Checklist template

Planogram compliance for big box stores

A ready-to-use checklist with 103 items in 6 sections, covering Section integrity, Facings, Shelf tags, Out-of-stocks, New items, Discontinued items. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

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

Use this template How audits work

1. Section integrity 20 items

  1. Departments and aisles audited Short text
  2. Number of bays audited Number
  3. The current planogram for each audited bay is available on the handheld or in print Yes / No 1 pt
  4. The planogram version on the bay label matches the latest version in the system Yes / No 1 pt
  5. The number of bays in the aisle matches the department floor plan Yes / No 1 pt
  6. Each bay is the width shown on the planogram, 4 ft (1.2 m) or as specified Yes / No 1 pt
  7. The shelf count in each bay matches the planogram Yes / No 1 pt
  8. Shelves are set at the notch heights shown on the planogram, checked by counting notches on 2 bays Yes / No 1 pt
  9. The fixture type matches the planogram: shelf, peg board, bin, arm or pallet position Yes / No 1 pt
  10. Categories run in the left-to-right order shown on the aisle plan Yes / No 1 pt
  11. Bay labels or aisle markers are in place at each bay Yes / No 1 pt
  12. Pallet positions on the floor hold the items assigned to them Yes / No 1 pt
  13. Bulk stack or drop zones in the main aisle hold only the items on the feature plan Yes / No 1 pt
  14. End caps hold the items of the current end cap plan Yes / No 1 pt
  15. No store-made display replaces a planogrammed bay without the district manager's written approval Yes / No 1 pt
  16. Shelf dividers, pushers or fencing shown on the planogram are installed Yes / No 1 pt
  17. Overhead top stock holds only items from the bay beneath it Yes / No 1 pt
  18. Planogram resets due in the past month are marked complete in the system Yes / No 1 pt
  19. Date of the last reset in the audited aisles Date
  20. Section integrity Rating
    • Bays match the planogram and floor plan 5 pts
    • Minor fixture differences 3 pts
    • Bays rebuilt away from the planogram 1 pt

2. Facings 18 items

  1. Each item checked is on the shelf the planogram assigns Yes / No 1 pt
  2. Each item checked is in the left-to-right position the planogram assigns Yes / No 1 pt
  3. The number of facings of each item checked matches the planogram Yes / No 1 pt
  4. Number of items checked for position and facings Number
  5. Number of items checked that were out of position or had the wrong facings Number
  6. No item has been given extra facings to absorb overstock Yes / No 1 pt
  7. Product is pulled to the front edge of the shelf Yes / No 1 pt
  8. Product faces forward, with the front label toward the aisle Yes / No 1 pt
  9. Stacking height matches the planogram, with no product stacked above the next shelf's tag line Yes / No 1 pt
  10. Peg hook items hang on the hook position shown, counted from the left upright Yes / No 1 pt
  11. Peg hooks hold only one item number each Yes / No 1 pt
  12. Sizes or colors run in the sequence the planogram shows Yes / No 1 pt
  13. Brand blocks are kept together as drawn Yes / No 1 pt
  14. Items sold from a display sample have their boxed stock in the pick position the planogram assigns Yes / No 1 pt
  15. Heavy or bulky items are on the bottom shelf or floor position the planogram assigns Yes / No 1 pt
  16. Cross-merchandised items on clip strips or side panels are those listed on the planogram Yes / No 1 pt
  17. No item unrelated to the category is merchandised in the bay Yes / No 1 pt
  18. Facings and positions Rating
    • 95% or more of items checked correct 5 pts
    • 85% to 94% correct 3 pts
    • Below 85% correct 1 pt

3. Shelf tags 15 items

  1. Each planogram position has a shelf tag Yes / No 1 pt
  2. The tag for each item checked matches the item behind it Yes / No 1 pt
  3. Tags are placed at the left edge of the item's first facing, or as the company standard specifies Yes / No 1 pt
  4. Tag sequence along the shelf matches the planogram's sequence Yes / No 1 pt
  5. Tags were printed from the current planogram, as shown by the planogram code on the tag Yes / No 1 pt
  6. The facing count or capacity printed on the tag matches the planogram Yes / No 1 pt
  7. Tags for pallet positions are on the upright or the pallet sign holder Yes / No 1 pt
  8. Overhead locations carry a location tag for the top stock Yes / No 1 pt
  9. No handwritten tag is used in the audited bays Yes / No 1 pt
  10. No tag is left on the shelf for an item that is not on the planogram Yes / No 1 pt
  11. Number of tags found without a matching planogram position Number
  12. Shelf strips or label channels are intact along each shelf Yes / No 1 pt
  13. Tags are flat in the channel, not curled or hanging Yes / No 1 pt
  14. Promotional tags are hung at the item's home position, not at a neighboring item Yes / No 1 pt
  15. Shelf tag agreement with the planogram Rating
    • Every position tagged correctly 5 pts
    • A few missing or misplaced 3 pts
    • Many missing or out of sequence 1 pt

4. Out-of-stocks 15 items

  1. Number of empty positions in the audited bays Number
  2. Number of empty positions where the system shows stock on hand Number
  3. The out-of-stock rate in the audited bays is within the company target Yes / No 1 pt
  4. Each empty position keeps its tag, with no other product moved into it Yes / No 1 pt
  5. Empty positions were scanned today with the handheld's out-of-stock function Yes / No 1 pt
  6. Top stock above the bay was checked for each empty position Yes / No 1 pt
  7. The back room or receiving area was checked for each empty position showing stock on hand Yes / No 1 pt
  8. Items found in top stock were brought down during the audit Yes / No 1 pt
  9. Empty positions with no stock anywhere in the store show an order or a delivery date in the system Yes / No 1 pt
  10. Items empty for more than one week are reported to the replenishment team Yes / No 1 pt
  11. Out-of-stock labels or "temporarily unavailable" tags are used where company policy provides them Yes / No 1 pt
  12. Low-stock items, with fewer than the minimum presentation quantity, are flagged for replenishment Yes / No 1 pt
  13. Department employees asked can explain how to check on-hand quantity for an empty position Yes / No 1 pt
  14. Shelf capacity is large enough to hold a full case pack of the fastest-selling items checked Yes / No 1 pt
  15. In-stock position of the audited bays Rating
    • 97% or more of positions filled 5 pts
    • 93% to 96% filled 3 pts
    • Below 93% filled 1 pt

5. New items 16 items

  1. New items on the latest planogram revision are on the shelf Yes / No 1 pt
  2. Number of new items on the latest revision Number
  3. Number of new items not yet on the shelf Number
  4. New items are in the position the planogram assigns, not added at the end of the shelf Yes / No 1 pt
  5. Each new item has a shelf tag Yes / No 1 pt
  6. Each new item scans at the register at the tag price Yes / No 1 pt
  7. "New" flags or shelf talkers supplied with the revision are in place Yes / No 1 pt
  8. "New" flags are removed after the period set by company policy Yes / No 1 pt
  9. New items received but not yet on the planogram are held in the back room with a label Yes / No 1 pt
  10. New items missing from the first shipment were reported through the company's channel Yes / No 1 pt
  11. Space for a new item was made by adjusting facings as the planogram shows Yes / No 1 pt
  12. Display samples for new items are out of the box where the planogram calls for a sample Yes / No 1 pt
  13. Display samples are secured to the fixture Yes / No 1 pt
  14. Department employees asked can point out the new items in their aisle Yes / No 1 pt
  15. The shelf capacity in the system for 3 new items checked matches what their facings hold Yes / No 1 pt
  16. New item execution Rating
    • All new items set, tagged and flagged 5 pts
    • Most set 3 pts
    • New items in the back room or untagged 1 pt

6. Discontinued items 19 items

  1. Items removed by the latest revision are off their former planogram position Yes / No 1 pt
  2. Number of discontinued items still in a planogram position Number
  3. Discontinued items with stock left are moved to the clearance location the company standard assigns Yes / No 1 pt
  4. Discontinued items on clearance carry a clearance tag Yes / No 1 pt
  5. The tag of each discontinued item was removed from the shelf Yes / No 1 pt
  6. Space freed by a discontinued item was given to the items the planogram shows Yes / No 1 pt
  7. Discontinued items in top stock were brought down Yes / No 1 pt
  8. Discontinued items in the back room were brought to the clearance location Yes / No 1 pt
  9. Markdowns on discontinued items follow the schedule from the head office Yes / No 1 pt
  10. Discontinued items eligible for return to the vendor are packed with their authorization Yes / No 1 pt
  11. Discontinued items are not reordered, checked on 3 items in the system Yes / No 1 pt
  12. Display samples of discontinued items were removed from the fixture Yes / No 1 pt
  13. Signs or shelf talkers naming a discontinued item were removed Yes / No 1 pt
  14. Discontinued seasonal or special-buy items are not left in the regular-price bays Yes / No 1 pt
  15. Corrective actions from the previous planogram audit are complete Yes / No 1 pt
  16. Name of the department manager for the audited aisles Short text
  17. Handling of discontinued items Rating
    • Removed, tagged and cleared 5 pts
    • Removed with stock unmanaged 3 pts
    • Still on the planogram positions 1 pt
  18. Overall planogram compliance Rating
    • Fixtures, positions and tags match the current version 5 pts
    • Fixtures match, positions or tags drifting since the reset 3 pts
    • Bays set to an old version or rebuilt by the store 1 pt
  19. 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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