Template

SRM New Plan Audit Checklist

by Charlotte Houston, from the Community

10+

Use this SRM New Plan Audit to record and verify standards for new retail plan implementations. The checklist covers planogram compliance, label alignment and facings, shelf stripping and cleanliness, shelf height and air gaps, Northern Ireland indicators and promotional bubbles, and accuracy against plan sheets. It also verifies deliveries and backstock worked, removal of reduced-to-clear items, aisle housekeeping, tidy warehouse backstock, and RTC handling. Includes management sign-off, a move quality rating, and space for comments and next steps.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

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SRM New Plan Audit Checklist

About author

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Updated Merchandising Review Form

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Combined Beverage and Frozen Retail Audit

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