Planogram Setup Requirements for Capture and Assessment

To assess in-store execution against a planogram, we need the planogram’s structure to follow a few simple rules. These apply to how the planogram is built inside the file, not to the file type. If a planogram doesn’t meet them, we can’t reliably capture or assess it.

1. One set type per planogram
Each file should represent a single type of set, such as a shelf aisle, a cooler, or an end cap. Different set types can’t be combined in the same file. For example, a cooler and a shelf set can’t be in one planogram, and neither can an end cap and a shelf aisle.
What to do: Build a separate planogram for each set type.

2. One continuous, straight run
Each file should represent one linear set. No fixture in the planogram should wrap around a corner or change direction. For example, two cooler walls that meet at a corner shouldn’t be in the same planogram.
What to do: Split the layout at the corner and build one planogram per wall or straight run.

3. Sequential segments with no gaps
Segments must run in order, and every position between the first and the last must be defined. We can’t capture or assess a planogram that shows only the start and end of an aisle and leaves out the products in between.
What to do: If the sections aren’t adjacent, build each one as its own planogram. Each file should cover one uninterrupted run.

Quick checklist before sending

• Does the file contain only one set type?
• Is the whole set one straight line, with no corners?
• Are the segments in order, with nothing missing between the first and last?

If any answer is no, please split the layout into separate planograms before sending.