Checklist template

Secondary display and endcap compliance for consumer goods

A ready-to-use checklist with 101 items in 6 sections, covering Display presence, Location, Stock, Pricing, Signage, Condition. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 80 Yes / No checks
  • 6 Scored ratings
  • 110 Points

Use this template How audits work

1. Display presence 17 items

  1. Name of the display program Short text
  2. The store is on the list of stores for the display program Yes / No 1 pt
  3. Type of display audited Choice
    • Endcap
    • Floor stand or shipper
    • Pallet display
    • Side wing or power panel
    • Case stack
  4. Displays agreed for this store Number
  5. Displays found on the sales floor Number
  6. The agreed number of displays is on the sales floor Yes / No 1 pt
  7. Date the display was set up Date
  8. The display was set up by the agreed start date Yes / No 1 pt
  9. The display is of the type agreed, for example an endcap was not replaced by a shipper Yes / No 1 pt
  10. No shipper or display kit for the program is sitting unopened in the back room Yes / No 1 pt
  11. The display is assembled with every tray, shelf and base part supplied in the kit Yes / No 1 pt
  12. Endcap shelves are set to the display planogram Yes / No 1 pt
  13. The display holds the items listed in the program Yes / No 1 pt
  14. The brand has the whole endcap where a full endcap was agreed Yes / No 1 pt
  15. The department manager knows the display agreement and its end date Yes / No 1 pt
  16. The display appears on the store's display plan or head office display calendar Yes / No 1 pt
  17. Presence of the agreed display Rating
    • Built and complete 5 pts
    • Built late or incomplete 3 pts
    • Not built 1 pt

2. Location 16 items

  1. Location where the display was found Short text
  2. Type of location Choice
    • Front endcap on the main aisle
    • Back endcap
    • In the aisle
    • Store entrance
    • Checkout area
  3. The display stands in the location agreed Yes / No 1 pt
  4. The display is on the main shopper path of the store Yes / No 1 pt
  5. The front of the display faces the direction most shoppers approach from Yes / No 1 pt
  6. The display can be seen from 15 ft (5 m) along the aisle Yes / No 1 pt
  7. No pallet, stock cart or other display hides the display Yes / No 1 pt
  8. The display is near the home category or the complementary category named in the agreement Yes / No 1 pt
  9. No display of a direct competitor stands beside it Yes / No 1 pt
  10. The display leaves the aisle width required by the store's standard Yes / No 1 pt
  11. The display does not block a fire exit, an extinguisher or an electrical panel Yes / No 1 pt
  12. A floor stand sits on level floor, not on an entrance mat or a slope Yes / No 1 pt
  13. Heat-sensitive product, such as chocolate, is displayed away from heaters, direct sun and exterior doors Yes / No 1 pt
  14. Chilled product is displayed only in a refrigerated unit Yes / No 1 pt
  15. The department manager confirms the display has stayed in the same location since it was set up Yes / No 1 pt
  16. Location of the display Rating
    • Agreed location with strong traffic 5 pts
    • Agreed location with poor visibility 3 pts
    • Not in the agreed location 1 pt

3. Stock 18 items

  1. Estimated fill of the display (%) Number
  2. The display is at least three-quarters full Yes / No 1 pt
  3. Program items missing from the display Number
  4. Every item of the program is in stock on the display Yes / No 1 pt
  5. Cases of back stock held for the display Number
  6. A store employee could show where the back stock for the display is kept Yes / No 1 pt
  7. Back stock for the display is labeled with the program name Yes / No 1 pt
  8. The home shelf is also in stock for every item on the display Yes / No 1 pt
  9. No other supplier's product is on the display Yes / No 1 pt
  10. No unrelated store product has been used to fill gaps on the display Yes / No 1 pt
  11. Product on the display is faced with the front label out Yes / No 1 pt
  12. The lower trays of the display are stocked, not only the trays at eye level Yes / No 1 pt
  13. Older product is at the front or on top when the display is refilled Yes / No 1 pt
  14. No out-of-date product is on the display Yes / No 1 pt
  15. Stock on the display and in back stock covers expected sales until the next delivery Yes / No 1 pt
  16. A replenishment order for the program items has been placed Yes / No 1 pt
  17. Product on a pallet display is stacked no higher than the retailer's maximum height Yes / No 1 pt
  18. Stock on the display Rating
    • Full with back stock 5 pts
    • Partly full or no back stock 3 pts
    • Nearly empty 1 pt

4. Pricing 16 items

  1. The display carries a price sign Yes / No 1 pt
  2. Price shown on the display sign (dollars) Number
  3. Display price agreed with the retailer (dollars) Number
  4. The price on the sign is the display price agreed with the retailer Yes / No 1 pt
  5. One item taken from the display scanned at the price on the sign Yes / No 1 pt
  6. The price on the display matches the tag at the home shelf Yes / No 1 pt
  7. Each item sold at a different price has its own price point on the display Yes / No 1 pt
  8. A multi-buy offer on the sign also states the price of a single unit Yes / No 1 pt
  9. The sign states the pack size the price applies to Yes / No 1 pt
  10. The sign shows the unit price where required by local regulation Yes / No 1 pt
  11. A member-only price is identified as such on the sign Yes / No 1 pt
  12. The end date printed on the sign has not passed Yes / No 1 pt
  13. The price sign is printed in the retailer's sign format, not handwritten Yes / No 1 pt
  14. The price can be read from 6 ft (2 m) Yes / No 1 pt
  15. The sign shows the regular price or the saving in the format the retailer uses Yes / No 1 pt
  16. Pricing on the display Rating
    • Agreed price on a readable sign 5 pts
    • Signed, with a wrong price or a sign hard to read 3 pts
    • No price shown 1 pt

5. Signage 15 items

  1. The header card is installed Yes / No 1 pt
  2. The header shows the artwork of the current campaign Yes / No 1 pt
  3. Side panels supplied in the kit are attached Yes / No 1 pt
  4. The base wrap or pallet skirt is in place Yes / No 1 pt
  5. The brand logo is visible from the front of the display Yes / No 1 pt
  6. Product stacked on the top tray does not hide the header Yes / No 1 pt
  7. Every sign supplied in the kit is in use, with none left in the back room Yes / No 1 pt
  8. Signs sit in the retailer's own sign holders where the retailer requires them Yes / No 1 pt
  9. Sign wording is in the languages required for the market Yes / No 1 pt
  10. Recipe cards, tear pads or coupon pads on the display are stocked Yes / No 1 pt
  11. Any contest or offer advertised on the display is still open Yes / No 1 pt
  12. No sign from an earlier promotion is left on the display Yes / No 1 pt
  13. No competitor sign is attached to the display Yes / No 1 pt
  14. Signs of a partner brand appear only where a joint display was agreed Yes / No 1 pt
  15. Signage on the display Rating
    • Complete and current 5 pts
    • Partly installed 3 pts
    • Missing or out of date 1 pt

6. Condition 19 items

  1. The cardboard structure is sound, with no crushed corner or lean Yes / No 1 pt
  2. Trays are level and do not sag under the product Yes / No 1 pt
  3. The display stays steady when pushed lightly at shoulder height Yes / No 1 pt
  4. The base shows no water damage from floor cleaning Yes / No 1 pt
  5. The display is free of dust Yes / No 1 pt
  6. Printed graphics are free of tears and scuffs Yes / No 1 pt
  7. No empty carton or shrink wrap is left on or beside the display Yes / No 1 pt
  8. No damaged or leaking package is on the display Yes / No 1 pt
  9. On a permanent rack, wheels, shelves and hooks are intact Yes / No 1 pt
  10. Lights or motion units on the display work Yes / No 1 pt
  11. Price channels and shelf strips of the display are in place Yes / No 1 pt
  12. The floor around the display is clean Yes / No 1 pt
  13. A replacement has been ordered for any display part found damaged Yes / No 1 pt
  14. The takedown date of the display is known to the department manager Yes / No 1 pt
  15. Planned takedown date Date
  16. A photo of the display was taken for the program record Yes / No 1 pt
  17. Name of the department manager Short text
  18. Overall execution of the display Rating
    • Built as agreed, full, priced and signed 5 pts
    • Built, with faults in stock, price or signs 3 pts
    • Not built or not in the agreed location 1 pt
  19. Comments 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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