Checklist template

CPG Retail Execution

A ready-to-use checklist with 78 items in 7 sections, covering Shelf Availability & OOS Management, Pricing & Promotional Compliance, Display & Secondary Placement, Planogram & Share of Shelf, Product Quality & Date Coding, Backroom & Inventory Management and more. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 7 Sections
  • 78 Items
  • 70 Yes / No checks
  • 7 Scored ratings
  • 2030 Points

Use this template How audits work

1. Shelf Availability & OOS Management 11 items

  1. Are all core SKUs listed in the Planogram (POG) currently on the shelf? Yes / No 50 pts
  2. Is the shelf free of "voids" or empty spaces for top-selling items? Yes / No 40 pts
  3. Are products "front-faced" with labels positioned 100% forward? Yes / No 20 pts
  4. Did you check for "Hidden OOS" (items pushed to the back of the shelf)? Yes / No 25 pts
  5. Is the "On-Shelf Availability" (OSA) percentage above 95% for this visit? Yes / No 35 pts
  6. Are "Out of Stock" tags present for items with zero warehouse balance? Yes / No 15 pts
  7. Is the stock pulled forward to create a "Full Shelf" look (Blocking)? Yes / No 20 pts
  8. Are neighboring competitor products encroaching on your brand's space? Yes / No 30 pts
  9. Was the store manager alerted to critical OOS items for re-order? Yes / No 25 pts
  10. Are there more than 3 units of depth for every SKU on the shelf? Yes / No 15 pts
  11. Shelf Health: Rating
    • Fully Stocked 30 pts
    • Gaps Present 15 pts
    • Critical OOS 0 pts

2. Pricing & Promotional Compliance 11 items

  1. Does the shelf price tag match the current promotional scan price? Yes / No 40 pts
  2. Are "Sale" or "Special Offer" talkers/wobblers clean and upright? Yes / No 20 pts
  3. Is the "Price per Unit" clearly visible on all brand price tags? Yes / No 15 pts
  4. Are promotional secondary displays (FSDUs) priced correctly? Yes / No 25 pts
  5. Have all expired promotional signs been removed from the category? Yes / No 30 pts
  6. Is your brand's price gap vs. the lead competitor within target? Yes / No 25 pts
  7. Are "New Item" callouts present for products launched within 90 days? Yes / No 15 pts
  8. Is the MSRP (Manufacturer Suggested Retail Price) being followed? Yes / No 20 pts
  9. Are multi-buy offer signs (e.g., "2 for $5") clear and easy to read? Yes / No 15 pts
  10. Did you perform a random scan of 5 SKUs to verify price integrity? Yes / No 35 pts
  11. Pricing Accuracy: Rating
    • 100% Accurate 25 pts
    • Minor Errors 12 pts
    • Poor Compliance 0 pts

3. Display & Secondary Placement 11 items

  1. Is the End-Cap display built exactly according to the brand POG? Yes / No 40 pts
  2. Are Free Standing Display Units (FSDUs) located in high-traffic zones? Yes / No 30 pts
  3. Is the display fully stocked and not containing "shop-worn" units? Yes / No 20 pts
  4. Are cross-merchandising items (e.g., chips near salsa) present? Yes / No 25 pts
  5. Is the brand signage on the display free of tears, folds, or dirt? Yes / No 15 pts
  6. Does the display have a clear "Call to Action" or promotional header? Yes / No 20 pts
  7. Is the display positioned so it does not block wheelchair/cart access? Yes / No 35 pts
  8. Are side-wing or power-wing displays secured and not sagging? Yes / No 15 pts
  9. Is the display location matching the agreed-upon store contract? Yes / No 40 pts
  10. Are POS materials (dump bins/header cards) current for this month? Yes / No 20 pts
  11. Secondary Visibility: Rating
    • Dominant 30 pts
    • Standard 15 pts
    • Below Agreement 0 pts

4. Planogram & Share of Shelf 11 items

  1. Is the brand's Share of Shelf (SOS) consistent with the retail deck? Yes / No 40 pts
  2. Are products placed at "Eye Level" as per the premium agreement? Yes / No 35 pts
  3. Is the horizontal/vertical blocking consistent across the category? Yes / No 25 pts
  4. Are "Brand Flow" rules followed (e.g., Premium to Economy)? Yes / No 20 pts
  5. Is the total number of "facings" correct for the top 5 SKUs? Yes / No 30 pts
  6. Are shelf dividers/pushers clean and functioning correctly? Yes / No 15 pts
  7. Is there any "Phantom Inventory" (system shows stock, but shelf is empty)? Yes / No 35 pts
  8. Are private-label products placed too close to your premium SKUs? Yes / No 20 pts
  9. Is the shelf height adjusted to minimize "air space" above products? Yes / No 15 pts
  10. Did the store implement the latest POG update within the 48-hour window? Yes / No 30 pts
  11. POG Compliance: Rating
    • 100% Match 30 pts
    • Minor Drift 15 pts
    • Not Implemented 0 pts

5. Product Quality & Date Coding 11 items

  1. Are all products on the shelf within their "Best Before" dates? Yes / No 50 pts
  2. Is the "First In, First Out" (FIFO) rotation strictly followed? Yes / No 40 pts
  3. Are there zero damaged, dented, or leaking packages on display? Yes / No 35 pts
  4. Is the product free of dust or sticky residue from broken units? Yes / No 20 pts
  5. Are safety seals intact on all liquid or sensitive items? Yes / No 40 pts
  6. Is the "Short-Dated" product flagged for immediate markdown/action? Yes / No 30 pts
  7. Are labels free of scuffs, fading, or manufacturing defects? Yes / No 15 pts
  8. Is chilled/frozen CPG stock maintaining the required temp on-shelf? Yes / No 45 pts
  9. Are multi-pack shrink wraps intact and not torn? Yes / No 15 pts
  10. Did you remove any "off-spec" product from the floor immediately? Yes / No 30 pts
  11. Product Freshness: Rating
    • Perfect 40 pts
    • Minor Rotation Issue 20 pts
    • Expired Product 0 pts

6. Backroom & Inventory Management 11 items

  1. Is the brand's backstock organized and clearly labeled by SKU? Yes / No 20 pts
  2. Are pallets/cases stored at least 6 inches off the floor? Yes / No 15 pts
  3. Is the backroom free of "lost" stock (items hidden behind other brands)? Yes / No 30 pts
  4. Was a "Shelf-Fill" performed today using available backroom stock? Yes / No 40 pts
  5. Is the "Damaged/Returns" area clearly defined and not overflowing? Yes / No 20 pts
  6. Are inventory counts for top SKUs verified against the handheld? Yes / No 35 pts
  7. Is the store receiving dock clear of obstructions for new deliveries? Yes / No 15 pts
  8. Did you verify that recent deliveries were checked in correctly? Yes / No 25 pts
  9. Are point-of-sale materials stored safely and not being crushed? Yes / No 10 pts
  10. Is the backroom floor clean and free of spill hazards? Yes / No 15 pts
  11. Inventory Control: Rating
    • Organized 25 pts
    • Disorganized 12 pts
    • Chaotic 0 pts

7. Relationship & Competitive Intelligence 12 items

  1. Did you meet with the Category Manager or Store Lead today? Yes / No 20 pts
  2. Were all "Action Items" from the last visit completed by the store? Yes / No 30 pts
  3. Did you record 3 competitor promotional activities (price/display)? Yes / No 25 pts
  4. Is the staff knowledgeable about your brand's key features? Yes / No 15 pts
  5. Did you secure an "Extra Display" or incremental space today? Yes / No 40 pts
  6. Are competitor OOS items being noted for potential "Switching" sales? Yes / No 20 pts
  7. Did the manager provide feedback on recent brand performance? Yes / No 15 pts
  8. Is the store following the agreed-upon delivery schedule? Yes / No 20 pts
  9. Were any "Near Misses" or service disruptions documented? Yes / No 25 pts
  10. Did you take "Before and After" photos of the category/displays? Yes / No 30 pts
  11. Field Influence: Rating
    • High Impact 25 pts
    • Maintaining 12 pts
    • Low Influence 0 pts
  12. General execution notes: 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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