How to Create Planograms

by Jessica Leigh; Updated September 26, 2017

A planogram is diagram that is used by retailers to plan how merchandise is to be shelved and displayed on the sales floor. They can be followed to the exact detail or used as a guideline, depending on shelf space and merchandise availability.

Items you will need

  • Paper
  • Pencil
  • Ruler
  • Measuring tape
Step 1

Choose a layout for your shelving. You can use shelves that are all one size and space them uniformly, or you may use shelves of different sizes and vary the spacing to add variety.

Step 2

Arrange your merchandise on the shelves. This can be done either physically, by placing the items on a shelf that you have already created, or by drawing your arrangement on a sheet of scrap paper. It is a good idea to place smaller items and sale items at eye level so that they will be more visible to the customer. Also, try to group similar items together.

Step 3

Draw the shelving on your planogram. Be sure to draw them to scale using the tape measure and ruler. A good scale is 1/2 inch for every foot.

Step 4

Draw and label your merchandise on the planogram. You can draw pictures of the merchandise or boxes with the item number or some other description of the merchandise written inside. Be specific when labeling, and remember to draw the merchandise to scale.

Step 5

Write instructions. If there is a particular order in which the merchandise should be stocked or the shelves built, write that here. Add any special notes for pricing or signage. Include sale or promotional signs with the the planogram and attach the notes directly to the signage, and attach a separate price sheet for regular priced items.

Tips

  • Remember, you are creating the planogram for somebody else to follow, so be very specific and include instructions. If you choose to design your planogram by physically putting together the shelves and placing the merchandise, it may be helpful to photograph the finished arrangement and include it with your planogram as a reference.

About the Author

Jessica Leigh is a professional writer with works published for "The Houston Chronicle" and various websites. In addition to pursuing a degree in legal studies she has years of experience in the financial industry as a tax preparer.

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