Checklist template

Retail - Back to School Merchandising

A ready-to-use checklist with 31 items in 5 sections, covering Store Entrance & "Strike Zone", Inventory Density & Zoning, Signage & Pricing Integrity, Impulse & Checkout Readiness, Safety & Cleanliness. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 5 Sections
  • 31 Items
  • 25 Yes / No checks
  • 5 Scored ratings
  • 232 Points

Use this template How audits work

1. Store Entrance & "Strike Zone" 6 items

  1. Is the "Hero" BTS display visible within 10 feet of the entrance? Yes / No 10 pts
  2. Are mannequins or fixtures dressed in complete BTS outfits? Yes / No 8 pts
  3. Is the primary BTS signage professional and undamaged? Yes / No 5 pts
  4. Does the entry display feature high-velocity items (e.g., backpacks)? Yes / No 9 pts
  5. Is the floor around the entrance display clean and slip-resistant? Yes / No 6 pts
  6. Entrance Impact: Rating
    • High Visual Appeal 10 pts
    • Underwhelming 5 pts
    • Missing Theme 0 pts

2. Inventory Density & Zoning 6 items

  1. Are shelves "fronted" and "faced" with no visible gaps? Yes / No 10 pts
  2. Are related items cross-merchandised (e.g., water bottles/lunchboxes)? Yes / No 8 pts
  3. Are "Opening Price Point" items prominently displayed on endcaps? Yes / No 7 pts
  4. Is the transition from summer clearance to BTS clearly demarcated? Yes / No 5 pts
  5. Are bulk items (e.g., paper) stacked neatly on base decks? Yes / No 4 pts
  6. Stocking Standard: Rating
    • Fully Stocked 10 pts
    • Significant Gaps 5 pts
    • Depleted 0 pts

3. Signage & Pricing Integrity 6 items

  1. Does every BTS item have a visible price or "Starts At" sign? Yes / No 10 pts
  2. Are "School List" checklists available for customers to take? Yes / No 5 pts
  3. Are multi-buy promotions (e.g., "3 for $5") clearly messaged? Yes / No 8 pts
  4. Is the signage consistent with current brand/seasonal colors? Yes / No 4 pts
  5. Are all price tags current and free of "clearance" stickers? Yes / No 7 pts
  6. Pricing Accuracy: Rating
    • 100% Accurate 10 pts
    • Missing Signs 5 pts
    • Incorrect Prices 0 pts

4. Impulse & Checkout Readiness 6 items

  1. Are "Grab-and-Go" school supplies (pens, glue) at the cash wrap? Yes / No 8 pts
  2. Is the queuing area free of clutter from unrelated seasons? Yes / No 6 pts
  3. Are high-margin accessories at eye-level near checkout? Yes / No 7 pts
  4. Are impulse bins full and correctly priced for "add-on" sales? Yes / No 5 pts
  5. Is the POS updated with all active BTS promotional codes? Yes / No 10 pts
  6. Impulse Strategy: Rating
    • High Potential 10 pts
    • Missed Ops 5 pts
    • Poor Execution 0 pts

5. Safety & Cleanliness 7 items

  1. Are all aisles clear of shipping boxes and plastic wrap? Yes / No 10 pts
  2. Are floor graphics/decals secure and free of peeling edges? Yes / No 5 pts
  3. Are fixtures stable and not overloaded with heavy inventory? Yes / No 10 pts
  4. Are all high-shelf items secured and not over-hanging? Yes / No 9 pts
  5. Is the fitting room area (if applicable) clean and zoned? Yes / No 6 pts
  6. Safety Status: Rating
    • Safe/Organized 10 pts
    • Trip Hazards 0 pts
    • Unsafe Conditions 0 pts
  7. Final summary 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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