Checklist template

Share of shelf and planogram compliance for consumer goods

A ready-to-use checklist with 103 items in 6 sections, covering Share of shelf, Facings, Shelf position, Adjacencies, Tags, Competitor activity. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 103 Items
  • 71 Yes / No checks
  • 6 Scored ratings
  • 101 Points

Use this template How audits work

1. Share of shelf 17 items

  1. Category audited Short text
  2. Total shelf length of the category section (ft or m) Number
  3. Shelf length occupied by the brand (ft or m) Number
  4. Share of shelf measured for the brand (%) Number
  5. Share of shelf planned for the brand in this store (%) Number
  6. The measured share of shelf meets or exceeds the planned share Yes / No 1 pt
  7. The measured share of shelf is at least the brand's sales share of the category at this retailer Yes / No 1 pt
  8. The store is set to the planogram version issued for its size or cluster Yes / No 1 pt
  9. Effective date of the planogram in use Date
  10. A printed or digital copy of the current planogram is available in the store Yes / No 1 pt
  11. The number of fixture sections in the category matches the planogram Yes / No 1 pt
  12. The number of shelves in the brand's section matches the planogram Yes / No 1 pt
  13. Shelf heights in the brand's section match the notch positions on the planogram Yes / No 1 pt
  14. The brand's products form one continuous block, as drawn on the planogram Yes / No 1 pt
  15. No part of the brand's planned space is filled with private label product Yes / No 1 pt
  16. No part of the brand's planned space is filled with product from another category Yes / No 1 pt
  17. Share of shelf compared with the plan Rating
    • At or above plan 5 pts
    • Below plan by one facing per shelf or less 3 pts
    • Below plan by more than one facing per shelf 1 pt

2. Facings 19 items

  1. Items of the brand authorized on the planogram for this store Number
  2. Authorized items of the brand found on the shelf Number
  3. Facings planned for the brand Number
  4. Facings counted for the brand Number
  5. Items with fewer facings than planned Number
  6. Every authorized item has at least one facing Yes / No 1 pt
  7. Each of the brand's five best sellers has its planned number of facings Yes / No 1 pt
  8. No item has extra facings taken from another item of the brand Yes / No 1 pt
  9. No item of the brand outside this store's planogram is on the shelf Yes / No 1 pt
  10. Items added at the last reset are on the shelf Yes / No 1 pt
  11. Items deleted at the last reset are gone from the shelf Yes / No 1 pt
  12. An out-of-stock item keeps its space empty, with no neighboring item spread into it Yes / No 1 pt
  13. Packages are faced with the front label toward the shopper Yes / No 1 pt
  14. Singles and multipacks sit in separate facings Yes / No 1 pt
  15. Pack sizes follow the left-to-right sequence drawn on the planogram Yes / No 1 pt
  16. Shelf dividers or pushers are installed where the planogram calls for them Yes / No 1 pt
  17. Dividers are set to the width of the package, so facings do not drift Yes / No 1 pt
  18. The shelf capacity of each item sampled holds at least one full case Yes / No 1 pt
  19. Facing compliance Rating
    • Every item at planned facings 5 pts
    • One or two items off plan 3 pts
    • Three or more items off plan 1 pt

3. Shelf position 17 items

  1. Items sampled for shelf position Number
  2. Items sampled that were on the wrong shelf or in the wrong sequence Number
  3. Each item sampled is on the shelf number shown on the planogram Yes / No 1 pt
  4. Each item sampled is in the left-to-right position shown on the planogram Yes / No 1 pt
  5. The brand's lead items are at eye level where the planogram places them there Yes / No 1 pt
  6. Shelf height of the brand's best-selling item Choice
    • Eye level
    • Waist level
    • Top shelf
    • Bottom shelf
  7. Large and heavy packs are on the bottom shelf, as planned Yes / No 1 pt
  8. Items aimed at children are on the lower shelves where the planogram places them there Yes / No 1 pt
  9. Premium items sit above value items, as planned Yes / No 1 pt
  10. Each item sits in its planogram segment, such as flavor, format or dietary need Yes / No 1 pt
  11. The brand's section starts at the end of the aisle named on the planogram Yes / No 1 pt
  12. The whole category is in one aisle, not split between two locations Yes / No 1 pt
  13. The brand's vertical block lines up from shelf to shelf Yes / No 1 pt
  14. No shipper, pallet or stock cart stands in front of the brand's section Yes / No 1 pt
  15. No shelf fence or lip hides the front label of the brand's packages Yes / No 1 pt
  16. In coolers, the brand is behind the door number shown on the planogram Yes / No 1 pt
  17. Position compliance Rating
    • Every item sampled in position 5 pts
    • A few items out of position 3 pts
    • Section does not follow the planogram 1 pt

4. Adjacencies 16 items

  1. Brand found to the left of the brand's block Short text
  2. Brand found to the right of the brand's block Short text
  3. The brand to the left of the block is the one shown on the planogram Yes / No 1 pt
  4. The brand to the right of the block is the one shown on the planogram Yes / No 1 pt
  5. Category segments follow the order drawn on the planogram Yes / No 1 pt
  6. Private label sits where the planogram shows it in relation to the brand Yes / No 1 pt
  7. No competitor item sits inside the brand's block Yes / No 1 pt
  8. New items of the brand are shelved next to the established item of the same product line, as the planogram shows Yes / No 1 pt
  9. The brand's sub-brands are blocked together Yes / No 1 pt
  10. Organic or natural variants are integrated or separated as the planogram shows Yes / No 1 pt
  11. The complementary category named on the planogram is next to or across from the section Yes / No 1 pt
  12. Food items of the brand are not shelved beside or under household chemicals Yes / No 1 pt
  13. No other supplier's clip strip or side rack hangs across the brand's facings Yes / No 1 pt
  14. The aisle marker above the aisle names the category Yes / No 1 pt
  15. Segment header signs above the section match the products under them Yes / No 1 pt
  16. Adjacency compliance Rating
    • Matches the planogram 5 pts
    • One adjacency differs 3 pts
    • Several adjacencies differ 1 pt

5. Tags 16 items

  1. Authorized items of the brand with no shelf tag Number
  2. Every authorized item has a shelf tag at its facing Yes / No 1 pt
  3. In a sample of 10 tags, the item named on each tag is the product above it Yes / No 1 pt
  4. Tags sit at the left edge of the facing or as the retailer's standard requires Yes / No 1 pt
  5. The facing count printed on the tag matches the planogram, where the retailer prints it Yes / No 1 pt
  6. The location sequence numbers on the tags run in planogram order Yes / No 1 pt
  7. Tags of deleted items have been taken down Yes / No 1 pt
  8. Tags of items added at the last reset are in place Yes / No 1 pt
  9. An out-of-stock item still has its tag in place Yes / No 1 pt
  10. No tag in the brand's section is handwritten Yes / No 1 pt
  11. No tag in the brand's section is torn, faded or hidden behind product Yes / No 1 pt
  12. The planogram shelf strip is in place where the retailer uses one Yes / No 1 pt
  13. Electronic shelf labels show the item that sits above them Yes / No 1 pt
  14. New-item flags are in place only on items inside the period the retailer allows Yes / No 1 pt
  15. A tag request was left with the store for each missing tag found Yes / No 1 pt
  16. Tag placement in the brand's section Rating
    • Complete and in planogram order 5 pts
    • A few missing or misplaced 3 pts
    • Many missing or misplaced 1 pt

6. Competitor activity 18 items

  1. Main competitor in the category Short text
  2. Share of shelf measured for the main competitor (%) Number
  3. Share of shelf measured for private label (%) Number
  4. The main competitor's share of shelf does not exceed its planned share Yes / No 1 pt
  5. The main competitor has gained no facings since the previous audit Yes / No 1 pt
  6. No competitor item outside the planogram is on the shelf Yes / No 1 pt
  7. New competitor items seen in the section Short text
  8. Competitor secondary displays seen in the store for this category Choice
    • None
    • One
    • Two or more
  9. Competitor shelf fixtures, such as trays or glorifiers, are limited to those drawn on the planogram Yes / No 1 pt
  10. There is no sign that the brand's product was pushed back or moved by another supplier Yes / No 1 pt
  11. The brand's product has not been spread into competitor space without the store's approval Yes / No 1 pt
  12. The department manager knows the date of the next category reset Yes / No 1 pt
  13. Date of the next category reset Date
  14. Deviations from the planogram corrected during the visit Number
  15. Deviations that could not be corrected were shown to the department manager Yes / No 1 pt
  16. Name of the department manager Short text
  17. Overall planogram compliance of the category Rating
    • Set to plan 5 pts
    • A few items off plan, with share and brand block intact 3 pts
    • Share, brand block or adjacencies off plan 1 pt
  18. Deviations found 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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