10-MINUTE CATEGORY PLANNINGCHEAT SHEET

Create the core foundations of your aligned and customer focused category plan

www.retailgrowthconcepts.com.au

To Fight Back & Win® in the highly disrupted industry, retailers need to consider and challengemany established business norms. Of particular importance is agility and having systems andprocesses that are simple, efficient and effective. One such process is category planning; a well-researched, disciplined and agile categoryplanning process is an essential element to any successful retailer’s growth agenda.  The problem for many retailers and their teams at the heart of the category planning process,including merchandise, inventory, marketing and operations, is that they are often extremelybusy, with divergent KPI’s and focus.  As a result, category planning can lead to confusion, inter departmental conflict and incorrectconclusions. A simple and effective way to overcome this problem is at the outset create cross functionalalignment to plan terminology, definitions, KPI’s and the potential set of tactics from which todeliver the plan. This is exactly what our category plan cheat sheet has been designed to do, supportingthought leadership direction, clarity and consistency. The 10-minute category plan cheat sheet provides simple templates to ensure effectivecategory plan decisions.  In just 3 rapid steps you will create the core foundations of your aligned and customer focusedcategory plan.

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HI AND THANK, YOU FOR CHECKING OUTOUR 10-MINUTE CATEGORY PLANNINGCHEAT SHEET.

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Using the category role summary descriptions and retailer and customer definitions andperspectives, decide which role applies to your category or department.

STEP 1 - CATEGORY ROLE MATRIX

Select the implied strategies for the product, price, place/space and promotion. These willassist you in providing early strategic activity to support your category objectives.

STEP 2 - CATEGORY ROLE AND IMPLIED TACTICS MATRIX

Select which sub category role applies

Then choose your category activation priorities from the list of implied tactics under eachcolumn.

© 2020 RETAIL GROWTH CONCEPTS | WWW.RETAILGROWTHCONCEPTS.COM.AU

There you have it, in just 10 minutes your plan foundations. Of course, it won’t give you every answer, that’s the beauty of retailing, it’s a simple trading conceptyet will take a lifetime to master. If you do get stuck and need further support in using this tool or more comprehensive assistancewith category planning, I would be happy to discuss and explain how we can facilitate best practiceoutcomes. Our business and my personal contact details are shown on the about me page below. I look forward to your contact. Happy Trading David GinsbergFounder and Managing Director

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WELL DONE!

Select the relevant KPI’s that are important.

STEP 3 - CATEGORY KPI’S AND IMPLIED TACTICS MATRIX

Then choose from the list of implied tactics to best support product, price, place/space andpromotion activities for your category, remember not to try and deliver everything toeverybody.

© 2020 RETAIL GROWTH CONCEPTS | WWW.RETAILGROWTHCONCEPTS.COM.AU

David is a highly credentialed and well-regarded retail expert with a background comprising of over 28years in senior management and advisory roles for multinational retail industry related organisationsincluding 7- Eleven Hong Kong & Australia, Shell Asia Pacific & The Middle East, Dairy Farm InternationalHong Kong, Macro Wholefoods, Franklins Supermarkets, BP Australia, The Warehouse New Zealand,Westfield, Metcash, CSR, Dulux, Treasury Wine Estates, Swisse, Sanofi, Coles, Woolworths and AustralianPharmaceutical Industries (Priceline). Currently advising and coaching broadly across the Australian retail sector, David’s expertise continues tobe in high demand. His extensive global retail experience and business exposure across numerouscountries provides him with a diverse and comprehensive understanding of the retail challenges andopportunities facing retailers and their supplier partners. David has a strong communication, public speaking and training repertoire. He is an Associate at theMelbourne Business School, where he lectures on retail industry related subjects and has worked withMonash University as a Program Director at the Australian Centre of Retail Studies.  Currently busy leading his own successful industry advisory business, Retail Growth Concepts, anddeveloping the unique retail industry transformation and business development program, Retail Growth –Fight Back & Win®. He is also a founder and partner at the FIXRR, a Melbourne based retail advisory agency with a focus onrebuilding retail. As a strong leader within large multi-site international and Australian based retailers in the supermarket,petrol & convenience and pharmacy sectors, coupled with his extensive expertise, David brings to the tablea broad range of transferable skills and insights. He is a results orientated individual, adaptable and drivento achieve winning outcomes for his numerous clients.

Retail Growth Concepts

1070 Glen Huntly Road,

Glen Huntly, VIC 3163

+61 419 508 085

dginsberg@retailgrowthconcepts.com.au

www.retailgrowthconcepts.com.au

To contact David and find out more about

the Retail Growth - Fight Back & Win®

program or other ways that he and Retail

Growth Concepts can support your

business.

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ABOUT DAVID GINSBERG

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