Overview: Bring strategy, insights, and category levers together to help teams build stronger category plans that are more practical, focused, and actionable. This topic helps participants connect what they know to the kinds of plans and recommendations the business actually needs.
How This Can be Tailored:
This session can be delivered virtually or in person and shaped around your planning process, strategic priorities, internal expectations, retailer/customer context, and decision-making needs. Depending on your objectives, participants may work with your planning language, strategic inputs, scorecard approach, analysis frameworks, or templates so the output feels more relevant to how your organization actually plans and communicates.
Possible Takeaways:
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Participants may leave with:
- a category plan template
- planning frameworks or worksheets
- scorecard examples
- workshop outputs or working tools
- practical examples of how to connect insight, priority, and action
Possible eLearning Prework:
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Possible eLearning prework may include:
- Develop a Category Plan
- Fundamentals of Category Management
- Completing a Basic Category Review
- Identifying Growth Opportunities
- selected eLearning on assortment, pricing, or promotion depending on focus
Delivery Format:
Available virtually or in person, and can also be integrated into a broader blended learning solution.
Prepare your team for success in the ever-changing industry by mastering adaptive category management techniques tailored to contemporary challenges and opportunities.


