Checklist template

Weekly ad and display execution for grocery stores

A ready-to-use checklist with 108 items in 6 sections, covering Ad items, Displays, Signage, Pricing, Stock, Timing. 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. Ad items 20 items

  1. Start date of the ad audited Date
  2. Number of ad items checked Number
  3. Number of ad items checked that were in stock on the sales floor Number
  4. Department managers carry or have posted a marked-up copy of the current ad Yes / No 1 pt
  5. Every front-page item is in stock Yes / No 1 pt
  6. Every back-page item is in stock Yes / No 1 pt
  7. Each ad item checked is also filled at its home shelf location Yes / No 1 pt
  8. Ad items are offered in the size and variety pictured in the ad Yes / No 1 pt
  9. Purchase limits printed in the ad are posted at the item Yes / No 1 pt
  10. Offers that need the loyalty card or a digital coupon are identified at the item Yes / No 1 pt
  11. Every participating item in a mix-and-match offer is tagged Yes / No 1 pt
  12. Meat cuts in the ad were cut and in the case by opening on the first day Yes / No 1 pt
  13. Produce ad items hold the lead positions in the department Yes / No 1 pt
  14. Deli and bakery ad items were produced for opening on the first day Yes / No 1 pt
  15. When an ad item is out, a rain check or substitute is offered as company policy provides Yes / No 1 pt
  16. Rain check slips are available at the customer service desk Yes / No 1 pt
  17. Number of rain checks issued so far this ad week Number
  18. Items the ad lists as not available at this store are known to the service desk Yes / No 1 pt
  19. An ad meeting was held with department managers before the ad started Yes / No 1 pt
  20. Availability of ad items Rating
    • All items checked in stock 5 pts
    • One or two out 3 pts
    • Three or more out 1 pt

2. Displays 19 items

  1. The display plan for this ad week is on hand Yes / No 1 pt
  2. Number of endcaps on this week's display plan Number
  3. Number of endcaps built to the plan Number
  4. Each endcap on the plan carries the planned item Yes / No 1 pt
  5. Each front-page item has a display in the lobby or on the main aisle Yes / No 1 pt
  6. Displays are full enough to shop from the top two layers Yes / No 1 pt
  7. Stacked case displays are interlocked layer by layer Yes / No 1 pt
  8. Stacked case displays are no higher than the company height limit Yes / No 1 pt
  9. Pallet displays have a base wrap or skirt with no bare pallet wood showing Yes / No 1 pt
  10. Case-cut displays have clean, even cuts with no ragged cardboard Yes / No 1 pt
  11. Each display holds a single item or clearly separated items Yes / No 1 pt
  12. Tie-in items are displayed with the ad item, such as buns with hot dogs Yes / No 1 pt
  13. Chilled ad items on display are in a spot cooler or bunker, below the load line Yes / No 1 pt
  14. Frozen bunker ends feature this week's frozen ad items Yes / No 1 pt
  15. Displays leave room in the aisle for two carts to pass Yes / No 1 pt
  16. Vendor-built displays for ad items were approved by the store manager Yes / No 1 pt
  17. Checkout-lane endcaps carry this week's planned items Yes / No 1 pt
  18. Displays from last week's ad were taken down or re-signed at regular price Yes / No 1 pt
  19. Quality of the ad displays Rating
    • Full, neat, built to plan 5 pts
    • Built but thin or untidy 3 pts
    • Missing or not to plan 1 pt

3. Signage 19 items

  1. Every ad display has an ad sign Yes / No 1 pt
  2. Ad signs come from the current week's sign kit Yes / No 1 pt
  3. Each sign names the item and the size Yes / No 1 pt
  4. Each sign shows the ad price Yes / No 1 pt
  5. The valid-through date on signs checked is the current ad's end date Yes / No 1 pt
  6. Signs are in frames or holders of the matching size, not taped to product Yes / No 1 pt
  7. Signs on displays face the main flow of traffic Yes / No 1 pt
  8. Every ad item has an ad tag at its home shelf location Yes / No 1 pt
  9. Multi-buy signs show the quantity and total price exactly as printed in the ad Yes / No 1 pt
  10. Signs for one-day and weekend-only offers show the days the price is valid Yes / No 1 pt
  11. Digital coupon signs explain how to clip the coupon Yes / No 1 pt
  12. Window and lobby banners show the current ad Yes / No 1 pt
  13. Meat case ad signs sit on the case rail directly at the ad cut Yes / No 1 pt
  14. Produce ad signs show the price per lb, per kg or each, as the ad states it Yes / No 1 pt
  15. Ad signs are printed, not handwritten Yes / No 1 pt
  16. Signs and tags from the previous ad have been removed from displays and shelves Yes / No 1 pt
  17. Number of expired ad signs or tags found Number
  18. Signs are bilingual where company policy or local regulation requires it Yes / No 1 pt
  19. Accuracy of ad signage Rating
    • Every ad item signed correctly 5 pts
    • A few signs missing or wrong 3 pts
    • Many signs missing, wrong or expired 1 pt

4. Pricing 16 items

  1. The ad price batch was applied in the point-of-sale system before opening on the first day Yes / No 1 pt
  2. Ten ad items scanned at a register rang at the ad price Yes / No 1 pt
  3. Number of ad items scanned that rang at a price other than the ad price Number
  4. Scan errors found on ad items were corrected before the end of the audit Yes / No 1 pt
  5. A multi-buy offer tested at the register rang as advertised Yes / No 1 pt
  6. A mix-and-match offer tested at the register triggered with mixed items Yes / No 1 pt
  7. A digital coupon tested deducted at the register Yes / No 1 pt
  8. A purchase limit tested was enforced at the register Yes / No 1 pt
  9. Scale labels on random-weight meat ad items show the ad price per lb or per kg Yes / No 1 pt
  10. Produce PLU prices for ad items match the ad Yes / No 1 pt
  11. Deli scale prices for ad items match the ad Yes / No 1 pt
  12. Self-checkout rings ad items at the ad price Yes / No 1 pt
  13. The online ordering price of 3 ad items checked matches the in-store ad price Yes / No 1 pt
  14. Items from last week's ad have returned to regular price in the system Yes / No 1 pt
  15. Cashiers asked know what to do when a customer reports an ad item ringing wrong Yes / No 1 pt
  16. Price accuracy on ad items Rating
    • No errors 5 pts
    • One error, corrected on the spot 3 pts
    • Two or more errors 1 pt

5. Stock 15 items

  1. Ad order quantities were based on sales history of similar past ads Yes / No 1 pt
  2. Ad product arrived at least one day before the ad started Yes / No 1 pt
  3. On-hand counts of key ad items were verified before the ad order was placed Yes / No 1 pt
  4. Back stock of ad items is labeled and kept together Yes / No 1 pt
  5. Displays were refilled from back stock during the day (check after 4 p.m. where possible) Yes / No 1 pt
  6. Stock of each front-page item will last to the next delivery Yes / No 1 pt
  7. Number of ad items expected to run out before the ad ends Number
  8. Extra orders or store transfers have been requested for items running short Yes / No 1 pt
  9. The meat and deli production plans include the ad items for each day of the ad Yes / No 1 pt
  10. Vendor-delivered ad items such as soft drinks, chips and beer have deliveries booked through the ad week Yes / No 1 pt
  11. Ad items that are out carry a "temporarily out of stock" sign Yes / No 1 pt
  12. Ad out-of-stocks were reported to the district office or buyer the same day Yes / No 1 pt
  13. Product left over from last week's ad has been worked to the shelf or displayed Yes / No 1 pt
  14. Cases of last week's ad product still in back stock Number
  15. Stock position on ad items Rating
    • Covered through the ad 5 pts
    • A few items at risk 3 pts
    • Out of stock on key items 1 pt

6. Timing 19 items

  1. Ad signs and tags were fully set before opening on the first day of the ad Yes / No 1 pt
  2. Time the ad set was completed Short text
  3. The sign kit arrived at least two days before the ad started Yes / No 1 pt
  4. The ad tag batch was printed and sorted by aisle before the set Yes / No 1 pt
  5. Displays were built by the day before the ad started Yes / No 1 pt
  6. Labor was scheduled for the ad change Yes / No 1 pt
  7. The store manager walked the ad on the first morning Yes / No 1 pt
  8. Date of the store manager's ad walk Date
  9. Gaps found on the ad walk were fixed the same day Yes / No 1 pt
  10. A mid-week check of ad displays and signs was done Yes / No 1 pt
  11. One-day and weekend-only offers were set on the right day Yes / No 1 pt
  12. One-day and weekend-only offers were taken down when they ended Yes / No 1 pt
  13. Next week's ad preview has been received Yes / No 1 pt
  14. Next week's displays are planned Yes / No 1 pt
  15. Next week's ad orders were submitted by the order deadline Yes / No 1 pt
  16. Photos of the key displays were sent to the district manager where the company asks for them Yes / No 1 pt
  17. Overall execution of this week's ad Rating
    • On time and complete 5 pts
    • Complete but late in places 3 pts
    • Incomplete 1 pt
  18. Name of the person who performed the audit Short text
  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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