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Run: Private Label Planogram Compliance Audit

Audit private label planograms, shelf share, price tags, and feature displays against the approved reset guide. Use it to catch placement, pricing, and merch...

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Audit Setup and Scope

Record the store number, department, aisle, and fixture being audited.
Verify the current approved planogram, reset sheet, or merchandising guide is available for comparison.
Capture the date and time the audit was completed.
Confirm the audit covers the correct category, fixture, and private label assortment.
Take overview photos of the audited fixture before and after any corrections, if applicable.

Planogram and Shelf Position Compliance

Verify each store brand item is located in the approved shelf slot or bay position.
Enter the observed share of shelf for the private label assortment as a percentage.
Confirm the number of facings for each private label SKU matches the approved layout.
Verify products are arranged in the approved order and adjacent to the correct companion items or subcategories.
Check whether missing items create unapproved gaps or reduce the private label share below standard.

Pricing and Shelf Tag Accuracy

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

Feature Display and Merchandising Execution

Verify the display type, product mix, and placement match the approved feature or promotional plan.
Confirm the number of units, layers, or cases on display matches the required execution standard.
Check that all required promotional signs, headers, and callouts are visible, current, and free of errors.
Verify the display is straightened, secure, and accessible to customers without obstruction.

Safety, Access, and Final Sign-Off

Verify the audited fixture does not create an obstruction, trip hazard, or blocked access path.
Check for damaged shelving, loose brackets, bent rails, or other structural deficiencies.
Record all deficiencies, the responsible owner, and the expected correction date.
Inspector signs to confirm the audit findings are complete and accurate.

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