Private Label Planogram Compliance Audit

Inspection template for verifying private label or store brand product placement against approved planograms, shelf share standards, price tag accuracy, and feature display execution.

Audit Setup and Scope

• Store location and department identified
  Record the store number, department, aisle, and fixture being audited.
• Approved planogram or reset guide available on site
  Verify the current approved planogram, reset sheet, or merchandising guide is available for comparison.
• Audit date and inspector recorded
  Capture the date and time the audit was completed.
• Audit scope matches assigned fixture or category
  Confirm the audit covers the correct category, fixture, and private label assortment.
• Photos captured for audit evidence
  Take overview photos of the audited fixture before and after any corrections, if applicable.

Planogram and Shelf Position Compliance

• Private label products placed in assigned shelf positions
  Verify each store brand item is located in the approved shelf slot or bay position.
• Share of shelf matches approved standard
  Enter the observed share of shelf for the private label assortment as a percentage.
• Product facings match the approved planogram
  Confirm the number of facings for each private label SKU matches the approved layout.
• Product sequence and adjacency are correct
  Verify products are arranged in the approved order and adjacent to the correct companion items or subcategories.
• Out-of-stock gaps are documented and within tolerance
  Check whether missing items create unapproved gaps or reduce the private label share below standard.

Pricing and Shelf Tag Accuracy

• Shelf tag price matches POS price
  Verify the shelf label or price tag matches the point-of-sale price for the audited items.
• Unit price and pack size displayed correctly
  Confirm unit pricing, pack size, and any required legal price disclosures are accurate and legible.
• Promotional or temporary price labels are current
  Verify promotional tags, markdown labels, and temporary signs are current and not expired.
• Price tag condition and placement are acceptable
  Rate the condition, visibility, and placement of shelf tags for readability and consistency.

Feature Display and Merchandising Execution

• Feature display matches approved merchandising plan
  Verify the display type, product mix, and placement match the approved feature or promotional plan.
• Display quantity and product depth are correct
  Confirm the number of units, layers, or cases on display matches the required execution standard.
• Promotional signage is present, current, and accurate
  Check that all required promotional signs, headers, and callouts are visible, current, and free of errors.
• Display is neat, stable, and fully shoppable
  Verify the display is straightened, secure, and accessible to customers without obstruction.

Safety, Access, and Final Sign-Off

• Aisle access remains clear for customers and staff
  Verify the audited fixture does not create an obstruction, trip hazard, or blocked access path.
• Fixture, shelving, and brackets are in good condition
  Check for damaged shelving, loose brackets, bent rails, or other structural deficiencies.
• Any non-conformance documented with corrective action
  Record all deficiencies, the responsible owner, and the expected correction date.
• Inspector signature
  Inspector signs to confirm the audit findings are complete and accurate.