Developing a Category Plan

 

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:

  • 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:

  • 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.

 

Contact us for more details

 Instructor-Led Training FAQ:

  • What will individuals learn? Each training session (in-person or virtual) has well-defined learning objectives that focus on the most important elements of the topic area.  This is tweaked to meet the unique and specific needs of your team or organization.
  • What is required of individuals? Instructor-led training is designed to be highly interactive, requiring individual engagement online through features like chat, whiteboards, breakout rooms, contests, quizzes, and more. Participants may also have prework assignments and/or post-class homework.
  • Want to customize your training?  Opt for customized training to zero in on areas for skill enhancement. Tailoring your training allows a focus on precise needs, offering flexibility with extended or additional sessions. Customized sessions can also be integrated and complemented with other topics to create a bespoke custom training program.  

 Additional Instructor-Led Topics Available

In addition to the featured topic areas above, CMKG can also support organizations with customized instructor-led training in the following areas: 

  • Excel Foundations for Retail and Category Teams
  • PowerPoint for Clearer, More Effective Business Communication
  • Collaboration and Joint Business Planning
  • Data to Insights: Strengthening Analytical Thinking
  • Data Visualization for Stronger Communication
  • Presentation Skills and Fact-Based Storytelling
  • Category Management in eCommerce and Omni-Channel Retail
  • Working with Limited Data to Make Better Decisions
  • Private Label Strategy and Capability Building
  • Critical Thinking for Better Business Decisions
  • Business Acumen for Retail and CPG Teams

Looking for something more specific?
We can tailor a topic, combine multiple topics, or design a broader blended learning solution based on your team’s needs, priorities, and desired outcomes.