Checklist template

Menu board and point-of-purchase execution for restaurants

A ready-to-use checklist with 113 items in 6 sections, covering Menu boards, Counter materials, Window and door, Dining room, Drive-thru, Removal of expired materials. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 113 Items
  • 96 Yes / No checks
  • 7 Scored ratings
  • 131 Points

Use this template How audits work

1. Menu boards 21 items

  1. Name or number of the current marketing period Short text
  2. The placement guide for the current marketing period is on site Yes / No 1 pt
  3. The indoor menu board matches the placement guide, panel by panel Yes / No 1 pt
  4. Every panel position on the menu board is filled Yes / No 1 pt
  5. The version code printed on each panel is the current one Yes / No 1 pt
  6. Menu board prices of 5 items match the register Yes / No 1 pt
  7. Number of menu board prices that differ from the register Number
  8. Price digits are all of the same style and size Yes / No 1 pt
  9. No price digit is missing Yes / No 1 pt
  10. No tape or sticker covers an item or a price Yes / No 1 pt
  11. Items permanently removed from the menu no longer appear on the board Yes / No 1 pt
  12. Temporarily unavailable items are covered with the approved "unavailable" strip Yes / No 1 pt
  13. Combo numbers on the board match the combo keys on the register Yes / No 1 pt
  14. Calories are shown on the menu board where required by local regulation Yes / No 1 pt
  15. Rotating breakfast panels are turned to the menu being served Yes / No 1 pt
  16. Panels sit flat in their frames with no curled edges Yes / No 1 pt
  17. Menu board lenses are clean on the inside, with no dust or insects Yes / No 1 pt
  18. Every section of the menu board is backlit Yes / No 1 pt
  19. Panels are not faded or yellowed Yes / No 1 pt
  20. A digital menu board plays the playlist of the current marketing period Yes / No 1 pt
  21. Menu board execution Rating
    • Matches the guide, clean and fully lit 5 pts
    • Small gaps or one section unlit 3 pts
    • Wrong panels, wrong prices or missing panels 1 pt

2. Counter materials 21 items

  1. Number of counter pieces in the current kit Number
  2. Number of those counter pieces installed Number
  3. Register toppers show the current promotion Yes / No 1 pt
  4. Counter mats or counter cards are those of the current period Yes / No 1 pt
  5. Counter materials are in holders, not taped down Yes / No 1 pt
  6. Holders are free of cracks and yellowing Yes / No 1 pt
  7. The counter carries no handwritten sign Yes / No 1 pt
  8. Local notices (hiring, change of hours) use the approved company layout Yes / No 1 pt
  9. Each register has no more pieces than the placement guide allows Yes / No 1 pt
  10. No material blocks the guest's view of the cashier Yes / No 1 pt
  11. No material blocks access to the card reader Yes / No 1 pt
  12. The nutrition and allergen brochure holder is stocked Yes / No 1 pt
  13. The takeout menu holder is stocked with the current menu Yes / No 1 pt
  14. The gift card display shows the current card designs, with no empty hook Yes / No 1 pt
  15. The QR code on the loyalty or app sign opens the right page when scanned Yes / No 1 pt
  16. The kids' meal display shows the toy series now being given out Yes / No 1 pt
  17. Flavor labels on the beverage dispenser match the drinks dispensed Yes / No 1 pt
  18. The cup size display shows the sizes now sold Yes / No 1 pt
  19. Tray liners are those of the current period Yes / No 1 pt
  20. Charity campaign materials at the counter are for a campaign now running Yes / No 1 pt
  21. Counter materials Rating
    • Complete, current and uncluttered 5 pts
    • One or two pieces missing or worn 3 pts
    • Outdated, handwritten or cluttered 1 pt

3. Window and door 18 items

  1. Window posters or clings are in the positions shown in the placement guide Yes / No 1 pt
  2. The number of posters per window is within the company limit Yes / No 1 pt
  3. Posters are hung level Yes / No 1 pt
  4. Window clings are free of bubbles and lifted corners Yes / No 1 pt
  5. Window posters can be read from the nearest row of parking or from the sidewalk Yes / No 1 pt
  6. The side of each window poster seen from the dining room is printed or finished Yes / No 1 pt
  7. The hours on the entrance door are the hours actually kept Yes / No 1 pt
  8. The hours on the door match the hours published online Yes / No 1 pt
  9. The decal on the door shows only the payment methods accepted at this location Yes / No 1 pt
  10. The hiring poster is the current approved version Yes / No 1 pt
  11. Door glass is free of tape residue Yes / No 1 pt
  12. Windows and doors carry no handwritten sign Yes / No 1 pt
  13. Window materials leave the view into the dining room open as company policy requires Yes / No 1 pt
  14. Poster frames on windows are undamaged Yes / No 1 pt
  15. Delivery partner decals show the partners now used by this location Yes / No 1 pt
  16. The inspection notice or grade is posted at the entrance where required by local regulation Yes / No 1 pt
  17. No window material is sun-faded Yes / No 1 pt
  18. Window and door materials Rating
    • Per the guide, straight and current 5 pts
    • Current but crooked, worn or one missing 3 pts
    • Outdated, excessive or handwritten 1 pt

4. Dining room 18 items

  1. Table tents are on the tables named in the placement guide Yes / No 1 pt
  2. Table tents are those of the current period Yes / No 1 pt
  3. Table tents are free of stains and tears Yes / No 1 pt
  4. Wall poster frames hold the posters of the current period Yes / No 1 pt
  5. Each wall frame holds a poster, with none left empty Yes / No 1 pt
  6. Ceiling danglers are those of the current period Yes / No 1 pt
  7. Ceiling danglers hang clear of guests' heads Yes / No 1 pt
  8. Signs at the beverage and condiment station are those of the current period Yes / No 1 pt
  9. Screens in the dining room show only company-approved content Yes / No 1 pt
  10. The community board holds only dated notices approved by the manager Yes / No 1 pt
  11. Advertising frames in the restrooms hold current inserts Yes / No 1 pt
  12. Floor decals lie flat with no lifted edges Yes / No 1 pt
  13. Sign toppers on the line stanchions are those of the current period Yes / No 1 pt
  14. No material is fixed to the walls with tape or pins Yes / No 1 pt
  15. The catering or large-order brochure holder is stocked Yes / No 1 pt
  16. The guest survey invitation is displayed where the placement guide shows it Yes / No 1 pt
  17. Play area or kids' corner graphics show current characters or programs Yes / No 1 pt
  18. Dining room materials Rating
    • Complete, current and clean 5 pts
    • Some pieces missing or worn 3 pts
    • Outdated or improvised materials 1 pt

5. Drive-thru 11 items

  1. Number of drive-thru pieces in the current kit Number
  2. Number of those drive-thru pieces installed Number
  3. Drive-thru menu panels carry the same version code as the indoor panels Yes / No 1 pt
  4. Drive-thru prices of 5 items match the indoor menu board Yes / No 1 pt
  5. The speaker post topper is that of the current period Yes / No 1 pt
  6. The pickup window cling is that of the current period Yes / No 1 pt
  7. Promotional signs along the lane are only those listed in the placement guide Yes / No 1 pt
  8. Materials used outdoors are the weatherproof versions supplied for outdoor use Yes / No 1 pt
  9. Temporarily unavailable items are covered on the drive-thru board in the same way as indoors Yes / No 1 pt
  10. The drive-thru carries no handwritten sign Yes / No 1 pt
  11. Drive-thru materials Rating
    • Kit complete and current 5 pts
    • One or two pieces missing 3 pts
    • Outdated or improvised 1 pt

6. Removal of expired materials 24 items

  1. End date of the previous marketing period Date
  2. The removal list in the placement guide is checked off and initialed Yes / No 1 pt
  3. A walk of the menu boards, counter and dining room found no piece of the previous period Yes / No 1 pt
  4. A walk of the windows, doors and drive-thru found no piece of the previous period Yes / No 1 pt
  5. Hooks, suction cups and clips left empty by removed pieces have been taken down Yes / No 1 pt
  6. Number of expired pieces found during this visit Number
  7. Expired pieces found were taken down before the end of the visit Yes / No 1 pt
  8. Removed materials were recycled or discarded, not kept in the office or back room Yes / No 1 pt
  9. Frames, holders and clips are kept in one designated storage place after removal Yes / No 1 pt
  10. Adhesive residue was cleaned off after removal Yes / No 1 pt
  11. No material is displayed past an end date printed on it Yes / No 1 pt
  12. Coupons handed out at the counter are within their validity dates Yes / No 1 pt
  13. Outdated materials supplied by vendors, such as beverage suppliers, have been removed Yes / No 1 pt
  14. Seasonal decorations were taken down within the time set by company policy Yes / No 1 pt
  15. The kit for the next period has arrived or its delivery date is known Yes / No 1 pt
  16. Kit contents were checked against the packing list on arrival Yes / No 1 pt
  17. Missing or damaged kit pieces were reordered, with an order reference on file Yes / No 1 pt
  18. A named person is responsible for the changeover of materials Yes / No 1 pt
  19. The last changeover was done on the date set by the marketing calendar Yes / No 1 pt
  20. Photos of the completed changeover were submitted where the company asks for them Yes / No 1 pt
  21. Removal of expired materials Rating
    • Nothing expired on display 5 pts
    • One or two expired pieces, removed during the visit 3 pts
    • Several expired pieces on display 1 pt
  22. Overall execution of menu and promotional materials Rating
    • Every piece current, in its place and clean 5 pts
    • Current, with a few pieces missing, misplaced or worn 3 pts
    • Expired, missing or improvised materials in several areas 1 pt
  23. Name of the person responsible for the changeover of materials Short text
  24. 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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