International Consultants and Trainers
 to Retailers, Manufacturers and
Technology Vendors Who Sell to Retailers

Increase sales, drive down costs and create success
This is why retailers, manufacturers and IT vendors around the world consult and train with Martec International

Merchandise and Assortment Planning Instructor Led Class


Provides guidance and best practice on developing merchandise and assortment plans.

Class Objectives
  • Review structured methods for developing merchandise and assortment plans
    Define the information necessary for an effective plan
    Show how to deal with practical difficulties

Target Audience

  • Planning managers
  • Planners
  • Merchandisers
  • Buyers
  • Retail executives wishing to introduce a systematic planning approach into their organization
  • IT executives involved in designing or selecting systems for merchandise planning
  • Vendors selling or marketing merchandise planning solutions to retailers

Class Contents

  • Merchandise & Assortment Planning Overview
    • Merchandise and assortment planning processes

  • Components and Variations
    • Planning elements
    • Merchandise planning cube
    • Plan types
    • Plan approaches
    • Importance of merchandise hierarchy

  • Top Down Planning
    • Creating high level plans
    • Advantages of top down planning
    • Disadvantages of top down planning

  • Bottom Up Planning
    • Types
    • Developing a bottom up plan
    • Examples
    • Advantages of bottom up planning
    • Disadvantages of bottom up planning

  • Planning Timeframes
    • Seasonal plans
    • Sales plan by period
    • Inventory plan by period
    • Gross margin plan by period

  • Overview of Assortment Planning
    • Assortment planning hierarchy
    • Assortment planning objectives
    • Planning elements
    • Planning dimensions
    • Department plans
    • Key item planning

  • Store Grading or Clustering
    • Linkage between store clusters and ranges

  • Assortment Planning Steps
    • Assortment style review
    • High level store audit
    • Competitive category audit

  • Assortment Planning - Putting a Plan Together
    • Price planning
    • Assortment creation and review
    • Assortment analysis
    • Market buy plan

Training Formats

  • Merchandise and Assortment Planning Instructor led classes
    - click here information on US public classes
    - click here information on UK public classes
  • Content for corporate universities and intranets
Enquire Further
CPD Certification Service has approved this class for Continuing Professional Development. CPD Certified Logo