How to Implement and Maintain a Retail Store's Planogram

Reading a Planogram is Easy and Your New Display Will Be Great

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Planograms are used to guide store staff in the design of a merchandise display. The goal is to create a display that is visually appealing to customers and allows them to find, compare and choose products efficiently.

Every store will have policies in place for designing and executing planograms. When employees learn to read and work with these 'merchandise maps,' managers can delegate the placement of new displays and free themselves up for other tasks.

Large retailers with multiple stores often send the same planogram to each store so displays are consistent with the company's branding and product focus of the season. Smaller stores will want to use planograms to design feature displays quickly.

How to Implement a Planogram

A planogram is a visual description, diagram or drawing of a store's layout. It includes the placement of particular products and product categories. In order to optimize shelf layout and receive a return on investment, the planogram should be properly executed and maintained by staff.

Items You Will Need:

  • Clean rag or duster
  • All-purpose cleaner
  • Additional shelving or peg hooks
  • Merchandise
  • Price Labels, Signage

Plan plenty of time to set up a new planogram without interruption. Many stores choose to put new displays together on slow days, often in the morning or early afternoon, when fewer customers are in the store. If it's a big redesign of a display, consider doing it while the store is closed.

Never try to do this job when you know you will be busy because it is not a good customer experience. Customers can trip over boxes or shelves or be deterred by a department that's 'under construction.' Also, you may get interrupted and not be able to finish the job quickly.

  1. Gather cleaning supplies, additional shelving, peg hooks, signage, product, planograms and any other items needed to begin working. Take these items to the workspace.
  1. Each new planogram should begin with a thorough cleaning of the shelves and fixtures. Don't forget the base.
  2. Using the planogram, begin setting shelves and peg hooks in the required location. Read all planograms from left to right.
    • Shelves should be worked from bottom to top and left to right.
    • Pegs should be worked from top to bottom and left to right.
  3. If necessary, use the actual product to help determine the exact distance needed between each facing and/or each SKU.
  4. Once the planogram is set, fill each space with the correct product. Additional merchandise should be kept in the stock room as overstock.
  5. Create current shelf labels, signage and any other pricing needed for the newly set section.
  6. Zone (or face) the finished section by bringing all items forward. Make sure labels are straight and facing the customer.

Tips for Maintaining Your Display

  • Perform daily store recovery to keep shelves appearing neat and full.
  • Replace any worn labels or signs immediately.
  • Reorder empty spaces as soon as possible.
  • Provide general housekeeping to keep shelves and product free from dust.