Application
This unit describes the performance outcomes, skills and knowledge required to develop retail space and product management plans. It requires the ability to review the productivity of space and product performance to define product placement strategies and layouts that achieve commercial business objectives.
This unit applies to visual merchandisers and stylists working in a diverse range of sectors and business contexts. They operate with independence, under limited supervision of others, and within established organisational policies and procedures. They may have responsibility for making a range of creative and operational decisions within the scope of their job role.
No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.
Elements and Performance Criteria
ELEMENTS | PERFORMANCECRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Identify space and product management requirements. | 1.1. Consult with relevant personnel to identify organisational space and product management requirements. 1.2. Access and review organisational standards and guidelines for space and product management. 1.3. Research trends in retail space and product management to inform planning. 1.4. Identify and assess factors impacting space and product management planning. |
2. Develop space management plan. | 2.1. Access and review store design plans and dimensional data to determine store features and constraints. 2.2. Plan optimal store layout and fixture space. 2.3. Identify opportunities to optimise use of space and create efficiencies in customer traffic flow. 2.4. Identify opportunities to enhance customer experience and commercial profitability through space management. 2.5. Identify potential commercial and customer experience challenges and undertake planning to minimise impact. 2.6. Document an accurate, to-scale, space management plan using digital design software. 2.7. Ensure space management plan complies with regulatory and work, health and safety requirements. |
3. Develop a store product management plan. | 3.1. Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan. 3.2. Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise. 3.3. Consider product category adjacencies and grouping according to features, price, size and type. 3.4. Identify constraints and opportunities impacting management planning. |
4. Communicate the space and product management plan. | 4.1. Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout. 4.2. Present space and product management plan to relevant personnel and make any required adjustments. 4.3. Gain approval for space and product management plans. 4.4. Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements. |
Evidence of Performance
Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:
develop a space and product management plan for one retail space that reflects organisational product and space management requirements and style guidelines
develop a to-scale space plan using digital software, detailing:
floor plan
fixture elevations and product placement as planogram
category layouts and flow between categories
promotional zones
number of product facings
develop an action plan for the implementation of space and product management plans.
Evidence of Knowledge
Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:
role of space and product management planning
key inclusions in space and product management plans
design principles as related to space and product management
types of store layouts and fixture configurations
techniques for:
product performance analysis
space calculations
planogramming
relationship between inventory, customer profiling and space management
provisions relating to the design of store plans and floor layouts
digital design software available for space and product management planning and key features.
Assessment Conditions
Skills must be demonstrated in a service industries environment. This can be:
an industry workplace
a simulated industry environment.
Assessment must ensure access to:
store designs and dimensional data
organisational style guidelines related to space and product management
digital design software.
Assessors must satisfy the Standards for Registered Training Organisations' requirements for assessors, and:
have worked in a job role for at least two years where they have applied the skills and knowledge within this unit of competency.
Foundation Skills
Foundation skills essential to performance in this unit, but not explicit in the performance criteria, are listed here, along with a brief context statement. | |
SKILLS | DESCRIPTION |
Numeracy skills to: | perform numerical calculations to determine the inventory volume and fixture capacity. |
Technology skills to: | access information, document information and communicate with others using digital technologies and systems. |
Sectors
Retail
Competency Field
Merchandising