Planogram Planning Brief

1. Define the fixture

Record bay count, shelf widths, shelf heights, depth, refrigeration or other constraints, and meaningful store-format differences.

2. Define the category logic

Clarify which hierarchy the shopper should see first: segment, brand, need state, price tier, format, or another structure.

3. Set facing principles

Identify minimum facings, capacity needs, high-visibility items, and where space should flex with demand or role.

4. Define adjacencies

Document which products or subcategories should sit together and which separations help navigation.

5. Plan shelf communication

Include price labels, promotional tags, category signs, shelf strips, and other shopper-facing communication that competes for visual space.

6. Define exceptions

Identify how smaller stores, different fixtures, pack dimensions, or local ranges should deviate without destroying the core logic.

General information only. This guide is management information, not legal, antitrust, accounting, tax, food-safety, or regulated financial advice. Specific projects may require specialist review.