Checklist template

Point-of-sale material placement for consumer goods

A ready-to-use checklist with 108 items in 6 sections, covering Shelf talkers, Danglers, Floor graphics, Cooler decals, Condition, Removal. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 108 Items
  • 88 Yes / No checks
  • 6 Scored ratings
  • 118 Points

Use this template How audits work

1. Shelf talkers 22 items

  1. Campaign the point-of-sale kit belongs to Short text
  2. The store is on the distribution list for the campaign kit Yes / No 1 pt
  3. The kit reached the store before the campaign start date Yes / No 1 pt
  4. The kit contents match the packing list, with no piece missing Yes / No 1 pt
  5. The retailer's approval for vendor-supplied materials in this banner is on file with the sales representative Yes / No 1 pt
  6. Shelf talkers supplied in the kit Number
  7. Shelf talkers found installed at the shelf Number
  8. Each shelf talker is installed at the facing of the item it advertises Yes / No 1 pt
  9. Shelf talkers are seated in the price channel, not taped to the shelf edge Yes / No 1 pt
  10. No shelf talker covers the retailer's price tag or its barcode Yes / No 1 pt
  11. No shelf talker covers the tag of a neighboring item Yes / No 1 pt
  12. Shelf talkers hang straight, with the message readable from the aisle Yes / No 1 pt
  13. The talker's claim (new, flavor, award, recipe idea) applies to the pack size on the shelf Yes / No 1 pt
  14. Shelf talkers stay inside the size limit the retailer sets for vendor materials Yes / No 1 pt
  15. Shelf strips with the brand color block run the full width of the brand's section where the campaign calls for them Yes / No 1 pt
  16. Shelf strips do not extend under competitor facings Yes / No 1 pt
  17. Aisle blades or flags stick out at eye level, not at the bottom shelf Yes / No 1 pt
  18. No more than one talker per item is installed, so the section is not cluttered Yes / No 1 pt
  19. Talkers carrying a price or a saving were printed or approved by the retailer Yes / No 1 pt
  20. Tear-off coupon or recipe pads at the shelf have sheets left Yes / No 1 pt
  21. Spare shelf talkers are kept with the sales representative or in the store's sign room, not loose in the back room Yes / No 1 pt
  22. Shelf talker placement Rating
    • Every piece installed at the right item 5 pts
    • Some pieces missing or at the wrong item 3 pts
    • Not installed 1 pt

2. Danglers 19 items

  1. Danglers and wobblers supplied in the kit Number
  2. Danglers and wobblers found installed Number
  3. Each dangler hangs at the item it advertises Yes / No 1 pt
  4. Danglers are fixed with the clip or adhesive supplied, not with packing tape or staples Yes / No 1 pt
  5. Wobbler arms hold the card clear of the shelf, so it moves when shoppers pass Yes / No 1 pt
  6. No dangler hangs lower than the top of the product on the shelf below Yes / No 1 pt
  7. No dangler blocks a shopper's reach to a neighboring product Yes / No 1 pt
  8. Danglers do not stick out far enough to be hit by shopping carts Yes / No 1 pt
  9. Ceiling-hung mobiles were installed by the store or with the store's written permission Yes / No 1 pt
  10. Ceiling-hung pieces hang clear of sprinkler heads by the distance the store requires Yes / No 1 pt
  11. Ceiling-hung pieces do not hide the aisle marker Yes / No 1 pt
  12. Shelf-edge video or light units light up or play when checked Yes / No 1 pt
  13. Necker tags on bottles are on the items listed in the campaign brief Yes / No 1 pt
  14. Necker tags do not cover the brand label or the date code of the bottle Yes / No 1 pt
  15. Clip strips of the brand hang at the cross-merchandising location named in the brief Yes / No 1 pt
  16. Clip strips of the brand carry their header card Yes / No 1 pt
  17. Each clip of the brand's clip strips holds product Yes / No 1 pt
  18. Danglers on both sides of the aisle show the same campaign Yes / No 1 pt
  19. Dangler placement Rating
    • Installed at the right items and secure 5 pts
    • Installed with faults 3 pts
    • Missing or fallen 1 pt

3. Floor graphics 18 items

  1. The store manager approved floor graphics before they were laid Yes / No 1 pt
  2. Floor graphics supplied in the kit Number
  3. Floor graphics found on the floor Number
  4. The floor graphic lies in front of the brand's section or display, as shown in the brief Yes / No 1 pt
  5. The graphic reads the right way up for shoppers walking the main direction of the aisle Yes / No 1 pt
  6. The graphic is laid on clean, dry, smooth flooring, not across a floor joint or drain Yes / No 1 pt
  7. The graphic is made of slip-resistant floor material, as stated on its backing sheet Yes / No 1 pt
  8. Every edge of the graphic is stuck down flat Yes / No 1 pt
  9. The graphic has no bubbles or wrinkles a cart wheel could catch Yes / No 1 pt
  10. The graphic does not cover a floor marking for an exit route or a queue line Yes / No 1 pt
  11. The graphic stays out of the path of entrance doors and automatic door sensors Yes / No 1 pt
  12. The store's floor cleaning crew has been told the graphic is in place, as confirmed by the store manager Yes / No 1 pt
  13. Footprint or arrow trails lead to the brand's section, not to another category Yes / No 1 pt
  14. Floor-standing signs of the brand (A-frame signs, standees) stand on a weighted base Yes / No 1 pt
  15. Standees leave the aisle width required by the store's standard Yes / No 1 pt
  16. Standees do not stand in front of another supplier's product Yes / No 1 pt
  17. Date the floor graphic was laid Date
  18. Floor graphic placement Rating
    • In the planned spot and fully stuck down 5 pts
    • Off position or edges lifting 3 pts
    • Not laid or removed by the store 1 pt

4. Cooler decals 17 items

  1. Cooler decals are applied only to coolers the brand owns or has permission to dress Yes / No 1 pt
  2. Cooler doors with a decal of the campaign Number
  3. Each door decal is on the door that holds the product it advertises Yes / No 1 pt
  4. Decals are placed in the frame or the top band, leaving the product visible through the glass Yes / No 1 pt
  5. Decals are applied straight, without bubbles Yes / No 1 pt
  6. Decals are applied to the outside of the glass unless the brief specifies inside application Yes / No 1 pt
  7. The glass was cleaned before the decal was applied, with no residue showing under it Yes / No 1 pt
  8. Door handle wraps of the brand are fitted on the handles of the brand's doors only Yes / No 1 pt
  9. The cooler header panel shows the current campaign artwork Yes / No 1 pt
  10. The header panel light is working Yes / No 1 pt
  11. Cooler shelf strips show the brand that is stocked on that shelf Yes / No 1 pt
  12. Static clings on freezer doors stay in place at freezer temperature, with none slipped or fallen Yes / No 1 pt
  13. No decal covers the door's energy label, temperature display or safety marking Yes / No 1 pt
  14. No competitor decal or sticker is on the brand's cooler Yes / No 1 pt
  15. Suction-cup signs inside the cooler do not block the air vents Yes / No 1 pt
  16. Checkout cooler toppers of the brand are in place where the campaign includes them Yes / No 1 pt
  17. Cooler decal placement Rating
    • On the right doors and cleanly applied 5 pts
    • Applied with faults 3 pts
    • Missing or on the wrong doors 1 pt

5. Condition 15 items

  1. Installed materials are free of tears and bent corners Yes / No 1 pt
  2. Printed colors are not faded by sunlight or cooler lighting Yes / No 1 pt
  3. Materials are free of dust and sticky residue Yes / No 1 pt
  4. No piece has been written on or stickered over by the store Yes / No 1 pt
  5. Floor graphics show no wear through the printed surface Yes / No 1 pt
  6. Plastic holders, clips and wobbler arms are unbroken Yes / No 1 pt
  7. Laminated pieces near chilled or wet areas show no water damage or curling Yes / No 1 pt
  8. Materials show the current logo and packaging design of the brand Yes / No 1 pt
  9. Offer wording on the materials matches the offer running in this store Yes / No 1 pt
  10. Legal lines on the materials (contest rules, offer limits) can be read Yes / No 1 pt
  11. Bilingual versions of the materials are used in stores where the market requires two languages Yes / No 1 pt
  12. Damaged pieces found during the visit were replaced from spare stock Yes / No 1 pt
  13. A reorder was placed for pieces that could not be replaced during the visit Yes / No 1 pt
  14. Damaged pieces replaced during the visit Number
  15. Condition of the installed materials Rating
    • Like new 5 pts
    • Worn but presentable 3 pts
    • Damaged or faded 1 pt

6. Removal 17 items

  1. End date of the campaign Date
  2. No material from a campaign that has ended is still installed Yes / No 1 pt
  3. No material advertising a contest or offer that has closed is still installed Yes / No 1 pt
  4. Seasonal materials (holiday, back to school, summer) are from the current season Yes / No 1 pt
  5. The store knows who takes the materials down at the end of the campaign: the store, the representative or a merchandiser Yes / No 1 pt
  6. Adhesive residue from removed decals and floor graphics has been cleaned off Yes / No 1 pt
  7. Removed floor graphics left no damage to the floor finish Yes / No 1 pt
  8. Reusable hardware (clips, holders, wobbler arms, sign frames) was collected for the next campaign Yes / No 1 pt
  9. Removed cardboard and paper pieces went to the store's recycling, not left in the back room Yes / No 1 pt
  10. Materials for the next campaign have not been put up before its start date Yes / No 1 pt
  11. No competitor material was moved or taken down during the visit Yes / No 1 pt
  12. Materials removed by the store before the end date were discussed with the department manager Yes / No 1 pt
  13. Out-of-date pieces removed during the visit Number
  14. Photos of the installed materials were taken for the campaign record Yes / No 1 pt
  15. Name of the department manager Short text
  16. Overall execution of the point-of-sale campaign in this store Rating
    • Complete, current and in good condition 5 pts
    • Partly installed or partly out of date 3 pts
    • Not executed 1 pt
  17. Missing pieces, store restrictions and corrective actions required 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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