Online Courses

Category Management Series

Category Management Basics

This 40-minute course provides an introduction to category management concepts and terminology. You will learn the definition of category management, understand each step in the process, and study examples of how category management is applied. This course is ideal for a variety of personnel in the CPG industry, including retailers (store associates to category managers) and suppliers (store merchandisers to category-development managers).

This course is recommended as a prerequisite for those interested in taking additional courses in the series. This course includes several short segments that focus on the importance of execution at the store level and the critical role that store associates play in the success of category management.

This course is divided into two lessons:

Lesson One: Concepts and Terminology
  • What is category management and why are retailers and suppliers interested in pursuing it?
  • What are the benefits of category management?
  • The category management process:
    • Defining the category
    • Developing the situation analysis
      • Understanding the consumer
      • Shopper insights
      • Market analysis
      • Financial position
    • Determining Strategic Roles and Positions
      • Creating strategies and tactics
      • Measuring results
Lesson Two: Planogram Design and Strategy

  • Planogram basics
  • Planogram tactics
  • How to read a planogram
  • The store associate’s role

Course Details: Length: 40 minutes
Cost: $149 – you may pay with credit card

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