Template

Updated Merchandising Review Form

by Simon Warrender, from the Community

20+

Evaluate planograms, fixture space, and merchandising standards with this updated review form. Sections cover space and equipment, range checks, shelf edge label accuracy, reduced to clear and discontinued items, NEW indicators, shelf-ready packaging, cleaning standards, and sign-off. Designed for store managers to review new plans and deputy managers to review updates.

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Eliminate mistakes made by paper-based processes

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

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.

Template
SRM New Plan Audit Checklist
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.
by Charlotte Houston, from the Community
Downloads: 10+
Get
Template
New Store Visual Merchandising Checklist
Prepare a new retail location for opening with a comprehensive visual merchandising checklist. This template covers technology displays and signage, fixture installation, rails and hooks, ticketing and data strips, printer and consumable layout, writing and art ranges, mailing and packaging, safety equipment, furniture plans, impulse lanes, and more. It guides store teams to follow planograms, set up end caps and feature bays, print correct signage from Onet, and ensure security and compliance across departments. Use it to coordinate tasks, verify readiness, and deliver a consistent shopper friendly store experience on day one.
by Craig Cox, from the Community
Downloads: 20+
Get
Template
Store Compliance Assessment
Use this Store Compliance Assessment to audit retail produce sections. Assess date coding, reduced label compliance, fixture standards, product placement, availability gaps, temperature control, back-of-house storage, and promotional execution. Capture evidence, rate compliance from red to green, and record issues impacting quality and presentation. Ideal for supermarkets and grocery teams to maintain freshness, safety, and merchandising standards.
by Kate Adams, from the Community
Downloads: 20+
Get
Template
New Equipment Inspection
EHS review
by Ryan Langello, from the Community
Downloads: 30+
Get

SRM New Plan Audit Checklist

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.

by Charlotte Houston, from the Community

10+

Get

Template

New Store Visual Merchandising Checklist

Prepare a new retail location for opening with a comprehensive visual merchandising checklist. This template covers technology displays and signage, fixture installation, rails and hooks, ticketing and data strips, printer and consumable layout, writing and art ranges, mailing and packaging, safety equipment, furniture plans, impulse lanes, and more. It guides store teams to follow planograms, set up end caps and feature bays, print correct signage from Onet, and ensure security and compliance across departments. Use it to coordinate tasks, verify readiness, and deliver a consistent shopper friendly store experience on day one.

by Craig Cox, from the Community

20+

Get

Template

Store Compliance Assessment

Use this Store Compliance Assessment to audit retail produce sections. Assess date coding, reduced label compliance, fixture standards, product placement, availability gaps, temperature control, back-of-house storage, and promotional execution. Capture evidence, rate compliance from red to green, and record issues impacting quality and presentation. Ideal for supermarkets and grocery teams to maintain freshness, safety, and merchandising standards.

by Kate Adams, from the Community

20+

Get

Template

New Equipment Inspection

EHS review

by Ryan Langello, from the Community

30+

Get

Updated Merchandising Review Form

About author

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SRM New Plan Audit Checklist

New Store Visual Merchandising Checklist

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SRM New Plan Audit Checklist

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