Checklist template

New product launch execution for consumer goods

A ready-to-use checklist with 103 items in 6 sections, covering Distribution, Shelf placement, Pricing, Displays, Sampling, Sell-through. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 103 Items
  • 76 Yes / No checks
  • 6 Scored ratings
  • 106 Points

Use this template How audits work

1. Distribution 17 items

  1. Name of the product launched Short text
  2. Launch date at this retailer Date
  3. Launch items authorized for this store Number
  4. Launch items physically present in the store Number
  5. Every launch item authorized for this store has been received Yes / No 1 pt
  6. The store received the launch planogram or reset instructions from the retailer's head office Yes / No 1 pt
  7. The launch items are set up in the store's item file and scan at the register Yes / No 1 pt
  8. The store's ordering system allows each launch item to be reordered Yes / No 1 pt
  9. The first shipment arrived before the launch date Yes / No 1 pt
  10. The quantity received matches the opening order agreed with the retailer's head office Yes / No 1 pt
  11. The department manager knows that the launch items are new and where they belong Yes / No 1 pt
  12. No launch item is held in the back room waiting for a reset or a tag Yes / No 1 pt
  13. Launch items missing from the store were reported to the key account manager the same day Yes / No 1 pt
  14. Each size or flavor of the launch range is present, not only the lead item Yes / No 1 pt
  15. The older item replaced by the launch has been sold through or removed as planned Yes / No 1 pt
  16. Days between the launch date and the first day the product was on the shelf Number
  17. Distribution of the launch range in this store Rating
    • All items on the floor 5 pts
    • Lead item on the floor, others missing 3 pts
    • Not on the floor 1 pt

2. Shelf placement 16 items

  1. The launch items are in the category section named in the launch planogram Yes / No 1 pt
  2. The launch items sit on the shelf level given by the launch planogram Yes / No 1 pt
  3. The launch items stand next to the parent brand's existing range Yes / No 1 pt
  4. Each launch item has the number of facings given by the launch planogram Yes / No 1 pt
  5. Facings of the lead launch item counted Number
  6. The section was reset to the launch planogram, rather than the new items being squeezed into old space Yes / No 1 pt
  7. The launch items have a permanent shelf tag, not a handwritten or temporary one Yes / No 1 pt
  8. A "New" shelf flag or wobbler marks each launch item Yes / No 1 pt
  9. Shelf-ready trays are opened along the perforation with the front panel removed Yes / No 1 pt
  10. The front of the package faces the shopper Yes / No 1 pt
  11. The launch items are not hidden behind a shelf lip, a divider or a price channel Yes / No 1 pt
  12. The lead launch item is shelved between knee height and eye level Yes / No 1 pt
  13. No competitor's new item has taken the space agreed for the launch Yes / No 1 pt
  14. A photo of the launch items in their home section was taken Yes / No 1 pt
  15. Space taken from other items for the launch follows the planogram, with no authorized item left without a facing Yes / No 1 pt
  16. Shelf placement of the launch Rating
    • As planned in the launch planogram 5 pts
    • Present but wrong shelf, wrong section or fewer facings 3 pts
    • No permanent shelf position 1 pt

3. Pricing 15 items

  1. Shelf price of the lead launch item (dollars) Number
  2. The shelf price is at or below the suggested retail price in the launch plan Yes / No 1 pt
  3. The price on the shelf tag matches the price that scans at the register Yes / No 1 pt
  4. The introductory offer agreed with the retailer is shown on a promotional tag Yes / No 1 pt
  5. The introductory offer rings correctly at the register Yes / No 1 pt
  6. The offer's end date printed on the tag matches the launch plan Yes / No 1 pt
  7. The unit price on the tag is calculated on the correct package size Yes / No 1 pt
  8. The price gap to the parent brand's existing item follows the launch plan Yes / No 1 pt
  9. Shelf price of the nearest competitor item (dollars) Number
  10. The launch item is priced the same in its home section as on its displays Yes / No 1 pt
  11. Coupons or loyalty offers for the launch are loaded and redeem at the register Yes / No 1 pt
  12. On-pack price flashes or bonus-size callouts match the store's price Yes / No 1 pt
  13. The launch item appears in the retailer's flyer or app on the dates agreed Yes / No 1 pt
  14. Pricing errors found were corrected by the store or reported to its pricing coordinator before the auditor left Yes / No 1 pt
  15. Pricing of the launch Rating
    • Correct price and offer at shelf and register 5 pts
    • Correct price, offer missing or untagged 3 pts
    • Wrong price at shelf or register 1 pt

4. Displays 18 items

  1. The launch display agreed with the retailer is on the sales floor Yes / No 1 pt
  2. Type of launch display in place Choice
    • Pre-packed shipper or floor stand
    • End cap
    • Pallet or stack display
    • Counter or checkout unit
    • None
  3. The display stands in the location agreed with the store (end cap, front lobby, checkout or action aisle) Yes / No 1 pt
  4. The display was assembled following the instruction sheet, with the header card attached Yes / No 1 pt
  5. The header card shows the launch artwork, not a past campaign Yes / No 1 pt
  6. The display carries a price sign Yes / No 1 pt
  7. The display is at least half full Yes / No 1 pt
  8. The display holds only the launch items Yes / No 1 pt
  9. Refill stock for the display is in the store Yes / No 1 pt
  10. The display stands stable, with no crushed base or torn trays Yes / No 1 pt
  11. The display was set up by the launch date Yes / No 1 pt
  12. Date the display was set up Date
  13. The store has agreed to keep the display for the full period in the launch plan Yes / No 1 pt
  14. Cross-merchandising placements in the launch plan (for example beside a companion category) are in place Yes / No 1 pt
  15. Floor graphics, aisle blades or shelf talkers in the launch kit are installed Yes / No 1 pt
  16. Point-of-sale materials from the launch kit are all in use, with none left in the back room Yes / No 1 pt
  17. Launch displays counted in the store Number
  18. Display execution of the launch Rating
    • Agreed display, on location, full and signed 5 pts
    • Display up but off location, unsigned or half empty 3 pts
    • No display 1 pt

5. Sampling 18 items

  1. Sampling or demonstration planned for this store Choice
    • Yes, on the day of the visit
    • Yes, on another date
    • Not planned for this store
  2. The demonstration took place on the dates booked with the store Yes / No 1 pt
  3. The number of sessions booked for this store matches the launch plan Yes / No 1 pt
  4. The sampling table stands beside the launch display or the home section Yes / No 1 pt
  5. The launch item stayed in stock on the shelf for the whole session, according to the demonstrator Yes / No 1 pt
  6. The demonstrator can say what makes the launch item different from the parent brand's existing items Yes / No 1 pt
  7. The demonstrator can list the allergens in the product Yes / No 1 pt
  8. The sampling kit for the launch (signs, samples, coupons) arrived at the store before the first session Yes / No 1 pt
  9. The product sampled is the launch item itself, not another item of the brand Yes / No 1 pt
  10. Chilled or hot samples are held at the temperature the product requires Yes / No 1 pt
  11. Each size or flavor of the launch range planned for sampling was offered during the session Yes / No 1 pt
  12. Samples of age-restricted or adult-targeted products are offered only to adults Yes / No 1 pt
  13. Coupons handed out at the table are valid at this retailer Yes / No 1 pt
  14. The introductory offer of the launch is announced with each sample Yes / No 1 pt
  15. Samples served during the session Number
  16. Units of the launch item sold during the session Number
  17. The demonstrator's end-of-session report was sent to the brand Yes / No 1 pt
  18. Sampling execution Rating
    • Held as planned, beside the product, with the launch offer 5 pts
    • Held but away from the product or without the offer 3 pts
    • Planned but not held 1 pt

6. Sell-through 19 items

  1. Units of the lead launch item sold since launch Number
  2. Units of the lead launch item on hand in the store Number
  3. Weeks of supply on hand at the current rate of sale Number
  4. Weekly unit sales of the launch item meet the rate of sale targeted for this store format Yes / No 1 pt
  5. The store has reordered the launch item at least once since the opening order Yes / No 1 pt
  6. No launch item has been out of stock on the shelf since the launch, according to the department manager Yes / No 1 pt
  7. The launch item is set to automatic replenishment in the store's system Yes / No 1 pt
  8. The shelf minimum and capacity entered in the store's system match the launch planogram Yes / No 1 pt
  9. Opening-order overstock is being sold from a display, with no markdown without the brand's agreement Yes / No 1 pt
  10. No unit of the launch item is inside the short-date window set by company policy Yes / No 1 pt
  11. The department manager reports shopper comments about the product to the rep Yes / No 1 pt
  12. Shopper or staff feedback heard about the product Short text
  13. Sales of the parent brand's existing items have held since the launch, according to the store's figures Yes / No 1 pt
  14. The store manager agreed to a second display or an extended display period Yes / No 1 pt
  15. Gaps found in this audit were assigned to a named person with a date Yes / No 1 pt
  16. Date of the next launch follow-up visit Date
  17. Name of the store or department manager met Short text
  18. Overall launch execution in this store Rating
    • On shelf, priced and displayed as planned 5 pts
    • On shelf, with display or pricing gaps 3 pts
    • Launch range not on shelf 1 pt
  19. Corrective actions required 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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