Visual Merchandising Toolkit

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Direct and maintain site merchandising strategies, optimizing for inventory availability while maintaining brand cohesion as it relates to Visual Merchandising.

More Uses of the Visual Merchandising Toolkit:

  • Maintain Visual Merchandising standards consistent with organization brand strategies.

  • Inspire guests to discover solutions through compelling Visual Merchandising.

  • Confirm your enterprise ensures Brand Image is presented consistent with Visual Merchandising and Service Expectations.

  • Ensure you motivate; lead, Visual Merchandising.

  • Adhere to Visual Merchandising standards to ensure delivery of your Brand Promise to the customer.

  • Ensure all about Visual Merchandising.

  • Ensure all Visual Merchandising is implemented and maintained.

  • Be accountable for understanding and adhering to Visual Merchandising brand standards.

  • Guide: interior design and Visual Merchandising.

  • Manage all Visual Merchandising related initiatives using corporate project Management Tools.

  • Oversee: professional, Visual Merchandising.

  • Drive: editor mass Visual Merchandising.

  • Maintain Visual Merchandising according to Brand and organization Standards.


Save time, empower your teams and effectively upgrade your processes with access to this practical Visual Merchandising Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Visual 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 Visual Merchandising specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Visual 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Visual Merchandising improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Consider your own Visual Merchandising project, what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?

  2. Have the concerns of stakeholders to help identify and define potential barriers been obtained and analyzed?

  3. What are the Visual Merchandising investment costs?

  4. How will the data be checked for quality?

  5. Who is responsible for Visual Merchandising?

  6. What are the clients issues and concerns?

  7. What is the extent or complexity of the Visual Merchandising problem?

  8. What drives O&M cost?

  9. What do employees need in the short term?

  10. Are there any Revenue recognition issues?

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 Visual Merchandising book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Visual 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 Visual Merchandising Self-Assessment and Scorecard you will develop a clear picture of which Visual 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 Visual 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 Visual Merchandising projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Visual Merchandising project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Visual Merchandising Project Team have enough people to execute the Visual Merchandising Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Visual Merchandising Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Visual 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 Visual 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 Visual Merchandising project with this in-depth Visual Merchandising Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Visual 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 Visual 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 Visual Merchandising investments work better.

This Visual 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.