The complete category manager (In-person)

The complete category manager

 
7-8-9 October 2025

09:00-17:00 BST | In-person

 
 

Course overview

 

“While the learnings we cover are the same as the virtual, being face to face gives us more opportunity to practice and explore with more depth the principles; gives delegates the time to practice, make mistakes and then understand where they went wrong. Easier to have the big conversations with the whole group on the theory and the realities of business””

Simon Attfield, IGD Senior Consultant

We have developed our workshop offer, this complete category manager course will take you on a journey of learning and personal development, across the course you will use techniques, tools and processes to apply the principles of category management. This course will develop your knowledge and skills, leaving you prepared to build and deliver sophisticated category management plans proposals and solutions.

Structured training cannot replace on the job training. We have designed the course to support you with practical theories, research and models that you can use in your role.

 

Learning outcomes

Understand the principles of category management and it’s role in building sustainable collaborative partnerships. Setting clear collaborative goals and putting in place the right performance tracking to ensure success.

Learn how to conduct a productive category assessment and identify clear insights and opportunities for the future. Understand what can and can’t be implemented to deliver the opportunity.

How the tactics and strategies will differ by retailers’ corporate strategies and retail channels they compete in.

Shoppers’ needs change by their behaviours, mission, consumption/usage and confidence. How to take this understand to build better category plans.

Know the levers effecting shoppers’ behaviour and how through category management you can leverage the in-store tools.

How to undertake a range review to build an optimised range.

Understand what it takes to maintain a sustained collaborative relationship; what are the challenges and how best to approach them.

 

Who’s it for?

If you are new to the role, these courses are specifically designed to guide you from the beginning of your learning journey to be confident position in your role. These courses will provide you with the all necessary skills and knowledge to excel in category management.

For experienced delegates, our sessions will build on your previous learnings and experiences to provide comprehensive functional training. Our courses are tailored to meet the complete needs of your role.

We believe that our courses will be beneficial to both new and experienced professionals.

 

Agenda

Day one

Introduction to Category Management

Understand the principles of category management and the category management process

Its role in building better sustainable businesses

The roles and responsibilities when it comes to delivering category management

Insights and opportunities

How to conduct a category assessment and from that identify future opportunities and the importance of turning those into category strategies

The role of different types of data available and how to analyse and unlock the actionable insights

Importance of future thinking in unlocking future opportunities

The metrics of success, and how category management supports commercial success

Understanding the needs of the customer

Understand the needs of the customer. What are the roles and responsibilities of key roles and their influence on category management

How to stand out from your competitors in terms of category management and be the preferred partner

 

Day two

Strategy to tactics to deliver success

Building a strategy from the opportunities in the category. How to leverage an overarching category vision/strategy

Understand the range of tactics available to category management and how to select appropriate ones to deliver your strategy and category growth

Deep dive on delivering robust and sophisticated range recommendations as part of a range review. Evaluating product performance at different levels of sophisticate analysis

Understand the dynamics and ergonomics of shopping and building layouts and displays that drive category growth

 

Day three

Reviewing promotions from a category first point of view. Their role positive and negative in drive category growth

Understanding different styles of shopping and the differing needs of shoppers. How to engage the styles to build improved shopping experiences.

Delivering plans and continuous improvement

How to build category plans that deliver positively for the retailer and supplier

How to be impactful with the retailer, successfully collaborate to ensure delivery of category initiatives

How to inspire and make the most of your collaboration and build valuable partnerships

 

Venue

IGD, Grange Lane, Letchmore Heath, Watford, Hertfordshire WD25 8GD, UK

 
 

Meet the trainer

Simon Attfield, IGD Senior Consultant

Simon Attfield tutors on our open workshops and delivers bespoke Category and Shopper programmes. He has over 25 years’ experience working in category management, shopper marketing and sales for FMCG companies such as P&G, Britvic, Clairol, and most recently leading the customer marketing team at Tata global beverages.

Simon Attfield