Planogram Compliance Checklist
- Who checks
- Merchandiser, store manager or district manager
- When
- After every planogram reset and as a spot check once a week
- Time
- ~30 min · 23 items
| Location | Date and time | Inspector | Signature |
A planogram is the agreement on what goes where on the shelf and in what quantity: replenishment orders, supplier incentives and category sales are all planned around it. A couple of weeks after a reset the display starts to drift: staff put product wherever there is space, facings disappear and unlisted items creep onto the shelf. An audit brings the fixture back to plan and shows where the merchandising process breaks down.
Audit one fixture at a time with a printout or the planogram on your phone, working left to right and top to bottom. Fix deviations on the spot if stock is available in the back room, and finish by calculating the compliance percentage — it makes it easy to compare stores and departments.
Preparation and fixtures
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1
The auditor has the current planogram version for this fixture Date and version number match the latest release; outdated printouts have been removed from the store.☐ Yes☐ No
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2
The number of bays and shelves matches the planogram Count bays along the run and shelves by height; one extra or missing shelf throws off the whole layout.☐ Yes☐ No
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3
Shelves are set at the heights specified in the planogram Product does not hit the shelf above and does not sit with a large empty gap over it.☐ Yes☐ No
Assortment and placement
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4
Every SKU in the planogram is on the shelf Check the shelf against the planogram SKU list; check missing items in inventory — if stock is in the back room, it is a violation.☐ Yes☐ No
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5
There are no products on the fixture that are not in the planogram Misplaced items and delisted products have been returned to their home location or to the back room for return.☐ Yes☐ No
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6
Each product sits on the shelf specified in the planogram Check shelf levels: products planned for eye level have not been moved down, and vice versa.☐ Yes☐ No
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7
Products follow the planogram sequence from left to right Item sequence and brand blocks match the plan; nothing has been swapped around.☐ Yes☐ No
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8
The number of facings matches the planogram Count facings for 10 items; fewer or more than planned counts as a deviation.☐ Yes☐ No
Display quality
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9
Product is turned with the front label facing the shopper Name and brand are readable from the aisle; no packs turned sideways or upside down.☐ Yes☐ No
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10
Product is pulled forward to the shelf edge The first units sit at the front edge; the shelf does not look half-empty because stock is pushed to the back.☐ Yes☐ No
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11
Rows are filled to full depth with no gaps behind the front unit Pull the first unit in 3–5 rows: there is product behind it, not empty space.☐ Yes☐ No
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12
Heavy and bulky items are on the bottom shelves and nothing overhangs the edge Cases of water, household chemicals and heavy bags of dry goods are not above chest height; no product sticks out past the shelf edge.☐ Yes☐ No
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13
There are no crushed, dirty or torn packs on the shelf Damaged product has been pulled and sent for markdown or return to vendor.☐ Yes☐ No
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14
Shelf dividers and fences are in place Product does not fall off the shelf or mix with neighboring items; pushers work.☐ Yes☐ No
Price tags and fixture signage
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15
Each shelf tag sits directly under its product Tags moved together with the product after the reset; no tag sits under the neighboring item.☐ Yes☐ No
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16
Aisle or category signage matches what is on the fixture The header sign or endcap sign matches what is actually merchandised there.☐ Yes☐ No
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17
Shelf POS materials are placed per plan and do not cover product Shelf talkers and wobblers are only at approved items and do not cover price tags or pack fronts.☐ Yes☐ No
Secondary placements
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18
Endcaps are set to the approved plan for the current period The endcap holds the product and materials agreed for these dates, not leftovers from the last promotion.☐ Yes☐ No
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19
The checkout zone is merchandised to plan Check each checkout fixture against the plan: assortment, sequence, fill level.☐ Yes☐ No
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20
Pallet and island displays do not block the aisles Two carts can pass each other next to the display; the route to emergency exits is clear.☐ Yes☐ No
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21
Supplier fixtures are in their agreed locations and stocked with that supplier's product Branded displays and coolers are not used for other products and are not left empty.☐ Yes☐ No
Fixture result
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22
Fixture planogram compliance, % Number of items placed correctly (location, sequence, facings) divided by the number of items in the planogram, times 100.
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23
Deviations were fixed on the spot and an after photo of the fixture was taken A straight-on photo of the whole fixture with every shelf visible; anything that cannot be fixed right away is logged as a task.☐ Yes☐ No
This template is a starting point. Check the limits and wording against your local regulations, your company standards and the equipment manufacturers' instructions.
jeCheck · https://jecheck.io/en/templates/planogram-compliance
Common violations
- The gap left by an out-of-stock item is filled by widening the neighbor's facings: the shelf looks tidy, but the missing item drops out of orders and sales.
- Shelf tags are not moved with the product after a reset, so shoppers see the neighboring item's price and argue at the register.
- Heavy packs are put on top shelves because "there's room up there" — an injury risk for shoppers and staff.
- Only the front of the shelf is checked while the depth is empty: the fixture is wiped out by lunchtime and has to be restocked during peak hours.
- The store works from an old planogram printout and spends a month set to a layout that orders are no longer based on.
Frequently asked questions
The target is set by the chain itself; in practice it is usually close to 100%, and a noticeable drop from one audit to the next is the trigger for a review. Compare the score across departments and stores — it shows where the problem is discipline and where the planogram itself does not work for the store.
Do not redesign the fixture yourself: photograph the shelf, note the fixture dimensions and send it to category management. Until you hear back, set as much as the plan allows and keep the rest in the back room.
Department staff or a merchandiser sets the shelves, and the store manager owns the result for the store. The district manager does spot checks to see how the process works.
Similar templates
Run this inspection on your phone
Move the checklist into jeCheck: photos on every item, tasks for each issue with an owner and a deadline, and location comparison by results.