Checklist template

Seasonal department transition for big box stores

A ready-to-use checklist with 103 items in 6 sections, covering Sell-down, Teardown, New set, Pricing and signage, Overstock, Timeline. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 103 Items
  • 87 Yes / No checks
  • 6 Scored ratings
  • 117 Points

Use this template How audits work

1. Sell-down 17 items

  1. Outgoing season and incoming season Short text
  2. The sell-down plan for the outgoing season is on file, with weekly inventory targets Yes / No 1 pt
  3. Inventory of the outgoing season is at or below this week's target Yes / No 1 pt
  4. Outgoing-season inventory remaining (% of peak) Number
  5. Replenishment orders for the outgoing season were stopped on the date in the plan Yes / No 1 pt
  6. Outgoing-season stock in the back room was moved to the floor before the first markdown Yes / No 1 pt
  7. Top stock of the outgoing season was brought down to the shelves Yes / No 1 pt
  8. Outgoing-season merchandise from secondary displays was merged back into the department Yes / No 1 pt
  9. The first markdown was taken on the date set by the head office Yes / No 1 pt
  10. Later markdowns followed the dates set by the head office Yes / No 1 pt
  11. The department was condensed as stock sold, leaving no empty bays between product Yes / No 1 pt
  12. Empty bays are closed off with the next season's "coming soon" signs or filler product, per the plan Yes / No 1 pt
  13. Floor models of large items, such as patio sets or grills, are offered for sale only once the boxed stock is gone Yes / No 1 pt
  14. Floor models offered for sale are tagged with their condition Yes / No 1 pt
  15. Live goods, such as plants or cut trees, are marked down or discarded on the schedule in the plan Yes / No 1 pt
  16. Customer special orders for the outgoing season have been picked up or refunded Yes / No 1 pt
  17. Sell-down against the plan Rating
    • At or ahead of target 5 pts
    • Slightly behind target 3 pts
    • Well behind, with stock stranded 1 pt

2. Teardown 17 items

  1. Teardown started on the date in the transition timeline Yes / No 1 pt
  2. Remaining outgoing-season merchandise was consolidated on the fixtures assigned by the plan Yes / No 1 pt
  3. Fixtures taken down are counted against the fixture list Yes / No 1 pt
  4. Shelves, brackets and peg hooks are sorted by type in labeled bins Yes / No 1 pt
  5. Season-specific fixtures are labeled with the season before being stored Yes / No 1 pt
  6. Damaged fixtures are discarded or reported, not stored Yes / No 1 pt
  7. Display models are disassembled with their hardware bagged and attached Yes / No 1 pt
  8. Old shelf strips and tags are removed from every shelf taken down Yes / No 1 pt
  9. Overhead signs of the outgoing season are taken down Yes / No 1 pt
  10. Hanging signs are removed using a ladder or lift by trained employees Yes / No 1 pt
  11. Shelves and uprights are wiped down before the new set Yes / No 1 pt
  12. The floor under gondola base decks is swept before the decks are replaced Yes / No 1 pt
  13. Power drops or extension cords used by seasonal displays are removed Yes / No 1 pt
  14. Aisles are closed to customers with barriers while fixtures are being moved Yes / No 1 pt
  15. Pallet jacks or lifts are operated in the department only by certified employees Yes / No 1 pt
  16. Teardown waste is sorted into cardboard, plastic and trash Yes / No 1 pt
  17. Teardown Rating
    • Complete, with fixtures sorted and stored 5 pts
    • Complete, with fixtures unsorted 3 pts
    • Incomplete or blocking the new set 1 pt

3. New set 18 items

  1. The planograms for the incoming season are printed or loaded on the handhelds Yes / No 1 pt
  2. The department floor plan is posted in the department during the set Yes / No 1 pt
  3. Bays are built to the shelf heights shown on the planogram Yes / No 1 pt
  4. Bay count for the incoming season matches the floor plan Yes / No 1 pt
  5. Product is placed in the planogram position, checked on 3 bays Yes / No 1 pt
  6. Number of the 3 bays checked that match the planogram Number
  7. Feature displays at the department entrance are built as shown in the set guide Yes / No 1 pt
  8. Display models are assembled according to the manufacturer's instructions Yes / No 1 pt
  9. Display models are anchored or weighted so they cannot tip Yes / No 1 pt
  10. Powered displays, such as lit trees or inflatables, are plugged into approved outlets Yes / No 1 pt
  11. Heavy items are stocked on the lower shelves Yes / No 1 pt
  12. Top stock is banded or shrink-wrapped where pallets are stored overhead Yes / No 1 pt
  13. Items missing from the first shipment are listed Yes / No 1 pt
  14. Holes for missing items are left open with the tag in place, not filled with other product Yes / No 1 pt
  15. The outdoor selling area, where used, is set within the footprint the site plan allows Yes / No 1 pt
  16. Aisle widths in the new set meet the minimum set by local code or company policy Yes / No 1 pt
  17. The set is complete on the date in the transition timeline Yes / No 1 pt
  18. New set against the planogram Rating
    • Matches on every bay checked 5 pts
    • Minor differences 3 pts
    • Major differences or incomplete 1 pt

4. Pricing and signage 16 items

  1. Every item in the new set has a shelf tag Yes / No 1 pt
  2. Ten items of the new set scanned at the register match their shelf tag Yes / No 1 pt
  3. Number of the 10 items scanned that did not match the shelf tag Number
  4. Each display model carries a price sign with its item number Yes / No 1 pt
  5. The sign on each display model gives the aisle or bay where the boxed item is found Yes / No 1 pt
  6. Overhead department signs for the incoming season are hung Yes / No 1 pt
  7. Hanging signs are level, at the height the set guide specifies Yes / No 1 pt
  8. Promotional signs for the season's launch offers are up on the launch date Yes / No 1 pt
  9. Project or how-to signs supplied in the sign kit are placed as the set guide shows Yes / No 1 pt
  10. Clearance signs of the outgoing season stay only on outgoing-season fixtures Yes / No 1 pt
  11. Markdown tickets on outgoing-season items show the current markdown level Yes / No 1 pt
  12. No tag of the outgoing season remains in the new set Yes / No 1 pt
  13. Bulky items sold from pallets have a price sign on the pallet Yes / No 1 pt
  14. Outdoor signs are in weatherproof holders Yes / No 1 pt
  15. Signs left over from the sign kit are discarded or stored as directed Yes / No 1 pt
  16. Pricing and signage of the new set Rating
    • Complete and accurate 5 pts
    • A few tags or signs missing 3 pts
    • Many missing or wrong 1 pt

5. Overstock 17 items

  1. Overstock of the incoming season is stored in the top stock above its own bay Yes / No 1 pt
  2. Overhead pallets are within the weight limit posted on the racking Yes / No 1 pt
  3. Overstock in the receiving area is labeled with the department and season Yes / No 1 pt
  4. Incoming-season pallets are staged in the order the set will be built Yes / No 1 pt
  5. Number of incoming-season pallets not yet worked Number
  6. Outgoing-season carryover is packed only when the head office lists the item as carryover Yes / No 1 pt
  7. Carryover cartons are labeled with the item number, quantity and season Yes / No 1 pt
  8. Carryover is recorded in the system as held inventory Yes / No 1 pt
  9. Carryover is stored in the location assigned for it, not in receiving aisles Yes / No 1 pt
  10. Outgoing-season items not listed as carryover are marked down to clear Yes / No 1 pt
  11. Return-to-vendor items of the outgoing season are packed with their authorization Yes / No 1 pt
  12. Return-to-vendor shipments left the store by the date on the authorization Yes / No 1 pt
  13. Hazardous seasonal goods, such as pool chemicals, fuel or fertilizer, are stored in the area assigned to them Yes / No 1 pt
  14. Trailers or containers used for seasonal storage are locked Yes / No 1 pt
  15. Contents of each seasonal trailer or container are listed on its door Yes / No 1 pt
  16. Outdoor overstock is kept inside the fenced area Yes / No 1 pt
  17. Overstock control Rating
    • Located, labeled and recorded 5 pts
    • Stored but poorly labeled 3 pts
    • Scattered or unrecorded 1 pt

6. Timeline 18 items

  1. The transition timeline from the head office is posted in the department Yes / No 1 pt
  2. Date the outgoing season's first markdown was taken Date
  3. Date the new set was completed or is due Date
  4. Each milestone on the timeline has a named owner Yes / No 1 pt
  5. Milestones reached to date were met on time Yes / No 1 pt
  6. Number of days ahead of or behind the timeline Number
  7. Labor hours for the transition are on the schedule Yes / No 1 pt
  8. Overnight or early-morning shifts were scheduled for the fixture moves Yes / No 1 pt
  9. Vendor representatives who help set their product are booked for the set dates Yes / No 1 pt
  10. Fixtures needed for the new set arrived before the teardown began Yes / No 1 pt
  11. Sign kits arrived before the set date Yes / No 1 pt
  12. The first shipment of incoming-season product arrived before the set date Yes / No 1 pt
  13. Photos of the completed set were sent to the district manager by the due date Yes / No 1 pt
  14. Employees in the department were briefed on the season's key items Yes / No 1 pt
  15. The department is fully open to customers by the season's launch date Yes / No 1 pt
  16. Name of the department manager leading the transition Short text
  17. Overall transition Rating
    • Set complete by the launch date, priced and signed 5 pts
    • Complete after the launch date or with open gaps 3 pts
    • Department still mixed between the two seasons 1 pt
  18. 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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