Woman reaching for product on top shelf of a grocery aisle

Efficient Assortment Management

This workshop has been designed to teach you a collaborative framework to achieve an optimal assortment management and understand the benefits it offers to retailers, manufacturers and shoppers. In this workshop, you will learn how to:

  • State the efficient assortment management framework that will help you optimize the product range for your categories
  • Analyze the factors that influence in the assortment decisions from a shopper, retailer and manufacturer data standpoint
  • Relate the assortment decisions to category management
  • Apply main KPIs and techniques for selecting the right assortment

Day 1


Registration and welcome instruction

Market Trends Overview

Shopper – Centric CatMan review

  • 8 step process recap
  • Benefits of Category Management

Assortment Management Introduction

  • What is assortment management?
  • Benefits and challenges

Assortment Management Framework

4 step framework and strategies

Step 1: Category Management Integration

  • Category Management process steps linked to Assortment Management
  • How category roles and strategies address better Assortment Management decisions

Day 2

Day 1 Review

Step 2: Collaborative Trade Partnership

  • Manufacturers’ assortment techniques
  • Manufacturers’ strategies and shopper inputs

Step 3: Data Sources Integration

  • Shopper facts selection criteria
  • Retailer facts selection criteria
  • Manufacturer facts selection criteria

Step 4: Assortment Management Process

7 step process:

  • Market coverage
  • Segments relevance
  • Product delisting
  • Production addition
  • Product validation
  • Finalization
  • Quantification
Who should attend?
Who should attend?

Level: Beginner to Intermediate


Category managers, merchandising managers, space and range planners, buyers, business information analysts, store managers, supply chain executives, inventory managers and teams.

Manufacturers / Suppliers / Distributors:
Category managers, key account data managers, shopper marketing managers, trade marketing managers, marketing managers, brand managers, business information analysts, inventory managers and teams.