Retail Planogram Compliance Audit - Packaged Consumer Goods

Inspection template for auditing packaged consumer goods placement, facings, signage, and shelf execution against the approved planogram, with documentation of deficiencies and corrective actions.

Audit Scope and Planogram Reference

• Store, department, bay, or fixture identified
  Record the exact location being audited, including store name/number, department, bay, endcap, or fixture ID.
• Approved planogram or reset guide available for comparison
  Verify the current approved planogram, reset packet, or merchandising guide is available and matches the audit area.
• Planogram version or effective date recorded
  Capture the planogram version, effective date, or revision identifier used for the audit.
• Audit date and inspector name recorded
  Document when the inspection was completed and who performed it.
• Audit scope matches the intended fixture or category
  Confirm the audit covers the correct product category and display area for this planogram.

Product Placement and Sequencing

• Products placed in the correct planogram sequence
  Verify SKUs are arranged in the approved left-to-right or top-to-bottom sequence shown on the planogram.
• Correct SKU assortment present
  Confirm all required SKUs are present and no unapproved items are substituted in the set.
• Out-of-plan products removed from the fixture
  Check that discontinued, misplaced, or unauthorized products are not occupying planogram space.
• Product placement matches shelf, peg, or hook location
  Verify each SKU is located in the correct shelf position, peg, hook, or bin as specified by the planogram.
• Shelf labels or shelf strips align to the correct product
  Confirm shelf tags, strips, or label holders correspond to the product directly above or below them.

Facings, Stock Levels, and Shelf Presentation

• Required facings match the approved planogram
  Verify the number of facings for each SKU matches the approved merchandising standard.
• Shelf stock is full enough to maintain presentation standards
  Rate whether shelf stock supports a full, balanced presentation without excessive gaps.
• Products are fronted and aligned
  Check that all visible products are faced forward, aligned, and neatly presented.
• Shelf gaps are within acceptable limits
  Confirm gaps, holes, or voids do not exceed the acceptable merchandising standard for the category.
• Damaged or crushed packaging removed from display
  Verify damaged, torn, leaking, or crushed packages are not left on the shelf or display.

Pricing, Signage, and Promotional Execution

• Price labels are present and readable
  Confirm each displayed product has a visible, legible price label or ticket.
• Displayed price matches the current system or advertised price
  Verify shelf pricing matches the current POS, ad, or promotional price in effect.
• Promotional signage is correct and in the approved location
  Check that sale signs, feature cards, wobblers, or shelf talkers match the approved promotion and are placed correctly.
• Signage is current and not expired
  Confirm no outdated, expired, or conflicting promotional signs remain in the audit area.
• Brand blocking and promotional callouts are consistent with the planogram
  Verify brand blocks, feature callouts, and promotional emphasis follow the approved merchandising strategy.

Condition, Housekeeping, and Final Sign-Off

• Fixture, shelves, and dividers are clean and in good condition
  Check for dust, spills, debris, broken shelf hardware, or damaged dividers affecting presentation.
• Obstructions do not block customer access or product visibility
  Verify displays, carts, cartons, or other obstructions are not blocking the fixture or hiding product.
• Photos captured for key deficiencies or exceptions
  Attach photos showing any non-conformance, missing product, incorrect signage, or other exceptions.
• Corrective actions documented for all failed items
  Summarize the corrective actions needed, responsible owner, and target completion date for any deficiencies found.
• Inspector signature
  Inspector sign-off confirming the audit findings are accurate.