Free working template. All sample scores, weights and thresholds below are fictional teaching examples, not FieldKo customer data or industry benchmarks.
1. Program definition
| Field | Enter your definition |
|---|---|
| Objective | Example: improve priority SKU availability in eligible grocery stores |
| Eligible stores | Specify retailer, format and coverage region |
| Eligible products | Version-controlled, store-specific assortment |
| Audit timing | Visit date/time and campaign window as applicable |
| Accountable scorecard owner | Name or business role |
| Review frequency | Weekly operational, monthly strategy |
| Scoring version | Version identifier and effective date |
| Data completeness threshold | Define locally and document rationale |
2. Sample score architecture
| Dimension | Example weight | What passes | What is excluded |
|---|---|---|---|
| Availability | 35% | Expected product on intended shelf | Products not authorized here |
| Range | 20% | Authorized SKU present in agreed assortment | Delisted/expired obligation |
| Shelf | 20% | Applicable placement, facing, price requirements met | No agreed reference standard |
| Promotion | 15% | All mandatory campaign checks met on time | Store not eligible for campaign |
| Issue closure | 10% | Due issue verified resolved | No applicable due issue |
Important: Agree a written rule for what happens to weights when a whole dimension is not applicable. One option is to re-normalize eligible weights; another is to withhold the composite. Choose deliberately. Never automatically score an absent dimension as 100%.
3. How to calculate
- Component pass rate:
passed applicable checks / all applicable checks x 100. - Composite (when all dimensions apply):
sum(component score x approved dimension weight). - Optional re-normalized composite:
sum(applicable dimension score x weight) / sum(applicable weights). - Data completeness:
valid observations / required eligible observations.
Show the numerator, denominator, component and data completeness next to the composite. Missing data is not a pass.
4. Illustrative store report
| Item | Sample result | Response |
|---|---|---|
| Availability | 14/18 eligible SKU checks | Assign OOS causes and owners |
| Planogram | 6/8 applicable checks | Verify shelf layout and authorized deviations |
| Promotion | 2/3 mandatory conditions | Escalate missing display material |
| Open corrective actions | 3, of which 1 overdue | Review owner and next verification |
| Record quality | 21/23 required observations valid | Investigate two missing checks |
5. Governance checklist
- Every check has a clear business purpose and allowed response set.
- N/A and not-observed are not treated as passes.
- Weights are approved, versioned and understood.
- A critical safety or quality failure can trigger action regardless of total score.
- Data completeness appears beside the result.
- Exceptions have owners and due dates.
- Historical scores can be interpreted after changes.