating
    • All new items on shelf, tagged and on order 5 pts
    • Most on shelf 3 pts
    • Few on shelf 1 pt

6. Discontinued items 18 items

  1. The discontinued list for the current period is on hand Yes / No 1 pt
  2. Discontinued items were removed from their home position by the reset date Yes / No 1 pt
  3. Number of discontinued items still in their home position Number
  4. Remaining discontinued stock is consolidated in the clearance section Yes / No 1 pt
  5. Discontinued items are marked down following the company markdown schedule Yes / No 1 pt
  6. Each discontinued item on sale carries a clearance tag Yes / No 1 pt
  7. No discontinued item is still set to reorder automatically Yes / No 1 pt
  8. No discontinued item has been received since its discontinue date Yes / No 1 pt
  9. Space freed by discontinued items was given to planogram items, not left empty Yes / No 1 pt
  10. Back stock of discontinued items has been brought to the sales floor Yes / No 1 pt
  11. Discontinued items checked are within their best-before date Yes / No 1 pt
  12. Discontinued items eligible for vendor credit were processed through reclaim Yes / No 1 pt
  13. Home-shelf tags of sold-through discontinued items have been removed Yes / No 1 pt
  14. The clearance section is sorted by category Yes / No 1 pt
  15. Handling of discontinued items Rating
    • Removed, consolidated and marked down 5 pts
    • Removed from position but not marked down 3 pts
    • Still in home position 1 pt
  16. Overall planogram discipline in the aisles audited Rating
    • Set to plan, tagged and maintained 5 pts
    • Set to plan but drifting since the reset 3 pts
    • Sections no longer follow the plan 1 pt
  17. Name of the grocery manager or auditor Short text
  18. Comments and items to correct 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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