Merchandising Toolkit

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Be accountable for collaborating with a team of Planning and Supply Chain Solution Architects to build an End to End Planning strategy and Architecture in partnership with Line Planning and Merchandising, Demand Planning, Supply, Material and Inventory Planning business and technical specialists.

More Uses of the Merchandising Toolkit:

  • Confirm your organization focuses on working with the Merchandising and Planning organizations and supporting the vision to drive new private label products.

  • Orchestrate: monitor competition by gathering current marketplace information on pricing, products, new products, merchandising techniques, etc.

  • Analyze inventory daily for new items and merchandising tracking; communicate to the larger ecommerce team the status for promoted or featured launches (on time, delayed, etc).

  • Collaborate with design, merchandising, production, fabric, and technical design teams to achieve product execution and maintain design integrity.

  • Govern: from web and ecommerce analytics to operational analytics that support supply chain, product, merchandising and varying other operations teams.

  • Use customer, category and insights to provide direct input into your respective brands based on customer merchandising and sales promotion plans.

  • Be certain that your organization creates report, data bases and participates in line planning, merchandising, and post seasonal review by providing product performance and customer behavior analysis.

  • Oversee daily operation of department and category functions and work closely with merchandising management team to achieve the goals of the category business plans.

  • Ensure your organization leads projects and performs analysis to test alternative marketing strategies, gain competitive intelligence, develop merchandising and pricing strategies and size white space opportunities.

  • Collaborate with merchandising, design and product engineering team members to generate and execute new product and packaging concepts.

  • Lead milestone meetings with Design and Merchandising and provide guidance on the costing implications of trends and merchandising strategies by working proactively to ensure production partners capability.

  • Develop and communicate category insights that provide the customer with high value information with respect to consumer, product assortment, in store merchandising, and space planning analysis.

  • Write, review, and provide feedback on for merchandising IT on IT projects to ensure alignment with business requirements, and architectural standards.

  • Collaborate with key internal stakeholders (Merchandising, Allocation, Distribution, Finance, IT) to drive efficiencies and continuous improvement, streamlining of processes, and cost improvements as it relates to International Logistics.

  • Standardize: partner with merchandising planning to establish a buy process and cadence to proactively control inventory flow and product availability.

  • Make sure that your organization partners with buyers to drive Ecommerce business by actively checking it and collaborating closely with Ecommerce Site Merchandising and Content teams.

  • Develop merchandising concepts, product and promotional plans that strategically drive category growth while continually evaluating product mix to ensure customer satisfaction, increase market penetration and competitive advantage.

  • Direct: monitor competition by gathering current marketplace information on pricing, products, new products, delivery schedules, merchandising techniques, etc.

  • Warrant that your organization maximizes sales potential through effective and proper procedures for prepping, storing, rotating, stocking, and merchandising product.

  • Ensure your organization demonstrates thorough abilities and/or a proven record of success in helping companies through merchandising and omnichannel transformation.

  • Collaborate with operations and product to build predictive models that are used by Digital, Marketing, Merchandising, and Supply Chain teams.

  • Develop and implement ways to improve online merchandising, promotional and content management capabilities with existing functionality.

  • Develop and recommend processes to optimize supply chain performance against key performance indicators to ensure the right balance of merchandising, transportation and supply chain considerations are made to maximize profitability and customer satisfaction.

  • Make sure that your organization partners with the Store management on the implementation of visual merchandising directives and maintains standards consistent with organization brand strategies.

  • Evaluate all reports daily to create store action plans to drive key performance indicators (KPIs) and advance results around talent, operations, merchandising, financial and customer aspects of the business.


Save time, empower your teams and effectively upgrade your processes with access to this practical Merchandising Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Merchandising related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Merchandising specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Merchandising Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Merchandising improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Will the cloud vendor move all the clients information onto a distinct atmosphere ought to the prevailing atmosphere become compromised or unavailable?

  2. Are your promotions highlighted, and is everything clearly priced, are fitting rooms clearly marked and is the pay point obvious to your customer?

  3. How do you evaluate the financial impacts of responses to the competition or supplier cost changes will have on the product and category?

  4. Is it possible for the proprietor of a trademark to monitor the quality in modern licensing practices like character merchandising?

  5. How do you create the most efficient yet cost effective marketing algorithm using the information available on the market?

  6. Do you have a tight grip on expenditures, or is your organization committing to expenditures before cash is in hand?

  7. Should the process be initiated before closing the store, changing shift or what should trigger the process?

  8. What is your winning team going to look like and how are you going to embrace AI and emerging technologies?

  9. When did you last take a close look at your customers and make changes in your business based on the needs?

  10. Does the prop enhance the product, is the product clearly and effectively displayed to its best advantage?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Merchandising book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Merchandising self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Merchandising Self-Assessment and Scorecard you will develop a clear picture of which Merchandising areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Merchandising Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Merchandising projects with the 62 implementation resources:

  • 62 step-by-step Merchandising Project Management Form Templates covering over 1500 Merchandising project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Progress measurement and control – How will the Merchandising project measure and control progress?

  2. Team Operating Agreement: What is the anticipated procedure (recruitment, solicitation of volunteers, or assignment) for selecting team members?

  3. Cost Management Plan: Have external dependencies been captured in the schedule?

  4. Project Scope Statement: Has the Merchandising project scope statement been reviewed as part of the baseline process?

  5. Quality Metrics: What group is empowered to define quality requirements?

  6. Activity Duration Estimates: Why is it difficult to use Merchandising project management software well?

  7. Stakeholder Management Plan: Is there general agreement & acceptance of the current status and progress of the Merchandising project?

  8. Risk Audit: Do you have a procedure for dealing with complaints?

  9. Lessons Learned: What is the proportion of in-house and contractor personnel authorized for the Merchandising project?

  10. Procurement Audit: Does the procurement function/unit have the ability to apply electronic procurement?

Step-by-step and complete Merchandising Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Merchandising project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Merchandising project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Merchandising project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Merchandising project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Merchandising project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Merchandising project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Merchandising project with this in-depth Merchandising Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Merchandising projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Merchandising and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Merchandising investments work better.

This Merchandising All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.