Task type · Research and checks

Shelf checks from people who are already in the shop

Your distributor's report says the display went up. This is the cheapest way to find out whether it did, in a shop three hundred miles away.

Retail execution is the classic gap between what was agreed and what is on the shelf, and it is invisible from head office. The task is small, the logistics are the hard part, and most briefs fail on frame consistency rather than on anything about the shop.

What to put in the public brief

Keep the brand, the specific stores and any planogram private.

What to put in the private instructions

  1. Name the store and the aisle

    Not the brand alone. "The chilled drinks aisle" saves a worker ten minutes of wandering and saves you the cost of it.

  2. Specify the frame precisely

    Distance, height, whether to include the shelf edge label. Consistency across stores is the entire value; inconsistent photos cannot be compared.

  3. State the in-store rules plainly

    Discreet, stop if asked, never argue, no moving product to improve the shot. That last one matters: a rearranged shelf is a falsified observation.

  4. Ask for the store identifier and time

    Branch name or number, and when. A photo without a location is an anecdote.

Proof worth requiring

Ask for

A wide category shot and a closer facing shot, plus the branch and timestamp. Two photos, specified, beat ten unspecified.

Do not ask for

Photographs of staff or other customers. It is unnecessary, it raises a privacy problem you do not need, and it makes the worker conspicuous.

When this task type is the wrong tool

If you need a full audit across hundreds of stores on a schedule, a retail audit provider does this at scale with trained staff.

If what you want is the shopping experience rather than the shelf, that is mystery shopping, and it prices and briefs differently.

Brief a shelf check

Set the reward and the cities or retail chains you need. Workers nearby reserve a spot; the brand and store list stay private until they do.

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