Checklist template

Over-the-counter planogram compliance for pharmacies

A ready-to-use checklist with 103 items in 6 sections, covering Planogram, Facings, Tags, New items, Out-of-stocks, Expired product. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 103 Items
  • 83 Yes / No checks
  • 6 Scored ratings
  • 113 Points

Use this template How audits work

1. Planogram 19 items

  1. Health aisle category checked in detail on this visit Choice
    • Pain relief
    • Digestive health
    • Vitamins and supplements
    • First aid
    • Eye and ear care
  2. The current planogram for the category checked is printed or open on a handheld in the aisle Yes / No 1 pt
  3. The planogram version in use matches the latest version released by the category team Yes / No 1 pt
  4. Effective date of the planogram in use for the category checked Date
  5. The section has the number of shelves shown on the planogram Yes / No 1 pt
  6. Shelf heights match the notch positions on the planogram Yes / No 1 pt
  7. The section runs in the direction of customer flow shown on the planogram Yes / No 1 pt
  8. Products are in the left-to-right sequence shown, checked on 3 shelves Yes / No 1 pt
  9. Store-brand equivalents sit immediately to the right of the national brand where the planogram shows it Yes / No 1 pt
  10. Sub-category breaks (for example adult pain relief, children's pain relief, topical pain relief) fall where the planogram places them Yes / No 1 pt
  11. Children's medicines are grouped together and not mixed into the adult shelves Yes / No 1 pt
  12. Sub-category header strips or shelf dividers named on the planogram are installed Yes / No 1 pt
  13. The fixtures called for (pusher trays, peg hooks, gravity-feed trays) are the ones installed Yes / No 1 pt
  14. Peg hooks are the length specified, with none extending past the shelf edge Yes / No 1 pt
  15. Items deleted from the planogram have been removed from the section Yes / No 1 pt
  16. Store-added items not on the planogram are absent from the section Yes / No 1 pt
  17. Resets issued in the last 4 weeks for the health aisles are signed off as complete Yes / No 1 pt
  18. Health aisle resets issued in the last 4 weeks that are not yet complete Number
  19. Match between the section and its planogram Rating
    • Matches item for item 5 pts
    • A few items out of place 3 pts
    • The section does not follow the planogram 1 pt

2. Facings 17 items

  1. The number of facings matches the planogram for 20 items sampled Yes / No 1 pt
  2. Items out of the 20 sampled whose facing count is wrong Number
  3. Top-selling items have not lost facings to neighboring products Yes / No 1 pt
  4. Each facing is filled to the front edge of the shelf Yes / No 1 pt
  5. Packages face forward with the drug name and strength readable Yes / No 1 pt
  6. Different strengths of the same product (regular and extra strength) are not mixed in one facing Yes / No 1 pt
  7. Different pack sizes of the same product are not mixed in one facing Yes / No 1 pt
  8. Pusher trays slide freely and bring product to the front Yes / No 1 pt
  9. Shelf dividers are set to the width of the package, without crushing cartons Yes / No 1 pt
  10. Hanging items are pegged one product per hook Yes / No 1 pt
  11. Bonus packs and multipacks are shelved in the facing of the regular item they replace, not in a neighboring facing Yes / No 1 pt
  12. Bottom-shelf bulk items (large vitamin bottles, liquid antacids) are stood upright Yes / No 1 pt
  13. Cartons with tamper-evident seals show the seal intact on 10 packages checked Yes / No 1 pt
  14. Damaged or crushed packages have been removed from the facings Yes / No 1 pt
  15. No product is stacked higher than the planogram allows under the shelf above Yes / No 1 pt
  16. No shelf holds overstock laid flat on top of the facings Yes / No 1 pt
  17. Shelf presentation of the health aisles Rating
    • Full, faced and orderly 5 pts
    • Mostly faced with gaps or mixing 3 pts
    • Disorderly 1 pt

3. Tags 18 items

  1. Every facing on the 3 shelves checked has a shelf tag Yes / No 1 pt
  2. Facings without a shelf tag on the shelves checked Number
  3. The tag sits under the left edge of the product it belongs to Yes / No 1 pt
  4. The product description on the tag matches the product above it, including strength and count Yes / No 1 pt
  5. The unit price (per tablet, per mL or per 100 units) is printed on the tag where local regulation or company policy requires it Yes / No 1 pt
  6. Tags are the current printed design Yes / No 1 pt
  7. No handwritten tag is in use in the health aisles Yes / No 1 pt
  8. Tags are flat in the shelf channel, not curled, torn or faded Yes / No 1 pt
  9. Tags of discontinued items have been pulled Yes / No 1 pt
  10. Store-brand "Compare to" tags name the correct national brand and active ingredient Yes / No 1 pt
  11. "New" flags are on items added in the last reset and nowhere else Yes / No 1 pt
  12. Temporary price reduction tags carry an end date that has not passed Yes / No 1 pt
  13. The price on the shelf tag matched the register for 10 items scanned Yes / No 1 pt
  14. Items out of the 10 scanned whose shelf price differed from the register Number
  15. The tag batch printed after the last price change has been hung in full Yes / No 1 pt
  16. Peg-hook items carry their tag on a hook label holder rather than taped to the fixture Yes / No 1 pt
  17. Tags for sugar-free, dye-free or gluten-free attributes are placed only on products that carry the claim Yes / No 1 pt
  18. Accuracy of shelf tags in the health aisles Rating
    • Complete and accurate 5 pts
    • A few missing or misplaced 3 pts
    • Many missing or wrong 1 pt

4. New items 16 items

  1. The new-item list for the current period is available at the store Yes / No 1 pt
  2. Each new item on the list for the category checked is on the shelf Yes / No 1 pt
  3. New items for the category checked that are not yet on the shelf Number
  4. New items occupy the position the planogram gives them Yes / No 1 pt
  5. New items had a shelf tag on the first day they were shelved Yes / No 1 pt
  6. New items scan at the register Yes / No 1 pt
  7. New items received but not yet shelved are in a marked location in the stockroom Yes / No 1 pt
  8. New items with no stock received have been reported to the category team or the help desk Yes / No 1 pt
  9. The item a new product replaces was sold down or removed before the new item took its place Yes / No 1 pt
  10. Reformulated or repackaged items are not mixed with the old packaging in one facing Yes / No 1 pt
  11. New item launch kits (shelf talkers, header cards) are installed where supplied Yes / No 1 pt
  12. First orders of new items arrived in the quantity allocated Yes / No 1 pt
  13. Staff at the front store could name one new health item launched this period Yes / No 1 pt
  14. New-item cut-ins are completed within the number of days set by company policy Yes / No 1 pt
  15. Date the most recent new-item cut-in was completed Date
  16. Execution of new items in the health aisles Rating
    • All shelved, tagged and scanning 5 pts
    • Some missing or untagged 3 pts
    • Most not shelved 1 pt

5. Out-of-stocks 15 items

  1. Empty facings counted in the category checked Number
  2. Total facings in the category checked Number
  3. Each empty facing has a shelf tag in place so the gap can be scanned Yes / No 1 pt
  4. Empty facings were scanned or recorded today Yes / No 1 pt
  5. The facings of out-of-stock items are left open, not filled with the neighboring product Yes / No 1 pt
  6. The stockroom and top-shelf overstock were checked for each out-of-stock item Yes / No 1 pt
  7. Each out-of-stock item shows an order or an expected delivery in the system Yes / No 1 pt
  8. Items shown in the system as on hand but missing from the shelf have been corrected by a count Yes / No 1 pt
  9. The 10 top-selling items of the category checked are all in stock Yes / No 1 pt
  10. Out-of-stocks caused by a manufacturer shortage are identified with the approved shelf notice Yes / No 1 pt
  11. Shelf minimums of items that sell out between deliveries have been reported for review Yes / No 1 pt
  12. The health aisles were restocked from the last delivery within the time set by company policy Yes / No 1 pt
  13. Overstock on the top shelf is labeled so it can be matched to its facing Yes / No 1 pt
  14. No item was out of stock on both this visit and the previous visit Yes / No 1 pt
  15. In-stock position of the category checked Rating
    • No gaps among top sellers and few elsewhere 5 pts
    • Scattered gaps 3 pts
    • Gaps throughout the section 1 pt

6. Expired product 18 items

  1. The monthly date check of the health aisles was done on schedule Yes / No 1 pt
  2. Date of the last date check of the health aisles Date
  3. The date check log shows the sections covered and the initials of the person who checked Yes / No 1 pt
  4. No out-of-date product was found among 30 packages checked on the shelf Yes / No 1 pt
  5. Out-of-date packages found on the shelf during the visit Number
  6. Short-dated items are marked according to the company's marking system (color dot or sticker) Yes / No 1 pt
  7. Items within the pull window set by company policy have been removed from sale Yes / No 1 pt
  8. The date check covers peg-hook items and bottom shelves, confirmed on 5 packages from each Yes / No 1 pt
  9. Stock is rotated so the earliest date is at the front of each facing checked Yes / No 1 pt
  10. Probiotics and other items needing refrigeration are displayed in the cooler, not on the open shelf Yes / No 1 pt
  11. Pulled out-of-date product is held in a marked tote in the stockroom Yes / No 1 pt
  12. Pulled product is processed as a vendor return or a write-off within the time set by company policy Yes / No 1 pt
  13. Recalled over-the-counter lots were removed from the shelf on the day of the notice Yes / No 1 pt
  14. The recall binder or system shows the last recall as completed and signed Yes / No 1 pt
  15. Clearance or discontinued items checked had not passed their expiry date Yes / No 1 pt
  16. Name of the front store manager or planogram lead Short text
  17. Overall planogram compliance of the health aisles Rating
    • Sets, tags and dates correct throughout 5 pts
    • Corrections needed on a few shelves 3 pts
    • Sections off planogram, or out-of-date product on sale 1 pt
  18. Corrections required, by section and shelf 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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