Store Inventory Operations/planogram_compliance.md

Planogram (Modular) Compliance Guide

Document ID: INV-POG-003 | Version: 3.8 | Owner: Director Space Planning Effective: 2025-01-01 | Review Cycle: Semi-annual

1. Purpose

Defines planogram (POG) types, execution windows, compliance audits, resets, new item integration, and deletion procedures.

2. Planogram Types

Type	Scope	Refresh Cadence
Core POG	Everyday assortment	Annual
Seasonal POG	Holiday, summer, back-to-school	Per season
Promo POG	Ad items, rollbacks	Per event
Flex POG	Local/regional items	Quarterly
Digital POG	Walmart.com assortment	Continuous

3. Execution Windows

• POG changes communicated via Modular Execution Calendar.
• Execution window: 14 days from published date.
• New item set date: first day of window.
• Deletion date: last day of window.
• Compliance audited on day 15.

4. Compliance Audits

Audit Type	Frequency	Sample
Self-audit	Weekly	1 POG per dept
Manager audit	Monthly	5 POGs per store
Regional audit	Quarterly	20 POGs per market
Corporate audit	Semi-annual	Random 50 stores

Compliance scoring:

• Item in correct location: 40%
• Correct facings: 25%
• Correct signage: 15%
• Correct shelf tag: 10%
• Cleanliness: 10%

Target: ≥ 95% compliance.

5. Resets

• Full department resets scheduled annually (typically Jan–Feb).
• Reset crew: 2–4 associates per department.
• Reset duration: 1–3 days depending on department size.
• During reset, shelf may be temporarily out of stock; signage required.

6. New Item Integration

1. Item added to POG via Item 360 system.
2. Shelf tag printed and placed before item arrives.
3. First order placed automatically based on forecast.
4. Item must be on shelf within 7 days of first receipt.
5. If not selling after 90 days, flagged for deletion review.

7. Deletion Process

1. Deletion notice in Modular Execution Calendar.
2. Markdown or return-to-vendor initiated.
3. Shelf tag removed on deletion date.
4. Space reallocated to new or existing items.
5. Deletion compliance audited same as POG compliance.

8. KPIs

KPI	Target
POG compliance	≥ 95%
On-time execution	≥ 98%
New item speed-to-shelf	≤ 7 days
Deletion completion	≥ 98%
Reset completion on time	100%

9. Escalation

• Store: Coach / Team Lead
• Market: Market Manager
• Corporate: Director Space Planning