RETAIL MERCHANDISING AND PLANOGRAM EXECUTION

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Store Master Data: Retrieve store locations, regional manager details, and store dimensions from the Store Data Model.
[ ] Retrieve Product Catalog: Get current SKU details, dimensions, and category information from the Product Data Model.
[ ] Create Planogram Assignment: Generate a new Planogram Execution entry linked to a specific store and time period.
[ ] Assign Planogram Design Task: Create a task for the Visual Merchandising Team to design the layout based on product specs.
[ ] Calculate Shelf Capacity: Calculate the total linear shelf space available vs. the required space for the assigned SKUs.
[ ] Distribute Planogram to Stores: Create tasks for Store Managers to download and review the new digital planogram instructions.
[ ] Update Planogram Status: Update the status of the Planogram Execution entry to 'In Progress' or 'Completed'.
[ ] Execute In-Store Implementation: Create a task for Field Merchandisers to physically rearrange products according to the planogram.
[ ] Log Compliance Variance: Update the execution entry with notes if the physical shelf setup deviates from the planogram.
[ ] Calculate Compliance Rate: Aggregate all execution entries within a region to calculate the average % of planogram compliance.
[ ] Create Non-Compliance Issue: Create a new entry in the 'Audit Issues' data model if a significant deviation is detected.
[ ] Notify Regional Manager of Compliance Drop: Send an automated email to the Regional Manager when the aggregate compliance falls below the threshold.
[ ] Generate Monthly Merchandising Audit Report: Create a comprehensive report summarizing execution success, variances, and stock alignment across all stores.
[ ] Archive Obsolete Planograms: Delete or archive old Planogram Execution entries that are no longer relevant to the current season.

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