Checklist template

Promotion compliance audit for consumer goods

A ready-to-use checklist with 103 items in 6 sections, covering Promo price, Dates, Display, Ad feature, Stock, Evidence. 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. Promo price 20 items

  1. Name or reference number of the promotion audited Short text
  2. Type of promotion Choice
    • Temporary price reduction
    • Multi-buy
    • Loyalty or digital coupon offer
    • Everyday low price funding
    • Bonus pack
  3. Promoted items in the agreement for this store Number
  4. Promoted items found with a promotional tag at the shelf Number
  5. Promotional retail agreed with the retailer for the lead item (dollars) Number
  6. Promotional retail found at the shelf for the lead item (dollars) Number
  7. The promotional retail at the shelf is at or below the retail agreed for the lead item Yes / No 1 pt
  8. Every promoted item in the agreement carries a promotional tag at its home shelf Yes / No 1 pt
  9. Every flavor or variant covered by the agreement is included, not only the best seller Yes / No 1 pt
  10. The promotional tag names the pack size that the agreement covers Yes / No 1 pt
  11. A multi-buy tag shows the quantity required, as agreed (for example 2 for a set price) Yes / No 1 pt
  12. A purchase limit appears on the tag only where the agreement allows one Yes / No 1 pt
  13. An offer agreed for all shoppers is not restricted to loyalty members Yes / No 1 pt
  14. The lead item scanned at a register or price checker at the agreed promotional retail Yes / No 1 pt
  15. A multi-buy offer triggered at the register when the required quantity was scanned Yes / No 1 pt
  16. The digital coupon for the promotion can be found in the retailer's app or loyalty account Yes / No 1 pt
  17. The regular price printed on the promotional tag is the item's shelf price before the promotion, as confirmed by the department manager Yes / No 1 pt
  18. The same promotional retail shows at the home shelf and at every other location of the item in the store Yes / No 1 pt
  19. Items outside the agreement do not carry the promotion's tag Yes / No 1 pt
  20. Promotional price execution Rating
    • Agreed price on every promoted item 5 pts
    • Agreed price on some items only 3 pts
    • Promotion not priced in the store 1 pt

2. Dates 18 items

  1. Start date of the promotion in the agreement Date
  2. End date of the promotion in the agreement Date
  3. Promotional tags were up on the first day of the promotion, as confirmed by the department manager Yes / No 1 pt
  4. The promotional price was active at the register on the first day of the promotion Yes / No 1 pt
  5. The end date printed on the promotional tag matches the agreement Yes / No 1 pt
  6. The promotion was not ended early at the shelf while the agreement was still running Yes / No 1 pt
  7. The promotion was not started before the agreed start date Yes / No 1 pt
  8. The promotion week in this store follows the retailer's ad week (for example Thursday to Wednesday) Yes / No 1 pt
  9. The department manager knew the promotion dates before the promotion started Yes / No 1 pt
  10. Promotional stock reached the store before the start date Yes / No 1 pt
  11. Date the promotional stock was delivered Date
  12. Tags for the promotion arrived in the store's weekly tag batch Yes / No 1 pt
  13. The store's price change report for the start date lists the promoted items Yes / No 1 pt
  14. No competitor item of the category carries a promotional tag on the same shelf in the weeks the agreement reserved for the brand Yes / No 1 pt
  15. Where the promotion has ended, the regular price was restored at the shelf Yes / No 1 pt
  16. Where the promotion has ended, the regular price was restored at the register Yes / No 1 pt
  17. Days of the promotion period on which the store executed the promotion, according to the department manager Number
  18. Timing of the promotion in this store Rating
    • Ran for the whole agreed period 5 pts
    • Started late or ended early by a day or two 3 pts
    • Missed most of the period 1 pt

3. Display 15 items

  1. Display support in the agreement for this store Choice
    • Endcap
    • Floor display or shipper
    • Pallet
    • Shelf only
  2. The display support named in the agreement was given Yes / No 1 pt
  3. The display went up within the first 2 days of the promotion Yes / No 1 pt
  4. The display stayed up for the number of weeks stated in the agreement, according to the department manager Yes / No 1 pt
  5. The display holds the promoted items, not other items of the brand at regular price Yes / No 1 pt
  6. The display carries the same promotional retail as the home shelf Yes / No 1 pt
  7. The display is not shared with a competing brand, where the agreement gave an exclusive display Yes / No 1 pt
  8. Promotional shippers sent for this promotion were put on the sales floor Yes / No 1 pt
  9. Where the agreed display could not be fitted, the store gave an alternative location approved by the sales representative Yes / No 1 pt
  10. Extra facings at the home shelf were given where the agreement includes them Yes / No 1 pt
  11. The promoted items in the cooler or checkout rack were given the space named in the agreement Yes / No 1 pt
  12. The demo or sampling event linked to the promotion took place on its booked date Yes / No 1 pt
  13. Displays of the promotion counted in the store Number
  14. Location of the main display of the promotion Short text
  15. Display support compared with the agreement Rating
    • As agreed or better 5 pts
    • Smaller or later than agreed 3 pts
    • No display given 1 pt

4. Ad feature 16 items

  1. Ad support in the agreement Choice
    • Front page
    • Inside page
    • Digital flyer only
    • In-store flyer or coupon book
    • No ad
  2. A copy of the retailer's flyer for the promotion week was collected or saved Yes / No 1 pt
  3. The promoted item appears in the flyer for the agreed week Yes / No 1 pt
  4. The item appears on the page or position paid for (front page, back page, category page) Yes / No 1 pt
  5. The ad block is the size agreed Yes / No 1 pt
  6. The flyer shows the brand's current pack image Yes / No 1 pt
  7. The price in the flyer matches the promotional tag at the shelf Yes / No 1 pt
  8. The flyer names the pack size on promotion Yes / No 1 pt
  9. The items pictured in the flyer are carried by this store Yes / No 1 pt
  10. The flyer for this store's zone includes the feature, where ads vary by zone Yes / No 1 pt
  11. The feature appears in the retailer's digital flyer or app for this store Yes / No 1 pt
  12. The shelf or display carries the retailer's "as advertised" sign for the item Yes / No 1 pt
  13. The feature appears in the store's in-store radio, screens or flyer rack where the agreement includes them Yes / No 1 pt
  14. The competitor's product is not featured in the same ad block, where the agreement gave category exclusivity Yes / No 1 pt
  15. The cashier or service desk honored the advertised price when asked Yes / No 1 pt
  16. Ad feature compared with the agreement Rating
    • Ran as agreed 5 pts
    • Ran with differences in size, position or price 3 pts
    • Did not run 1 pt

5. Stock 16 items

  1. Promoted items out of stock at the home shelf during the visit Number
  2. Every promoted item is in stock at the home shelf Yes / No 1 pt
  3. The lead item is in stock at every location where it is promoted Yes / No 1 pt
  4. Cases of promoted items in the back room Number
  5. The store received the promotional allocation or pre-order quantity agreed for it Yes / No 1 pt
  6. The store's order for the promotion was increased over its regular order Yes / No 1 pt
  7. Back stock of promoted items is on the sales floor or reachable in the back room, not buried behind other loads Yes / No 1 pt
  8. The store did not run out of the lead item during the promotion, according to the department manager Yes / No 1 pt
  9. Rain checks or substitutions were offered for promoted items out of stock, per the retailer's policy Yes / No 1 pt
  10. Rain checks issued for the promoted items, as reported by the service desk Number
  11. A reorder was placed after the first weekend of the promotion Yes / No 1 pt
  12. Promoted items on the shelf are the pack sizes of the agreement, not a different size substituted Yes / No 1 pt
  13. No case of a promoted item sits in the back room while that item is empty on the shelf or the display Yes / No 1 pt
  14. Stock expected to remain after the promotion fits the home shelf and its normal back stock Yes / No 1 pt
  15. Bonus packs or special promotional packs are on sale in place of the regular pack, not beside it at a different price Yes / No 1 pt
  16. Stock support for the promotion Rating
    • In stock throughout 5 pts
    • Out of stock at times 3 pts
    • Out of stock for most of the promotion 1 pt

6. Evidence 18 items

  1. A photo of the promotional tag at the home shelf was taken, with the price readable Yes / No 1 pt
  2. A photo of the display was taken, showing its price sign Yes / No 1 pt
  3. A photo or screenshot of the ad feature was saved Yes / No 1 pt
  4. A register receipt or price checker photo shows the promotional retail of the lead item Yes / No 1 pt
  5. Each photo carries the date and the store number or address Yes / No 1 pt
  6. The promotion agreement or deal sheet for this retailer was available to the auditor during the visit Yes / No 1 pt
  7. The store number audited is on the list of stores covered by the agreement Yes / No 1 pt
  8. The department manager reviewed the findings before the auditor left Yes / No 1 pt
  9. Each failure found is recorded by item and by type: price, date, display, ad or stock Yes / No 1 pt
  10. Compliance failures found for this promotion in this store Number
  11. Failures that the store could fix were corrected during the visit Yes / No 1 pt
  12. Failures that the store could not fix were reported to the retailer's head office contact through the account manager Yes / No 1 pt
  13. Each failure found is backed by a photo, a receipt or a flyer copy Yes / No 1 pt
  14. Findings from the previous promotion audit in this store were corrected Yes / No 1 pt
  15. Name of the department manager Short text
  16. Name of the brand's account manager for this retailer Short text
  17. Overall compliance of the store with the promotion agreement Rating
    • Price, dates, display, ad and stock all as agreed 5 pts
    • One or two of these not as agreed 3 pts
    • Three or more not as agreed, or promotion not run 1 pt
  18. Failures found, evidence references and 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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