Marketing Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Retail Merchandising Displays & POP

• Is cafe following merchandise display guidelines on Heritage table and Cash Wrap

  Yes

  No

  N/A

• Heritage storyboard displayed with correct items?

  Yes

  No

  N/A

• Are all products displayed with price points?

  Yes

  No

  N/A

• Do all products on Merchandising table have retail labels?

  Yes

  No

  N/A

• Are Heritage tables displaying correct daypart products?

  Yes

  No

  N/A

• Is cash wrap set up correctly per merchandising guide

  Yes

  No

  N/A

• Is Cash Wrap and Heritage Table plentiful or condensed to appear abundant?

  Yes

  No

  N/A

Greeting Stand

• Greeting stand displayed properly

  Yes

  No

  N/A

• Are TA and catering menu displayed in greeting stand

  Yes

  No

  N/A

• Greeting stand include current sign & topper

  Yes

  No

  N/A

Bread Wall & Bakery Case

• Is bread tag set complete and in good condition?

  Yes

  No

  N/A

• Are breads displayed according to schematic?

  Yes

  No

  N/A

• Is pastry tag set complete and in good condition?

  Yes

  No

  N/A

• Are product ID tags displayed for all items?

  Yes

  No

  N/A

• Is the pastry table tower displayed correctly in the bakery case?

  Yes

  No

  N/A

• Is the correct allergen framed sign displayed in bakery?

  Yes

  No

  N/A

• Is there proper lighting on the pastry table?

  Yes

  No

  N/A

• Is there proper lighting on the bread wall?

  Yes

  No

  N/A

Bagel wall

• Bagel Wall Set-up according to schematic?

  Yes

  No

  N/A

• Is bagel tag set complete & in good condition?

  Yes

  No

  N/A

• Are bagel tags hanging from middle basket bar?

  Yes

  No

  N/A

• Is the Featured Bagel menu magnet displayed?

  Yes

  No

  N/A

• Is there proper lighting on the bagel wall?

  Yes

  No

  N/A

• Is the bagel wall header up and in good shape?

  Yes

  No

  N/A

Menu Panels (Bakery and Cafe)

• Are the menu panels arranged according to the schematic?

  Yes

  No

  N/A

• Are Silver Magnets used on all menu panels instead of black magnets?

  Yes

  No

  N/A

• Are the correct menu panels with pricing and menu items displayed (i.e. with new products)?

  Yes

  No

  N/A

• Are menu panels spaced properly?

  Yes

  No

  N/A

• Is there proper lighting on menu panels?

  Yes

  No

  N/A

• Is the “Discovery” menu panel displayed correctly in both bakery and cafe?

  Yes

  No

  N/A

• Is the You Pick 2 OVAL the correct version?

  Yes

  No

  N/A

• Soup slats correct, clean, & in good condition?

  Yes

  No

  N/A

• Soup slats for celebration soups displayed?

  Yes

  No

  N/A

• Are the soup slats in order vs penny profit?

  Yes

  No

  N/A

Banners

• Are banners displayed correctly (i.e. décor facing dining room)?

  Yes

  No

  N/A

• Are correct celebration banners displayed (i.e. no prior celebration banners)?

  Yes

  No

  N/A

• Is there proper lighting on marketing banners?

  Yes

  No

  N/A

• Are faux column banners displayed properly above the espresso station or near station?

  Yes

  No

  N/A

• Are banners weighted down with metal dowels?

  Yes

  No

  N/A

• Is café receiving the appropriate amount of banners each celebration?

  Yes

  No

  N/A

Community Bulletin Board (CBB)

• Is there an ODN recipient frame/sign displayed?

  Yes

  No

  N/A

• Is the laminated Community Board sign displayed?

  Yes

  No

  N/A

• Only appropriate postings displayed on CBB?

  Yes

  No

  N/A

ODN Community Breadbox

• Are at least 2 ODN boxes displayed?

  Yes

  No

  N/A

• Do the ODN labels list the ODN partner name and are in good condition?

  Yes

  No

  N/A

• Are the ODN boxes locked down using the cables?

  Yes

  No

  N/A

• Are the boxes emptied/not overflowing?

  Yes

  No

  N/A

Coffee Bar and Beverage Station

• Correct creamer labels?

  Yes

  No

  N/A

• Correct condiment labels?

  Yes

  No

  N/A

• Is coffee depicter in good condition?

  Yes

  No

  N/A

• Are Iced Tea Labels correct and in good condition?

  Yes

  No

  N/A

• Is correct Catering Translight in place on the soda machine?

  Yes

  No

  N/A

Miscellaneous Items

• Does the café have an approved catering display?

  Yes

  No

  N/A

• All current POP or celebration materials current?

  Yes

  No

  N/A

• Is there sufficient lighting on menu panels and banners according to lighting guide?

  Yes

  No

  N/A

• If café has any awards displayed, are they correctly displayed near the Community Bread Board?

  Yes

  No

  N/A

• Is the bagel/bread wall in the best placement in the cafe?

  Yes

  No

  N/A

• Is catering decal at consolidation area correct and in good shape?

  Yes

  No

  N/A

• Does the bakery-café have a current stock of ODN business cards for customers?

  Yes

  No

  N/A

• Is the MyPanera Kiosk clean and in good condition?

  Yes

  No

  N/A

• Are MyPanera materials displayed properly at registers (i.e. CTO topper, Take one brochure, etc.)

  Yes

  No

  N/A

Labels and Signage

• There's no additional signage in bakery-café that has not been approved (i.e. blackboard stand)?

  Yes

  No

  N/A

• Are Crathco (Lemonade/Iced Green Tea) labels in good condition?

  Yes

  No

  N/A

• Are the proper versions (Lemonade/Iced Green Tea) in place for the style of café?

  Yes

  No

  N/A

• Correct number of CTO’s in place with correct celebration POP?

  Yes

  No

  N/A

• Are Panera Cards and holders displayed in CTO’s?

  Yes

  No

  N/A

• Is the Panera Card displayed in CTO current to celebration?

  Yes

  No

  N/A

• Is the pager return sign in good shape?

  Yes

  No

  N/A

• Is the current version of the WiFi door decals displayed?

  Yes

  No

  N/A

• Are store hours listed on all exit doors?

  Yes

  No

  N/A

• Are credit card decals displayed on front doors and in good condition?

  Yes

  No

  N/A

• Allie Munsey Marketing Coordinator

  Sign