Checklist template

Endcap and promotional display execution for retailers

A ready-to-use checklist with 102 items in 6 sections, covering Display compliance, Signage, Stock levels, Pricing, Condition, Timing. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 102 Items
  • 85 Yes / No checks
  • 6 Scored ratings
  • 115 Points

Use this template How audits work

1. Display compliance 19 items

  1. Promotional period or display plan audited Short text
  2. Number of endcaps on the current display plan Number
  3. Number of endcaps built to the plan Number
  4. The current endcap plan is printed or open on a handheld during the walk Yes / No 1 pt
  5. Each endcap checked carries the item or brand the plan assigns to it Yes / No 1 pt
  6. The number of shelves on each endcap matches the plan Yes / No 1 pt
  7. Shelf heights on each endcap match the notch positions given in the plan Yes / No 1 pt
  8. Products sit in the planned left-to-right order on each shelf Yes / No 1 pt
  9. Each item has the number of facings the plan calls for Yes / No 1 pt
  10. An endcap holds a single promotion or theme, with no unrelated fill-in product Yes / No 1 pt
  11. Peg hooks, fences and shelf dividers called for by the plan are installed Yes / No 1 pt
  12. Pre-packed shippers stand in the floor position the plan assigns them Yes / No 1 pt
  13. Shippers were assembled with every tray and riser supplied in the kit Yes / No 1 pt
  14. Side panels (power wings) on the endcap hold the planned cross-sell item Yes / No 1 pt
  15. Pallet features in the main drive aisle hold the planned item Yes / No 1 pt
  16. Endcaps with no promotion assigned are set to the company's default layout Yes / No 1 pt
  17. Every vendor-installed display on the floor was approved by the store manager Yes / No 1 pt
  18. A completion photo of each new endcap was submitted where the company asks for one Yes / No 1 pt
  19. Match between endcaps and the display plan Rating
    • Every endcap checked matches the plan 5 pts
    • One or two endcaps differ from the plan 3 pts
    • Three or more endcaps differ or were not built 1 pt

2. Signage 17 items

  1. Each promotional endcap has a header sign naming the offer Yes / No 1 pt
  2. Header signs come from the sign kit for the current promotion Yes / No 1 pt
  3. Header signs sit in the fixture's sign holder, not taped to a shelf or to product Yes / No 1 pt
  4. The sign states the size or pack the offer applies to Yes / No 1 pt
  5. Signs for multi-buy offers state the quantity needed to get the offer Yes / No 1 pt
  6. Signs for member-only offers state that the loyalty membership is required Yes / No 1 pt
  7. Signs show the end date of the offer where company policy requires it Yes / No 1 pt
  8. Each sign stands directly in front of or above the product it describes Yes / No 1 pt
  9. Header cards on shippers are upright, with no bends or tears Yes / No 1 pt
  10. Header signs can be read from the main aisle the endcap faces Yes / No 1 pt
  11. Signs on promotional displays are printed, with no handwritten signs Yes / No 1 pt
  12. Callouts such as "New" or "As advertised" appear only on items that qualify Yes / No 1 pt
  13. Sign holders match the size of the sign, with no sign folded or trimmed to fit Yes / No 1 pt
  14. Electronic shelf labels on endcaps show the promotional flag, where the store uses them Yes / No 1 pt
  15. Signs are in each language required by company policy or local regulation Yes / No 1 pt
  16. Number of promotional displays found with no sign Number
  17. Signage on promotional displays Rating
    • Every display signed correctly 5 pts
    • A few signs missing or misplaced 3 pts
    • Many displays unsigned or wrongly signed 1 pt

3. Stock levels 16 items

  1. Every endcap checked is at least three-quarters full Yes / No 1 pt
  2. Product is pulled forward to the front edge of each endcap shelf Yes / No 1 pt
  3. No peg hook on a promotional endcap is empty Yes / No 1 pt
  4. Shippers hold enough product to cover the printed tray dividers Yes / No 1 pt
  5. Pallet features are shoppable from the top layer without reaching below knee height Yes / No 1 pt
  6. Empty cartons and trays have been removed from inside the displays Yes / No 1 pt
  7. Back stock for endcap items is labeled with the endcap location Yes / No 1 pt
  8. Back stock for endcap items is stored together in the stockroom or on the top shelf above the display Yes / No 1 pt
  9. Endcap replenishment is listed on today's task list or zone chart with a set time Yes / No 1 pt
  10. Each endcap item is also in stock at its home shelf location Yes / No 1 pt
  11. An endcap item that sold out was replaced with the substitute the plan names Yes / No 1 pt
  12. An inbound order or allocation shows in the system for each endcap item that has no back stock Yes / No 1 pt
  13. Number of endcaps found less than half full Number
  14. Sold-out promotional items were reported to the district office or the replenishment team Yes / No 1 pt
  15. The handheld on-hand quantity matches the physical count for 3 endcap items checked Yes / No 1 pt
  16. Fullness of promotional displays Rating
    • Full and faced 5 pts
    • Shoppable but thin in places 3 pts
    • Empty shelves or sold-out displays 1 pt

4. Pricing 15 items

  1. Every item on each endcap has a shelf-edge price label Yes / No 1 pt
  2. Each price label sits at the position under its item that the company's label standard sets Yes / No 1 pt
  3. Five endcap items scanned at a register rang at the signed price Yes / No 1 pt
  4. Number of endcap items scanned that rang at a different price than signed Number
  5. Price differences found during the audit were corrected before the end of the visit Yes / No 1 pt
  6. A multi-buy offer from an endcap rang correctly when the full quantity was scanned Yes / No 1 pt
  7. A multi-buy offer rang at the single-unit price stated on the sign when one unit was scanned Yes / No 1 pt
  8. The endcap price matches the price on the label at the item's home location Yes / No 1 pt
  9. Unit price information appears on endcap labels where local regulation or company policy requires it Yes / No 1 pt
  10. Regular-price items placed on an endcap carry no savings claim Yes / No 1 pt
  11. Signs that show a "was" price show the price the item sold at before the promotion Yes / No 1 pt
  12. Vendor shippers with a pre-printed price show the same price as the point-of-sale system Yes / No 1 pt
  13. Promotional prices were active in the point-of-sale system at opening on the first day of the promotion Yes / No 1 pt
  14. Employees asked know how to report an endcap item that scans at the wrong price Yes / No 1 pt
  15. Price accuracy on promotional displays Rating
    • No differences found 5 pts
    • One difference, corrected during the visit 3 pts
    • Two or more differences 1 pt

5. Condition 16 items

  1. Endcap shelves are free of dust under the product Yes / No 1 pt
  2. Endcap base decks and kick plates are free of scuffs, tape residue and old label adhesive Yes / No 1 pt
  3. Shelf-edge label strips are intact along their full length Yes / No 1 pt
  4. Endcap shelves are level, with no shelf sagging under the load Yes / No 1 pt
  5. Shippers stand straight, with no crushed corners or water damage at the base Yes / No 1 pt
  6. Pallet features have a skirt or wrap that hides the pallet wood Yes / No 1 pt
  7. Stacked case displays are no higher than the company's height limit Yes / No 1 pt
  8. Stacked cases are cross-stacked or otherwise stable when pushed lightly by hand Yes / No 1 pt
  9. Damaged or opened packages have been removed from the displays Yes / No 1 pt
  10. No customer-abandoned items from other departments sit on the endcaps Yes / No 1 pt
  11. Displays leave the aisle width the company standard requires at each endcap Yes / No 1 pt
  12. No display blocks a fire extinguisher, an exit or an electrical panel Yes / No 1 pt
  13. Heavy items are on the lower shelves of the endcap Yes / No 1 pt
  14. Lighting above or inside feature displays is working Yes / No 1 pt
  15. Fixture parts left over from the previous set are stored off the sales floor Yes / No 1 pt
  16. Physical condition of promotional displays Rating
    • Clean, stable and undamaged 5 pts
    • Minor wear or untidiness 3 pts
    • Damaged, unstable or dirty 1 pt

6. Timing 19 items

  1. Start date of the current promotion Date
  2. Date the endcaps were set for the current promotion Date
  3. Endcaps were set by the date on the promotional calendar Yes / No 1 pt
  4. The display plan reached the store by the lead time the company sets before the set date Yes / No 1 pt
  5. The sign kit reached the store before the set date Yes / No 1 pt
  6. Promotional product reached the store before the set date Yes / No 1 pt
  7. Labor hours for the endcap change appear on the posted schedule for the set date Yes / No 1 pt
  8. Endcaps from the previous promotion were taken down by its end date Yes / No 1 pt
  9. Product from the previous promotion was returned to its home location or to labeled back stock Yes / No 1 pt
  10. Signs from the previous promotion were removed from the endcaps on the end date Yes / No 1 pt
  11. Shippers past their display period were removed from the floor Yes / No 1 pt
  12. Seasonal endcaps changed over on the company's transition date Yes / No 1 pt
  13. The next promotion's display plan is in the store or available online Yes / No 1 pt
  14. Product for the next promotion has been ordered or is allocated to the store Yes / No 1 pt
  15. The store manager or a delegate walked the endcaps on the first day of the promotion Yes / No 1 pt
  16. Number of endcaps still showing a promotion that has ended Number
  17. Timeliness of the promotional set Rating
    • Set on time and complete 5 pts
    • Complete but one or two days late 3 pts
    • Still incomplete at the audit 1 pt
  18. Name of the person who performed the audit Short text
  19. Comments and corrective actions 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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