© 2007 category management knowledge group presented by: michelle patterson (director of learning...

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© 2 0 0 7 C a t e g o r y M a n a g e m e n t K n o w l e d g e G r o u p w w w . C M K G . o r g Presented by: Michelle Patterson (Director of Learning & Training, CMKG) Overview Category Management Knowledge Group

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Presented by: Michelle Patterson

(Director of Learning & Training, CMKG)

Overview

Category Management

Knowledge Group

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About me (Michelle Patterson)

Director of Learning & Training at Category Management Knowledge Group (www.CMKG.org)

12 years experience P&G prior to starting at CMKG› Category Management› Sales› Customer Marketing› NA “Train the Trainer” specialist

BRIDGING THE KNOWLEDGE

GAP

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Category Management Knowledge Group (www.CMKG.org)

DATA Solutions by

Design

Category Management Knowledge

Group

SpringBoard Data

Management

Category Management

Consulting

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CMKG Training

Classroom “Live” training

On-Line

“Live” webinars

Recorded videos/

webinars

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CMKG On-Line Training

Category Management

Training

Certified Associate in Category

Management

Advanced Analytics (Pricing & Promo) (NEW)

Miscellaneous Topics

Software Application

Training

Excel Training (5 topics)

Powerpoint Training

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Certified Associate in Category Management

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Situation Overview

BUSINESS SETTING:• Category Management expertise is a base

requirement within organizations in North America, and a growing one globally

TRAINING CHALLENGE:• Category management is a technical skill that

requires specific hands-on application of techniques; while teams are interspersed across NA or globally, and training is offered infrequently. Result: training & skills gaps

OPPORTUNITY:• Provide a uniform certification in category

management to all new employees in the function delivered by one of the leading experts in the field

Steps of the CACM Program

Overview of CACM Program

1. Category Management

Overview

2. Retailer Strategy

3. Category Definition &

Segmentation

On-Line Quiz (optional) 4. Category Role

5. Category Strategy

6. The Basics About Data

7. Data Sources Overview

On-Line Quiz (optional)

8. Category Assessment

9. Sales Fundamentals

On-Line Quiz (optional)

10. Category Management on

Limited Data

11. Implementing a

Category Management

Plan

12. Final Exam (required)

Hand in Case Study via

Email (required)

CACM Certificatio

n Complete

Web

inar

1

Web

inar

2

Web

inar

3W

eb

inar

4

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CMKG’s training library (http://training.cmkg.org)

Participants access CACM

webinar recordings

Participants access workshops

Participants access quizzes &

final exam

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CACM “Homework”

Case StudyRefer to the case study (sent

to you via mail) after each webinar

Plan approx. 60 minutes after each webinar to

complete the Case Study requirements

You need a minimum 80% passing grade on the case

study.

WorkshopsWorkshop

assignments are given from each

webinar

Workshops are not graded, but are beneficial for

recipients

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Case Study Objective:Completion of a Coffee Category Plan

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Support during CACM program

Watch the on-line webinar recordings available in the CMKG training library for review. They are IDENTICAL to the “live” webinars

Review the materials for the respective training modules, in the Study Guide.

Contact CMKG via e-mail ([email protected]) to ask questions (24 hour response time)

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CACM Program Outcomes

Define category management

Explain the importance of retailer strategies in category management

Segment a category

Assign category roles & strategies

List the data sources and their associated watchouts

Identify the sales fundamentals and their basic measurements

Complete a category overview and action plan

Use a personal roadmap to generate quick wins in category management

= a foundational understandi

ng of category

management

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Benefits of CACM program

Cost effective (base $1500 USD / person)

Sustainable (through training library access) & available “24/7”

Confirmation of foundational understanding of category management

Maintain a certain standard within the organization

Customizable for organizations based on unique needs & categories

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Advanced Analytics: Assessing Brand Health

Webin

ar

#1

Webin

ar

#2

Measuring Brand Health› Complete Assessment› Baseline versus Incremental

Measuring Baseline drivers Measuring Incremental drivers

Lifts and efficiencies by promotional vehicles› Determine if a promotion was effective› Determine optimal price points (regular and

promotional)

COST:$399 USD per participant

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Coming in Late Fall 2009

‘Certified Specialist in Category Management’ training program› Intermediate category management

training focused on analytics across the sales fundamentals

› Intended for individuals with >2 years experience in category management

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NEXT STEPS Contact Category Management Knowledge

Group at:o Phone: 1+403.547.2376

o E-mail: [email protected]

o Access a “free” webinar on “Category Management Overview” to see an example training module (CMKG training library http://training.cmkg.org – sign up for free access))

Develop a plan to move forward based on you, your team, or your organization’s current needs