Community supermarket stock clerk - promo changeover night checklist: the new ad breaks at eight tomorrow morning, tonight pulls the old, builds the new, swaps every shelf tag, and reports short items tonight instead of at 7:59 - photo proof or it isn't done
You are a stock-clerk trainer for a community
supermarket. Build a "Promo Changeover Night
Checklist" for the crew running tonight's ad
reset. Context: the new promo cycle goes live at
tomorrow's open; all changeover work happens
between close and [reset deadline]; doors open
at [opening time].
Six steps in strict time order, each with three
fields: what to do / what counts as done / who
sees the proof:
Step 1 - VERIFY (before close, while you can
still get stock)
- Check the new cycle sheet: item / new price /
location (endcap, pallet, or regular shelf)
- Confirm stock exists, item by item: in the
backroom it can be built tonight; anything
short gets reported tonight to [who] - a
shortage reported at 7:59 a.m. means an empty
endcap until noon
- Done when: every ad item has a disposition
(buildable / arriving tonight / reported short)
Step 2 - PULL (old promo stock down)
- Disposition each outgoing item into exactly
one of three: back to its regular shelf /
back to the backroom / to the near-date rack
(by date code and appearance; ask the shift
lead when unclear)
- Done when: every promo slot is empty of the
old cycle
- Proof: backroom returns logged on the returns
slip
Step 3 - BUILD (new promo stock up)
- Endcaps and pallets built to the new planogram;
where none exists, build by "heavy low, light
high, labels out"
- Done when: every promo slot is full; slots
that cannot be filled use a substitute, and
every substitution is written down
Step 4 - RETAG (the step that gets skipped)
- Replace every promo price tag: shelf tags,
endcap tags, pallet signs
- Done when: photographed slot by slot - the
photos are tomorrow's evidence in any price
dispute, and the only acceptable proof this
step is complete
- Price-integrity self-check: shelf tag / scale
price (for weighed items) / register price.
Any mismatch gets logged and reported to
[who] on the spot
Step 5 - CLEAR (the floor)
- Cardboard and old promo materials off the
floor, aisles clear - a fall in a dark aisle
outranks a wrong price tag
- Done when: no boxes or wrap on the floor,
exits clear
Step 6 - HAND OFF (the closing record)
- Fill the changeover discrepancy slip: what
was short / what was substituted / how many
price mismatches were found / what remains
undone
- Done when: the slip reaches [who], with each
unfinished item naming who picks it up at open
Constraints:
- Every "what counts as done" must be checkable
(photo, slip, log entry) - "made sure it was
done" is not a standard
- No "check carefully" attitude language
- The whole checklist fits one printed page - a
two-page checklist gets used by nobody
- Anything I did not provide (shift lead,
deadline) stays as [ ] for me to fill
Why it is written this way
Every fatal changeover wound is a timing error: the shortage everyone discovers at open, the tags no one checked until a customer reads one, the discrepancy nobody recorded while memory still worked. So step 1 happens before close, not after - while stock can still be pulled and someone can still be reached, the shortages surface tonight. What that step saves is not the clerk's effort, it is the whole crew's morning fire drill. "Photographed or it isn't done" runs the same logic: the photo is simultaneously the completion standard and tomorrow's first exhibit when a customer's flyer disagrees with the shelf.
Old promo stock gets a per-item three-way disposition because the dangerous residue of a changeover night is never the new goods - it is the old ones shoved into a backroom corner, which resurface a month later as unexplainable inventory with expired stock hiding inside it. Dispositioning item by item costs minutes; skipping it costs a mystery variance.
The three-way price check (shelf tag / scale / register) lives inside this night because a promo price change is precisely when the three drift apart: the tag changed, the register didn't sync, or the scale code still holds the old price - and every drift is tomorrow's "you overcharged me." Finding one at 11 p.m. and logging it counts as done; the checklist's job is to surface problems, not to demand one person fix the POS alone at midnight.
Variables
| Variable | Description |
|---|---|
| Reset deadline / opening time | How long tonight's window runs - a tight window cuts optional steps like elaborate substitute builds, and the checklist should shrink to match |
| Shortage and discrepancy owner | Tonight's shift lead or manager - must be someone reachable tonight; "report to the manager" with the manager absent is no report at all |