Checklist template

Retail and therapeutic diet display for veterinary hospitals

A ready-to-use checklist with 102 items in 6 sections, covering Display, Assortment, Pricing, Stock, Expiry, Recommendations. 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 18 items

  1. The retail display is visible from the reception desk Yes / No 1 pt
  2. Therapeutic diets are shelved apart from over-the-counter foods and treats Yes / No 1 pt
  3. Therapeutic diets are grouped by condition (kidney, urinary, digestive, weight, skin, joint, dental) Yes / No 1 pt
  4. A shelf header names each condition group Yes / No 1 pt
  5. Dog diets and cat diets are in separate bays or on separate shelves Yes / No 1 pt
  6. Within each diet, dry bags, cans and treats are shelved together Yes / No 1 pt
  7. Bags face forward with the brand and diet name readable Yes / No 1 pt
  8. Cans are stacked no more than 3 high Yes / No 1 pt
  9. Bags of 25 lb (11 kg) or more are on the bottom shelf Yes / No 1 pt
  10. No product is stored on the floor in front of the display Yes / No 1 pt
  11. Shelves are free of dust, kibble and torn packaging Yes / No 1 pt
  12. The display matches the current planogram or shelf plan issued by the head office Yes / No 1 pt
  13. A sign states that therapeutic diets require a veterinarian's recommendation Yes / No 1 pt
  14. Flea, tick and heartworm preventives are displayed behind the counter or as empty display boxes Yes / No 1 pt
  15. Dental products (chews, toothpaste, brushes, water additives) are grouped in one section Yes / No 1 pt
  16. Display lighting works over every bay Yes / No 1 pt
  17. No handwritten signs are taped to shelves or products Yes / No 1 pt
  18. Overall appearance of the retail display Rating
    • Full, faced and clean 5 pts
    • Minor gaps or facing issues 3 pts
    • Disorganized or dirty 1 pt

2. Assortment 17 items

  1. Each diet on the head office core list is on the shelf Yes / No 1 pt
  2. Core list diets missing from the shelf Number
  3. A kidney diet is stocked in both dry and canned form for cats Yes / No 1 pt
  4. A urinary diet is stocked for cats and for dogs Yes / No 1 pt
  5. A digestive diet is stocked in cans for patients going home after illness Yes / No 1 pt
  6. A weight management diet is stocked for cats and for dogs Yes / No 1 pt
  7. A hydrolyzed or novel protein diet is stocked for food trials Yes / No 1 pt
  8. A recovery or critical care diet is stocked Yes / No 1 pt
  9. A puppy diet and a kitten diet are stocked for first visits Yes / No 1 pt
  10. The smallest bag size of each core diet is stocked for trial purchases Yes / No 1 pt
  11. Pill-wrap treats are stocked Yes / No 1 pt
  12. Recovery collars or cones are stocked in at least 4 sizes Yes / No 1 pt
  13. Joint supplements are stocked for dogs and for cats Yes / No 1 pt
  14. Diets from discontinued lines have been removed from the shelf Yes / No 1 pt
  15. Products not approved by the medical director are absent from the display Yes / No 1 pt
  16. The 3 diets that the veterinarians asked recommend most often are in stock Yes / No 1 pt
  17. Fit of the assortment to what the veterinarians recommend Rating
    • Complete 5 pts
    • A few gaps 3 pts
    • Many recommended products missing 1 pt

3. Pricing 15 items

  1. Every shelf position has a price label Yes / No 1 pt
  2. Shelf labels are printed, not handwritten Yes / No 1 pt
  3. The shelf label shows the product name and the package size Yes / No 1 pt
  4. 10 items scanned or looked up during the visit matched the shelf price Yes / No 1 pt
  5. Items out of 10 whose shelf price matched the software price Number
  6. Prices in the software reflect the most recent distributor price list Yes / No 1 pt
  7. Unit pricing is shown where required by local regulation Yes / No 1 pt
  8. Prices of preventives sold by the single dose and by the box are both listed at the counter Yes / No 1 pt
  9. Manufacturer rebate offers are displayed with their end date Yes / No 1 pt
  10. Expired rebate or coupon offers have been removed Yes / No 1 pt
  11. Loyalty or frequent-buyer programs for diets are signed at the shelf Yes / No 1 pt
  12. Clearance prices are marked with a distinct label Yes / No 1 pt
  13. Prices of 3 diets checked on the hospital's online store match the prices in the hospital Yes / No 1 pt
  14. Date of the last shelf price label update Date
  15. Accuracy of shelf pricing Rating
    • Every label present and correct 5 pts
    • A few missing or wrong 3 pts
    • Many missing or wrong 1 pt

4. Stock 17 items

  1. Each core diet has at least 2 units on the shelf Yes / No 1 pt
  2. Empty shelf positions counted during the visit Number
  3. Empty positions have an out-of-stock tag with the expected arrival date Yes / No 1 pt
  4. Back stock of diets is stored 6 in (15 cm) off the floor in the storage room Yes / No 1 pt
  5. Back stock bags are stacked no higher than the height set by company policy Yes / No 1 pt
  6. The food storage room is at or below 80°F (27°C) Yes / No 1 pt
  7. Temperature of the food storage room (°F or °C) Number
  8. Opened or torn bags have been removed from sale Yes / No 1 pt
  9. Dented or bulging cans have been removed from sale Yes / No 1 pt
  10. Minimum and maximum quantities are set in the software for each core diet Yes / No 1 pt
  11. Diet orders are placed on a fixed weekly schedule Yes / No 1 pt
  12. Special orders for clients are tagged with the client's name and the date received Yes / No 1 pt
  13. Special orders older than 14 days have been followed up with the client Yes / No 1 pt
  14. No signs of rodents or insects are present in the food storage area Yes / No 1 pt
  15. A spot count of 5 diets matched the quantity in the software Yes / No 1 pt
  16. Canned diets in the storage room are kept in their cases or trays, not loose Yes / No 1 pt
  17. In-stock position of the display Rating
    • Fully in stock 5 pts
    • 1 to 3 positions empty 4 pts
    • 4 to 6 positions empty 2 pts
    • More than 6 positions empty 1 pt

5. Expiry 17 items

  1. New stock is placed behind older stock on the shelf Yes / No 1 pt
  2. New stock is placed under or behind older stock in the storage room Yes / No 1 pt
  3. No diet on the shelf is past its best-before date Yes / No 1 pt
  4. Expired units found on the shelf Number
  5. Units found within 60 days of their best-before date Number
  6. Diets within 60 days of their best-before date carry a short-date tag Yes / No 1 pt
  7. Short-dated diets are returned to the distributor or marked down per company policy Yes / No 1 pt
  8. A monthly expiry check of the retail display is recorded Yes / No 1 pt
  9. Date of the last recorded expiry check Date
  10. Expired product is recorded in the software before it is discarded Yes / No 1 pt
  11. Expired preventives are returned through the manufacturer's return program Yes / No 1 pt
  12. Treats and dental chews are included in the expiry check Yes / No 1 pt
  13. Supplements and shampoos are included in the expiry check Yes / No 1 pt
  14. Lot numbers of diets sold can be traced from the invoice if a recall is announced Yes / No 1 pt
  15. The last recall notice on file is marked to show the affected lots were checked against stock Yes / No 1 pt
  16. Product donated to a shelter before expiry is recorded as a donation Yes / No 1 pt
  17. Date control on the display Rating
    • No expired or short-dated product 5 pts
    • Short-dated product not tagged 3 pts
    • Expired product on the shelf 1 pt

6. Recommendations 18 items

  1. Diet recommendations are entered in the patient record by the veterinarian Yes / No 1 pt
  2. The client receives a written diet recommendation with the diet name and the daily amount Yes / No 1 pt
  3. A feeding transition guide is given with the first bag of a new diet Yes / No 1 pt
  4. Receptionists asked could explain why therapeutic diets need a veterinarian's approval Yes / No 1 pt
  5. Receptionists check the patient record for an active recommendation before selling a therapeutic diet Yes / No 1 pt
  6. Technicians asked could name the diet stocked for each of 3 conditions Yes / No 1 pt
  7. Measuring cups are given with a first weight management diet Yes / No 1 pt
  8. A body condition score chart is displayed in or near the retail area Yes / No 1 pt
  9. Diet refill reminders are sent before the estimated end of the bag Yes / No 1 pt
  10. Clients buying a preventive are asked whether they need the next doses Yes / No 1 pt
  11. Samples or trial cans are offered when a new diet is recommended Yes / No 1 pt
  12. Sample bags and trial cans on hand are within date Yes / No 1 pt
  13. Patients on a weight management diet are booked for a weigh-in Yes / No 1 pt
  14. Therapeutic diet sales last month as a percentage of revenue (%) Number
  15. Retail sales results are shared with the team monthly Yes / No 1 pt
  16. Name of the employee responsible for the retail display Short text
  17. Staff knowledge of the diets on display Rating
    • Matched diets to conditions correctly 5 pts
    • Knew some diets but not their purpose 3 pts
    • Could not explain the range 1 pt
  18. 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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