Checklist template

Seasonal health merchandising for pharmacies

A ready-to-use checklist with 103 items in 6 sections, covering Seasonal sets, Endcaps, Signage, Stock, Timing, Sell-down. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 103 Items
  • 84 Yes / No checks
  • 6 Scored ratings
  • 114 Points

Use this template How audits work

1. Seasonal sets 18 items

  1. Seasonal health program in place at the time of the visit Choice
    • Cough and cold
    • Allergy
    • Sun care
    • Transition between two seasons
  2. The seasonal set is built in the aisle or bay named in the seasonal directive Yes / No 1 pt
  3. The seasonal planogram on hand is the one issued for this season and this store size Yes / No 1 pt
  4. The set has the number of linear feet or meters allocated to this store Yes / No 1 pt
  5. Cough and cold products are blocked by symptom (cough, congestion, sore throat, multi-symptom) as the planogram shows Yes / No 1 pt
  6. Daytime and nighttime formulas are placed side by side Yes / No 1 pt
  7. Children's cough and cold remedies are in their own block, separate from adult products Yes / No 1 pt
  8. Thermometers, humidifiers, tissues and lozenges are cross-merchandised in or next to the cough and cold set Yes / No 1 pt
  9. Allergy products are blocked by form (tablets, nasal sprays, eye drops) as the planogram shows Yes / No 1 pt
  10. Non-drowsy and store-brand allergy tablets sit next to the leading national brand Yes / No 1 pt
  11. Sun care is blocked by sun protection factor and by use (face, sport, kids, after-sun) Yes / No 1 pt
  12. Insect repellent and after-bite products are placed next to sun care during the summer set Yes / No 1 pt
  13. Travel sizes of seasonal products are in the seasonal set or the travel section named in the directive Yes / No 1 pt
  14. Seasonal items kept behind the counter (decongestants) are represented in the set by a placeholder card Yes / No 1 pt
  15. The home section of each seasonal category was reduced or expanded as the seasonal planogram directs Yes / No 1 pt
  16. Shelf strips and dividers shipped with the seasonal kit are installed Yes / No 1 pt
  17. Store-brand seasonal items hold the share of facings the planogram gives them Yes / No 1 pt
  18. Match between the seasonal set and the seasonal planogram Rating
    • Set as issued 5 pts
    • Set with a few deviations 3 pts
    • Not set or set from memory 1 pt

2. Endcaps 17 items

  1. Endcaps assigned to seasonal health in the current directive Number
  2. Seasonal health endcaps built at the time of the visit Number
  3. Each seasonal endcap carries the items listed for it, with no substitutes Yes / No 1 pt
  4. The seasonal endcap nearest the pharmacy counter carries the category named for that position Yes / No 1 pt
  5. The front-of-store seasonal endcap can be seen from the entrance Yes / No 1 pt
  6. Endcap shelves are full to the front edge Yes / No 1 pt
  7. Each endcap holds one seasonal theme, not a mix of seasons Yes / No 1 pt
  8. Pre-packed shippers and floor stands for the season are assembled with their header card Yes / No 1 pt
  9. Floor stands are placed where they leave the aisle width required for wheelchairs and carts Yes / No 1 pt
  10. Side wings and clip strips on seasonal endcaps hold related items (lip balm with sun care, lozenges with cold remedies) Yes / No 1 pt
  11. The pharmacy waiting area has the seasonal display called for in the directive Yes / No 1 pt
  12. A display of seasonal items at the pharmacy pickup counter is in place where the directive calls for one Yes / No 1 pt
  13. The home shelf of each item featured on a seasonal endcap is still stocked Yes / No 1 pt
  14. Endcaps were changed over on the date in the promotional calendar Yes / No 1 pt
  15. Date the current seasonal endcaps were built Date
  16. Empty shippers and damaged floor stands have been removed from the sales floor Yes / No 1 pt
  17. Presentation of seasonal endcaps and floor displays Rating
    • Full, on theme and well placed 5 pts
    • Built but thin or mixed 3 pts
    • Missing or empty 1 pt

3. Signage 17 items

  1. The seasonal header sign from the sign kit is installed above the set Yes / No 1 pt
  2. Aisle markers or hanging signs point to the seasonal set where the kit includes them Yes / No 1 pt
  3. Symptom finder or product selector charts are mounted at the cough and cold set Yes / No 1 pt
  4. The sun protection factor guide is displayed at the sun care set Yes / No 1 pt
  5. The "Ask your pharmacist" sign is displayed at the seasonal set Yes / No 1 pt
  6. Flu shot or seasonal vaccine signs are displayed near the cough and cold set during immunization season Yes / No 1 pt
  7. The pollen or allergy season sign is in place at the allergy set Yes / No 1 pt
  8. Each endcap has a price sign for every item it carries Yes / No 1 pt
  9. Promotional price signs on the seasonal set show an end date that has not passed Yes / No 1 pt
  10. Signs from the previous season have been taken down everywhere in the store Yes / No 1 pt
  11. Window or entrance signs for the season are posted where the kit includes them Yes / No 1 pt
  12. Seasonal signs are in sign holders, with no tape on fixtures Yes / No 1 pt
  13. Signs are in the languages required locally Yes / No 1 pt
  14. No store-made sign carrying a health claim is displayed at the seasonal set Yes / No 1 pt
  15. Unused seasonal sign kit pieces are stored flat and labeled for the next changeover Yes / No 1 pt
  16. Sign kit elements missing or not installed Number
  17. Seasonal signage Rating
    • Complete and current 5 pts
    • Partly installed 3 pts
    • Missing or from the previous season 1 pt

4. Stock 16 items

  1. The seasonal allocation was received in full, checked against the allocation report Yes / No 1 pt
  2. Seasonal overstock is kept together in a marked stockroom location Yes / No 1 pt
  3. The 10 best-selling items of the current season are all in stock Yes / No 1 pt
  4. Best-selling seasonal items out of stock among the 10 checked Number
  5. The seasonal set is refilled from overstock every day during peak weeks Yes / No 1 pt
  6. Reorders for fast-selling seasonal items were placed before the shelf ran out, as shown in the order history Yes / No 1 pt
  7. Order points for the top seasonal items were reviewed in the last 2 weeks, as shown in the ordering system Yes / No 1 pt
  8. Top-shelf overstock above the seasonal set is the same product as the facing below it Yes / No 1 pt
  9. Children's fever and pain relief is in stock in each form (liquid, chewable) Yes / No 1 pt
  10. Sunscreen checked on the shelf is within its expiry date Yes / No 1 pt
  11. Carryover sunscreen from last year was date-checked before it was put back on sale Yes / No 1 pt
  12. Cough and cold liquids checked on the shelf are within their expiry date Yes / No 1 pt
  13. Short-dated seasonal items are placed at the front of the facing Yes / No 1 pt
  14. Damaged or leaking seasonal product has been removed from the shelf Yes / No 1 pt
  15. Requests for extra stock or transfers during a surge were sent to the district or the replenishment team Yes / No 1 pt
  16. In-stock position of the seasonal program Rating
    • Fully in stock 5 pts
    • Some best sellers missing 3 pts
    • Widespread gaps 1 pt

5. Timing 16 items

  1. Date the directive required the current seasonal set to be complete Date
  2. Date the current seasonal set was completed at this store Date
  3. The seasonal set was completed by the directive date Yes / No 1 pt
  4. The store confirmed completion to head office, with a photo where required Yes / No 1 pt
  5. Labor hours for the seasonal changeover were scheduled in advance Yes / No 1 pt
  6. The seasonal kit (planogram, signs, fixtures) arrived before the set date Yes / No 1 pt
  7. Missing kit pieces were reported to the help desk before the set date Yes / No 1 pt
  8. Cough and cold was expanded before the start of the local cold and flu season Yes / No 1 pt
  9. The allergy set was in place before the local spring pollen season Yes / No 1 pt
  10. Sun care was at full size before the first long weekend of the warm season Yes / No 1 pt
  11. Back-to-school items (lice treatment, lunchbox vitamins, hand sanitizer) were set on the calendar date Yes / No 1 pt
  12. Mid-season refresh steps issued by head office were carried out Yes / No 1 pt
  13. The store manager checked the set against the planogram on the day it was completed Yes / No 1 pt
  14. The next seasonal changeover date is known to the front store manager Yes / No 1 pt
  15. Days between the directive date and the completion of the set (0 if on time) Number
  16. Timeliness of the seasonal changeover Rating
    • On or before the directive date 5 pts
    • Up to a week late 3 pts
    • More than a week late or incomplete 1 pt

6. Sell-down 19 items

  1. An exit plan with dates is on file for the season now ending Yes / No 1 pt
  2. Reorders of seasonal-only items stopped on the cut-off date in the exit plan Yes / No 1 pt
  3. The first seasonal markdown was taken on the date in the exit plan Yes / No 1 pt
  4. Markdown signs show the reduced price, with the original price where company policy requires it Yes / No 1 pt
  5. Marked-down seasonal items scan at the reduced price, checked on 5 items Yes / No 1 pt
  6. Remaining seasonal stock is consolidated into fewer facings as it sells down Yes / No 1 pt
  7. Space freed by the sell-down is filled with the incoming season or the home category, with no empty shelves Yes / No 1 pt
  8. Clearance seasonal product is kept in one location rather than scattered through the store Yes / No 1 pt
  9. Year-round items in the seasonal set returned to their home shelf at the end of the season Yes / No 1 pt
  10. Seasonal product eligible for vendor return is packed and labeled by the return deadline Yes / No 1 pt
  11. Product approved for carryover is boxed and labeled with the season, the count and the earliest expiry date Yes / No 1 pt
  12. No seasonal product that expires before next season is packed for carryover Yes / No 1 pt
  13. Seasonal fixtures and shippers are dismantled when their product is sold through Yes / No 1 pt
  14. Units of seasonal-only product remaining at the time of the visit Number
  15. Seasonal-only items still at full price after the first markdown date Number
  16. Sell-through results for the season were reviewed with the district manager Yes / No 1 pt
  17. Name of the front store manager or seasonal lead Short text
  18. Overall execution of seasonal health merchandising Rating
    • Set, signed and stocked by the directive date 5 pts
    • Set, with gaps in stock, signs or timing 3 pts
    • Not set, or still showing the previous season 1 pt
  19. Corrections required and lessons for the next season 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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