8 Category Review Analysis & Planning Steps

  1. 1. Define the Win/Win Business Opportunity - SWOT & Critical assessment of any contingencies, Consider Macro/micro issues, PESTLE, Industry, Competitive and market forces.
  2. 2. Develop the Plan - Minimize assumptions validate data identify sensitivities
  3. 3. Assemble organise and collate and evaluate data
  4. 4. Analyse & interpret data
  5. 5. Identify & Summarize key findings & Issues
  6. 6. Develop treatment, implementation and action program
  7. 7. Review the Analysis & Action Steps with the Decision Maker Review purpose, approach, conclusions & tactics for implementation
  8. 8. Refine and distribute action program with monitoring feedback & control mechanisms and checklist.

Common Category Management Category Review Mistakes

  • Believing your buyer knows less than you do
  • Trying to push buyers into buying stock that will not turn over fast enough
  • Presenting without sophisticated market research and information analysis
  • A shoe-string budget
  • Not understanding the purpose of a Category Management Category Review

Don't risk expensive mistakes...

Category Review and Management

Helpful Category Management Category Review advice, Category Management Category Review help, new product development and launch, Category Management Category Review strategy,

Optimise Your Category Management Opportunity
FMCG Management  |    Market Segmentation   |    Marketing Planning   |    Marketing

Retail Marketing no longer tolerates weak marketing. Category Management is a science and those without the scientific knowledge of Category Management are quickly exposed when Category Reviews are presented.

A Category Review is an opportunity to star, or to strike out, but the rewards are plentiful for those that undertake diligent analysis in their Category.

What is Category Management?

Evolving out of grocery retailing, Category Management is a retail management approach of dividing a business into distinct groups by product categories and managing the retail dynamics productively to optimise retail efficiency and maximise customer satisfaction .

What is a Category Review?

The process a Category Manager uses to objectively assess each participant in his/her category to determine the validity of the win/win relationship shared between trade partners.

The future of brands can be decided in the period of a week or less, so it is crucial to employ every piece of knowledge you have from the market research and analysis, to present the perfect permutation of products for the Category.

Using knowledge you have gained from market research, performance analysis, customer experience feedback, and trade partner intelligence, it is up to the Key Account Manager, Marketing Consultant or Food Broker to construct a Category Review Assessment that assist the Category Manager to draw up the best possible Category Plan.

The Category Review Presentation

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A formal Category Review Presentation should include salient market research, analysis, range review and business development plan. It is vital to remember that retailers do "not have rubber walls" and the limitations on their space is exceed by the demands of aspiring marketers to win shelf presence. You must demonstrate hat the Category Manager is best serving their existing customers and potential new customers with the retail offer you are proposing.

Common Category Management Infrastructure

Shelf Allocation is based on potential category sales, profit, product size, product range and marketing aims of a  Category Marketer who works on the analysis, development plan and defines the range, a Category Buyer who sources the range and a Category Planogram department who organises and communicates the range to the store. All these need to report to a Category Manager.

Category Management Scheduling

Retailers like Coles and Woolies review most categories twice a year and publish a timetable on their websites. Ask your target account to furnish you with their category review timetable... and work towards the dates laid our within.

Category Reviews and Category Management

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23 Things to Think About in Category Management

  • Category Management Overview
  • Retailer Strategy
  • Category Definition
  • Category Roles
  • Category Strategies
  • Market Segments
  • Data Sources
  • Category Assessment
  • Sales Fundamentals
  • Category Management with Limited Data
  • Implementation of the Category Plan
  • Effective Category Management Analysis
  • Accurate Category Assessment
  • Promotion Analysis
  • Pricing Analysis
  • Fact Based Selling & Category Review
  • Space Management Issues & Practice
  • Advanced Shelving Solutions
  • Cross Channel Conversion
  • Psychology of Shopper Behaviour
  • Retailer Economics & Strategic Supply Chain Management
  • Strategic Selling & Collaborative Business Planning
  • Competitive Assessment & Competition Analysis

Wise Words

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Edward de Bono

Category Review

Business to Business Market Research Business to Business Management Business to Business Marketing planners Business to Business Product Launch Advice Business to Business New business development Market planning template for Business to Business Marketing plans

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Category Management

Best category management is built around working with the Category Manager. Key account management, when selling to major accounts and national retailers, relies upon accurate market information, reflected in their own data, interpreted logically to demonstrate insightful category planning and legitimate win/win opportunity....   Learn More>>