Checklist template

Endcap and project display execution for home improvement stores

A ready-to-use checklist with 111 items in 6 sections, covering Endcaps, Project displays, Signage, Pricing, Stock, Condition. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 111 Items
  • 93 Yes / No checks
  • 6 Scored ratings
  • 123 Points

Use this template How audits work

1. Endcaps 17 items

  1. Number of endcaps on the current endcap plan Number
  2. Number of endcaps set to the plan Number
  3. Each endcap on the main racetrack aisle carries the product family the current plan assigns to it Yes / No 1 pt
  4. Each endcap relates to the aisle behind it, such as caulk and sealants at the end of the paint sundries aisle Yes / No 1 pt
  5. Shelf heights and hook rows match the endcap drawing Yes / No 1 pt
  6. Pails of joint compound, bags of patching cement and tool chests sit on the two lowest shelves Yes / No 1 pt
  7. No endcap holds more product families than its drawing shows Yes / No 1 pt
  8. Endcaps facing the entrance hold the front-page items of the current flyer Yes / No 1 pt
  9. Endcaps facing the back wall are set to the plan and hold no overstock Yes / No 1 pt
  10. Side wings and clip strips carry only the add-on item assigned to that endcap, such as sanding sponges beside spackle Yes / No 1 pt
  11. Vendor-funded endcaps hold only that vendor's products Yes / No 1 pt
  12. The contractor pack is offered beside the single unit where the drawing calls for both Yes / No 1 pt
  13. Store-choice endcaps hold items from the local best-seller list approved by the store manager Yes / No 1 pt
  14. This period's endcap changes were finished by the date on the merchandising calendar Yes / No 1 pt
  15. A photo of each completed endcap was sent to head office where the company requires it Yes / No 1 pt
  16. The front package on each hook hangs at the end of the hook Yes / No 1 pt
  17. Endcap compliance with the plan Rating
    • All endcaps set to the plan 5 pts
    • One or two endcaps off plan 3 pts
    • Several endcaps off plan or used for overstock 1 pt

2. Project displays 22 items

  1. Project displays inspected (for example backsplash, deck, bathroom refresh, closet) Short text
  2. Every project display on the current plan is built Yes / No 1 pt
  3. Number of project displays on the plan that are not built Number
  4. Each project display shows the finished result as an installed vignette or board Yes / No 1 pt
  5. The materials, fasteners, adhesive and tools needed for the project are on or beside the display Yes / No 1 pt
  6. On tile vignettes the tile, the grout color and the trim piece are each identified with an item number Yes / No 1 pt
  7. Each project display offers a take-away project sheet or a code linking to the shopping list Yes / No 1 pt
  8. The materials list gives quantities for a stated project size in sq ft and m² Yes / No 1 pt
  9. Sample boards for flooring, decking, countertop or siding are fixed to the display Yes / No 1 pt
  10. Each sample board is labeled with its item number Yes / No 1 pt
  11. Take-home samples (flooring planks, laminate chips, stain cards) are stocked at the display Yes / No 1 pt
  12. Faucets, door hardware and cabinet pulls on display can be operated by the customer Yes / No 1 pt
  13. Every bulb works on the lighting and ceiling fan displays Yes / No 1 pt
  14. Cabinet doors and drawers in kitchen and bath vignettes open and close Yes / No 1 pt
  15. Smart home devices on display are powered and show their demonstration screen Yes / No 1 pt
  16. Every product installed on a display is still in the current assortment, with none discontinued Yes / No 1 pt
  17. Display items available by special order only are labeled with their lead time Yes / No 1 pt
  18. The installation service offer is posted on displays for products the store installs, such as flooring, doors and water heaters Yes / No 1 pt
  19. Each project display stands beside the department that stocks its materials, as the floor plan shows Yes / No 1 pt
  20. An employee asked in the department could say where each item on the project list is shelved Yes / No 1 pt
  21. Seasonal projects such as deck staining or weatherization were changed on their calendar date Yes / No 1 pt
  22. Completeness of project displays Rating
    • Finished result shown with all materials at hand 5 pts
    • Displays built but materials or lists missing 3 pts
    • Displays missing or unfinished 1 pt

3. Signage 18 items

  1. Each endcap has the header sign of the current sign kit Yes / No 1 pt
  2. Number of endcaps without a header sign Number
  3. Headers name the project or the use, such as "Patch and repair drywall", where the kit supplies such a header Yes / No 1 pt
  4. How-to step signs on project displays are posted in the order of the steps Yes / No 1 pt
  5. Feature signs give the item, the size and the price Yes / No 1 pt
  6. Good, better and best comparison signs are placed where the kit supplies them Yes / No 1 pt
  7. Project signs state the skill level and the time needed where the kit includes them Yes / No 1 pt
  8. Endcap signs sit in metal frames or channel holders, never taped to shelves Yes / No 1 pt
  9. No sign of an earlier promotion remains on an endcap or project display Yes / No 1 pt
  10. Vendor-supplied signs on endcaps are on the approved list Yes / No 1 pt
  11. Savings claims on signs show the dates of the offer Yes / No 1 pt
  12. "Find it in aisle" signs on project displays point to the correct aisle number Yes / No 1 pt
  13. Codes printed on signs open a working page when scanned during the visit Yes / No 1 pt
  14. Signs are in the languages required for the store's market Yes / No 1 pt
  15. Installed display units carry a fixed "display only" label Yes / No 1 pt
  16. Contractor quantity pricing is signed on endcaps where the store offers it Yes / No 1 pt
  17. Signs missing from the kit were reordered or printed in store from the approved file Yes / No 1 pt
  18. Signage on endcaps and project displays Rating
    • Complete and current 5 pts
    • A few signs missing or outdated 3 pts
    • Many displays unsigned 1 pt

4. Pricing 17 items

  1. Every item on an endcap has its own shelf label, including the items on side wings Yes / No 1 pt
  2. For 10 items checked, the endcap label shows the same price as the label at the home location Yes / No 1 pt
  3. Number of price differences between endcap and home location Number
  4. Ten endcap items scanned at a register rang at the labeled price Yes / No 1 pt
  5. Promotional labels on endcaps show an end date that has not passed Yes / No 1 pt
  6. Endcaps whose promotion has ended carry regular-price labels again Yes / No 1 pt
  7. Flooring and tile on project displays show the price per sq ft or m² and the price per carton Yes / No 1 pt
  8. Flooring labels state the area one carton covers Yes / No 1 pt
  9. Trim, molding and decking on project displays are priced per piece or per linear ft or m, as they are sold Yes / No 1 pt
  10. A total project cost is shown only where head office supplies the figure Yes / No 1 pt
  11. Display items sold in several sizes or finishes show the price of each option, or a starting price marked as such Yes / No 1 pt
  12. Quantity-break prices on labels, such as buy 10 or more, ring correctly when tested with one item Yes / No 1 pt
  13. Clearance items appear only on the endcap designated for clearance Yes / No 1 pt
  14. The price label of each installed fixture includes the item number needed to find boxed stock Yes / No 1 pt
  15. Endcap labels for multi-unit or bundle offers state the quantity needed for the offer price Yes / No 1 pt
  16. Number of endcap items without a label Number
  17. Price accuracy on endcaps and project displays Rating
    • All labeled and accurate 5 pts
    • A few errors 3 pts
    • Frequent errors or missing labels 1 pt

5. Stock 17 items

  1. Each endcap is filled to the presentation level set by company policy Yes / No 1 pt
  2. Number of endcaps below the presentation level Number
  3. Endcap items are also in stock at their home location Yes / No 1 pt
  4. Overstock of endcap items is in top stock above the endcap or in the adjoining aisle Yes / No 1 pt
  5. The morning walk includes the endcaps, shown by today's completed walk sheet Yes / No 1 pt
  6. No substitute item is plugged into an empty endcap position Yes / No 1 pt
  7. Flyer items on endcaps have stock for the remaining days of the flyer, or rain checks are offered Yes / No 1 pt
  8. Every item on the materials list of one project display checked is in stock in its aisle Yes / No 1 pt
  9. Boxed stock of each displayed fixture is below or beside the display, or the label gives its aisle and bay Yes / No 1 pt
  10. System on-hand quantities match a physical count for 5 endcap items Yes / No 1 pt
  11. Stock for the next endcap change arrived before the set date Yes / No 1 pt
  12. Stock left from the previous endcap was worked to its home location or top stock, not left on carts Yes / No 1 pt
  13. Endcap items that sold out more than once this period have been given extra facings or a pallet position Yes / No 1 pt
  14. The handheld shows the endcap as a secondary location for each of its items Yes / No 1 pt
  15. Caulk, construction adhesive and batteries on endcaps are within the date printed on the package Yes / No 1 pt
  16. Number of empty item positions counted on endcaps Number
  17. Stock on endcaps and project displays Rating
    • Full and backed by overstock 5 pts
    • Some displays low 3 pts
    • Displays empty or plugged with other items 1 pt

6. Condition 20 items

  1. Endcap shelves and base decks are free of dust and spilled grout powder, seed or pellets Yes / No 1 pt
  2. Endcap shelves are level Yes / No 1 pt
  3. Label strips on endcap shelves are intact and hold every label flat Yes / No 1 pt
  4. End-of-aisle guards at the base of endcaps are in place Yes / No 1 pt
  5. Packages on endcaps are unopened and complete Yes / No 1 pt
  6. Leaking containers of paint, caulk or liquid chemicals have been removed from displays Yes / No 1 pt
  7. Grout lines, caulk lines and painted surfaces on vignettes are clean and unchipped Yes / No 1 pt
  8. Sample boards are whole, with none cracked or missing from its slot Yes / No 1 pt
  9. Displayed faucets, handles and fixtures have all their parts Yes / No 1 pt
  10. Power cords of working displays are routed behind the fixture and off the floor Yes / No 1 pt
  11. The floor around each display is clear of pallets, carts and ladders Yes / No 1 pt
  12. Product does not overhang the endcap into the main aisle Yes / No 1 pt
  13. Peg hooks on endcaps are straight and seated in the back panel Yes / No 1 pt
  14. Returned or misplaced items are not left on endcaps Yes / No 1 pt
  15. Displays are cleaned on a weekly schedule, shown by a signed log Yes / No 1 pt
  16. Damaged project displays were reported to the merchandising team with a repair request Yes / No 1 pt
  17. Date the project displays were last refreshed Date
  18. Name of the manager on duty during the inspection Short text
  19. Overall condition of endcaps and project displays Rating
    • Excellent 5 pts
    • Good 4 pts
    • Fair 3 pts
    • Poor 1 pt
  20. Comments and corrective actions Comments

About this template

This checklist is part of the InspectLoop 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 InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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